Funnel launch checklist

Ship a funnel that captures, converts, and complies: the page, the form or calendar, the thank-you step, policy pages, mobile rendering, and tracking, verified before traffic hits it.

1. 1

   Structure: three steps minimum

   Sites, then Funnels, then New Funnel. Landing page with one job and one CTA, a thank-you page that sets the next expectation, and privacy policy plus terms pages linked in the footer (A2P registration checks for these).

2. 2

   Embed the capture element

   Drop in the form or calendar built earlier. One page, one conversion action: a page asking to "book a call or download the guide or follow us" converts to none of them.

3. 3

   Wire the domain and path

   In funnel settings, attach the right domain and a clean path. Confirm SSL is active before sharing the link anywhere.

4. 4

   Connect the automation

   Form submission or booking must trigger the speed-to-lead or confirmation workflow and tag the contact with the funnel source tag. A funnel without follow-up is a lead graveyard.

5. 5

   Run the mobile pass

   Most traffic is mobile. Preview every step on a phone: headline readable without zooming, CTA above the fold, form fields tappable, no horizontal scroll.

6. 6

   Test the full journey

   Submit the form as a stranger would. Verify: contact created and tagged, workflow fired, thank-you page loaded, notification reached the owner, and analytics counted the visit.