Free Sales Funnel Template (Fill-In Worksheet)
A sales funnel template saves you from staring at a blank page. Instead of guessing what to build, you fill in a few clear boxes and end up with a plan.
This guide gives you a free sales funnel template you can copy and fill in today. It starts with the classic funnel. Then it adds the part most templates leave out: what happens after the first sale. That's the upgrade we teach at SalesLadders™, where each offer earns the next yes.
What is a sales funnel template?
A sales funnel template is a fill-in plan for the path a stranger takes from first hearing about you to buying from you. It doesn't build your pages for you. It helps you decide what goes on them.
A good template answers four questions:
- Who is this for?
- Where will they find me?
- What small first step will I offer?
- What will I ask them to buy, and when?
Answer those clearly and the pages, emails and tools get much easier to choose.
How to use this template
- Copy it into a document or print it out.
- Fill in one offer at a time. Don't try to map your whole business at once.
- Use plain words. If a box takes a paragraph, the idea isn't clear yet.
- Keep it short. One or two lines per box is enough.
Part 1: The classic sales funnel template
Box 1: Your offer
- The offer, in one sentence: ____________________
- Who it's for: ____________________
- The problem it solves: ____________________
- The result it helps them get: ____________________
Box 2: Top of the funnel (awareness)
- Where people will find you (pick one or two): social posts, short videos, search, paid ads, referrals, an existing list
- The topic or question you'll talk about: ____________________
- How often you'll show up: ____________________
Box 3: Middle of the funnel (interest)
- Your lead magnet (a free first step): ____________________
- The quick win it gives: ____________________
- What you'll ask for in exchange (for example, an email address): ____________________
- Landing page headline: ____________________
Box 4: Middle of the funnel (desire)
- Number of follow-up emails or messages: ____________________
- Email 1 (deliver the lead magnet): ____________________
- Emails 2–4 (one helpful idea or story each): ____________________
- Final email (the invitation to buy): ____________________
- The top three questions or doubts you'll answer: ____________________
Box 5: Bottom of the funnel (action)
- What you'll ask them to do (buy, book or sign up): ____________________
- Sales page headline: ____________________
- What's included: ____________________
- Price or next step: ____________________
- Checkout or booking tool: ____________________
Box 6: Numbers to track
- New visitors or viewers: ____________________
- Lead magnet sign-ups: ____________________
- Sales page visits: ____________________
- Purchases or bookings: ____________________
A hypothetical filled-in example
This is a made-up example to show how the boxes work. It isn't a real business or a real result.
Example: a yoga teacher who sells an online beginner course.
- Offer: a four-week online course that helps beginners build a short daily yoga habit at home.
- Who it's for: busy adults who feel stiff and have never done yoga.
- Top of the funnel: two short stretching videos a week on social media.
- Lead magnet: a free "10-minute morning stretch" video.
- Follow-up: five emails over ten days, each with one tip and one common question answered.
- Action: the final email links to the course sales page.
- Numbers: video views, free video sign-ups, sales page visits and course purchases.
That's a complete classic sales funnel on one page. Now look at what's missing.
The gap in most sales funnel templates
Almost every free template stops at Box 5. Once someone buys, the plan is over.
That's why so many business owners feel like they're starting from zero every day. The template gets them a sale, but it doesn't plan the next one. The happiest buyers, who already know and trust you, get nothing more.
Part 2: The upgrade, a SalesLadder™ template
At SalesLadders™, we treat a business as a SalesLadder™ instead of a sales funnel. Each rung is an offer, and each offer earns the next yes. Add these boxes to your template.
Box 7: Your rungs
- Rung 1 (free first step): ____________________
- Rung 2 (small, easy first purchase): ____________________
- Rung 3 (your main offer): ____________________
- Rung 4 (what a happy buyer wants next): ____________________
- What moves someone from each rung to the next: ____________________
Box 8: The four levers
Box 8 uses the only four levers in the SalesLadders™ system. For each line, write one specific action you could take in the next 30 days, tied to a rung from Box 7.
- Lead Generation (more people coming in): ____________________
- Lead Conversion (more of them buying): ____________________
- Number of Transactions (customers buying more often): ____________________
- Average $ Customer Value (customers spending more when they buy): ____________________
Fill in all four lines, even if one idea feels small. Then circle the line with the weakest idea; that's usually where your next rung belongs. Wondering why a full row matters? Multiply it out: four 1.2s multiplied together (a 20% gain on every line) come to about 2.07 times today's revenue. That's arithmetic, not a promise of results. Use it to choose which box to work on first, not to forecast.
Box 9: Who runs it
- Which steps you do yourself: ____________________
- Which steps a team member could run: ____________________
- Which steps could be automated once they're written down: ____________________
The yoga example, upgraded
Still hypothetical:
- Rung 1: the free morning stretch video.
- Rung 2: a low-cost seven-day starter plan.
- Rung 3: the four-week beginner course.
- Rung 4: a monthly membership with new routines.
- Levers: more short videos (Lead Generation), the starter plan as an easy first purchase (Lead Conversion), the membership (Number of Transactions) and an optional add-on at checkout, such as a printable pose guide (Average $ Customer Value).
Tips for filling in your template
- Start with the offer, not the tools. The software choice is the last decision, not the first.
- Write in your buyer's words. Use the phrases they use to describe their problem.
- Keep every rung small. Each one only has to earn the next yes.
- Set a deadline. A template you finish this week beats a perfect one you never finish.
Not sure which part of your SalesLadder™ is weakest? Take the free 10-question SalesLadders™ quiz. To see the whole build, watch your SalesLadder™ come together. For the full system behind it, read SalesLadder™ Secrets.
Frequently asked questions
Is this sales funnel template free?
Yes. You can copy the boxes in this guide and use them for your own business.
What should a sales funnel template include?
Your offer, who it's for, where people find you, a lead magnet, a follow-up sequence, the sales step and the numbers you'll track. A SalesLadder™ template also adds the offers that come after the first sale.
Can I use a sales funnel template for an online course or digital product?
Yes. The boxes work for courses, ebooks, templates, services and local businesses. Just fill in one offer at a time.
How long does it take to fill in a sales funnel template?
The first pass can take less than an hour. Getting the offer and the message clear is what takes longer, and that's time well spent.
What's the difference between a sales funnel template and a SalesLadder™ template?
A sales funnel template stops at the first sale. A SalesLadder™ template plans the next rung after each sale, so buyers can keep climbing.
Turn your template into a working SalesLadder™
A filled-in template is a plan. SalesLadder™ Secrets is the system that turns it into a SalesLadder™ you can install.
The illustrated guide walks through the four levers, the five modules in the order you build them, and which defined pieces a team member or AI agent can run. It comes with the 16× SalesLadder™ Diagnostic Kit, five worksheets that pick up where Box 8 leaves off: score one module, name its bottleneck and write a week-one plan. It's US$7. Once you've read it, the optional 7-Day Sprint Pack (US$37) adds a day-by-day plan to ship one offer.
