Start Here / Step 4 of 7
Step 04
Build Your Funnel
What you’re doing
Build the landing page, resource delivery, thank-you page and qualification flow.
Why it matters
A working form turns interest into a traceable contact and a qualified next step.
Estimated time
About 3–5 hours, depending on your existing website.
What you need before starting
- Finished hosted seller resource
- Ad promise and CTA
- Chosen page/form tool and CRM field map
- Privacy notice and qualification rule
Use these resources
- Seller Qualification FormSeparate resource capture from qualification and appointment readiness.
- Landing Page Copy TemplateBuild a clear short or longer page for the selected resource.
- Landing Page WireframeTranslate the copy into a simple mobile-first page structure.
Do this
- Define the qualification and routing rules first. Unknown criteria stay unqualified until verified.
- Customize the page copy and build the wireframe in your existing platform. Ask only what the offer needs.
- Make the promised resource available after submission, independent of booking. Add a clear optional next step.
- Test successful submission, validation, resource opening, privacy link, mobile layout and CRM field mapping. Draft the booking destination now; connect and retest it in Steps 5–6.
You’re done when
- Offer, agent identity and delivery timing are clear.
- Form validation and successful submission work.
- Resource and thank-you page open; privacy link works.
- Qualification fields and routes are mapped; final CRM, booking and tracking tests are assigned to Step 6.
Don’t do this yet
Do not pay for traffic while the form, delivery or routing is incomplete.
Next step
Step 5: Follow Up, Book & ConfirmJump to another step
Time estimates are planning allowances. Your tools and required reviews may take longer.