How the Marketing Funnel Works - Joe Apfelbaum 2025

journey or sales cycle, you know, however you like to refer to that. Okay. So we're gonna get started letting a couple more people in here right now. See people still joining.

Recording in progress. Hello everybody, and welcome to the Ajax Union webinar, Understanding the Marketing Funnel. My name is Joe Apfelbaum and I have with me my co-host Michael Suarez. We've been helping people build marketing funnels for the past decade, and we've built over 1,000 different marketing funnels for people. And what people don't realize is, A, how important a funnel is, and B, how it can help you generate more clients and more sales. So in this presentation, we're going to walk you through how it works, what technology you should be using, and the step-by-step process that you need to take in order for you to implement a funnel into your business and why this is so important for you. So Michael, tell us what a marketing funnel is.

All right. So the marketing funnel is the path people take from first hearing about your business to becoming a customer. So, right, think about it in the shape of a funnel, right? You got the funnel here on the right. So at the top of the funnel, we are making people aware of your business. The goal of the marketing funnel is to turn people into a customer, right? But there are a lot of steps in between. learning about a business, what your company does, and turning into a customer. So we break the marketing funnel down into phases. So the phases of a marketing funnel, we have the top of the funnel, which is where we are building awareness and educating. We also have the middle of the funnel where you're turning interest into desire. And then you have the bottom of the funnel where you encourage your prospects to take action and build connection.

So let me get this straight, Michael. In terms of like the funnel, I do see there's 3 steps on the left side, but on the right side there's awareness, consideration, purchase, retention, advocacy. What is the difference between one business and another business in terms of the different things that they would have on the top of the funnel where, you know, you said it's much wider on the top like a funnel because there's many more people entering the top are not necessarily qualified to become customers on the bottom, right? Is that what's going on? Is that why it's much wider on the top? Because on the top you might have 1,000 people, in the middle you might have 500 people, and then on the bottom you might only have like 20 people. Is that the idea?

Yeah, that's the idea. And the funnel can vary based off of your business type as well, right? So—

So in the chat, what I would love everybody to do, maybe if we have, we can, everyone could put in their website in the chat so we can take a look to see if they even have a funnel. Because most websites, most people, they give bottom of the funnel messaging to top of the funnel prospects. What that means is you're telling people to buy right now, but those people are not even there yet. It's like walking over to somebody that you want to date in a bar and say, let's start a family and have kids. You haven't even met them yet. So go ahead in the chat, put in your URL. And I see Michael put in Ajax Union, um, as ours. And just so you know, if you want it to be clickable, you can add an http:// in Zoom. in order for a URL to be clickable. But put in your URL in the chat so that we can take a look at your funnel if you have one. If you don't have a website, say, I don't have a website, in the chat. I'm always curious to see who's putting what into the chat. But I highly recommend that you guys put in your thing. I see accountless.com. I love that Charlene put hers in. So I'm definitely going to go ahead and pull up hers to kind of see what we have. So check out Charlene's here. Account— Accountalist Connect, empowering accountants to finance professionals to achieve their career goals. Join now. So this is a very— would you say, Michael, this is a very bottom of the funnel message? Join now.

Now, sir? Yes, I think it is. It's definitely bottom of the funnel, but also it depends on what join now entails, right?

So—

Is join now buying or is join now joining a list or is join now like, what is that?

Right.

I'd be curious to know about that. But, you know, one of the things that I love to figure out is like, how are people— how do I know if somebody's interested in my services? Like, how do I know if somebody's truly, truly interested in my services? And if I ask them if they're interested, chances are they're gonna say no, they're not interested. But what I need to do is I need to ask them something that's a little sneakier. I know it sounds— I know it sounds a little evil, but it's not about being evil. It's more about like, are you qualified? If I ask you if you're qualified, you're right away gonna say no, 'cause you don't need it now. But from my perspective, is there a way that I can serve you? That's the idea. And that's the whole idea of the marketing funnels. Like, can we be of service to other people that they themselves don't even know that they need something yet, but we know that we can serve them and help them and make a difference for them? And we want to give them something of value on the top of the funnel, which is something that they would actually need, something that they would need right now, that anybody that would be an ideal client would need. And that I call a lead magnet. You want to be magnetic. You know, sometimes a magnet stops working. We want to make sure that the magnet is working. So what would your customers need? I want you guys to think about this. What would your customers need, desperately need to solve, even if they're not ready to buy from you? That's the thought I want you to think about. That's a deep thought. What problem would your customers need to solve today that doesn't make them an ideal customer yet, but your ideal customers suffer from that problem? And if you can solve that problem, so sometimes it could be a calculator. Like I saw mortgage companies, they have mortgage calculators and they say, put in how much your home you want to buy, put in how much you make for a living, put in how many years you want to pay it off. And press submit. And then it asks them for their email address to send them the full mortgage report. You know what I mean? That's great for a mortgage company as a top of the funnel lead magnet that will drive them into the funnel. So Michael, you can keep going with the presentation because I think you're doing a great job and we can close this out if you want or whatever. You can keep it open, but keep going.

So at the top of the funnel, so yeah, we want to get through each stage of the funnel and then I want to show you how to put some of this into action as well. So here we are at the Top of the funnel. We just talked about the lead magnet concept. I'll actually show them real quick. We, we have a, I'll show you on ajaxunion.com. So we actually offer a downloadable version of us discussing marketing funnels right on our website. So why many people come to our agency for us to help them build out marketing funnels, right? So we Here, host a marketing funnel presentation where we talk about marketing automation.

