Introduction

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Congrats on being an #ACTIONTAKER and welcome to the “Sales Funnel
Mastery 3.0!

In this 90 day coaching program, I will be focused on helping you through

the 3 Phases to Online Clarity. Each Phase had 4 stages with action steps that
will be assigned to you.

My name is Doug Boughton and I will be training and guiding you

throughout this program along with your coaches.

I help entrepreneurs make an additional 6-Figures online without all of the

overthinking that leads to overwhelm.

I help my clients in my signature program Sales Funnel Mastery 3.0 and

operate a multiple 6 figure online education business and affiliate marketing
business. I am a Clickfunnels super affiliate Dream Car award winner, so you
are in good hands!

This workbook will help guide you during the program and give you
actionable tasks that you will submit for feedback in each stage of the
program.

Please print this workbook.

Keep in touch with me throughout the program using the Community and
calls you have access to. I am here to help in this process.

See you on the Funnel Hacking Live 2021 stage,

Doug Boughton
 SCHEDULE
Introduction: Get clear on where you are going!

Stage 1: Start from the start - It starts with you and your routine!

Stage 2: My “Back to the Future” Method - Organize and save time!

Stage 3: The “Triple A” unstuck approach - Find your niche & avatar!

Stage 4: “Enhanced Experience” - The right way to create an offer that sells!

Stage 5: The “Freedom Funnel” lead magnet - Create your lead magnet!

Stage 6: The “Inbound Client” nurture system - Map your customer’s journey!

Stage 7: The “Content That Closes” formula - Automate your content!

Stage 8: The “Automated DFY Lead Closer” process - Automate your business!

Stage 9: The “Ultimate Sales Machine” - Your sales process

Stage 10: Using FB Live to “Sell Without Selling” - Your Conversion Event!

Stage 11: “Your First Hire and Business Setup” - Getting your finances straight!

Stage 12: Turn your “Dream into Reality” - Take your business to the next level!

2-Day Mastermind: Join us for 2 days & learn how to scale your business.

CLICK HERE TO ADD THE CALLS TO YOUR GOOGLE CALENDAR

 INTRODUCTION
❏ Watch the Course Overview Video
❏ Complete and Sign the Create your Future Exercise
❏ Take a selfie with print out & post it in the SFM 3.0 group
❏ Setup your Google Account
❏ Setup your project manager and import your action tasks

What You Need:

Watch the welcome Video
Create your course login
Bookmark your course login
Fill out the onboarding form
Access the Facebook Group
Add the calls to your google calendar
Coaching calls and workshop Zoom link
Submit your tasks here
Create your free Asana account
Import your Action Tasks
Affiliate Questions? Click here
Creator Questions? Click here
Need support? Click here
 CREATE YOUR FUTURE EXERCISE
Who do you desire to become?

Describe yourself when you are ___________________________________.

Physical:

Mental:

Emotional:

What do you need to do to become this person?

WHat are the things you DO NOT do?

 COST OF INACTION EXERCISE
What is the cost of inaction? What is at stake? What is it costing you? What is it costing your loved ones?
What is it costing the people who are waiting for you to help them?

I ___________________________ give myself permission to become ___________________________

Signature:_______________________________ Date: _____________________

 SETUP GOOGLE WORKPLACE

Create a Google Workplace Account

1. Watch the lesson in the Introduction Module

2. Choose a Custom Domain for your Workspace

3. Follow the video instructions.

SETUP YOUR PROJECT MANAGER

Create a Free Asana Account

1. Watch the lesson in the Introduction Module

2. Follow the video instructions.

3. Import your Action Tasks

4. Set your due dates for each Task

 GO LIVE IN THE SFM GROUP

Go to the Sales Funnel Mastery 3.0 Group

1. Who are you and where are you from?

2. What are you hoping to accomplish in this program?

3. What can you help others with most?

4. What do you think you need help with the most?

GO LIVE!
Time to get uncomfortable and be an #ACTIONTAKER
 STAGE 1
❏ Watch the Stage 1 Overview Lesson
❏ Upload Action Task list into Asana
❏ Watch "Your Perfect Day" Lesson
❏ Map out your perfect day
❏ Watch "Schedule Your Day" lesson
❏ Create your calendar
❏ Watch "Live it" Lesson
❏ Start your routine
❏ Watch "Financial Audit" lesson
❏ Print out your bank statements & go through them
❏ Watch "Stage 1 Task"
❏ Upload the completed task
❏ Comment "Done" on the Task 1 Post
❏ Continue to the next module

What You Need:

Watch the course module “Stage 1”
Login to your Asana Account
Login to your Google Calendar
Link to upload your task
Stage 1 Task Post (Comment “Done”)
 MAP OUT YOUR PERFECT DAY

When you are living in full alignment and being the best version of
yourself, what does your perfect work day look like?
 FINANCIAL AUDIT
Write down any bills you could cut back on or do without entirely. Go
and cancel them right away.

