Skip to content

Oasis Optimization

The First Step To Building A Funnel

  • by

When creating a new funnel, the very first thing you should do probably isn’t what you’re thinking.

If you need help with your funnel creation, head over to


What is the very first step to building a funnel? I know in the past for myself it’s been like, well, I’ve got to get in Clickfunnels and lay it out or I’ve got to have the copy written before I build the funnel. And a lot of times we get into trouble where we’re starting to get ahead of ourselves. So I want to tell you a little bit about that today. I’m Adam Moody if you haven’t watched any of my videos before with Oasis Optimization, if you’d like help with your funnels, with your email marketing, with your conversion rate optimization, head over to to find out more about how I can help you.

Now, there’s something we should all be doing. And again, whether we’re doing it ourselves, whether we’re having someone do it for us. But I know we all get in a rush, like, well, we’ve got this funnel, we’re ready to go. But something we should be doing is really planning it out. You probably shouldn’t be building your funnel out straight from your head into the funnel software. I know that there is people who can do that, and that’s great.

But as probably a business owner, if you have an e-commerce store, maybe you’re starting a business. What you should be doing is mapping it out and getting that out of your head first so that you can make those first-order changes. It’s kind of the 80-20 rule at work in the sense that if you just put it down on the page, on whatever the page builder you’re using like Clickfunnels or Kartra or Groovefunnels or WordPress, whatever it is, there’s going to be things that you’re going to see immediately that need to be changing.

And so what you can do is spend a little bit of time to get a lot of time saved. And this is something I used with Oasis Optimization. I’d sketch it out, basically based using best practices. And again, for yourself, you might already know, hey, this is what my subscribers like. This is what my industry typically uses. If not, you can build that up over time so you can get quicker at doing this, but you can roughly see what the page is going to look like, see where some issues might be, where things may be lacking, and then you can change that up before you either pass it on to get it built by maybe an external team or if you’re doing it yourself.

You save yourself the trouble of having to go in and redo stuff. I mean, some of the editors are fantastic these days, but it’s still really time-consuming. So what I’m going to show you now is a little tool I like to use is called Miro. You can get started using it for free. There’s a link down below. Let’s go and check that out and you can see how easy this is to use.

This is Miro’s homepage, you can come over here, check it out, they’ve got tons of information if you want to dive into that, but you can get started again and create a free account. And we’re just going to kind of jump into one. Now, over here, you can see you’ve got a cool viewer where you can quickly click and go somewhere. But I’m just moved off to the side, so I want to show you how easy it is to really get started with this.

Now, if you’re working on your own, I got nothing against doing pen and paper drawings. That’s something I have done and still do. But when you start working with a team, it’s generally better to have something digital just for not only the workflow, but also so again, if even if you’re by yourself, so you can come back to it later and say, hey, what did we do for Black Friday last year? What did we do for this one funnel? So that you don’t have to reinvent the wheel every time and you have a little bit of a history about what you’ve done and can go back and really easily recreate things.

But to give you an idea of how easy this is, we can just click, you can select your basic shapes. And we can just start. We can say, OK, this is a page or a section. We could add some text in here and call this title goes here. You can easily change the font size. Woah, going a little crazy there. You can let’s say we want to come back here and we want to center things.

You can see where it’s got the guidelines, which is really handy. So, again, the idea isn’t to be perfect and build the entire funnel. It’s a lot of times just to get that layout and say, what does this have? What is this? Is this a text area? What goes where, really get things out of our head and to get things laid out in a way that we know will work and maybe we add some well rounded buttons in here and move things around that we weren’t supposed to.

But you get the idea. Don’t want to go through here and give you a tutorial on how to click and drag stuff. But this can be done really quick. If I wasn’t talking and I could concentrate, we could probably layout a short landing page in like literally a minute or two and then maybe we could go out and just like doing some sort of funnel hacking or going and looking at other people’s best practices. Hey, what are the elements on this type of a page?

Do I have a reference document? And if not, learn from those who have done well around you. Maybe we see that they have a button here and then they’ve got bullet points and then another call to action button. It makes it really easy to lay these out. And then you can end up with something like this where, you know, here’s a layout for a Black Friday sales page. And we can see that we’ve got this laid out and this doesn’t take that long.

And it looks pretty nice. Now, we’ve got this to go back to every year. All right. So we’ve got this nice handy layout and now we can get to it and start building the funnel. And you can even see here, it doesn’t even match up perfectly. And that’s fine. This is not meant to be some beautiful thing. This is meant to be a guide so that now you can go and take the funnel and build it out much more quickly instead of just trying to get it out of your head and get it right the first time.

We definitely made changes to this over time and then reflected that in the funnel so that the end result was done right the first time. So if you haven’t yet, I highly suggest doing this for the first step in building out any funnel. That saves you a lot of time, a lot of headaches, especially if you’re working with other people, whether it’s internal or external. And if you’d like help with any of this, if you have questions about funnels, about email marketing, conversion rate optimization, you can get in touch with me at