Want to make sure you're not missing anything critical in your course creator sales funnel implementation? This checklist has you covered.
We've compiled every essential element based on our experience with hundreds of course creator sales funnel projects. Print it out, check off each item, and know you've covered all the bases.
Businesses with optimized landing pages see 2-3x higher conversion rates This checklist helps you avoid becoming that statistic.
Strategy & Foundation Checklist
Before you build anything, make sure your strategy is solid.
- ○Ideal customer profile documented
- ○Pain points clearly identified
- ○Buying triggers understood
- ○Competitive landscape analyzed
- ○Pricing strategy validated
- ○Unique value proposition defined
- ○Key differentiators identified
- ○Brand voice established
- ○Core messaging documented
- ○Proof points gathered
- ○Conversion rate targets set
- ○Lead volume goals defined
- ○Quality criteria established
- ○ROI expectations documented
- ○Timeline for results set
Design & User Experience Checklist
Your design can make or break conversions. Check every box.
- ○Clear, benefit-focused headline
- ○Compelling subheadline
- ○Professional, relevant imagery
- ○Scannable content structure
- ○Single, clear call-to-action
- ○Social proof visible above fold
- ○Trust signals present
- ○Page loads in under 3 seconds
- ○Mobile-responsive design
- ○Easy-to-read typography
- ○Sufficient white space
- ○Logical content flow
- ○No broken links or images
- ○Primary CTA stands out visually
- ○CTA copy is action-oriented
- ○Form is as short as possible
- ○Form labels are clear
- ○Error messages are helpful
- ○Success state is satisfying
Technical & Tracking Checklist
The behind-the-scenes elements that make everything work.
- ○SSL certificate installed
- ○Mobile-friendly (passes Google's test)
- ○Page speed optimized
- ○No console errors
- ○Proper meta tags set
- ○Canonical URLs configured
- ○Google Analytics 4 installed
- ○Conversion goals configured
- ○Event tracking implemented
- ○UTM parameters documented
- ○Heat mapping installed (optional)
- ○Session recording set up (optional)
- ○Forms connected to CRM
- ○Email automation linked
- ○Calendar booking integrated
- ○Notification systems working
- ○Data flowing correctly
Want expert help with this?
Book a free strategy call and we'll show you exactly how to implement these strategies for your business.
Lead Qualification Checklist
Make sure you're capturing the right information to qualify leads effectively.
- ○Budget qualification included
- ○Timeline questions asked
- ○Decision-maker identified
- ○Need/fit assessed
- ○Urgency level captured
- ○Form fields optimized
- ○Multi-step form considered
- ○AI chatbot evaluated
- ○Phone qualification process defined
- ○Disqualification criteria clear
- ○Hot leads go to sales immediately
- ○Warm leads enter nurture sequence
- ○Cold leads receive value content
- ○Unqualified leads handled appropriately
Automation & Follow-Up Checklist
Automation turns leads into customers while you sleep.
- ○Auto-response email configured
- ○Response time under 5 minutes
- ○Personalization included
- ○Next steps clearly communicated
- ○Team notifications working
- ○Welcome sequence created
- ○Value-add content prepared
- ○Cadence appropriate (not too frequent)
- ○Personalization tokens working
- ○Unsubscribe option included
- ○Cold lead re-engagement sequence
- ○Win-back campaigns planned
- ○Re-engagement triggers defined
- ○Sunset policy for inactive leads
Course Creator Sales Funnel
Optimization & Improvement Checklist
Continuous improvement is how you stay ahead.
- ○Weekly metrics review scheduled
- ○Monthly full-funnel analysis planned
- ○Quarterly strategy review on calendar
- ○A/B tests documented and tracked
- ○Headlines (highest impact)
- ○CTA copy and design
- ○Form length and fields
- ○Page layout and structure
- ○Offer and value proposition
- ○All processes documented
- ○Login credentials secured
- ○Team training completed
- ○Handoff procedures clear
Conclusion
There you have it—the complete course creator sales funnel checklist for 2025.
Print this out. Work through it systematically. Check off each item. By the time you're done, you'll have a solid foundation that most of your competitors lack.
Want an Expert Review?
Book a free strategy call and we'll go through your current setup together. We'll identify what you're missing, what's working well, and what changes would have the biggest impact.
No obligation—just a fresh set of expert eyes on your course creator sales funnel approach.
Course Creator Sales Funnel
Ready to implement what you've learned? Visit our course creator sales funnel page to see how we can help you achieve these results.