LeadUp Lead Funnel Builder

Purpose

Build a complete funnel that turns ad clicks or organic visitors into qualified leads, then into customers. Covers traffic, landing page, form / WhatsApp flow, CRM capture, follow-up sequence, marketing automation, and tracking. India-friendly (UPI, WhatsApp, regional language) and global-ready.

When to use

Use when the user wants a funnel designed end-to-end. Do not trigger when they want only a landing page audit (use leadup-landing-page-cro-planner), an ads plan only (use leadup-digital-ads-planner), or a single WhatsApp flow (use leadup-whatsapp-automation-planner).

Trigger phrases: "lead funnel", "increase leads", "lead generation", "WhatsApp funnel", "client funnel", "sales funnel", "conversion funnel", "funnel for our business".

Inputs needed

• Business / product, market, audience.
• Funnel goal (calls / WhatsApp chats / form leads / signups / demos /

bookings).

• Existing assets (LP, ads, CRM, tracking, BSP account).
• Traffic source mix (Google Ads, Meta Ads, SEO, social, referrals).
• Sales process (who follows up, in how long, with what).
• Constraints (budget, regulated category, language).

Ask at most 2 clarifying questions if the goal or traffic source is unclear.

Tools/resources to use

• references/lead-funnel-framework.md — stage shape and rules.
• assets/lead-funnel.template.md — output shape.
• leadup-landing-page-cro-planner for the LP layer.
• leadup-digital-ads-planner for the paid traffic layer.
• leadup-whatsapp-automation-planner for WhatsApp flow.
• leadup-n8n-workflow-builder for the automation glue.
• leadup-api-research-builder for CRM / BSP integrations.
• leadup-human-content-editor for public copy polish.

Step-by-step workflow

1. Restate goal in one line and pick the funnel type (lead form,

WhatsApp, call, demo booking, free trial signup, ecommerce buy).

1. Map stages: Traffic → LP → Capture → Qualify → Follow-up → Close.
2. Pick traffic sources per stage and split %.
3. Spec the LP with above-fold, CTA, trust, form/WhatsApp choice,

mobile rules. Hand specifics to leadup-landing-page-cro-planner.

1. Design capture:

• Form path: minimum fields, validation, success state, CRM

event.

• WhatsApp path: click-to-chat, opt-in, BSP template, auto-reply.

1. Define qualification (who is a hot lead, who is cold, how to

route).

1. Build follow-up sequence: who sends what, when, on which channel.
2. Wire automation: n8n / Zapier / native CRM, with credential

placeholders.

1. Tracking checklist: GA4 events, pixel, CAPI, UTM convention,

CRM stage events.

1. Conversion-improvement checklist for the first 30 days.
2. Hand-offs explicitly.

Required output format

One Markdown plan with these sections, in this order:

1. Brief restate — goal, audience, funnel type.
2. Funnel map — stage table: stage · channel · KPI · target band.
3. Traffic plan — per source with share %, KPI, hand-off skill.
4. Landing page spec — above-fold, CTA, trust, form/WhatsApp.
5. Capture flow — form spec OR WhatsApp flow OR both.
6. Qualification — criteria, routing rules.
7. Follow-up sequence — touch · channel · template · timing.
8. Automation — tool, trigger, nodes/steps, credentials placeholder.
9. Tracking checklist — GA4 events, pixel, CAPI, UTM, CRM stages.
10. Conversion improvement checklist — first 30 days.
11. Assumptions and data confidence — verified / estimated /

requires verification.

1. Hand-offs — to other LeadUp skills.

Safety rules

• Do not invent CR, CPL, ROAS, follower counts. Use **estimated

bands with reasoning, or mark requires verification**.

• Do not guarantee leads, conversions, or revenue. Use targets

with stated assumptions.

• Do not propose dark patterns: fake countdowns, fake stock, hidden

fees, opt-out by inertia.

• Do not propose WhatsApp tactics that violate Meta policy

(mass-cold-outreach without opt-in, template spam).

• Respect opt-in / consent rules; for India, follow IT Rules / DPDP

scope; for EU, follow GDPR.

• Keep PII handling honest: state where leads are stored, who can see

them, how long they're retained. Route to leadup-pii-risk-reviewer for confirmation.

• For payments-in-funnel: route to leadup-security-review and

leadup-api-research-builder.

• Public copy goes through leadup-human-content-editor before

publishing.

Common mistakes

• Designing a funnel without a tracking layer (no GA4 / pixel / UTM).
• "Form on the LP" with no auto-reply → leads go cold in 24 hours.
• Cold WhatsApp outreach without opt-in → BSP account suspension.
• 10-step nurture sequence on a 1-call sale.
• 1-touch follow-up on a 10-call sale.
• No routing rule for hot vs cold leads → sales spends time on cold.
• Forgetting language / timezone of the audience.

Troubleshooting

• No CRM: deliver a Google Sheets / Notion-based v1 with a clear

upgrade path; route to leadup-api-research-builder when a CRM is picked.

• No ad budget yet (organic only): lean into SEO + social + WhatsApp

funnels; defer ads to a later phase.

• High-ticket sale (₹50K+/lead): lean into demo-call funnel + 5–7

touch sequence; lower volume, higher quality.

• Local-services business (salon, clinic, dentist): WhatsApp + Google

Business + Maps reviews often outperform an LP form.

• Regulated category (clinic, finance, real estate): flag

qualification + claims for compliance; route to leadup-pii-risk-reviewer.

• User wants instant: deliver the funnel map + capture flow + first

3 follow-ups; build the rest in iteration 2.

Test prompts

Should trigger (5)

1. "Build a lead funnel for our salon booking SaaS."
2. "Increase leads for our jewellery client — design the full funnel."
3. "Plan a WhatsApp funnel for a dental clinic in Coimbatore."
4. "Design a demo-call funnel for our B2B booking tool."
5. "Sales funnel for a tutoring centre — ads to follow-up."

Should NOT trigger (3)

1. "Audit just this landing page." (→ leadup-landing-page-cro-planner)
2. "Plan our Meta Ads campaign only." (→ leadup-digital-ads-planner)
3. "Build one WhatsApp reminder flow." (→ leadup-whatsapp-automation-planner)

Functional test cases (2)

1. Given "Indian salon booking SaaS, ₹50K/month budget, no CRM yet",

return a complete funnel plan with Google + Meta + WhatsApp + organic mix, a 2-field LP form, a 5-step follow-up over 14 days, automation in n8n with credential placeholders, a tracking checklist, and a hand-off to leadup-whatsapp-automation-planner and leadup-n8n-workflow-builder.

1. Given a regulated category (a dental clinic running ads to a "free

consultation" funnel), return a plan that flags consent and claim requirements, routes PII to leadup-pii-risk-reviewer, removes guarantee language, and labels every metric estimated band / requires verification.

Success criteria

• All 12 sections present in order.
• No invented CR / CPL / ROAS.
• Capture flow defines either form OR WhatsApp OR both with concrete

rules (fields, opt-in, auto-reply, CRM event).

• Follow-up sequence has exact timing per touch.
• Tracking checklist is concrete (events named, UTM convention defined).
• Compliance and PII routed where relevant.
• Hand-offs to other LeadUp skills are explicit.