So click on watch the presentation and look. So look at the way the URL changed on top. Do you guys see the way the URL changed on top? So what I want to show Gal specifically, what I want to show— Gal said he doesn't really have a website yet. You don't need a website to have a funnel. You actually just need a simple landing page that could be created in about I don't know, 30 seconds.

Wow.

Like literally it takes 30 seconds. Now with AI, it'll take maybe 25 seconds to build a landing page, but you could build a landing page very, very quickly with a lead magnet. So this is a YouTube video that we have over there. And when people want to watch this video, they have to give us their first name, last name, email, and phone. And then they go into an email automation system where I know that, hey, this person wanted to watch this presentation. Now, does that mean they want us to build them a funnel? No. But it means that now we can start doing research on them to identify what else we can send them to push them down further into the funnel. And we have automations that do this automatically, automagically. So this is one of the most needed automations. Jack from one of the groups that I'm part of asked me, he said, Joe, what's the most important automation that a business needs? Well, if you need sales, this is the most important automation you need. You need a lead magnet that people will Die to give you their information to watch, or to see, or to read, or to download, or to explore. And then you need to be able to message them and email them automatically without you having to follow up because we all suck at follow up. And the fortune is in the what? In the chat, tell me. The fortune is in the follow up. Very good, Mike. Mike, follow up. Michael said follow up. The fortune is in the follow up. Put an F in the chat if you like to effing follow up. Put an F in the chat if you want to follow up. Follow-up is so important. It's like the thing. So if you had to hire a sales rep to follow up for you, it would cost you $50,000 a year. But if instead of having a sales rep follow up for you, you had technology follow up for you, it would cost you maybe $3 a day.

Right.

Think about that. Maybe it would cost you $10 a day. But $10 a day, if you're closing $10,000 deals, is pretty cheap. So I want you to think about that. And then your goal is to do marketing to fill up the top of the funnel. That's what the purpose of marketing— it doesn't just automatically get filled up. So that's top of the funnel. Michael, talk about middle of the funnel.

Okay. So the middle of the marketing funnel, this is where you're educating, um, and building trust. So the middle of the funnel are the potential customers who have been exposed to your brand and your service, but really need nurturing and trust building.

I'll give you an example. I'll give you an example. Gal won't trust me yet. He knows that I exist, but he won't trust me yet until he sees a case study. Right now, do you have case studies or do you need case studies? In the chat, tell me if you have them or you need them. I'm curious to know. And I call them case stories. stories. If you need some, no problem. We build case studies for people. We can build you a case study pretty quickly. Case studies are important.

Yeah. And we keep all of our case studies and testimonials as well. Those are a trust-building asset. We keep them on our website here. So they're all downloadable. So if somebody comes to our website, gives us their email, then we We'll send them case studies or send them a link back to view more of our case studies, right? So that's a way to help build trust with a potential client.

And you might ask, you might ask, why would anyone on earth want to read a case study? Does anyone know why people like reading case studies? Why people like reading testimonials? The answer is 2 words, but Michael, you go ahead. What's the answer?

I mean, it paints a picture of what the service could do for you, right? So it kind of puts you—

Without getting pitched. That's the key.

Right.

People, I have 99 problems and a pitch ain't one of them. I don't wanna get pitched.

Jesus.

I knew you would finally bring some spirituality into this. We were waiting for a Jesus moment. Bottom line is, bottom line is I want you guys to realize that people want to learn about how they can get serviced without feeling like they're being sold. And a case story or a case study is a really great way for someone to innocently peek behind the curtain to see what the Wizard of Oz is doing without being harassed to try to buy the product.

Right.

And so they, they'll want to know, okay, how can Joe help me? How can Michael help me? And then all of a sudden we see the case study of how we can help them. By the way, Michael, we need case studies for Unlimited Digital Marketing. That would be interesting. I don't know if we have them yet on Unlimited Digital Marketing, but that would be cool to show How Tina Larson wanted a top of the funnel lead magnet. And then when she used Unlimited Digital Marketing and she closed a $100,000 deal as a result of it.

Yeah, let's, we should actually, let me show how we are setting those funnels up within Unlimited Digital Marketing.

And by the way, it's not even rocket science to have a testimonial from someone. You can get something as simple as a LinkedIn recommendation. If you've left me a LinkedIn recommendation, say I've left you one. If I need to, just write, need to recommend you, Joe. And then go ahead and leave me a LinkedIn recommendation today because I only have 500 of them and I need 501.

So the marketing funnel, we have the top of the funnel where you're Building awareness, the middle of the funnel where you are turning the interest into the desire, and then the bottom of the funnel where you're getting prospects to take action. So what could that be? This could be setting up a meeting.

Booking a demo.

Booking a demo or purchasing a product if you have an e-commerce situation.

Or doing like a free strategy session or a paid strategy session. So There's top of the funnel where you're letting them know that you exist, middle of the funnel where you're building trust with them, and bottom of the funnel is where you're trying to get them on the phone or trying to get them to take some type of conversion action.

Right.

