Starting from a template, and saving your own
The 20 built-in templates, how using one works, and how to turn a finished funnel into a reusable starting point.
There are 20 templates, grouped by the outcome you are after rather than by industry.
| Goal | Templates |
|---|---|
| Generate appointments | Strategy Call, Solar Quote, Property Valuation, Clinic Appointment |
| Source talent | Express Application, Culture-Fit Quiz, Careers Page, Skilled Trades Hiring |
| Build an email list | Lead Magnet, Webinar Registration, Newsletter Signup, Early Access Waitlist |
| Make online sales | Product Finder Quiz, Coupon Claim, Course Enrollment, Coaching Offer |
| Gain insights | NPS & Feedback, Cancellation Survey, Event Feedback, Market Research |
Using one
Choosing a template copies it into your workspace as a new funnel and opens the editor. It is a copy, so nothing you change affects the template or any other funnel made from it. Every part of it is editable.
Saving your own
The Save as Template button in the editor toolbar turns the funnel you are looking at into a reusable template in your workspace. It captures the pages, blocks, and theme — not the submissions or contacts.
This is what makes the second, fifth, and twentieth funnel fast. Build the version that works for you once, save it, and start from that instead of from ours.