Agency Template

Perfect Starter Agency Website For Introducing Your Services & Collecting Lead Data.

Pat Murphy

Last Update 3 jaar geleden

The Agency Template is a plug-n-play "agency in a box" template that has everything you need to start running your own agency business in less than 24 hours.


This funnel is comprised of the following sections:


1. Beautiful Home Page

2. About Us

3. Case Studies

4. Portfolio

5. Catalog of Services

6. GET STARTED


The “Get Started” is the main call-to-action and where you’ll be getting your lead data. People can also convert on your catalog pages.


The purpose of this funnel is to collect as much lead data as possible, while giving you a professionally designed agency business website is no-time. 


Perfect for agency businesses that are just getting started! Every template is reusable, so feel free to mix and match and make your own.   

Making Edits

You can quickly and easily make edits to this funnel by going to Funnels and Websites > Funnels > Agency Template:

Having A Compelling Offer

The content on the main optin is meant to be changed. This is where your irresistible agency offer goes.


You can insert pictures, animated images, and videos to make your page more compelling and engaging.


The setup time of this funnel will vary depending on the person creating the content. For example, some agency owners already have their ideal message; other agency owners still need to develop theirs. But one thing is for sure; this is a perfect foundation to start getting your ideal prospects on the other end of the line! 

Connecting Your Domain (or subdomain)

IMPORTANT: If you have not pointed the CNAME record of your subdomain to the Sales Center yet, here's how to do it. You only need to do this one per domain. Once this is set up on the domain you want. You can use that domain name with as many funnels you would like.

Your agency assessment funnel can be pointed to the domain (root) or subdomain of your choice. Typically our agency partners put this catalog under a subdomain such as info.youragencyname.com.

To associate a domain name to your funnel, while inside of the funnel, go to the settings tab. From here, you can select a domain name from the drop-down list or add a new domain.  

Once your subdomain is connected, you are live! You can then start sharing the link with customers, or have it linked to one of the menu items of your website.

Setting Up Notifications (2 minute setup)

IMPORTANT: If you've set up all of the custom values on any of our funnels in the past, then you don't have to do it again. All funnel notifications will be configured to send to the correct contact.

You have the ability to route the notifications however you would like. By default, we have the catalog set up to send all lead notifications to your Agency's Email. To complete the notification setup process, simply go to Settings > Custom Values and fill out the value of each label. 

You can also request any changes through our team by either communicating your changes to your project manager or submitting a support ticket. Depending on how extensive your request is, there may be additional fees.

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