But there are stages that you take people through. You can't just go from 1 to 100 miles an hour, and most people are trying to go 100 miles an hour. You go to their website and they're like, buy my product now! Who wants to buy your $10,000 product without even knowing who you are, seeing any case studies, or going through the journey? And the more expensive your product is, the more you need to take people through a journey.

Right.

The journey to the gurney.

So what I'd like to do is show you guys some of these funnel stages in action. We have a system called Unlimited Digital Marketing where we've been building out funnels with our clients. A lot of people just subscribe to the service as well and self-serve and build out their own funnels, but a lot of what you're seeing we're doing, we're actually doing through this platform. So let me go ahead and take you through some of what we've set up and show you which some of our partners have set up as well to give you an idea of some tactical applicable advice here you can use.

And also during classes, during webinars, during lives, wouldn't you want to be able to offer a top of the funnel lead magnet everywhere you go? Wouldn't that be useful? Put a dollar sign in the chat if you think you could make more money if you had a good top of the funnel lead magnet with an email automation set up and you can use SMS, for example, Like for example, if you send the word demo to 973-841-8868, 973-841-8868, the word demo, you get into a funnel, but you get my demonstration video. Do you get it? Just demo to 973-841-8868.

And Joe, what account is that in? I can actually show that.

That's in the Joe Apfelbaum location.

All right, great. So I'm gonna pull this up. This is Unlimited Digital Marketing. A couple of you guys on here are part of this program with us. This is a monthly subscription we offer for $249. We do office hours every other week and then we do email support. So if you want to work through it yourself and set up your own funnels, you can do it yourself. You can also have our team work in there with you. But so Joe is just saying, as an educational tactic, he will be able to offer anyone on a webinar or somebody he meets, Hey, you want more information on this? Text this word to a certain number, right, Joe?

Yeah. Yeah. So let's say for example, type in demo on the search on the top right.

Mm-hmm.

So you see SMS demo. So I have 218 people that enrolled in this since March of 2025. So click on it. In the past year, look at that. 218 people requested a demonstration video. From this. So they— so the, the customer sends the word demo, then it sends an SMS, then it waits a minute, sends another SMS, then it waits a day and sends another SMS. Do you see that?

Mm-hmm.

So this is a very, very simple automation, and you can see exactly how this works. Now, would this be useful in your business? Michael, stop sharing your screen for a second. I'm just curious to know from you guys, would this be something that would be useful In your business to be able to have something like this? And what would you want to send people via text message? I'm always curious to hear from other people. What would you want to send people via text message so that they can see exactly what it is? So imagine you have the ability, you're doing a podcast, and at the end of the podcast they ask you, where do you want to send people? Imagine that. Where do you want to send people? And you say, and someone's driving in their car and you say, send the word demo to 973-841-8868. And then somebody's like, oh, let me write that down. And then he sends the word demo to 9738. Now you have their cell phone number in your CRM. And then you take them through a journey, an automation journey, because now they're interested in whatever lead magnet that you have. This is extremely powerful technology. And you can even have AI respond using an AI bot to respond. You can do the same thing. You ever go on Instagram and somebody says, you want the prompts? Put in the word prompts in the comments. Or send me the word prompts as a DM and I'll respond. This technology that we're sharing, unlimiteddigitalmarketing.com, allows you to automatically respond to Instagram. It allows you to automatically respond to email, automatically respond to SMS, automatically respond when people fill out forms using workflows. And with Unlimited Digital Marketing, you get unlimited workflows. So Michael just put the link in the comments. You can get a 7-day free trial if you want to try it out. Click on unlimiteddigitalmarketing.com. After that, it's $249 a month and you get support. Michael meets with you twice a month for an hour during our office hours. And we sit down with you and we help you build your funnels. We answer all your questions. We support you, guide you, and help you build your business because everybody needs a funnel. Sure, you can get a website, but it's very different to have a website than to have a marketing system that creates email automations, SMS automations, and helps you be able to build out a system that will do marketing for you 24/7 on autopilot. Sometimes in the middle of the night, I see a lead coming in that downloaded a lead magnet. For example, here's an example of a lead magnet. I have 100 hashtags that I give people of the top hashtags on LinkedIn. So somebody might go to the 100 hashtags landing page. They might fill out a form and now they start getting it. But now I have their cell phone number because I asked them for their phone number and their LinkedIn URL. So I'll maybe call them and say, hey, how are you using this sheet? Do you need guidance on how to use the sheet? Could you imagine if you were able to do that? I'm happy to guide you. I'm happy to advise you. Tell me more about your goals. Or for example, maybe somebody wants a brainstorming session with Ava, our AI agent. So they fill out a form, they have a brainstorming session with Ava. I don't charge them anything for it. And now I have another lead. I have a new lead and I know everything about them and I didn't have to do anything. Is there an AI app that will build you a funnel? There are plenty of AI apps that will build you funnels for you. It's more about the strategy than it is about the funnel itself, than it is about the app or whatever. You need to know who your customer is. And part of what we do is we help you figure out your ideal client persona. Michael, can you talk about what goes into figuring out somebody's ideal client persona?

