In this article, you’ll learn:
- How to create a lead capture form and popups
- How to build a landing page and thank you page
- How to set up automated workflows for lead follow-up
- How to add pipeline triggers and manage opportunities
- How to measure and optimize funnel performance
A well-built lead funnel turns interested visitors into loyal customers while reducing manual work. With Marketecs Engine, our customized version of GoHighLevel, you can create a fully automated funnel that captures leads, nurtures them, and moves them toward a purchase or booking, all without constant intervention.
In this video, Kathrine Farris, owner of Marketecs, walks you through each step of building a complete lead funnel inside Marketecs Engine. From running a simple lead magnet campaign to a multi-step sales process, you’ll see how to combine forms, landing pages, automations, and tracking into one efficient system.
Video Time Stamps
00:00 Introduction to Building a Lead Funnel
01:05 Step-by-Step Guide to Creating a Lead Capture Form
04:08 Customizing and Styling Your Lead Capture Form
06:53 Setting Up Form Integrations and Notifications
11:49 Creating and Configuring Your Landing Page
14:05 Adding and Customizing Elements on Your Landing Page
19:49 Setting Up and Customizing Popups
22:55 Building the Funnel Pages
23:28 SEO Metadata and Page Preview
24:45 Creating a Thank You Page
26:25 Mobile Responsiveness Adjustments
27:55 Adding Workflows and Automations
30:32 Setting Up Email Notifications
38:30 Incorporating SMS and Opportunity Stages
39:49 Reviewing and Publishing the Workflow
45:35 Tracking Funnel and Workflow Statistics
47:00 Final Recap and Additional Resources
Referenced Videos
How to Streamline & Automate Appointment Setting + Qualify Leads | GoHighLevel
How to Leverage Lead Scoring and Automate Lead Management with Go High Level
Mastering the Email Builder in High Level: A Step-by-Step Guide
Links
Learn more about Marketecs Engine and its capabilities.
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Step 1: Create a Lead Capture Form
Your lead capture form is the first real interaction between you and a potential customer. It should:
- Request essential information such as first name, email, and optionally phone or company name.
- Include a clear headline that states the offer (for example, “Download the Free Guide to X”).
- Follow consistent naming conventions so you can easily find and manage assets later.
Marketecs Engine lets you customize colors, fonts, and form fields to match your brand. You can embed the form directly on a landing page, share it via a link, or add it to an existing website. Conditional logic, consent boxes, and autoresponders can be added for compliance and quick follow-up.
Step 2: Build Your Landing Page
Your landing page should be focused on a single action: getting visitors to fill out your form. To achieve this goal, we recommend keeping navigation minimal, a compelling headline, and only including the information needed to encourage sign-ups.
Inside Marketecs Engine, you can:
- Start from a blank page or duplicate an existing page or template.
- Embed your form directly into the page or trigger it via a button popup.
- Add brand colors, images, and calls-to-action that reinforce your offer.
SEO metadata, page descriptions, and social share images can be configured so your page displays correctly in search results and when shared online.
Step 3: Create a Thank You Page
After someone opts in, direct them to a thank you page that confirms their submission and sets the next step. You might:
- Provide access to the promised content
- Suggest booking an appointment via a calendar widget
- Offer related resources
This is also a great time to “strike while the iron is hot” by encouraging additional engagement while interest is high.
Step 4: Set Up Automated Workflows
Automation is where your funnel starts to work on its own. Workflows in Marketecs Engine can:
- Tag new contacts for organization and segmentation
- Send internal notifications so your team can follow up promptly
- Deliver a branded welcome email immediately after form submission
- Send a series of follow-up messages over days or weeks
- Trigger SMS messages for higher open rates
- Move leads into or within your sales pipeline automatically
Naming each workflow step clearly helps keep your automations easy to manage as your system grows. And trust us, once you get the hang of it, your number of workflows will grow!
Step 5: Add Pipeline Triggers and Goals
By adding leads to a pipeline, you can visually track their progress from new lead to booked call to sale. Pipelines are valuable real estate for any sales tracking process and sales teams.
Goals are workflow actions that can be used to remove contacts from follow-up sequences or workflows once they take a key action, like booking a call. This ensures they get the right message at the right time without redundant emails.
Step 6: Measure and Optimize
You can’t improve what you don’t measure. Marketecs Engine tracks:
- Page views and opt-in rates for each funnel step
- Email open rates, click-through rates, and bounce rates
- SMS delivery and response rates
Reviewing these metrics regularly allows you to see where prospects drop off and make data-driven adjustments to your content, design, or offer.
Key Takeaways
- Always start with a clear, branded lead capture form.
- Keep landing pages focused and distraction-free.
- Use a thank you page to move leads toward the next step.
- Automate as much of the follow-up as possible.
- Track performance so you can continually improve.
Marketecs Engine makes it possible to create a high-converting lead funnel without juggling multiple tools. From capturing the lead to delivering follow-up sequences and tracking results, everything is in one place.
Get the AI Advantage: Marketecs Funnel Designer
To simplify the process, Kathrine created a custom AI tool that walks you through the entire lead funnel strategy step by step. The Marketecs AI Funnel Designer helps you:
- Identify your ideal client and goals
- Choose the right lead magnet type
- Draft opt-in and email copy
- Plan your entire funnel workflow
This tool is built using ChatGPT’s custom GPT framework, requires no paid account, and is tailored for marketers and consultants ready to level up.
Access it for free here and streamline your next launch or campaign.
If you have questions or want a tailored funnel built for your business, schedule a consultation with Kathrine and see how we can set up a complete system that runs around the clock.
