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ClickFunnels AI

Choose a starting point · 7 min read

Choose an AI build or an existing template for one funnel task

Compare an AI-started page and a template against the same task, required edits, workflow evidence and unresolved questions using a decision worksheet.

ClickFunnels AI planning guide · Published

Write down the task. Then inspect an AI-started page and a template against the same requirements: content, required edits and a working next step. Base the choice on evidence from the candidates you can actually access.

Here, an AI start means asking an assistant to generate or revise a starting page. A template start means adapting an existing page structure. Those methods can be combined when the tools you use support it. They do not describe two exclusive kinds of product.

This guide offers a comparison method. It does not rank providers or report a product test, and it makes no assumption that either starting method is faster, cheaper or better for your project.

Define one task for both candidates

Write a short brief both approaches must satisfy. Use the same audience, offer, content and next action. Otherwise, a polished informational page may look stronger than an unfinished registration flow even though they are doing different jobs.

For example, a fictional ceramics studio needs a page inviting people to enquire about a private group workshop. The task is to explain the session, collect a preferred date and group size, and send the request to the coordinator. It is not a direct booking or payment flow.

The studio's comparison brief could include:

  • Use the supplied workshop description and three approved photographs.
  • Preserve the exact statement that a request does not reserve a date.
  • Let the owner change the description, pictures and button wording later.
  • Provide the agreed enquiry fields and the correct next instructions.
  • Establish that the intended destination receives a test request before launch.

Mark the essential requirements before inspecting either candidate. Check the design and the workflow separately. Keep an unverified workflow visible even when the page looks finished.

Inspect the work left to do

For each candidate, list the edits needed to reach the same finished state. With a template, that might mean changing an unsuitable section or removing a booking claim. With an AI start, that might mean revising an instruction or correcting an output that does not match the brief. These are possibilities to inspect, not claims about a particular tool.

Use the same questions for both:

Requirement Evidence to look for
Fits the offer Actual page content and action match the brief
Can be edited as needed You can make the required text, image and layout edits in the candidate you will use
Preserves important wording Required conditions remain accurate after edits
Supports the next step The complete intended process works in a permitted test, including its destination
Can be used by the audience Relevant phone, keyboard, label and error checks on the resulting page
Can be maintained by the owner The person responsible can find and change the parts they will maintain
Fits available access and resources Current plan, permission, asset-use and cost conditions for the actual candidate

Use current primary documentation for plan or product claims. Record which plan or access level it describes and when you checked it. A statement about another product or a different subscription does not resolve your candidate's requirement.

Keep unknowns visible

Give each essential requirement one of four statuses:

Observed: You checked it in the actual candidate and kept the result.

Documented: Current primary documentation says it is supported in the relevant configuration, but you have not completed your own check.

Unresolved: Evidence is missing or ambiguous.

Does not meet the requirement: The check or documentation shows a specific gap.

Keep an unresolved cell open and give it a next action. Inspect a setting, read the documentation, request access or run an allowed test. Tie the evidence to the claim: a screenshot can show page content; request delivery needs a check at the destination.

Record estimates separately. “Expected to take an hour” is an estimate; “spent 45 minutes making the listed edits” is an observation about that attempt. Include the conditions of any measured comparison, such as the starting assets, operator and amount of work completed.

A fictional decision with a useful next step

Suppose the ceramics studio has two candidates. These are scenario assumptions to demonstrate reasoning; no actual product was tested.

Scroll horizontally to compare all columns.

Requirement AI-started candidate A: assumed situation Template-started candidate B: assumed situation
Correct offer and enquiry action Draft matches the supplied workshop offer Existing layout says “Book now”; wording and next step need changing
Essential wording survives edits Not checked yet Owner can edit the text, but preservation still needs checking
Owner can maintain the page Owner has not tried making a change Owner already knows where to change the text and images
Request reaches coordinator Not checked Not checked
Candidate access and cost conditions Need current evidence Need current evidence

The evidence does not support a winner yet. Under these assumptions, candidate A needs less work on the wording. The owner is more familiar with candidate B. The request workflow remains unverified in both.

The next useful step is a small comparison: make the same required edit in each candidate, then check the enquiry destination in the actual permitted setup. Record the work and remaining gaps. If one candidate cannot satisfy an essential requirement within the project's constraints, explain that specific reason for setting it aside.

This is more informative than giving both candidates an overall score while leaving the request destination unchecked. You can compare preferences after the essential requirements are resolved.

Check the resulting page, whichever start you choose

Use the page you intend to publish for the relevant checks. Can a keyboard user reach the controls and see which one has focus? Are form labels and correction instructions understandable? The W3C's Easy Checks for web accessibility provides an initial review of these areas. It explicitly says that these checks are not a complete accessibility evaluation.

Also inspect your actual content on the devices your visitors use. Replace sample claims and placeholder assets, check the page action, and verify any real destination you promise. Treat those checks as work required to finish the page, regardless of its starting method.

Use an evidence worksheet to make the decision

The AI-or-template decision worksheet gives each requirement a place for its importance, evidence, status, next action and responsible person. Add the candidate name, version or template, plan or access level, and review date so the comparison can be understood later.

Choose the candidate with resolved essential requirements and remaining work your team can complete. Record the tradeoff and the evidence behind it. Revisit the choice when the task or an essential constraint changes.

If you are evaluating a ClickFunnels AI project, consult the agent guide for its workflow and access requirements. Verify any capability you want to rely on in the relevant CFAI setup; this comparison does not establish product access or a working build.

Common questions

Can I start with a template and then use AI to change it?

Treat that as another candidate approach if your tools support it. Check the actual editing permissions, output and remaining work rather than assuming the combination is available.

Should I compare the first result or the finished page?

Record both if they answer your decision. The first result shows the starting point. A fair comparison of completed work needs the same agreed finishing requirements, including the next step. Keep incomplete attempts labeled as incomplete.

What if I can only access one candidate?

Evaluate it against the brief and identify unresolved requirements. You can make a practical decision with one accessible candidate, but you do not have evidence for a claim that it outperformed an inaccessible alternative.

About

Todd Dickerson is the technical co-founder of ClickFunnels. His focus here is helping business owners turn a funnel idea into clear instructions, understand the choices involved in an AI-assisted build, and check the result before sharing it.

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