Yeah, yeah, absolutely. So when we start working with a client or, you know, when you start thinking about your marketing on your end, you need to first think through who are you speaking to, right? Who are you serving? Your persona is going to be who you are targeting within your efforts. So how do you do that? Well, typically you're dealing with a certain kind of person who's going to buy your product, maybe, or maybe a bunch of different kinds of people could use your service. But in order to make effective marketing campaigns, you need to have different personas or segments of people you're speaking to, right? So first you need to identify who is that person. And then you need to paint their environment. So we need to think through what is their work environment like? What's their life environment like? What's their stress like? What do they have to gain from this product? How can you solve that? What are their pain points and how are we solving them? Right? Then once you create this picture of them, you can write messaging that speaks directly to them, to their needs, and that will help drive them down your marketing funnel. So the persona is like this made-up person that matches your customer decision-making profile. And then we, you create specific assets that directly speak to this persona to help improve the effectiveness of your marketing.

Very powerful. And so look at all the different things that you can do with Unlimited Digital Marketing. And I'm going to log into my account just to quickly show you guys something interesting. So for example, for social scheduling, you can schedule across all your platforms. So check this out. I have, Um, posts that are being scheduled out every single day and that are going out for— to TikTok. You see it went out to TikTok. I'm gonna click on preview and I'm gonna click on TikTok. And now you can see— A lot of people don't know how to pull information from— Uh, confirm. What does it want me to do? It wants me to select 2 objects that are the same shape into each other.

Those 2.

Oh my God. So annoying.

Okay.

It wants to make sure that I'm not a bot. That's so interesting. But if I go in here and you could see, this is my, um, this is my video over here. Biggest ever in the world. This is automatic. I went on a cruise called the— Can I help you?

I mean, you scared—

This is automatically going out from right over here, but it's not just going out to, um, to TikTok. It's going out to YouTube, to LinkedIn, to a bunch of different places. And as you can see, sometimes things fail. So to figure out why it failed and kind of, uh, fix it. But the idea is sending these things out automatically using a CSV file to be able to send out thousands of posts to all different types of platforms. So there are many platforms that you can send things to. I'm going to reconnect my YouTube over here because it kind of got disconnected apparently. I'm going to hit reconnect, reconnect. It's going to ask me to connect it. I connected to my main email to this YouTube channel and boom, now it'll start working. I'm going to press reconnect. Okay, so now it says connected. So now I can go back into marketing and I can repost those. Let me see, let me hit go back over here. So if I want to repost anything, I'm going to click here, I'm going to hit clone, and I'm going to hit post. And I could schedule it into the future. I can make it a recurring post, which I love. Let's say you wanted a post that automatically puts out a video every month on the first of the month. So you can have recurring content. So I'm going to press post now and it's automatically going to post this as a short.

Yeah.

You see that? I just posted a short on YouTube. So if you go to my YouTube, you'll be able to see that short that was just posted. And this is going to happen automatically indefinitely.

Yeah. And your, uh, your social posts are also, you know, a big piece of your marketing funnel. You are not only at times, if you're, you know, getting picked up by the algorithms, attracting new people to your brand, but social media posts are really a nurture method as well because once people are following your pages, you're showing them more and more content from your brand and building trust. So it is important to have consistent social media going out on your brand channels and also your personal LinkedIn, depending on what your industry is and how you leverage that.

And for me, I love also building funnels. So I have all these different funnels that I've built out and some of you have seen me vibe code these funnels myself. So For example, if I want to turn a video into images, I built out a little tool that allows me to do this. Or if I want to clean a LinkedIn URL, this is the latest one that I built. I have a little tool here where you put in a LinkedIn URL and then it cleans the LinkedIn URL. But I built this myself. I don't have to hire a developer to go build a landing page for me to be able to do something. I literally build this myself and this is part of the funnel. So if I go to LinkedIn, and I take anybody's LinkedIn URL now, like for example, hers, and I click on the dot and I click on copy link and I paste the URL in here and I press clean URL. Now this whole thing got cleaned. So this is a great utility that people can use on the top of the funnel. And then people want to share this utility. Would you find this a useful utility for yourself? I just put it in the chat for you guys to look at it. Just write useful in the chat if you would find this useful when you want to share a link and you don't want all the UTM tags to be in the link. from LinkedIn and you want to strip it and get multiple formats of the URL, you get the post URL with no UTMs and then you get the feed URL. So this is very, very, very useful to have and the post ID so you have it. And also save every link that you ever shared so that you have a copy of what you were sharing with people so you can go back to it and use it. So this is a great little utility that I created myself without having to hire a developer. And you can see all the utilities that I was able to create By just clicking buttons. Look at all these utilities that I was able to create literally by clicking buttons and then just cloning existing funnels. So you built, we can have, we can build out a funnel for you one time. For example, this Evvy AI target market search, I can build this funnel out for you one time and then you can clone it and do more things. So for example, if I want to find printers on say Facebook or Twitter, or I'm just going to say Instagram, And I want to find 100 that have their Gmail account here. So I press printers and I find all these people that are printers that have their Gmail accounts and phone numbers over here. And you can see I can email these printers here that are on Instagram. You see that? And I'll send you guys this landing page here. Now you're going to come to this landing page and maybe share it with a friend and then this is top of the funnel. So hopefully you'll register to Evie AI as a top of the funnel. I'm just educating you but adding a tremendous value here. Do you see this? This is a tremendous value for people. And I have lots of little lead magnets like this that I'm constantly creating to help people out. So if you want to be able to use this technology, you can create unlimited landing pages as a result of this. I even have something called a lead magnet idea generator that I created here that allows you to be able to easily create lead magnet ideas. So here's an example. I'm going to open up this lead magnet idea generator. You see this? You put in your target market, engaged LinkedIn users. I'm going to do sales trainer. Oh, I hit enter by accident, but that's okay. It's going to go off and send it to an automation. And then it's going to give me a bunch of lead magnet ideas in just a few seconds. So if you guys want to test this out, look at all these lead magnet ideas. Just write lead in the chat and I'll send you the lead magnet idea generator so you can kind of test this out. But it tells you your target market, your focus, your pain point mapping, your goal-oriented recommendations, all this stuff. So if you want this lead magnet idea generator, just write. But do you see the way, I'm gonna stop sharing my screen for a second. Do you see the way people are writing lead in the chat right now? Do you see that? Because this is something that people actually want. So if you had a little top of the funnel lead magnet and you had a technology like unlimited digital marketing and the support from me and Michael and the whole team to help you get the system up and running, and it only costs you $249 a month, it would be foolish for you not to get involved. So if you're interested in learning more about this, just write interested in the chat. And we'll be happy to set you up and help you out and get you rolling and get your funnels up and running and everything. Just write interested in the chat, or you could always email unlimiteddigitalmarketing@ajaxunion.com. Michael will get that if you have a question, or if you want to get started, you can go to unlimiteddigitalmarketing.com and it has 2 Ds in it, unlimited and digital, 2 Ds. Some people are like, oh yeah, the one D didn't work.

