ClickFunnels AI · Planning library
Decide what a visitor needs next, make the promise specific, and plan how you will fulfill it. These guides give you worked examples and worksheets to use before building.
Choose a goal
Choose a useful first funnel goal with a decision table, three worked examples, and a worksheet covering the promise, next step, and delivery owner.
7 min read · Includes a worksheet
Plan the enquiry
Use a field-by-field worksheet and a worked service-business example to plan a quote request form, explain the next step, and review each question.
8 min read · Includes a worksheet
Plan an event
Plan webinar dates, time zones and joining instructions, then check confirmations and reminders for late, repeated or canceled registrations and event changes.
9 min read · Includes a worksheet
Clarify the offer
Turn a broad offer into a specific page promise with three fictional copy edits, a promise worksheet, and a practical check for unsupported claims.
7 min read · Includes a worksheet
Choose a starting point
Compare an AI-started page and a template against the same task, required edits, workflow evidence and unresolved questions using a decision worksheet.
7 min read · Includes a worksheet
Estimate costs
Estimate launch costs, work hours and calendar time with a worksheet, fictional examples, separate cash and owner-time totals, and visible unknowns.
9 min read · Includes a worksheet
Choose the connection
Identify your intended ClickFunnels product, workspace and AI connection before setup. Use two worked examples and a connection-identity worksheet.
8 min read · Includes a worksheet
Hand off the work
Hand an existing funnel project to a teammate with a clear next action, current artifacts, evidence, responsibilities and unresolved decisions.
7 min read · Includes a worksheet
Plan the checks
Write six fictional enquiry test cases with exact inputs, expected records, clear error checks and a reusable test-plan worksheet.
8 min read · Includes a worksheet
Read the results
Separate visits, attempts, saved requests and later outcomes with a fictional event table, clear denominators and a blank measurement worksheet.
8 min read · Includes a worksheet
Prepare a rebuild
Inventory existing copy, assets, links and form dependencies before an AI-assisted rebuild, with a fictional page map and a reusable preparation worksheet.
9 min read · Includes a worksheet
Evaluate a template
Inspect a fictional funnel template with five practical questions, a filled scorecard and a clear record of what fits, needs changing or remains unknown.
8 min read · Includes a worksheet
Choose the evidence
Match a funnel claim to its actual evidence with five fictional decisions and a worksheet for sources, context, permissions, limits and next actions.
9 min read · Includes a worksheet
Plan the follow-up
Map who receives, reviews and replies to a service enquiry, with a fictional worked example, exception paths and a reusable responsibility worksheet.
7 min read · Includes a worksheet
Plan the confirmation
Write accurate signup confirmation messages with a fictional state map, clear next steps, accessible status guidance and a reusable copy worksheet.
7 min read · Includes a worksheet
Answer offer questions
Choose offer FAQ questions from real enquiries, trace each answer to its source and use a fictional coaching example plus a reusable question worksheet.
7 min read · Includes a worksheet
Choose the resource format
Compare a checklist, worksheet, template and walkthrough by the task they help finish. Includes a fictional example and a resource-format worksheet.
7 min read · Includes a worksheet
Check page meaning
Plan a small comprehension check with neutral prompts, a fictional observation table and a worksheet that separates evidence from proposed edits.
7 min read · Includes a worksheet
Evaluate the change
Compare a funnel change with your current approach using contribution, additional costs, fictional break-even arithmetic and a reusable scenario worksheet.
10 min read · Includes a worksheet
Match the campaign promise
Compare campaign copy with its destination using four fictional mismatches and a worksheet for the audience, offer, conditions, timing and next action.
7 min read · Includes a worksheet
Check the keyboard path
Review one funnel journey with a keyboard, record a reproducible problem and plan a recheck using a fictional example and reusable worksheet.
7 min read · Includes a worksheet
Plan campaign links
Create a small campaign-link register with consistent UTM names, worked fictional URLs and separate destination and reporting checks.
7 min read · Includes a worksheet
Plan image meaning
Decide what each funnel image communicates and plan its text alternative with four fictional examples, a context-change check and an image-purpose worksheet.
7 min read · Includes a worksheet
Prepare a help request
Describe one stuck funnel task with its expected result, actual observation and safe evidence, using a fictional example and a reusable help-request worksheet.
7 min read · Includes a worksheet
Name the link destination
Replace vague funnel link labels with accurate destinations using six fictional examples, a repeated-label check and a reusable link-purpose worksheet.
7 min read · Includes a worksheet
Plan useful form errors
Plan clear field-error messages with four fictional examples, a conditional-question walkthrough and a worksheet that connects each correction to a known rule.
7 min read · Includes a worksheet
Plan search descriptions
Draft a factual page title, main heading and search description with three fictional decisions and a worksheet that separates proposed copy from observed search results.
6 min read · Includes a worksheet
Plan an intake pause
Decide when to accept, pause and reopen new service enquiries with four fictional cases, clear page wording and a worksheet for owners and receiving checks.
7 min read · Includes a worksheet
Compare service options
Compare two service options by starting point, deliverables, buyer work and exclusions using four fictional decisions and a reusable service-fit worksheet.
7 min read · Includes a worksheet
Check narrow layouts
Prepare a reproducible narrow-width and zoom check with four fictional layout cases, configuration records and a worksheet for content loss, scrolling and rechecks.
7 min read · Includes a worksheet
Plan resource recovery
Prepare a manual resource-recovery plan with four fictional cases, truthful visitor messages and a worksheet for approved alternatives and verification.
7 min read · Includes a worksheet
Clarify service scope
Turn one vague service enquiry into a proposed scope with a fictional example, decision cases and a worksheet for deliverables, dependencies and open questions.
7 min read · Includes a worksheet
Plan the attachment
Decide whether a file is needed now or later, define a useful attachment request and separate selection, receipt and review with a fictional example and worksheet.
6 min read · Includes a worksheet
Choose the first channel
Compare audience evidence, permission and available effort before choosing a first traffic channel, with a fictional example and a reusable decision worksheet.
6 min read · Includes a worksheet
Use the agent guide's lead-magnet worksheet to prepare a build request and acceptance checks. Planning is available now; connecting an account or starting a build requires access and your approval.
Open the agent brief worksheet