Mastering Funnel Software: A Guide for Relationship Coaches

Published: 08 Oct 2024

Author: If I Grow Team

If you’re diving into the world of sales funnel software—congratulations! You’re already positioning yourself one step ahead of your competitors. In today’s fast-paced digital landscape, crafting an intelligent marketing strategy is crucial, and sales funnels could be a game changer for your coaching business.

Why Relationship Coaches Need Sales Funnels

For relationship coaches, building a solid and sustainable client base often means more than just having a professional website or a social media presence. You need a structured approach to guide potential clients from the moment they first discover you, all the way through to booking that initial consultation—and beyond. That’s where sales funnels come into play.

Sales funnel software allows you to do just that by automating and streamlining the entire client journey. From nurturing leads with email sequences to creating eye-catching landing pages, these tools ensure you’re not missing out on opportunities to convert prospects into loyal clients. More importantly, they help you focus on what you do best: coaching.

What is a Sales Funnel?

If you’re unfamiliar with the term, a sales funnel refers to a series of steps a potential client goes through before making a purchase or commitment. Imagine this:

  • A prospective client finds your blog post about improving communication in relationships.
  • They opt-in to download a free PDF guide on conflict resolution.
  • The next day, they receive a personalized email inviting them to join your webinar on relationship coaching techniques.
  • Over time, you nurture that lead with more valuable content, eventually inviting them to book a one-on-one session.

Sales funnel software provides a structured, automated process for executing these steps, allowing you to engage, nurture, and convert leads efficiently.

Top Funnel Software for Relationship Coaches: Detailed Breakdown

Not all sales funnel software is created equal, especially when you’re running a coaching business that relies on personalized client relationships. Here’s a closer look at some of the best funnel software options available, complete with pricing, features, and pros/cons to help you make an informed decision.


Mastering Funnel Software: A Guide For Relationship Coaches

1. GetResponse

Best for: All-in-one platform with strong email marketing and automation features.

Key Features:

  • Funnel builder (Conversion Funnel)
  • Email marketing and automation
  • Landing pages and webinar hosting
  • Ecommerce and CRM integration

Price:

  • Marketing Automation: $59/month for 1,000 contacts.
  • Ecommerce Marketing: $119/month for 1,000 contacts.

Positives:

  • Comprehensive all-in-one solution covering email, landing pages, and webinars.
  • Visually appealing and easy-to-use funnel builder.
  • Excellent for businesses needing email marketing and webinar features in one platform.

Negatives:

  • Pricing scales based on contact list size, which can become expensive for larger lists.
  • Deliverability issues reported in the past, with only 82% of emails landing in the inbox.

Best for: Coaches running webinars and extensive email campaigns who want a complete marketing solution.


Mastering Funnel Software: A Guide For Relationship Coaches

2. Systeme.io

Best for: Budget-friendly solution with a strong free plan.

Key Features:

  • Sales funnel builder
  • Email marketing and automation
  • Online course creation
  • Affiliate program management

Price:

  • Free Plan: Includes 2,000 contacts and 3 sales funnels.
  • Paid Plans: Start at $32.40/month for 5,000 contacts.

Positives:

  • Offers a comprehensive free plan, including essential features like email automation and funnel building.
  • Easy to set up and use, with features like online courses and membership sites.
  • Very affordable pricing even at higher tiers.

Negatives:

  • Lacks a detailed setup guide upon sign-up, which can make the initial process slightly confusing.
  • Templates are not as modern or flexible as some competitors.

Best for: New coaches or small businesses looking for a free or low-cost solution that still offers key funnel features.


Mastering Funnel Software: A Guide For Relationship Coaches

3. Kartra

Best for: Advanced all-in-one platform with robust CRM and video hosting features.

Key Features:

  • CRM and lead database
  • Email marketing and automations
  • Video hosting and opt-in forms
  • Webinar hosting and checkout pages

Price:

  • Starter Plan: $99/month for up to 2,500 leads.
  • Growth Plan: $189/month for up to 12,500 leads.

Positives:

  • Comprehensive toolset, including CRM, landing pages, lead nurturing, and video hosting.
  • Ideal for relationship coaches offering webinars or selling digital products like courses.
  • Offers a step-by-step setup checklist, making it easy to onboard new users.

Negatives:

  • Pricing is on the higher side, especially as your lead list grows.
  • Limited third-party integrations can be a drawback if you’re using multiple tools.

Best for: Coaches who want an all-inclusive system with video hosting, CRM, and advanced automation.


Mastering Funnel Software: A Guide For Relationship Coaches

4. ClickFunnels

Best for: Entrepreneurs and coaches who need an easy-to-use visual funnel builder.

Key Features:

  • Drag-and-drop funnel builder
  • Landing pages and opt-in funnels
  • Split testing and analytics
  • Integration with third-party email providers

Price:

  • Startup Plan: $97/month.
  • Pro Plan: $297/month with advanced features like in-built email marketing and lead scoring.

Positives:

  • Intuitive funnel-building interface that’s easy to use, even for beginners.
  • Provides visual representations of your funnels, making it easier to track the customer journey.
  • Great for those who want a straightforward setup process and templates to guide them.