I'll put the email in here as well.

Okay. And then, so Mike Larkin wants the lead, Charlene wants the lead thing. So I sent it to Mark Larkin and Charlene. And if anybody else wants it, let me know that you want that URL and I'll send it to you.

I spelled our company name wrong. I'm going to go ahead and send that email again.

Oh, you spelled Ajax Union wrong?

Yeah.

Okay. So I have a question. What, what are you seeing so far, Mike? What do you see so far in terms of lead magnets? What do you see? What, what, what are we saying here?

You talking to me?

Yeah.

Oh, okay. You talking to me?

You talking to me, huh? Hey, what are you, a wise guy?

Um, what— it was interesting because I am— I was just developing a lead magnet and I just pulled together a calculator. Now I got to figure out how to make it a web, uh, web-based calculator. But I, I thought I would just give them the information, but you're Hack of saying, if you want this information, you gotta give up your information.

Yeah.

You know, that, that's probably, that, that's the number one thing I've pulled out of this so far.

Amazing. Amazing. And by the way, I'm gonna share my screen just to kind of show you guys something else. We have a calculator that's— and Gal, I wanna hear from you as well if you wanna share your thoughts or questions, but check this out. If you go to ajaxunion.com/calculator, here's another lead magnet. This is an interesting lead magnet and this is, middle of the funnel. This is not top of the funnel. This is more middle of the funnel or bottom of the funnel. So I'll be talking to somebody. I'll be like, hey, do you want to check out our calculator? We actually built a calculator that allows you to tell you how much money you'll save. So you could say, okay, how much are you currently paying for your CRM? So you might say, okay, I'm only paying $50 a month for my CRM. And how much are you paying for ClickFunnels? Oh, I pay $300 a month for ClickFunnels. And how much are you paying for your web development? You know, for getting somebody to do your web development? Oh, I pay a guy $500 a month to manage my website. Okay, and how much are you paying for like SurveyMonkey? I pay $20 for SurveyMonkey. How much are you paying for MailChimp? $59 for MailChimp. How much are you paying for Kajabi? Oh, I pay $97 for Kajabi. How much are you paying for Hootsuite? Oh, I pay $50 for Hootsuite. How much are you paying for Calendly? Oh, I only pay $15 for Calendly. How much are you paying for your SMS software? Do you guys get the point? And then you do calculate, you're spending $1,000 a month and we're gonna only charge you $250 to give you all that unlimited. Do you guys get it? So you're saving $800 a month. Now you filled out this calculator. I didn't even ask you for your information. I don't care. Like you want to save $1,000 a month, fill this out, see what you're going to save and have a good day. ajaxunion.com/calculator. That's powerful. So when I have a sales rep on the phone, a guy like Jerome, who's here on this call right now, Jerome, say hi.

Hey, hey, what's up guys?

So Jerome is going to help us be able to get new clients. Jerome can use this as a lead magnet. When he has a conversation with someone, they're like, oh, I need unlimited digital marketing. I need a funnel. I need a CRM. I need the system. He'll be like, well, let's calculate what you're currently spending right now. He'll go to ajaxking.com/calculator. He'll calculate, boom. He'll show them how much they're saving. They're like, oh shit, okay, sign me up. How do I get signed up? He'll be like, no problem. You go to unlimiteddigitalmarketing.com and you go down to where it says get started. You put in your information. You choose if you want the monthly or the annual. The monthly is $249 a month. You get a 7-day free trial. And the annual, you also get a 7-day free trial, but it's $2,497. So you save a big percentage. And then you put in your credit card information and you hit go and boom, you're in. And you get your trial done. And if you want to watch a video of the demonstration video, you just watch the demo video. If you want to know how much it costs, it's right here, $249 unlimited. And then if you want to know all the features, you get the features, social scheduling, CRM and pipeline management, automated follow-ups. Custom chatbots, multichannel marketing like SMS and email campaigns, all inter— like within each other. Landing page management, appointment scheduling, review management, payment processing, unlimited integrations with like Make.com and Zapier, call recording. I just had a call with a prospect a few minutes ago before this call. I had a call with a prospect. The whole call's recorded. It's in the system and there's notes in the system about the call that I had with action items. And they're in a pipeline. Do you need a CRM? Just write need in the chat or write CRM if you need a CRM, because most people, in order to keep track of what they're doing, they need to have a CRM. And by the way, we give you unlimited users. We don't charge you per users. And yes, we give you a mobile app included so you can use it on the go. The key here is going to be getting the support from someone like Michael. That's really the key. Because if you don't have that support, it becomes very difficult to do everything you need to do if you don't actually have the support. So I'm going to search Zach over here. I'm going to pull up his information just to kind of show you. And let's, let's, um, let's play the, the, the audio here and let's just see if this works. This call will be recorded for quality purposes. Hi Zach, it's Joe Apfelbaum.