What surprised you most about where your money is going? What
else can you invest this money in? Software, supplements, tools
and resources, etc?
 STAGE 2
❏ Watch the Stage 2 “Intro & Big Picture” Lesson
❏ Watch “Import Stage 2 Action Tasks”
❏ Import your tasks into Asana
❏ Watch “Productivity Hacks” Lesson
❏ Create your Google Chrome Bookmarks Bar
❏ Watch “Folder Management” Lesson
❏ Organize your computer files and Google Drive files
❏ Watch "Schedule Action Tasks” Lesson
❏ Add your tasks to your calendar
❏ Watch "Stage 2 Task” Lesson
❏ Continue to the next module

What You Need:

Watch the course module “Stage 2”
Stage 2 Action Tasks
Get Google Chrome
Get Google Backup & Sync
Login to Asana
Login to your Google Calendar
Create a Calendly account
Link to upload your task
Stage 2 Task Post (Comment “Done”)
 STAGE 3
❏ Watch the Stage 3 “Intro & Big Picture” Lesson
❏ Watch “Import Stage 3 Action Tasks”
❏ Import your tasks into Asana & Put them on your Calendar
❏ Watch “Brainstorming” Lesson
❏ Complete the Brainstorming exercise
❏ Watch “Choose Your Market” Lesson
❏ Complete the Market/Niche Selection exercise
❏ Watch "Research” Lesson
❏ Complete the Research exercise
❏ Watch “Your Ideal Avatar” Lesson
❏ Complete the Avatar exercise
❏ Watch "Stage 3 Task” Lesson & Submit your task
❏ Continue to the next module
What You Need:
Watch the course module “Stage 3”
Get the Digital Worksheet Here
Stage 3 Action Tasks
Login to Asana
Login to your Google Calendar
Link to upload your task
Stage 3 Task Post (Comment “Done”)
 BRAINSTORM EXERCISE
**Feel free to take notes using this workbook but you do not have to fill it out here AND the Digital
“Phase 3 - Get Clear” exercise. No need to make double the work for yourself, I just wanted you
the option to have an area to braindump your ideas for filling in the digital homework.**

1. What do you think you’re awesome at? What obstacles have

you overcome in your life?

2. What do others think you’re good at / helpful with? What

questions do you find others constantly asking you about?

3. What subjects can you talk about for hours without preparation?
 BRAINSTORM EXERCISE

4. What are the things that you love doing?

5. How do you identify yourself? How do others identify you?

6. How do you fill your personal or professional space?

 BRAINSTORM EXERCISE

7. How do you spend your money?

8. How do you spend your time?

9. How do you spend your energy?

 BRAINSTORM EXERCISE

10. Where do you have the most order and organization?

11. What do you desire? What do you visualize for your life that is
slowly coming true?

12. Where are you most reliable?

 BRAINSTORM EXERCISE

13. What do you talk about in social settings?

14. What do you love to learn about most?

15. Who/What inspires you?

 BRAINSTORM EXERCISE

16. What frustrates you?

17. From these questions you have answered... what TOP VALUES
present themselves?

18. What are people's active questions for you? What are their pains?
 BRAINSTORM EXERCISE

19. What are peoples active goals? What do they desire?

20. What are some possible business ideas that will help you fulfil
your values?

21. What are the potential subject areas?

 BRAINSTORM EXERCISE

22. What activities could you have them to do be able to achieve

the results and desires they wish to have?

23. What are some potential headlines for trainings, workshops,

masterclasses, etc that you can teach on this subject?

24. From all of these questions, who do you believe you can help
most?
 BRAINSTORM EXERCISE

25. What is the product structure you would like to sell? (Affiliate
bonus offer, training, masterclass/workshop, course, program)

26. What are some potential titles of the offer you want to sell?

27. What are some potential taglines for the offer you want to sell?
 CHOOSE YOUR MARKET

Which one of the three Markets are you in?

What is your sub-market?

What is your Niche?

What is your Sub-Niche?

Who can you help most?

 CONDUCTING RESEARCH

Find 5 books, courses, or programs that relate to your product:

What are some of the things people love about them?

What are some of the things that people don’t love about them?

