
A sales funnel template is a reusable plan for the steps a buyer moves through, from first click to purchase and beyond. The most useful kind is not a pretty diagram but a page-by-page outline: which pages you need, what each page says, what single action it asks for and which number tells you it is working.
This guide gives you nine templates for the most common funnel types, a B2B pipeline template, a simple tracking sheet and copy prompts for each page. Every outline is tool-agnostic, so you can build it in ClickFunnels, Systeme.io, GoHighLevel or any page builder.
What a Sales Funnel Template Actually Is
People mean three different things when they search for a sales funnel template. Knowing which one you need saves time.
| Template Type | What You Get | Best For |
|---|---|---|
| Stage diagram | A funnel graphic with stages such as awareness, interest, decision and action | Planning, presentations, aligning a team |
| Page-by-page outline | The pages, sections, copy prompts and calls to action for each step | Writing and building the actual funnel |
| Software template | A ready-made funnel you install and edit inside a funnel builder | Launching quickly without a designer |
| Tracking sheet | Rows for each step with visitors, conversions and revenue | Measuring and fixing the funnel |
This page focuses on the second and fourth types, because they are the ones that turn into revenue. If you want the in-app template library, our ClickFunnels funnel templates guide shows where it lives and how to install templates. For the theory behind the stages, see sales funnel stages.
In This Article
- What a Sales Funnel Template Actually Is
- The Master Sales Funnel Template
- 9 Sales Funnel Templates by Funnel Type
- B2B Sales Funnel Template
- Sales Funnel Tracking Template
- Copy Prompts for Every Funnel Page
- Where to Get Free Sales Funnel Templates
- How to Customize a Template Step by Step
- Common Sales Funnel Template Mistakes
- Our Verdict
- Frequently Asked Questions
The Master Sales Funnel Template
Every funnel below is a variation of the same skeleton. Each stage has one job, one main page or touchpoint and one number to watch.
| Stage | Job | Typical Page or Touchpoint | Number to Watch |
|---|---|---|---|
| Traffic | Get the right people to click | Ad, post, email, search result | Click-through rate, cost per click |
| Capture | Turn a visitor into a lead | Opt-in or registration page | Opt-in rate |
| Nurture | Build trust and explain the offer | Thank-you page, emails, video, webinar | Email open and click rate, show-up rate |
| Convert | Make the sale | Sales page and order form | Sales conversion rate |
| Increase | Raise the order value | Order bump, one-time offer, downsell | Take rate, average order value |
| Retain | Keep and expand customers | Onboarding emails, member area, renewal | Refund rate, repeat purchase, churn |
Write your own version of this table before you touch any software. Fill in the offer, the page names and a target number for each row. That single sheet is your sales funnel template.
9 Sales Funnel Templates by Funnel Type
Each template lists the pages in order, what goes on each page and the one action it asks for. Swap the bracketed prompts for your own offer.
1. Lead Magnet Funnel Template
Use it to build an email list with a free resource such as a checklist, guide, swipe file or short video. ClickFunnels' help center describes the same two-step structure: a landing page with a single call to action, then a thank-you page with next steps.
Page 1: Opt-in page - Headline: "Get the free [resource] that helps you [specific result] without [main frustration]." - Three bullets naming what is inside the resource. - An image or mockup of the resource. - A form with name and email, or email only. - Button: "Send Me the [Resource]."
Page 2: Thank-you page - Confirm the resource is on its way and where to find it. - One next step: watch a short video, join a group, book a call or see a low-priced offer.
Follow-up: five to seven emails that deliver the resource, share a story, answer one objection each and make the paid offer.
2. Tripwire (Low-Ticket) Funnel Template
Use it to turn new leads into buyers with a small first purchase. The goal is often to cover ad costs, not to make a profit on the front end.
- Sales page: a short page for a low-priced product that solves one narrow problem. Lead with the problem, show what is inside and state the price clearly.
- Order form: name, email, payment, plus one order bump, a small add-on with a checkbox. See our order bump guide for examples.
- One-time offer page: a related, higher-priced product offered immediately after purchase. ClickFunnels defines a one-time offer as "a follow-up offer shown to customers immediately after they complete a purchase."
- Downsell page (optional): a lighter or cheaper version for people who decline the one-time offer.
- Thank-you page: access details and what happens next.
3. Free-Plus-Shipping Book Funnel Template
This is the model Russell Brunson uses for DotCom Secrets: the book is free and the buyer pays shipping. The order page then offers optional upgrades. Our sales funnel examples guide breaks down that live funnel.
- Book offer page: cover image, a headline about the transformation the book promises, a short author introduction, and "Just cover shipping."
- Two-step order form: step one asks for the shipping address, step two for payment. An order bump offers the audiobook or a digital bonus.
- Upsell page: a course, recordings or workshop that goes deeper on the book's topic.
- Thank-you page: shipping confirmation and a link to start reading or listening right away.
It suits authors, consultants and coaches who want buyers rather than just leads.
