Designing a funnel is essential for customer acquisition, as it gives you the opportunity to address and win over potential customers. The exchange of information and scheduling appointments are key aspects that you must consider. In this tutorial, I will show you how to set up and optimize the second step of your funnel, the consulting page.
Key Takeaways
- You can customize and edit the consulting page at any time.
- It is important to insert your own Calendly link for appointment bookings.
- Designing elements like Progress Bar and colors gives your page a unique touch.
- User navigation should be simple and attractive to promote appointment bookings.
Step 1: Accessing Your Funnel
To edit the consulting page, you first need to access your funnel. To do this, navigate to the menu and click on "Funnels". Then you will find your specific funnel, in this case "Consulting".

Step 2: Accessing the Consulting Page
Once you have selected your funnel, you will see various pages that you have created. Click on the "Consulting" option or select the respective page you want to edit. Here you can make all necessary adjustments.

Step 3: Editing the Page
To make changes to the consulting page, click on "Edit Page". This opens the editing mode where you can make changes to texts, images, and layouts. Take the opportunity to create content that aligns with your offer.

Step 4: Adjusting Photo and Content
In this step, you can change the photo on your page. Click on the current photo and upload your desired image. Ensure that the image is professional and appeals to your target audience. Additionally, adjust the texts to clearly communicate your message.

Step 5: Inserting Calendly Link
An important feature of your consulting page is the ability to book appointments via the Calendly link. Insert your unique Calendly link in the designated place so that prospects can directly access your calendar.
Step 6: Adjusting Progress Bar
The progress bar at the top of your page provides visual guidance for the user. Double-click on the progress bar to adjust the colors and text. For example, you can change the text color to yellow and the bar color to blue. This gives your page an appealing design.

Step 7: Save Changes and Preview
After making all desired adjustments, do not forget to click "Save". To see how the page looks to your potential clients, you can use the preview function. This gives you a realistic impression of the user experience.

Step 8: Booking Appointment by the Customer
When users visit the consulting page, they can select an appointment. They have the option to choose the date and time, then enter their email address and name. It is also advisable to include a field for additional information.
Step 9: Automating Appointment Bookings
By integrating your Calendly link, you can automate appointment bookings completely. Once someone schedules an appointment, you will receive a notification, and there will be no additional effort on your part. This allows you to optimize your time and enhance the customer experience simultaneously.
Summary
Throughout this guide, you have learned how to set up the consulting page of your sales funnel. Customizing content, inserting your Calendly link, and designing the user interface are key points to consider. The more appealing you make the page, the higher the likelihood that potential customers will book an appointment with you.
Frequently Asked Questions
What is the purpose of the consulting page?The consulting page is designed to inform potential customers and enable appointment bookings.
How do I insert my Calendly link?Click on the appropriate location on the page and insert your custom link.
Can I change the colors of the progress bar?Yes, you can adjust the colors of the progress bar by double-clicking on the element.
How do I save my changes?Simply click on "Save" after making all the desired changes.
What happens when a customer books an appointment?You will receive a notification about the booking, and the customer can contact you directly.