Mastering FBS Funnels & Website Customization

Key Points

1. Website Button-to-Workflow Mapping (01:11) – How calls-to-action on your site (e.g., free training) connect to specific FBS funnels and automations.
2. Free Training Funnel Deep Dive (03:38) – What happens when a lead clicks the free training button, including video priming and simulator access.
3. Nurture Campaign Automation (06:02) – How leads are added to educational email and text sequences, and the purpose of each.
4. Workflow Structure & Triggers (09:16) – Visual walkthrough of the lead simulator follow-up workflow, including tagging, pipeline updates, and timing.
5. Pipeline & Opportunity Management (13:22) – How to view, update, and customize opportunity cards and stages in the FBS CRM.
6. Customizing Pipelines & Removing Leads (18:11) – How to move or remove leads from pipelines and manage multiple pipelines (e.g., licensee vs. sales).
7. Form Actions & Simulator Integration (23:16) – What happens after a lead fills out the simulator form and how data flows into your dashboard.
8. Website Section Customization (27:11) – How to request additions like live event sections or badges via FBS support.
9. Badges & Certification Display (29:21) – How to add or update badges/certifications on your website and social media.
10. Licensee Funnel & Team Recruitment (32:38) – How to add a “Join Our Team” or licensee funnel to your homepage and best practices for coach recruitment.

Key Takeaways:

• Map every website button to a specific funnel and workflow for clarity and tracking.
• Use nurture campaigns to automate follow-up and keep leads engaged until they book.
• Customize your pipeline views and opportunity cards for better lead management.
• Request website changes (sections, badges, funnels) directly through FBS support for fast implementation.

Notable Quotes:

• “The majority of the funnels, the goal for it is to have them jump on a calendar or a call with you.”
• “You can always request an adjustment here from us.”
• “As soon as we do that, the cache goes ahead and clears… you should be able to see it instantaneously.”

Action Steps from the Call

1. Review your website’s calls-to-action and confirm which FBS workflows they trigger (see 01:11, 09:16).
2. Check your nurture campaign automations and ensure email/text sequences are up to date (06:02).
3. Customize your pipeline views to display the most useful lead information (13:22, 17:35).
4. Submit a support request to add or modify website sections (e.g., live events, badges, licensee funnel) (27:11, 29:21, 32:38).
5. Download and display your certification badge on your site and social profiles (29:21).

Resources & Tools Mentioned:

• FBS (Focused.com Business Suite): CRM, automations, and website management platform for coaches.
• Lead Simulator: Interactive tool for prospects to see business growth potential.
• Nurture Campaigns: Prebuilt email and SMS sequences for lead engagement.
• Pipeline/Opportunities: CRM feature for tracking and managing leads through sales stages.
• Support at Focused.com: Direct channel for requesting website customizations and badge updates.

Call Date: May 22, 2025