What types of solutions would you like to include in your new offer?
 IDEAL AVATAR

Name:

Age:

Gender:

Marital Status:

Location:

# of Children:

Occupation:

Job Title:

Annual Income:

Level of Education:

Experience:

Hobbies:

Passion:
 SOURCES OF INFORMATION

Facebook Groups:

Online Courses:

Websites:

Conferences:

Gurus:

Software:

Any other ideas here:

 THE MIND OF YOUR IDEAL AVATAR

What are the biggest challenges they are facing?

What are their biggest goals?

 THE MIND OF YOUR IDEAL AVATAR

What are their biggest fears?

What are their biggest desires?

 THE MIND OF YOUR IDEAL AVATAR

What objections may they have about working with you?

 STAGE 4
❏ Watch Stage 4 "Intro & Big Picture" lesson
❏ Watch "Import Stage 4 Action Tasks" lesson
❏ Import your tasks into Asana & Put them on your Calendar
❏ Watch “Marketing Statement” Lesson
❏ Complete the Marketing Statement exercise
❏ Watch "Marketing Message” Lesson
❏ Complete the Marketing Message exercise
❏ Watch "Choosing, Naming, & Pricing Your Offer” Lesson
❏ Watch “Offer Creation” Lesson
❏ Complete the Offer Creation exercise
❏ Watch "Stage 4 Task"
❏ Upload the completed task in Stage 4 Assessment
❏ Comment "Done" on the Task 4 Post
❏ Continue to the next module
What You Need:
Watch the course module “Stage 4”
Get the Digital Worksheet Here
Stage 4 Action Tasks
Login to Asana
Login to your Google Calendar
Complete your Stage 4 Assessment
Stage 4 Task Post (Comment “Done”)
 MARKETING STATEMENT
**Feel free to take notes using this workbook but you do not have to fill it out here AND the Digital
“Phase 4 - Message & Offer Creation” exercise. No need to make double the work for yourself, I
just wanted you the option to have an area to journal on your ideas for
filling in the digital homework.**

1. Who do you help?

2. I help affiliate marketers to start selling full offers including High
ticket sales!

2. What result do they want?

They wanna unclog high ticket sales stream and make consistent
predictable sales and achieve $10k
3. What is the old way that is no longer working?

The old way is cold pitching leads in Messenger and offering mediocre
offers, without closing high ticket sales!
4. Write down your marketing statement below.
 BIG DOMINO STATEMENT

1. Who do you help?

2. What result do they want?

3. What do you help them with?

4. What is your offer name?

5. What is your Big Domino Statement?

 ROADBLOCK STATEMENT

1. What is the old way that isn’t working?

2. What is the result they want to achieve?

3. Write down as many Roadblock Statements that you can think of.
 MARKETING MESSAGE

NICHE:

DESIRE:

ROADBLOCK:

OLD METHOD:

NEW METHOD:

BACKSTORY:

INTERNAL OBJECTION:

EXTERNAL OBJECTION:

OFFER OUTCOME:
 OFFER CREATION

Are you going to create a masterclass? Affiliate bonus?

Course? Program? Service? Something else?

1. What is the customer’s goal/desired result?

2. What are the obstacles / problems your product creates?

3. What are the vehicle false beliefs?

4. What are their internal false beliefs?

5. What are their external false beliefs?

 OFFER CREATION

Objections/Problems Solution/Offer
 STAGE 5
❏ Watch Stage 5 "Intro & Big Picture" lesson
❏ Watch "Import Stage 5 Action Tasks" lesson
❏ Import your tasks into Asana & Put them on your Calendar
❏ Watch “Plan Your Lead Magnet” Lesson
❏ Import your Free Course Area Template
❏ Sign up for ClickFunnels if you have not yet
❏ Watch The “Video Script” Lessons
❏ Write your Video Scripts for the 5 videos
❏ Watch “Film Like a Pro” Lesson
❏ Film your 5 videos
❏ Watch "Stage 5 Task"
❏ Upload the completed task in Stage 5 Assessment
❏ Comment "Done" on the Task 5 Post
❏ Continue to the next module

What You Need:

Watch the course module “Stage 5”
Sign up to ClickFunnels
Import the Free Course Area Template
Stage 5 Action Tasks
Login to Asana
Login to your Google Calendar
Complete your Stage 5 Assessment
Stage 5 Task Post (Comment “Done”)
 FREE COURSE AREA CHECKLIST

❏ Change your Meta Data

❏ Link your Group
❏ Update Copy
❏ Change the email at the bottom
❏ Change the colors
❏ Script your 5 videos
❏ Film your 5 videos
❏ Add your videos to YouTube or Vimeo
❏ Put the video URLs in the Video Elements
❏ Update the login page
❏ Add your links
TOOLS AND RESOURCES FOR FILMING CONTENT

Zoom - Filming group calls

Streamyard - Going live on FB solo or 1-2 guests
Loom - Record yourself / your screen easily
YouTube - Host videos
Vimeo - Host videos (has more custizations than YT)
Canva - Easy to create graphics and animated graphics
 YOUR 5 VIDEOS

Video #1 - Course Introduction Video: Remember, in these

videos you want to educate, inspire, and entertain! Entertaining
doesn’t mean put on a performance, just have a personality, be
yourself.

