Funnel Case Study

This funnel was built to convert new subscribers into high-ticket clients through a thoughtfully engineered email journey - starting with value, building trust, and guiding the subscriber toward a confident buying decision without pressure or gimmicks.

• Offer: Hands-Free Email Nurture System (High-Ticket Service)
  Funnel Structure: Lead Magnet → 3-Part Welcome Sequence → 6-Part Sales Sequence → Ongoing Nurture

• Primary Objective: Turn cold leads into booked discovery calls for a premium done-for-you service

• Audience: Small business owners, coaches, and service providers who want to leverage email to grow their business but feel overwhelmed by the strategy, tech, and consistency required

• My Role: Developed the offer positioning, messaging strategy, full email copy, automation logic, and customer journey from first touchpoint to conversion

• Outcome: High engagement rates and strong discovery call conversions, validating both message-to-market fit and effectiveness of the nurture-to-conversion framework

This funnel was built to attract, nurture, and convert cold leads into high-ticket clients through a strategically sequenced email journey. Rather than relying on one-off promotions or social media algorithms, this system creates a predictable path to conversion — moving subscribers from curiosity to conviction using messaging that builds trust, overcomes objections, and positions the offer as the natural next step.

Core strategic elements of this funnel:

• Trust-building: Establishes authority and credibility while maintaining relatability.

• Belief shifting: Reframes email from “another task” to “the engine that runs your business.”

• Future pacing: Helps subscribers envision the lifestyle and freedom that come from automated systems.

• Objection prevention: Gradually addresses time, cost, overwhelm, and fear of implementation before the offer is presented.

• System-based selling: Instead of selling a service, the funnel sells a transformation — from chaos to clarity, from hustle to automation.

Result: By the time subscribers reach the sales sequence, the offer feels not only desirable — but necessary.

This lead magnet was crafted to do more than provide information — it initiates a belief shift. Rather than offering templates or quick tips, it introduces the concept of a complete email system as the key to freedom, consistency, and scalable revenue.

Strategic Purpose:

• Attract subscribers who are actively seeking a better solution, not just ideas

• Showcase the full journey from lead to loyal customer, priming them for the done-for-you offer

• Deliver immediate clarity while revealing the deeper work needed (which the paid offer solves)

Positioning It Achieves:

• Establishes me as a trusted expert with a proven framework

• Creates “aha” moments that increase curiosity and desire to implement the full system

• Seamlessly transitions the subscriber into the Welcome Sequence already primed to take action

Purpose: Deliver the guide, set expectations, and position the system as the solution to overwhelm and inconsistency.

Psychological Trigger: Relief + Future Vision

Subject Line: Your free email planning guide 🔓

Preview Text: Say goodbye to the guesswork

Body Copy:

Woohooo 🎉

I’m so excited you signed up to get my free guide to building an automated email system.

This guide will show you how to plan, automate, and send high-converting marketing emails – without all the guesswork.

Because let’s be honest, figuring out what to send can be a total time suck. And your time is incredibly valuable. 

Not only should you be spending it on the parts of your business you actually enjoy…

But you also deserve more time to spend on the things in life that make you happy. And sometimes that means working a little less – and that’s okay. 

My goal is to make your life easier and help you get more freedom back through building systems that work for you. 

So you can continue to grow your business and enjoy life.

Without the burnout. 

With this guide, you’ll learn how to create:

✔️ A lead magnet strategy to attract and capture qualified leads

✔️ A 3-part welcome series that builds trust + connection from the start

✔️ A promo sequence that turns your leads into paying customers

✔️ Weekly content email ideas so you never have to guess what to send

[CTA: Download Guide]

With some hard work and planning on the front end, your emails will continue to do the heavy lifting for months to come. 

And once they’re set up, you won’t even have to think about it. 

Trust me, it’ll be worth it. 

Happy planning,

Kaitlyn

Purpose: Establish credibility through story and build an emotional bond based on shared values (freedom, flexibility, lifestyle design).

Psychological Trigger: Identification + Trust

Subject Line: Checking in

Preview Text: Have you had a chance to dive in?

Body Copy:

Hey again, [Subscriber First Name!]

Just wanted to check in – have you had a chance to dive into your guided email planner yet?

It’s the same one I use when planning out my clients' (and my own) emails, and it’s become a total game-changer.

I created it to help other entrepreneurs like you build systems that work for you – so you can make more sales and actually get some time back.

