Step-by-step system to gently guide clients from interest to booking — without pressure.
🪜 STEP 1 — LEAD MAGNET LANDING PAGE
Platform: Durable / Gamma / any site builder
Create a simple page with:
– A preview of your guide
– A short intro to your sessions
– A Mailchimp form to collect emails
📎 How to create a website in 30 seconds with Durable →
📎 How to create a lead page in Gamma without a website
🪜 STEP 2 — EMAIL SEQUENCE (MAILCHIMP)
Platform: Mailchimp
Set up an automated 3-email flow triggered when someone signs up:
Each email includes a clear CTA and warm, supportive tone.
📎 How to create this email journey in Mailchimp →
🪜 STEP 3 — INSTAGRAM DM BOT (MANYCHAT)
Platform: ManyChat
Connect to your Instagram Business account and set up keyword-based replies:
Include direct links to your TidyCal scheduler. Optionally, add Quick Reply buttons like “View examples” or “Ask a question”.
📎 How to build this Instagram chatbot in ManyChat →
🪜 STEP 4 — BOOKING PAGE (TIDYCAL)
Platform: TidyCal
Let clients schedule their session themselves:
📎 How to set up a TidyCal booking page →
TEST YOUR FUNNEL
Before going live, walk through the full funnel
as if you're the client: