In this short video, Joshua Nelson recaps his Level Up Summit presentation on the "Ultimate Agency Funnel" that his company, Plumbing and HVAC SEO, uses to acquire and retain clients. He explains that the funnel moves prospects from an opt‑in, through confirmation, calendar scheduling, application, and a show‑up meeting where they are pre‑positioned to buy. He shares impressive performance metrics—32,007 opt‑ins, 2,712 strategy sessions, 561 retained clients, $1.2 M in monthly recurring revenue, and $32.56 M total booked revenue—demonstrating the funnel’s effectiveness in the plumbing and HVAC niche. To help other digital‑marketing agencies replicate the system, he offers a downloadable workbook, implementation checklist, and training videos at 7figureagency.com/funnel, and encourages viewers to engage in the comments (type “live”, “replay”, “1”, “yes”, “funnel”) to signal interest. The video blends a brief overview, data‑driven proof, step‑by‑step process description, and a clear call‑to‑action for community members to access the resources and implement the funnel in their own businesses.
Chapters
Quick video, 'cause I've posted about this a couple times. I wanted to make sure it didn't get lost with all of the other posts that are happening. If you're watching this live, type live in the comments, that way I know who's here with me live. If you're watching this after the fact, like, you know, after it was live, type replay, that way I know. Last week I had the opportunity to present at the Level Up Summit. You know, it was an amazing event specifically for digital marketing agencies. There was over 600 agencies in attendance. It was an amazing event. And my topic was the ultimate agency funnel, which was the funnel that we run at Plumbing and HVAC SEO to get clients to opt in, to schedule in, and to show up to the meetings pre-positioned to buy. Really, it's the process we've used to get clients to come to us pre-positioned so we don't have to chase them down. It was really fun to unpack this at the event and kind of share some of the key insights. But what I recognized was, there was a lot of you guys that could use this information, that could benefit from the implementation checklist and the workbook that I put together. So I wanted to make this available here in the Digital Marketing Agency Success Group for you guys, that you can dive into this, you can get the insights, you can implement this in your agencies. And so I just want you to know this funnel is the actual funnel that we run at Plumbing HVAC SEO that helped us grow and scale. I was running the numbers and kinda looking at the metrics, Over the years, through this funnel, we've generated 32,007 opt-in leads. That's just in Plumbing and HVAC SEO. This isn't for all the 7 Figure Agency members. This is definitely not for 7 Figure Agency. This is just in the plumbing and HVAC niche. Over 2,712 strategy sessions, 561 retained clients, like actual clients that signed up on a monthly retainer-based service, $1.2 million in monthly recurring base revenue, And if I added all the cumulative revenue over the last several years while we've been running this, $32,564,844 in booked revenue. So this funnel works and it's worked extremely well. And I put together this visual because I was doing this at the summit and I wanted to make sure I really had something of value to bring to the community that people were like, wow, that's valuable stuff. And so I mapped out, this flow, right? And it kind of goes from opt-in to confirmation to getting on the calendar to actually applying to showing up and getting excited to show up pre-positioned to buy. Now, you know, theoretically, that, that's pretty simple, right? We've got an opt-in, we've got an appointment, and then we've got a show-up campaign. Um, and then we would like really want to think through the communication through each of the steps. So once they opt in, we want emails that move them to schedule. Once they schedule, we want emails that move them to show up excited, pre-positioned. And once they show up, we want to have a follow-up sequence to move them from I was interested to now I'm giving you the credit card. I'm getting you guys pre-positioned to buy. We want to leverage retargeting as well as email as well as social messenger to move people through those phases to kind of reduce friction and drive as much activity as possible. And so, um, after I finished up, I was like, hey, if anybody wants the slides, come back and see me. And there was a kind of a rush of people like, hey, this was awesome, I wanna get this access, I wanna know how to implement this in the business. And so I wanna make sure that you guys have access to this as well. And so if you go to 7figureagency.com/funnel, that's where you can download the workbook, the checklist, and I've also included some training where I explain the logic and the sequencing behind this entire funnel, this entire process. So if this sounds good to you and you wanna go check this out, put a 1 in the comments, put a yes in the comments, Type funnel in the comments, type something that way we can kind of create some, some good engagement and activity on this. That's the scoop. Go get it. 7figureagency.com/funnel. Dive in, check it out. Let me know what questions you have. Let me know what your thoughts are as you get into this. And I'm excited to see you guys implement this and get more appointments with qualified prospects in your niche that show up pre-positioned and excited about doing business. With you. So go download it, go watch the training, and I'll talk to you soon.