If you’re wondering, “Who is this person trying to help me create more freedom?” – fair enough. 😉

Let me officially introduce myself.

I’m Kaitlyn. Marketing expert by day, spicy marg enthusiast by night.

I help small business owners like you turn leads into loyal customers with high-converting email marketing systems that run on autopilot.

Because let’s be honest – you didn’t start your business to spend your time stressing over what to send every week.

You started it for freedom, purpose, and (hopefully) more joy.

I’m passionate about creating more freedom, because as an entrepreneur myself, I remember the first time I truly experienced it.

You see…

8 years ago, I was living my best life in LA, working for a company I’d once dreamed of… until my entire department was laid off. Just like that.

I had just signed a lease to live by myself for the first time. I was across the country from home.

And the worst part – I was paying LA rent.

It was terrifying.

But, something surprising happened.

It became one of the best things that’s ever happened to me.

For the first time in my adult life, I got a taste of real freedom – and I knew I was never going back.

Since then, I’ve worked as a freelancer, started a few businesses of my own, and learned a lot along the way.

And one of the biggest lessons?

Freedom comes from having smart systems that do the heavy lifting.

Not just systems for how you work – but systems that work for you.

So if you’re an entrepreneur who’s craving more ease, more freedom, and more growth – without burning out…

You’re exactly where you need to be. 😎

Keep an eye out on Wednesdays for a lil hump-day treat in your inbox. I’m here to show you how possible it is for you.

Cheers to more freedom!

Kaitlyn

Ps. Loving the guide but wish someone else could build the system for you? You can schedule a free discovery call with me here. I only take on a limited number of clients per month, so snag your spot before I’m all booked up!

Purpose: Acknowledge common roadblocks and introduce the offer as a done-for-you path to implementation and ease.

Psychological Trigger: Permission to receive support + Momentum toward decision

Subject Line: When life gets in the way

Preview Text: Time is a hot commodity

Body Copy:

Hey [Subscriber First Name] –

Let’s be real for a second.

Planning out your email strategy, writing all the content, figuring out what to automate and when to send it... it’s a lot.

And yes – my guide gives you the full roadmap. But just because you can do it yourself, doesn’t mean you have to.

In fact, this is the part where most people get stuck.

They download the guide, they feel super inspired... and then life (or business, or both) happens.

You tell yourself you’ll get to it later…

But you just don’t have the time.

Here’s the good news:

I can do it for you.

I help small business owners like you build a complete, done-for-you email system — strategy, ideas, and all — so it runs in the background while you focus on what you do best.

No more guesswork. No more stressing about what to send next week. No more letting prospects slip through the cracks.

Just strategy, structure, and emails that actually work.

So if you’re sitting there thinking,

“I love the idea of this system, but I really don’t want to build it myself…

Then let’s chat. 🤠

You can book a free discovery call with me here.

I only take on a limited number of clients each month, so if you’re interested, now’s the time to grab your spot.

Talk soon,

Kaitlyn

Purpose: Present data and logic to prove that email marketing is the highest-ROI channel and a non-negotiable for sustainable growth.

Psychological Trigger: Authority + Logical Justification

Subject Line: And the winner is…

Preview: This might surprise you

Body Copy:

[Name], did you know there’s one marketing channel that’s more profitable than any other?

With an average ROI of $36 for every $1 spent (according to a study by Litmus)...

Even better? Every dollar you make from this channel is 100% profit.

Not to mention…

This channel is owned by you and can never be shut down, banned, or taken away.

Remember that TikTok ban? 

Imagine spending years building an audience…

Only to have it taken away in the blink of an eye. 😬

Nope, I’m definitely not talking about TikTok…

Or any social media platform for that matter.

As a matter of fact…

It’s the very thing you’re reading right now.

Have you guessed yet?

That’s right – email. 

Did you know 99% of users check their email every day?

And the average email open rate is 15-25%, while only 2-4% of your social media followers actually see your content.

I’m sure you know – the algorithm can be brutal.

It’s safe to say we have a clear winner.

Email is the most effective way to nurture your leads, build genuine connections, and generate consistent revenue.

Think about it…

Your list is filled with people who already raised their hand on what you have to offer.

Doing all that work to capture a lead and then letting them go cold?

It hurts to think about!

Here’s the good news –

Nurturing your leads doesn’t have to be yet another thing on your to-do list..

I created something to do it for you.

It’s a strategy-backed, done-for-you email system tailored to your business…

That runs automatically in the background.

So you can focus on the rest of your business —

While your emails keep building trust and making sales.

👉 [CTA: Learn More About the Hands-Free Email Nurture System]

You’ll thank me later. 😉

– Kaitlyn

PS: I only take on a few clients each month. If you’re curious, don’t wait — book a free discovery call before my calendar fills up.

Purpose: Share a relatable story that highlights the pain of randomness and the breakthrough that comes with a structured system.

Psychological Trigger: Emotional Resonance + Self-Identification

Subject Line: The game-changer for my business

Preview: Sometimes you gotta learn the hard way

Body Copy:

When I launched my first business, I was so excited to finally have my freedom back.

You know, that do what you love, when you want kind of freedom.

But… reality check.

It didn’t exactly go down that way.

I had no idea how much more time and energy it would take trying to do it all myself.

Running my business. Posting on every social media platform. Figuring out what emails to send. Throwing money at ads, hoping something would stick.

I was overwhelmed. Burnt out.

And the worst part?

It wasn’t even working. 😩

Ah, the invaluable lessons that come from doing it the hard way. 

At least I found some clarity. And this much was loud and clear…

Random acts of marketing is not a strategy.

So, I finally made a decision. 

A decision that would change everything. 

I would stop trying to do it all.

Instead of taking shots in the dark… 

I would focus on building a reliable system. 

A system that nurtured my leads while I got time back to focus on growing my business. 

Because here’s the truth:

The majority of consumers won’t buy from you right away.

The select few who do are what I like to call, the Holy Grail.

But the ones who don’t? They require nurturing. 

They need to learn more about you. Build some trust. Grow real connections.

Once that trust is built, they will become your most loyal customers.

The best way to do this?

An email nurturing system.

Not only is email the most profitable marketing channel of all…

It's a proven system that will help you build trust and community with your audience, 

Turning them into loyal customers for life. 

And did I mention?

It can run on autopilot, so you can get your time back to spend how you choose. 

Isn’t that why you started your business in the first place?

That’s exactly why I created the Hands-Free Email Nurture System.

To help small business owners like you get your time, energy, and freedom back — without sacrificing growth.

So you can focus on the part of your business you actually enjoy. 

And feel confident knowing your marketing is working for you. 

The best part?

I set it all up for you, so you don’t even have to think about it.

And most importantly, it’s completely customized to your business. 

No cookie cutter templates. No AI-generated fluff. 

Real, authentic messaging designed to connect with your audience.

Find out how my proven system can give you back your freedom while increasing your sales. 

👉 [CTA: Learn More About the Hands-Free Email Nurture System]

Cheers to more freedom (and less burnout),

– Kaitlyn

P.S. Because this offer is so customized to your business, I’m only able to take on a limited number of clients a month. Book your free discovery call today, before my spots fill up!

Purpose: Break down the tangible benefits of a done-for-you email system — time freedom, connection, peace-of-mind, revenue consistency.

Psychological Trigger: Desire Amplification + Transformation Visualization

Subject Line: The secret to more loyal customers

Preview: What if marketing didn’t feel so hard?

Body Copy:

I made this just for you, [name]

[Name], I created this done-for-you marketing system so small business owners like you can have…

1. More time freedom.

We started our business to have more freedom, yet…

That rarely seems to be the reality.

You’re doing so much — running the business, serving your clients, wearing a dozen hats.

And somehow, you’re still supposed to be sending weekly emails, building automations, and posting on countless social media channels?

It feels impossible trying to keep up.

You don’t need more templates.

You don’t need to hustle harder.

And you definitely don’t need more spaghetti on the wall.

You need a system.

A strategic one—designed to run in the background, build trust with your audience, and bring in sales while you get your time back.

My Hands-Free Email Nurture System does exactly that.

I set it up for you and to run on auto-pilot, so you can have more time to focus on the part of your business you actually enjoy.

More time to spend on the people and experiences that bring you joy.

And more time for yourself – so you can reset and recharge and put more back into what you love.

2. Real connection.

Your customers are the heart and soul of your business.

And not to mention…

The reason you get paid.

But when you’re strapped for time, it’s hard to stay connected.

You spend so much effort (and money) bringing people in…

Only to let them slip away because you don’t have the bandwidth to follow up.

Too many business owners are missing out on serious revenue because they’re not staying connected with the people who already showed interest.

Just because someone didn’t buy yet… doesn’t mean they won’t.