4. Webinar Funnel Template
Use it for courses, coaching and software that need explaining. ClickFunnels' help center lists three core pages: registration, confirmation and the watch page.
- Registration page: a headline promising what attendees will learn, the date and time (or "watch now" for automated webinars), three learning bullets and a short presenter bio.
- Confirmation page: calendar links, a reminder to watch, and an optional short video that builds anticipation.
- Reminder emails and texts: typically sent the day before, one hour before and at start time.
- Watch page: video player, chat or questions box, and an offer button that appears near the pitch.
- Order page: the offer, a summary of what was promised in the webinar, the price and a guarantee if you offer one.
- Replay page and follow-up emails: a time-limited replay and a short sequence for people who did not buy.
Our ClickFunnels webinar funnel guide shows how to build this inside ClickFunnels.
5. Video Sales Letter Funnel Template
A video sales letter (VSL) replaces a long written sales page with a video that walks through the offer.
- VSL page: headline, video and a buy button that appears below the video, often after a delay.
- Order form: with an order bump.
- Upsell and downsell pages.
- Thank-you page.
VSL script outline: hook, problem, story of how you found the solution, the solution, what is included, proof you can document, price, guarantee, call to action, recap.
6. Application (Book-a-Call) Funnel Template
Use it for high-ticket coaching, agency services and done-for-you work, where the sale happens in a conversation.
- Presentation page: a short video or written case for the service, and who it is for and not for.
- Application form: five to ten qualifying questions, such as current situation, goal, budget range and timeline.
- Booking page: a calendar for qualified applicants only.
- Confirmation page: what to prepare and a short video that sets expectations for the call.
- Reminder emails and texts before the call.
Tools with a built-in CRM and calendar, such as GoHighLevel, handle this funnel well; see our GoHighLevel review.
7. Challenge Funnel Template
A challenge runs participants through a short program, usually five days, with a paid upgrade. ClickFunnels' help center outlines it as an opt-in page, an order form with an optional VIP upgrade, a thank-you page and a challenge hub page.
- Opt-in page: the challenge promise, dates and what participants will finish with.
- VIP order form: an optional paid upgrade such as recordings, extra coaching or a workbook.
- Thank-you page: link to the group or community and the schedule.
- Challenge hub page: daily videos, tasks and replays.
- Final-day offer: the main program, presented live on the last day.
8. Free Trial (SaaS) Funnel Template
Most software companies run some version of this.
- Pricing or product page: plan comparison and one clear trial button.
- Signup form: as few fields as possible.
- Onboarding: a checklist inside the product that leads to the first useful result.
- Trial emails: welcome, feature tips tied to the onboarding steps and a reminder before the trial ends.
- Upgrade page: plan selection and payment.
9. Ecommerce Product Funnel Template
Use it for one hero product rather than a whole catalog.
- Product page: benefit-led headline, photos or video, reviews you can document, price and shipping details.
- Checkout: with a complementary add-on as an order bump.
- Post-purchase upsell: a bundle, a refill subscription or an accessory.
- Thank-you page and order emails: tracking information, how to use the product, and a review request after delivery.
Brands on Shopify can still route paid traffic to a funnel-style page; our ClickFunnels vs Shopify comparison covers when that makes sense.
B2B Sales Funnel Template

B2B funnels run longer and involve a sales team, so the template looks more like a pipeline with clear exit criteria.
| Stage | Exit Criteria | Owner | Conversion to Track |
|---|---|---|---|
| Lead | Contact details captured from content, events or ads | Marketing | Visitor to lead |
| Marketing qualified lead | Fits the target company profile and engaged with content | Marketing | Lead to MQL |
| Sales qualified lead | Confirmed need, budget range and timeline | Sales development | MQL to SQL |
| Demo or meeting | Meeting held with a decision maker | Account executive | SQL to meeting |
| Proposal | Proposal or quote sent | Account executive | Meeting to proposal |
| Closed won or lost | Contract signed or deal lost with a reason | Account executive | Proposal to close |
The key is the exit criteria column. Without it, every team defines "qualified" differently and the conversion rates mean nothing. Our what is a sales funnel guide explains how a funnel differs from a sales pipeline.
Sales Funnel Tracking Template
You can track any funnel in a spreadsheet. Create one row per step and these columns:
| Column | What It Holds |
|---|---|
| Step | Page or touchpoint name |
| Visitors | Unique visitors who reached the step |
| Conversions | People who took the step's action |
| Conversion rate | Conversions divided by visitors |
| Revenue | Money collected at this step |
| Revenue per visitor | Revenue divided by visitors at the first step |
| Notes | Changes made and the date |
Illustrative example (not a benchmark): if 1,000 people visit an opt-in page and 300 opt in, the opt-in rate is 30%. If 15 of those 300 then buy a $47 product, the sales conversion rate is 5% and revenue per original visitor is $0.71 (15 × $47 ÷ 1,000). Compare that last number with your cost per click to see whether the funnel pays for its traffic.
Funnel builders show most of these numbers in their analytics, but a sheet makes it easy to log each change you make and see whether it helped.