1. Tell them why you created this course and who you are.
2. Incentivize them to finish the free training.
3. What can they expect to get out of the course? The Goal?
4. Show them the content in the course.
5. Create curiosity to watch the next video
Example: In the next video I am going to show you the #1
Mistake (your avatar) makes starting out.

Video #2 - What is the old way that is not working: This video is
to help them understand the current things they are doing that
are not working that well and preframe the “new way.”

6. Tell a story of your journey and how you were struggling.

7. Preframe the new way and how it is better (be brief).
8. Create curiosity to watch the next video
Example: In the next video I am going to show you my “new
method” and how you can do it too.
 YOUR 5 VIDEOS

Video #3 - Introduce them to the new way (your methods):

This is where you show them that you have the solution to their
problem.
1. What can you offer them that will help them avoid the pain
and get to the result faster.
2. Why should they listen to you?
3. Ex. Your story, your experience, Accomplishments, client
results, you’ve been through it…
4. Create curiosity to watch the next video.
Example: In the next video I am going to teach you how to…

Video #4 - Can you show them how this is working for you or
your clients.
5. What kind of assets can you give them, maybe a template
that they can use?
6. Instruct them how to import it and set it up? Maybe give
them a workbook or worksheet?
7. Walk them through how you are doing this or your clients.
8. Create curiosity to watch the next video.
Example: In the next video I am going to show you how you
can do this for yourself.
 YOUR 5 VIDEOS

Video #5 - Show them your offer and how you can help them:

This is where you will walk them through your offer (affiliate
bonus for signing up to a software/course/program) or (your own
masterclass/workshop/course/coaching program).
1. What offers can you give them?
2. What bonuses can you give them?
3. What can you give them if they take action today?
4. Show them the total perceived value of your offer.
5. Show them the total savings of your offer.
6. Introduce the price and create urgency.
7. Let them know they can reach out if they have questions.
 VIDEO 1 SCRIPT

Video 1: _________________________________________

Who are you why should they care

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

Why did you create this training

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

What’s in it for them?

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
 VIDEO 2 SCRIPT

Open with a shocking statement:

Ex. If you’re ready to finally stop ____________, and get ______ result,
then you’re on the right path...
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________

State the Problem and WHY it’s a big deal

Pain Point #1 ______________________________________________

_________________________________________________________

Pain Point #2 ______________________________________________

_________________________________________________________

Pain Point #3 ______________________________________________

_________________________________________________________
 VIDEO 2 SCRIPT

Video 2:_________________________________________

What can your customer relate to? What is the old way?
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

How can you bridge the gap to what they understand now and
what they need to understand to move forward with you?
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

How can you demonstrate this so they can easily understand?

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
 VIDEO 2 SCRIPT
Agitate the Problem:
Ex. And this goes much deeper - it’s deeper than just _______.
You know that if you don’t fix the problem now…

What happens if they don’t fix it?

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

What else is this effecting?

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

What is at stake? What is it costing them?

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
_______________________________________
 VIDEO 3 SCRIPT
Introduce them to the new way (your methods).
This is where you show them that you have the solution to their
problem. What can you offer them that will help them avoid the pain
and get to the result faster.
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

Credibility: Why should they listen to you?

Ex. Your story, your experience, Accomplishments, client results,
you’ve been through it…
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
________________________________________
________________________________________
 VIDEO 4 SCRIPT
The Teaching:
What are the main points or content that they came here to get? This
could be you offering 1:1 help, a paid masterclass training, a full course,
the OFA Challenge, etc.