Negatives:

  • The included templates are somewhat outdated and overly sales-driven, which may not appeal to relationship coaches who want a softer approach.
  • No built-in email marketing with the basic plan; requires integration with a third-party service.

Best for: Coaches looking for a visual funnel builder with simple setup and extensive support resources.


Mastering Funnel Software: A Guide For Relationship Coaches

5. ActiveCampaign

Best for: Coaches looking to automate every aspect of the customer journey.

Key Features:

  • Advanced email marketing automation
  • CRM and sales pipelines
  • Landing page and form builder
  • Dynamic content personalization

Price:

  • Starter Plan: From $19/month for 1,000 contacts.
  • Pro Plan: From $89/month with advanced automation and live chat.

Positives:

  • Highly advanced automation features, including segmentation, lead scoring, and dynamic content.
  • Great CRM integration, allowing you to manage leads and automate follow-ups.
  • Perfect for coaches who want to create highly personalized and automated experiences for their clients.

Negatives:

  • Lacks built-in webinar hosting and affiliate marketing features.
  • Doesn’t offer a visual sales funnel builder like other tools.

Best for: Coaches looking for advanced email automation and CRM features to build deep, personalized relationships with clients.


Mastering Funnel Software: A Guide For Relationship Coaches

6. Involve.me

Best for: Interactive content like quizzes, surveys, and calculators.

Key Features:

  • Sales funnels and landing pages
  • Interactive forms, quizzes, and surveys
  • Payment forms and automations

Price:

  • Free Plan: 100 submissions/month, 3 live projects.
  • Starter Plan: $25/month for 1,000 submissions.

Positives:

  • Free plan includes landing pages and forms, making it ideal for budget-conscious coaches.
  • Interactive features like quizzes and surveys are great for engaging potential clients.
  • Simple setup with a range of templates for different types of funnels.

Negatives:

  • Limited automation features compared to competitors.
  • Missing key elements like email marketing, webinar hosting, and a membership area.

Best for: Coaches who want to engage their audience through interactive content like quizzes, without needing advanced funnel automation.


Mastering Funnel Software: A Guide For Relationship Coaches

7. Wishpond

Best for: Coaches focused on social media contests, landing pages, and simple email automation.

Key Features:

  • Landing pages and pop-ups
  • Social media contests and promotions
  • Marketing automation and email drip campaigns

Price:

  • Starting Out Plan: $75/month for up to 1,000 leads.
  • Rapid Growth Plan: $299/month for up to 10,000 leads.

Positives:

  • Offers a variety of landing page and contest templates that are ideal for social media marketing.
  • Easy to integrate with third-party email platforms like MailChimp.
  • Affordable for small-scale businesses or solo coaches.

Negatives:

  • Lacks a visual funnel builder, making it harder to see how everything fits together.
  • Limited reporting and analytics features.

Best for: Coaches who run social media contests or want a straightforward landing page and email automation solution.


Mastering Funnel Software: A Guide For Relationship Coaches

8. Leadpages

Best for: Coaches just starting out who need landing pages and lead capture.

Key Features:

  • Drag-and-drop landing page builder
  • Pop-ups and alert bars
  • AI-powered content suggestions
  • A/B testing for landing pages

Price:

  • Standard Plan: $49/month (5 landing pages, 1 custom domain).
  • Pro Plan: $99/month for unlimited pages and custom domains.

Positives:

  • Easy-to-use landing page builder with modern templates.
  • AI tools for generating headlines and page content, making it beginner-friendly.
  • Unlimited leads with every plan, meaning you won’t be charged based on contact size.

Negatives:

  • Doesn’t include email marketing automation; you’ll need to integrate a third-party service.
  • Limited customization options in the free templates.

Best for: Coaches new to funnel building who need an easy-to-use landing page tool without worrying about lead limits.


Mastering Funnel Software: A Guide For Relationship Coaches

9. Keap (formerly Infusionsoft)

Best for: Small to medium-sized coaching practices needing robust CRM and automation.

Key Features:

  • CRM and lead management
  • Marketing automation
  • Sales pipeline and reports
  • Payments and invoicing

Price:

  • Ignite Plan: $299/month for 1,500 contacts.
  • Grow Plan: $399/month for 2,500 contacts.

Positives:

  • Excellent CRM and automation capabilities that scale as your coaching business grows.
  • Visual sales funnel builder with easy drag-and-drop functionality.
  • Comprehensive reporting on client behavior, making it easy to track funnel performance.

Negatives:

  • One of the most expensive options, especially for smaller businesses.
  • Steep learning curve for new users, despite the impressive features.

Best for: Coaches with larger client bases who want an all-in-one solution for managing leads, automations, and payments.


Final Thoughts

Choosing the right funnel software depends on your business size, budget, and specific needs. Whether you’re a new relationship coach or scaling an established practice, these tools can help streamline your marketing and sales processes.

For those just starting, Systeme.io offers an excellent free plan, while GetResponse and ActiveCampaign provide more advanced options with powerful automation capabilities. ClickFunnels and Kartra are great choices for those who want a visual funnel builder with robust features.

Want to take your coaching business to the next level? Join other successful relationship coaches on If I Grow and start building a more effective, scalable coaching practice today!

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