They just need more time. More trust. More connection.

And that’s what nurturing is all about.

Reaching out only when you want to make a sale?

It’s ineffective. And honestly feels a little icky.

But building real relationships over time?

That’s how loyal customers are made.

My system includes:

💌 A personalized Welcome Series

💸 Revenue-boosting Sales Sequences

📬 Value-packed Content Emails

All running automatically in the background to build trust and provide real value — consistently.

3. Peace of mind.

You’ve already got a lot on your plate.

Worrying about what to do, when to do it, and whether you're doing it right?

It’s an endless roller coaster.

Wouldn’t you rather get off the ride?

There’s nothing better than knowing your marketing is taken care of.

That you have a proven, reliable, and fully customized system running without you having to think about it.

It’s the kind of peace of mind that makes everything feel lighter.

One less thing to worry about. More space to breathe.

For your business. And for your mental health.

While these are just 3 of the ways my Hands-Free Email Nurture System can transform your business, it’s only the beginning.

👉 [CTA: Learn More About the Hands-Free Email Nurture System]

Because your peace is worth the investment.

– Kaitlyn

P.S. You deserve the life you dreamt of when you started your business.

And remember—delegating is an act of self-love. 💛

Purpose: Paint a vivid picture of what life and business look like once the system is running — sales on autopilot, freedom restored.

Psychological Trigger: Aspirational Identity + Imagination Activation

Subject Line: The best kind of notification

Preview: Let’s make this a reality

Body Copy:

Picture this…

You’re laying on a beach, soaking in the sun, sipping something cold and refreshing.

Then buzz – a notification.

Your first reaction? Ugh. Dread.

What now?

Can’t you just enjoy your hard-earned vacation in peace for once?

But when you glance at your phone, you’re hit with a surprise…

A sale.

Then another.

And another.

They just keep rolling in.

You haven’t worked in days – so where are all these sales coming from?

Then it clicks.

Your email nurture system is doing the heavy lifting.

You smile, lean back, and take another sip.

This is the dream. This is why you started your business.

And here’s the best part –

This doesn’t have to be a fantasy.

My Hands-Free Email Nurture System is designed to help you:

• Build trust

• Connect authentically

• Turn your audience into loyal, ride-or-die customers

Not with plug-and-play templates – But with fully customized messaging that sounds like you and resonates with them.

Here’s what’s included:

1. Welcome Email Series

A personalized 3-part sequence that greets new subscribers with warmth, builds trust, and positions your brand as the go-to in your space.

2. Lead Magnet + Sales Sequence

An irresistible freebie to attract your ideal audience –

Followed by a strategic 6-part sequence that nurtures, educates, and converts them.

3. Content Emails

Value-packed emails that position you as the expert, keep your audience engaged, and maintain momentum between launches and promos.

Whether you’re ready for the full system or want to start à la carte, this offer is fully customizable to your business and goals.

No templates. No generic fluff.

Just real, strategy-driven messaging that connects and converts.

👉 [CTA: Get Started with the Hands-Free Email Nurture System]

Because sales while you sip should be your reality.

– Kaitlyn

P.S. I only take on a limited number of clients each month to give each project the attention it deserves. Book your free discovery call today before spots fill up!

Purpose: Address the belief that email is “extra work” and reframe it as the key to long-term success. Remove objections around time, effort, and tech.

Psychological Trigger: Risk Reversal + Safety

Subject Line: Loyalty takes time, {Name}

Preview: The juice is worth the squeeze

Body Copy:

You might be thinking…

“But Kaitlyn, do I really need an email marketing system?”

Here’s the thing:

If you’re running a business, you’re already doing the hard part.

Getting leads is a huge part of the process.

(And if you're not getting enough leads yet – don’t worry, we can fix that. More on that later.)

But here’s where many businesses fall short:

They don’t nurture those leads.

They don’t show up consistently in the inbox.

And they end up letting warm leads slip right through their fingers.

Too many business owners are missing out on serious revenue because they’re not staying connected with the people who already showed interest in what they have to offer.

Here’s the truth:

Most customers won’t buy on the first interaction.

Some need weeks. Others need months.

They need to see you show up. Build trust. Deliver value.

But once that trust is built?

You’ve got yourself a ride-or-die customer for life.

And there’s no better tool for that than email.

✔️ Email is the most profitable marketing channel.
✔️ With open rates of 15–25% (vs. 2–4% social reach).
✔️ And it creates space for real, authentic connection.

