A business checklist is a great way to stay organized and know exactly what steps you need to take to get a task done. The more organized and meticulous you are, the better your chances of having a successful business.

You can use a business checklist to:

  • Make sure you have all the necessary licenses and registrations done
  • Set up your office or workspace
  • Purchase and install the necessary equipment
  • Hire employees
  • Order and install supplies
  • Do all the necessary marketing and branding
  • Choose a legal entity
  • Get all the necessary insurance policies in place

The list is endless, and it can be very tedious to go through each item individually. One alternative to writing down all the steps is using an app called Clickfunnels, which we will discuss in this article.

Why Clickfunnels

Clickfunnels is an online tool that helps businesses with marketing, sales, and product building. The app is best known for its funnel creation tool, which allows users to easily create sales funnels (the “blueprint” of a business).

Businesses, regardless of whether they are big or small, can use Clickfunnels. The software is highly scalable, and it offers a free version with limited features. Once you grow your business and reach a certain level of popularity, you can opt for the “premium” plan, which costs $5 per month.

The best part about Clickfunnels is that after you create your funnel, you can easily update it and add new steps as needed. This can save you a great deal of time that would’ve otherwise been wasted moving around boxes and filing papers. Instead, you can spend that time growing your business.

How to Create a Checklist Using Clickfunnels

We’ll now walk you step-by-step through the process of making a checklist using the Clickfunnels tool.

STEP ONE: Sign up for Clickfunnels

This is a must if you want to make use of the tools within the app. Before you start, make sure you’ve read and understood the terms of service. You should also read the FAQs (frequently asked questions) for the app, as they provide useful information about the platform.

Once you’ve signed up for the service, you’ll be prompted to verify your email address. After you’ve done that, you’ll be able to log in and access your dashboard.

Your dashboard will display the steps you’ve taken so far within the app plus a list of tickets (known as “leads” within the platform).

You can track all the activity within your business in the CRM (customer relationship management), which is integrated with Clickfunnels.

STEP TWO: Set Up Your Funnel

The first step is to set up your sales funnel. For our example, we’ll be using the free version of Clickfunnels, which has limited features. If you’re looking for a more advanced tool, you can opt for the premium plan, which costs $5 per month.

To create your funnel, click on the + icon within the dashboard and then select New Funnel.

A modal window will appear, where you can give your new funnel a name and description. For our example, we’ll use Adventure Travel as the name of our travel agency and use the description to detail what our funnel is for.

Once you’ve named your funnel, you can select the type of lead you have (for example, a person who signs up for your free course or subscribes to your newsletter).

Choose one of the supported payment methods and then click on the Create button.

You’ll then be brought to a new page, where you can configure your offer.

The next step is to set the cost of your offer. You can choose either a one-time fee or a recurring monthly fee. One important thing to note here is that you need to make sure that you enter a valid email address. You’ll also need to make sure that your email address is correctly configured within your list manager (the tool that allows you to manage your email marketing).

The recurring monthly option is great for businesses that plan on having ongoing transactions with their customers. For example, if you are selling travel arrangements and someone buys a package that costs $500 per year, you’ll be able to track that transaction and invoice the customer accordingly.

The Next Steps

You’ll then need to take some time to do some research about the product or service that you’re promoting. Simply typing in a keyword and then selecting a product within the search results is not enough. You need to know exactly what you’re looking for.

If you’re looking for a specific product and don’t find it within the search results, you should consider using a tool called Google Trends, which can help you find the popularity of any niche or subject matter. You can even use the tool to find keywords or themes for your next project.

After you’ve set up your offer, you can move on to the next step and begin creating your sales funnel.

STEP THREE: Generate Signups

The next step is to generate some signups for your funnel. To do this, click on the Generate signups button within your dashboard.

You’ll then be brought to a new page, where you can enter the details about your marketing material (i.e., the pitch).

We’ll use the Adventure Travel website for our example, but you can use any landing page that you’ve created or will create for your funnel.

On this page, you can enter the name of your product, the description, and the minimum number of signups you need.

The more you enter, the better. Don’t worry too much about putting too much information in the field, as the software will adapt to what you’ve entered.

Once you’ve entered all the information, click on the Generate button.

You’ll then be brought to a confirmation page, where you can check the results of your work. If you’re satisfied with the results, click on the Confirm button.

STEP FOUR: Customize Your Page

The next step is to customize your page. To do this, click on the Page button within your dashboard. You’ll then see a page titled “Edit Page.” If you’re looking for a specific product and don’t see it on the list, click on the + icon to the right of the page.

From here, you can add more offers by selecting the + icon next to the product or service you wish to promote. Adding more products is easy, as you can just navigate to the next page.

When you’re done adding products, return to the previous screen.

From here, you can add more features to your page, such as social media buttons or a map of the region you’re targeting. Once you’ve added all the features you wish to include, click on the Save button.

The Last Step

The last step is to test your funnel. To do this, click on the Verify button within your dashboard.

This will open a new window, where you can enter your email address and click on the Verify button.

When you do this, you’ll receive an email from Clickfunnels, containing a link to create a lead. You can then track the conversion of that lead into a paying customer.

Clickfunnels also gives you insights into the flow of traffic through your funnel, allowing you to see which leads are converting and which are losing interest.

Once you’ve created a lead, you can follow the instructions within the email to login to your dashboard.

The dashboard will then display all the information you provided for your lead, as well as any follow-up information needed. You can then continue to work your lead and follow the instructions within the app to complete any necessary actions.

The key takeaway from this step is that you can create a list of all the documents you need to create a successful business, and then you can follow the steps to make sure everything is in order.