Your marketing system,
built right the first time
Stop piecing together landing pages, email sequences, and lead magnets on your own. Get a complete, conversion-ready funnel designed specifically for your financial planning practice.
Sound familiar?
- You have a lead magnet idea sitting in a Google Doc that never quite gets finished
- Your email sequences are... nonexistent, or maybe three emails you wrote two years ago
- You've tried building landing pages yourself, but they feel clunky and unconvincing
- You know you need a system for turning strangers into prospects, but the pieces aren't connected
- Every month you think "this is the month I'll finally get this done" and it doesn't happen
What if instead:
- Your lead magnet was professionally written and designed to position you as the obvious choice
- Your landing page actually converted visitors into subscribers
- New subscribers got a thoughtful email sequence that built trust and moved them toward a conversation
- The whole thing was set up, tested, and ready to run in your systems
- You could focus on serving clients while your funnel did the heavy lifting
Everything you need. Nothing you don't.
One complete funnel, built end-to-end, and handed off ready to run.
What success looks like:
A complete funnel, delivered and ready to run. We’re responsible for the build. Results depend on traffic, offer fit, and ongoing optimization, but you’ll have a professional foundation to build on.
Why We Don’t Recommend You DIY Your Funnel
The DIY Approach
Months of starts and stops. Landing pages that feel “off.” Email sequences you’re never quite happy with. Tech integrations that break mysteriously. And the nagging feeling that you’re not doing it right.
The Funnel Foundation Approach
One focused engagement. A team that’s built dozens of funnels for financial advisors. Every piece designed to work together. Delivered complete, tested, and ready to drive your marketing forward.
Investment
Standard Funnel
For advisors ready to launch their first lead generation system
$5,000-10,000
One-time investment
Features:
- Lead magnet (guide, checklist, or ebook)
- Landing page copy and design
- 5-7 email welcome/nurture sequence
- Full tech setup in your ESP/CMS
- Two rounds of revisions
- 4-6 week delivery timeline
Most Popular
Authority Funnel
For established advisors building a more sophisticated system
Investment: $10,000-15,000
Features:
- Premium lead magnet (longer guide or multi-part resource)
- Landing page copy and design
- 8-12 email nurture sequence with segmentation
- Thank you page optimization
- Full tech setup with advanced automations
- Three rounds of revisions
- 6-8 week delivery timeline
How It Works
A clear, straightforward process from kickoff to launch.
1. Discovery
We dig into your ideal client, your unique value, and the problem your lead magnet solves.
2. Creation
We write and design your lead magnet, landing page, and email sequence in parallel.
3. Refinement
You review, we revise. No back-and-forth chaos. Just thoughtful iteration until it’s right.
4. Launch
We set everything up in your systems, test it thoroughly, and hand you the keys.
Questions you might have
What if I already have a lead magnet idea?
Great. Bring it. We’ll either build from your concept or help you refine it into something that actually converts. This isn’t about starting from scratch if you don’t need to.
How is this different from hiring a copywriter or designer?
Individual contractors give you pieces. We give you a system. The lead magnet, landing page, and emails are designed to work together, and we handle all the tech setup so you’re not left trying to connect the dots.
What if I need ads to drive traffic?
This engagement focuses on the funnel itself. If you want Meta ads or other paid traffic, we can discuss that as a separate project or ongoing support. The funnel needs to exist first before we start putting advertising dollars behind it!
Do you guarantee results?
We guarantee delivery of a professional, well-crafted funnel. Conversion rates depend on factors beyond the funnel itself: traffic quality, offer fit, and your follow-up process. We’ll set you up for success, but we can’t promise specific outcomes.
What do you need from me?
Access to your systems, input during discovery, and timely feedback on drafts. Plan for 5-7 hours of your time total, spread across the project. We do the heavy lifting.
Can we rush the timeline?
We’ve learned that rushing this kind of work leads to rework. The 4-6 week timeline is designed to get it right the first time. If you have a specific deadline, let’s talk about it upfront.
Ready to build your marketing foundation?
Let’s talk about what you’re trying to accomplish and whether a Funnel Foundation project is the right fit.