Can you hear me? Yeah, yeah.

Who is this?

This is Joe Apfelbaum from Evvy AI. Do you guys get that? Do you guys see what I'm doing here? Can you hear that, Michael? You heard me say that?

Yeah. Yeah, yeah.

So it's just, it's just really, I'm gonna stop sharing my screen for a second. That entire thing is recorded. Every conversation I have is recorded. How powerful would it be if you had your sales reps working for you, or if you had a sales rep working for you, and then every time you made a call and got through to someone, you were able to listen to it and it was all included. And instead of having to pay $400 a month for a CRM that can do that, you have one that can do social scheduling, calendars, landing pages, CRM, pipeline management, like everything, everything that you possibly want in a box, all given to you. No extra charge. And if you need us to set it up, we do— can charge you a setup fee to actually do it for you, like as an agency, because we're a full-service digital marketing agency. And by the way, this is a lead-in product for the people who want to spend $5,000 to $10,000 a month.

Yeah.

So we get them on this and then they're like, hey, can you actually do a strategy with me? And could you set up landing pages and websites for me? And could you do it all for me? Because I don't have the time to do it and I'm running a multimillion-dollar business here. And so then we put them on as a client. So our goal is to get 1,000 people to watch a video like this, and then 500 of them to watch another demo, and then maybe 100 to sign up to the system, and maybe 5 of them to go and to use our services deeply.

Mm-hmm.

That's, that's kind of like the, the customer journey. So my question to you is, what is a new customer worth to you? If you got one new customer for the year, How much would they spend with you? Put that in the chat. I'm curious to know. Is your customer worth more than $200? Is it worth $10,000? If you're not sure, write not sure. But for me, an ideal customer can spend $200,000 a year with us. And for unlimited digital marketing, they'll spend $3,000 a year approximately. So what's a new customer? And if you're not sure, you might need a little coaching on figuring this part out. And we can help you figure that out. We can help you with any— Michael, do we have a calculator for figuring out people's ideal customers? We used to have a calculator like that, right? I can vibe code.

Figuring out your ideal customer.

Figuring out what your ideal customer would spend. That's a cool idea. Maybe we can vibe code it right now. Hey Claude, make me a calculator. All of a sudden Claude pulls up with a limousine. It's like, let's do this. Let's make you a calculator, mother effer. Let's do this. Let's rock and roll. Woo! And all of a sudden a calculator appears and it's on our website, on the funnel, and people can put in their information to get to understand what their ideal client can spend with them. Crazy. Crazy, baby. I got to call Claude. I got to whistle and say like, hey Claude, pull up and make me a landing page. Boom, done. Make me a funnel. And Mike Larkin, AI can build a whole funnel for you. A to Z. Artificial intelligence has the capacity to build your full funnel for you and also help you come up with the ideas for the best thing to do for your clients, for the right lead magnets that you need. But this would be interesting figuring out the problems of your customers here. I'm going to show you guys something else that I do as lead magnets. So check this out. So if you go to say my, I'm going to go to my recent LinkedIn posts and I'll send you guys this post. This is crazy. You go to my post, I have a newsletter. So you see this, you see this newsletter here? I have a newsletter. This is the latest newsletter that I just published last night. I did this in about 10 minutes. I put this newsletter together with Evie AI and ChatGPT, and I did this while I was on LinkedIn Live. So you can go to my events and see my LinkedIn Live for last night. But you know who did the research for all this, for this entire newsletter? Look how long this newsletter is.

Is this long?

Yeah.

Guys, size doesn't matter, but when it comes to ranking on Google, you want to have a long newsletter. And by the way, look at how nice this is. Look at these beautiful infographics that we created. So look at this. So these are all the problems my customers have. My ideal customer has all these problems. So you want to figure out, I use manus.im, M-A-N-U-S. If you guys haven't used it, say need Manus in the chat. If you've used it, Say used Manus in the chat. Manus is crazy. It goes off and it does research on the internet. I'll send you guys a link so you can see this. Michael said need Manus.

Amok.

He said need Amok. But look at this. In each one of these problems that my customers have, each one of these, I can create a lead magnet to help them solve a part of the problem. Each one of these communication and messaging problems, I can create lead magnets. Networking and connection management problems. I can create lead magnets around this. Prospecting and lead gen problems. I could create lead magnets around this. Branding problems, branding clarity, branding visibility, branding credibility, branding consistency, comparison trap, technical problems, strategic business development problems. But even knowing what problems you have, I can create infographics, which are essentially lead magnets. Do you get that? These are all lead magnets. And so people come here, they see a master lead magnet and they're like, holy Moses. And now I can create lead magnets with this lead magnet. I can create lead magnets for all my lead magnets. Now check this out. All the people that subscribe to this are subscribing to my top of the funnel. You see this?

Mm-hmm.

These are real names. So I want to capture all these subscribers. I can easily capture all these subscribers, these 6,300 subscribers. And by the way, I launched this newsletter just a few weeks ago. I did it during the AI Business Development Circle. And so I can capture all these people, get all their contact information. For example, Betty Hines is brand new. She has 17,000 followers. I'm going to click on contact info and I see her birthday is July 20th. It's coming up very soon. She's a Cancer. She's on the cusp, but she's still a Cancer. So I'm going to click on this right over here. It's going to— Evvy AI is going to ask me, do you want to save her profile into Evvy AI? So I can just click on yes, save it. And so I just saved her profile and then I could do a little bit of research on this particular prospect clicking on the AI research technology. It'll go off and do research and I can even create a prompt that will tell me all of her pains, goals, dreams, and fears. So I can create a custom lead magnet just for Betty. How crazy is that to be able to create a custom lead magnet just for Betty herself on the fly in terms of personalization and then put that into my CRM and boom, there we go. And yes, Evvy AI integrates with the Unlimited Digital Marketing because it sits on the side. So you can have it anywhere you go. So what I would love to do is identify her email, which I have right here, identify her LinkedIn, her Instagram, have conversation starters, build a relationship with her, get to know her, call her. And sometimes people have their phone number right over here. You see, sometimes I have to go to Apollo to get her phone number. Um, in this case, what I can do is I can click on message. And I can easily write a message using this technology over here. And I can say, hey, would love to chat with you a little bit. I noticed that you recently subscribed to my newsletter. Would you be open to having a conversation with me? So I'm nurturing her and I'm going to insert that into here. Do you see that? Would love to chat with you a little bit. I noticed that you recently subscribed to my newsletter and would love to be— would you be open to having a conversation with me? Because she went from the middle of the funnel Now to the bottom of the funnel. Do you see what I did?

Mm-hmm.

And she has 17,000 followers, so she's an ideal customer for me. So I'm gonna get on the phone with her, build a relationship with her. Maybe she already gave me her phone number in the past. She hasn't. I see she hasn't, but I'm gonna do a little bit more AI research on her and I'll find her phone number. And I'm also gonna leave comments on her post. See, she posted 5 hours ago. Nobody commented on her post. So now I could also leave comments on her post. I just left a comment to stay top of mind with her and so on. That's the idea. All right, I'm going to stop sharing my screen for a second. Did you guys get value today? What did you learn today? Gal, unmute yourself and tell us what you learned today.

That I got a lot of work to do.

Start with a top of the funnel lead magnet. Simple as that. And this way it's easy for you to get prospects.

Yeah.

Start my recommendation. Me and Michael always tell people, start with a top of the funnel lead magnet, something that you can use, a checklist. You can say, are you ready for AI? If you're selling AI automation, do you have an AI checklist to know if your business is ready for AI? Go to Claude, make yourself an AI checklist, put it into our tool. I think you have access to Unlimited Digital Marketing. Put it into our tool, make yourself a landing page in about 10 minutes.

Mm-hmm.

And then Buy a domain, you can attach it to it. I, you can buy a domain on, on Cloudflare for $11 and then attach it to the, to the landing page. And you have a checklist there. You can call it artificialintelligencechecklist2025.com.

Mm-hmm.

AI checklist. You could even buy aich checklist.com. If you wanna buy a domain, you can go to leandomainsearch.com. Have you guys ever heard of leandomainsearch.com? Check this out. I'm gonna open my screen again just to kind of show you. This is crazy. So I'm gonna go to Lean Domain Search and I'm gonna search AI checklist. I'm gonna press go and you see aichecklistonline.com is available.

Yeah.

AI Checklist Web, AI Checklist Shop, AI Checklist App, proaich checklist.com is available. You see that? If you wanted an AI checklist, you can buy a domain for it. AI Checklist Tech. AI Checklist Market, AI Checklist Pro, AI Checklist Central. All these domains are available. Do you see this? AI Checklist USA, Cloud AI Checklist. Maybe you don't like AI Checklist. Maybe you like something else. By the way, in 2 words, what do you do for a living? Let me know in the chat. In 2 words, what do you do for a living? Michael said, time approaching. Michael, any final words you want to give people?

Oh, I didn't know you were speaking to me. So final words. Yeah, I think it can seem overwhelming to get this stuff set up, right? But I think, Joe, you laid it out really easily. You know, come up with something. Everybody here who has an offering or a business, you have knowledge, right? You're offering something. You can create something relevant and valuable, especially with the help of AI to help you fine-tune your message. that can be valuable to your potential client, right? So making that checklist, making that tool, creating that article report, whatever that is, you know, that's something within reach for, you know, anybody on this call. And then putting that behind a form to get people's emails, that's now building your book of leads. It's such an easy step to take. Even if you're not doing outbound marketing, even if you're not, even if there's not a huge volume of people within your ecosystem, you can still have something to offer up, you know, when that time comes or when the time's right or something just to post on your LinkedIn or a link to be able to give people if you meet them at an event or, um, you should always have something on hand, um, some way to get people into your marketing funnel. Uh, and also it's important to think, you know, maybe you're not taking new clients right now. Maybe you're feeling strange about putting yourself out to people who might not need your business right away. Just think about building your book of contacts first with people who could At some point be Michael, a client of yours.

Michael, AnswerSocrates just added tofu, mofu, and bofu to their questions.

Oh, that's so funny.

So if you guys go to answersocrates.com, you can check all the top of the funnel, bottom of the funnel, middle of funnel questions people are asking, and you can literally write content around that.

Cool. Very cool.

I wonder if they have an API. Do you think they have an API? Tools, deep research. It doesn't look like they have an API.

Learn. Pricing.

Yeah, they do free 5 searches a day, 1 unlimited CSV downloads. So technically you could pay $29 a month and get unlimited here for Pro. For yearly, it's $279 a year. That's really, really cool that they allow you to do this. Um, they allow you to do this, but again, there's, there's lots of— there's social media questions. Questions, recursive questions. I'm going to hit generate recursive questions. See what it does. Used to do this automatically. Now, now you have to hit generate in order for it to, to do it. And I see it's not working, but this whole question technology is really, really cool where you find all the questions and you identify if each one's on the top of the funnel, middle of the funnel, bottom of the funnel.

Yeah.

What was that other site? Answer the Public.

Oh yeah. Answerthepublic.com.

Yeah.

It's a good site as well.

We'll do LinkedIn strategy here and just kind of see what comes up here. 1 to 2 words for best results. Isn't that what I just did? LinkedIn strategy.

Oh, here it is.

It's doing it. Look at this. Propositions, comparisons, alphabetical questions, numbers, 2025, 2024. This is so cool. Related keywords. That's really cool. What is a LinkedIn content strategy? How to make a LinkedIn strategy? What is a LinkedIn strategy? How to create a LinkedIn strategy? I'm going to take off. I'm going to do LinkedIn. I'm just going to do LinkedIn and see what comes up for the word LinkedIn. It only lets you do one per day.

Okay.

It looks like they only let you do one per day. How much do they charge for the free account? Oh, individual, $11 a month, 100 searches a day. Oh, they have a lifetime. $119 for lifetime access, no monthly fees. That's cool. I love that they have lifetime. Hate subscriptions. Oh my God, that's cool. It's so smart because people get it for a month and then cancel, and they have a lifetime model. Michael, you saw that?

Mm-hmm.

So instead of paying $11 a month, you basically just get a lifetime subscription. Have a good day.

Yeah, it's pretty cool.

That's not a bad deal. $119 for lifetime for one user. Mm-hmm.

At all.

And you get CPC data and search volume. That's a good deal. And it expires in a, in an hour. Hurry, hurry, hurry. Let's hurry. Let's buy it. Hurry. It's expiring. Help.

Always expiring in an hour.

All right, guys, what was your number one takeaway? I know Mike said— what was Mike's number one takeaway before he left? What did he say?

Oh, that he will begin using the email gating strategy.

Oh, gating strategy. Gal, what was your number one takeaway? You have a lot of work to do.

That he has a lot of work to do, right? Yeah, I got a lot of work to do. Yeah, I'm just getting started. I just need to package my service and just launch it on this landing page. But yes, I got a lot of work to do.

Amazing. And then Nelson, what was your number one takeaway? And Charlene, if you want to share, you can open up your mic if you want. Go ahead, Charlene. That I need to redo my website. We can help you with that. We can guide you and support you. We're happy to help you. If you want to set up a call with Michael, Michael's happy to get on the phone with you and kind of guide you through the Yeah, absolutely. Yeah. Um, and then, um, anything else that you really loved, Charlene, if you want to share something else that you really loved today? Uh, I loved, um, learning about the funnel and, and the lead magnets. Amazing. Amazing. So you found it helpful, right?

Yes, I did.

Awesome.

Awesome.

And, uh, Nelson, did you get any value today? Did you, did you hear anything that you were like, oh my God, that resonates with me? I love it. If you want to share in the chat, you can. If you want to unmute yourself, you can. Gershon, Gerson, sorry, I keep calling Gershon because Gershon is a Jewish name.

It's all right, brother.

It's all right.

Well, I'm excited about the AI automation and everything, you know, and I mean, I'm also excited about the funnels as Charlene said.

So awesome.

Yep.

All right. Thank you guys for being part of this. Really appreciate you all being here today and learning about the marketing funnel. This concludes our LinkedIn— what do we call this, Michael? The marketing funnel webinar.

Mm-hmm.

So thank you for being here, and I'm gonna be going on LinkedIn Live with Virginia Mooskies in just a few minutes. So it starts at 12 o'clock. So thank you very much for being here, and yeah, we'll be putting the recording online. Actually, we were just on live the whole entire time, so. We're probably still on live right now, the second. So if you want to go back and listen to it again, go back to the live, leave comments on it, share it. It's on YouTube, on Twitter, on Facebook, and on LinkedIn Live. And then I'm going to stop this and go on LinkedIn Live again. So thanks again for being here, everybody. Appreciate you, and we'll see you guys on the next one. And if you need more information, go to unlimiteddigitalmarketing.com and let us know what you need. We're here for you.