What is it
__________________________________________________________
__________________________________________________________
__________________________________________________________

Why it matters
__________________________________________________________
__________________________________________________________
__________________________________________________________

Teaching Points
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________

Story with Results

__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
_____________________________________________
 VIDEO 4 SCRIPT

Video 4:_________________________________________

Can you show them how this is working for you or your clients.
What kind of assets can you give them, maybe a template that
they can use? Instruct them how to import it and set it up?
Maybe give them a workbook or worksheet?
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
________________________________________
 VIDEO 5 SCRIPT
Video # 5: __________________________________________

More Social Proof:

Can you highlight your own success, clients success, other people’s
success?
___________________________________________________________
_________________________________________________________
___________________________________________________________

What you are offering: (Offer Stack)

List off the most important things they are getting when they take you up
on your offer. Think about what objections they are going to have about
buying and ask yourself “what can I give them that will help them
overcome this objective”?
___________________________________________________________
___________________________________________________________
___________________________________________________________
___________________________________________________________
___________________________________________________________

Why they need to act now:

Ex. Cart closing, limited availability, limited room etc.
___________________________________________________________
_________________________________________________________

The Close:
Recap why they are here. This is important to them. They decided to login
to this course to solve their problem and this is it. Tell them what to do.
______________________________________________
______________________________________________
______________________________________________
______________________________________________
 VIDEO 5 SCRIPT

The Offer Stack:

Take them through a quick presentation of what they are getting when
they buy your product (affiliate offer bonus, masterclass/workshop,
course, software, or coaching program).

What are they buying:

__________________________________________________________

Offer Stack Value

_______________________________________ ___________
_______________________________________ ___________
_______________________________________ ___________
_______________________________________ ___________
_______________________________________ ___________
Bonus #1 _______________________________ ___________
Bonus #2 _______________________________ ___________
Fast Action Bonus ________________________ ___________
Total Value ___________
Savings ___________
Price ___________
 STAGE 6
❏ Watch Stage 6 "Intro & Big Picture" lesson
❏ Watch "Import Stage 6 Action Tasks" lesson
❏ Import your tasks into Asana & put them on your calendar
❏ Watch “Find Your Customers” lesson
❏ Find 3-5 FB Groups to find new leads
❏ Watch “Name Your FB Group” lesson
❏ Choose your FB group name
❏ Watch “FB Group Setup” lesson
❏ Setup your FB group
❏ Watch “Pinned Post & Welcome Video” lesson
❏ Create your welcome post and pin it
❏ Watch “The Customer Journey” lesson
❏ Create your customer journey
❏ Watch “The Grand Opening” lesson
❏ Watch “Getting Past 500 Members” lesson
❏ Watch “FB Profile Setup” lesson
❏ Setup your FB profile
❏ Watch “FB Priming Hacks” lesson
❏ Create your daily task for priming
❏ Watch “Stage 6 Task: lesson
❏ Complete “Stage 6 Action Step Assessment”
 STAGE 6
What You Need:
Watch the course module “Stage 6”
Stage 6 Action Tasks
Login to Asana
Get Friend Filter
Fiverr Cover Photo Designer
Try Canva for free
Use Smartmockups.com
Use Inshot app for your stories & highlights
Login to your Google Calendar
Complete your Stage 6 Assessment
Stage 6 Task Post (Comment “Done”)
Choose your Lead Generation FB Groups. Where are
your ideal customers already being congregated?

List all the potential groups you find that could be good for you:
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

Choose the best 3 - 5 Groups:

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
Create Your Mass Movement:

Define & Unify: Defend Against:

TRIBE
Advocate For: Provide a Plan:

How is your Tribe different?

Choose a name for your FB group that will attract your
ideal customers so they know what your group is about.

Brain dump all of the possible names for your group:

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

Choose the best 3 - 5 groups names:

___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________

What group name did you decide on?:

___________________________________________________
Setting up your FB Group

What is your FB Group cover statement

___________________________________________________
___________________________________________________
___________________________________________________

Plan out your cover photo:

___________________________________________________
___________________________________________________
___________________________________________________

Draw a rough sketch of how you want your cover photo to look:
(White = Safe Zone)

M
O
B
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D L
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S
K P
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Setting up your FB Profile

Write your FB profile Bio:

___________________________________________________
___________________________________________________
___________________________________________________

Plan out your cover photo question:

___________________________________________________
___________________________________________________
___________________________________________________

Draw a rough sketch of how you want your cover photo to look:
(White = Safe Zone)

M
O
B
I
D L
E E
S
K P
T H
O O
P X N
X X E
 Group Setup Checklist
❏ Name of your Facebook Group
❏ Cover Photo Image & Description
❏ Pinned Post
❏ Welcome Video/Graphic
❏ The 3 Questions
❏ Social Learning Settings
❏ Group Rules
❏ Free Course Post
❏ Question Thread
❏ Testimonial Thread
❏ Setting up your Group Announcements
❏ Setting up your Group Guides
❏ Group Moderation
❏ Activities and Insights
❏ Group Settings
❏ Group Members