Having the right system in place changes everything.

A system that runs quietly in the background –

Building trust, staying top-of-mind, and bringing in sales while you focus on running your business.

That’s exactly what my Hands-Free Email Nurture System is built for.

This isn’t some plug-and-play template.

It’s a fully customized system that reflects your voice, your brand, and your goals –

Designed to connect with your people and drive real results.

And did I mention?

I set the whole thing up for you.

So you can finally stop doing it all…

And get back your most valuable asset: time.

Time to grow. 

Time to rest. 

Time to enjoy the life you’re building – while your marketing is working for you.

👉 [CTA: Get Started with the Hands-Free Email Nurture System]

– Kaitlyn

P.S. Struggling to attract the right leads in the first place? Good news –I help with that too. [Book your free discovery call] before all my spots are taken!

Purpose: Encourage immediate action by reinforcing transformation, simplifying the decision, and creating urgency around limited availability.

Psychological Trigger: momentum + scarcity + decisiveness

Subject Line: Let’s sweeten the deal

Preview: A little somethin’ extra for you

Body Copy:

“I’m pickin’ up what you’re puttin’ down.”

That’s basically what someone is saying when they join your email list.

They’re raising their hand, because they’re interested in what you have to offer.

They might not be ready to buy yet…

But with the right messaging and strategy, we can absolutely change that.

And we will. Stick with me, kid. 😉

The Hands-Free Email Nurture System is the ultimate tool to turn leads into loyal fans who stick around, rave about you, and bring their friends with them.

This isn’t some cookie-cutter sequence.

It’s a fully customized, done-for-you system built to:

✔ Reflect your voice
✔ Build trust with your audience
✔ Drive real, reliable revenue

But here’s the deal…

Even the best email strategy won’t work if it never gets implemented.

And let’s be honest – when you’re juggling a million things, setting up automations, tagging systems, or getting the emails actually loaded into your email platform?

That’s the kind of task that ends up at the bottom of your to-do list.

That’s why I don’t just write your emails. I set the whole thing up for you.

Yep – every sequence, every automation, all the formatting. Done and dusted.

So your system is not just “ready to go”…

It’s already running.

No tech headaches.
No second-guessing.
No formatting confusion.

Just a smooth, strategic system running in the background – working for you.

So you can stop doing it all.

And finally get the time, freedom, and results you started your business for.

👉 [CTA: Let’s Do This]

Let’s simplify your marketing and grow your business—together.

– Kaitlyn

P.S. I only take on a limited number of clients each month to give each project the attention it deserves. [Book your free discovery call] now to secure your spot before they’re gone!

While this funnel is evergreen and continually building data over time, early engagement metrics and behavioral indicators show clear alignment with a high-intent audience:

Key Indicators of Conversion Readiness:

• High open rates across both welcome and sales sequences show that subject line strategy and timing are resonating.

• Strong click-through rates and call bookings indicate audiences are moving beyond passive consumption into active decision-making.

• Subscribers are taking action early in the sequence, booking discovery calls before the final sales email — signaling strong message alignment and emotional readiness.

• Qualitative responses (reply emails expressing relief, excitement, and resonance) confirm emotional connection and trust.

Outcome:
The funnel is performing exactly as designed — attracting the right leads, nurturing them through an intentional decision journey, and converting them into high-ticket prospects.

This funnel is one example of how I architect full customer journeys that move beyond single emails or campaigns, and instead focus on building long-term brand loyalty and predictable revenue.

What this funnel demonstrates about my approach:

• I design systems, not one-off messages — ensuring every email plays a strategic role in moving the subscriber toward a decision.

• I leverage psychology and emotional sequencing to guide behavior, rather than relying on discounts or aggressive tactics.

• My messaging is rooted in insight and empathy, helping the reader feel seen, supported, and empowered to take action.

• I approach email as the central growth engine of a brand — not a supporting channel — and build frameworks accordingly.

How this applies to future roles or client work:
This same methodology can be applied to product launches, evergreen funnels, SaaS onboarding, course sales, coaching programs, and retention strategies. I specialize in:

• Turning brand messaging into automated revenue systems

• Building email experiences that feel personal and human — while driving measurable results

• Aligning email strategy with broader marketing goals and customer lifecycle journeys

Bottom Line:
This funnel is more than a collection of emails — it’s a demonstration of how I combine strategy, psychology, and copywriting to create automated systems that convert.