Copy Prompts for Every Funnel Page
Templates fail most often because the words are left generic. Use these prompts to fill each page.
Headlines
- "How to [result] in [time frame] without [pain or sacrifice]."
- "The [number]-step [method] for [audience] who want [result]."
- "Free [resource]: [specific result] for [audience]."
Calls to Action
Name the action and what the visitor gets: "Get the Checklist," "Save My Seat," "Book My Strategy Call," "Add to My Order." Use one main call to action per page.
Thank-You Pages
Never waste the thank-you page. Confirm the action, tell people exactly what happens next and give them one more step, such as a short video, a low-priced offer or a calendar link.
Order Bumps and Upsells
An order bump should be small and closely related to the main purchase. An upsell should be the logical next step after it, not a random extra product. The ClickFunnels value ladder explains how to sequence offers by price.
Where to Get Free Sales Funnel Templates
You do not have to pay for templates. These are the main free sources.
| Source | What You Get | Cost |
|---|---|---|
| ClickFunnels | Built-in funnel templates filtered by funnel type, plus Build with AI | Included with plans from $97 a month; free trial available |
| Systeme.io | Templates for every page type, plus share links for complete funnels | Free plan with 2,000 contacts and 3 sales funnels |
| GoHighLevel | A template library for funnels and websites, plus snapshots | Included with plans from $97 a month |
| Figma, Lucid, Mural, Creately | Sales funnel diagram templates for planning | Free templates in each tool's gallery |
| Spreadsheet | The tracking template above | Free |
Systeme.io's pricing page says its free plan "never expires and does not require a credit card," which makes it the cheapest way to turn an outline into live pages. Our Systeme.io templates and GoHighLevel snapshots and templates guides explain how each library works.
How to Customize a Template Step by Step

- 1Choose the funnel type that matches your offer and price
- 2Write the outline in a document before opening any software
- 3Install the closest software template
- 4Replace every headline, bullet and button with your own copy
- 5Connect products, payments and email follow-up
- 6Test every path on desktop and mobile
- 7Launch to a small amount of traffic and log the numbers
For a full walkthrough from offer to launch, see how to create a sales funnel.
Common Sales Funnel Template Mistakes
- Choosing a funnel for its looks. Pick the funnel type for the offer and price, then worry about design.
- Keeping the sample copy. Visitors notice generic headlines; they are the first thing to change.
- Too many actions per page. Each page should ask for one action.
- Skipping the thank-you page. It is the page with the most attention and the least competition.
- No follow-up. Most leads do not buy on the first visit, so the email sequence is part of the template.
- Changing several things at once. Test one change at a time so you know what moved the number.
Pros
- Saves hours of planning and design
- Gives you a proven page order
- Makes it easy to compare funnels
- Works in any funnel builder
Cons
- Does not fix a weak offer
- Generic copy hurts conversions
- Diagram templates alone do not build pages
Our Verdict
The best sales funnel template is the one that matches your offer: a lead magnet funnel for list building, a tripwire or book funnel for first purchases, a webinar or VSL funnel for mid-priced courses and an application funnel for high-ticket services. Write the page-by-page outline first, then build it from the closest software template. If you are choosing a builder, compare options in our best sales funnel software guide or start with the ClickFunnels review.
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Frequently Asked Questions
What Is a Sales Funnel Template?
A sales funnel template is a reusable plan for the steps a buyer moves through, from first visit to purchase. It can be a stage diagram, a page-by-page outline with copy prompts, or a ready-made funnel you install in software such as ClickFunnels or Systeme.io.
What Is the Simplest Sales Funnel Template?
A two-page lead magnet funnel. An opt-in page offers a free resource in exchange for an email address, and a thank-you page delivers it and suggests one next step. Follow-up emails then make the sales offer.
Where Can I Get a Free Sales Funnel Template?
Funnel builders include templates with the software. Systeme.io offers them on its free plan, which covers 2,000 contacts and 3 sales funnels. Diagram tools such as Figma, Lucid and Mural also publish free sales funnel diagram templates for planning.
Which Sales Funnel Template Should I Use for a High-ticket Offer?
An application or book-a-call funnel. Prospects watch a short presentation, answer qualifying questions and book a call, so the sale happens in a conversation rather than at a checkout page.
What Should a B2B Sales Funnel Template Include?
Stages such as lead, marketing qualified lead, sales qualified lead, demo or meeting, proposal and closed won or lost, with clear exit criteria for each stage and the conversion rate between stages.
Can I Use a Sales Funnel Template in Excel or Google Sheets?
Yes, for tracking. List each funnel step in a row with columns for visitors, conversions and conversion rate, then add revenue per visitor. The pages themselves still need a funnel builder or website tool.
Do Sales Funnel Templates Guarantee Conversions?
No. A template gives you a tested structure, but the offer, the audience, the traffic source and the copy decide whether it converts. Treat a template as a starting point and test changes one at a time.
Build Your Funnel From a Template
Pick the outline that matches your offer, start a ClickFunnels free trial, install the closest built-in template and replace the copy page by page.
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