using clickfunnels for clients

How to Use ClickFunnels for Clients: The Ultimate Guide

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ClickFunnels is an online service that has been helping people and businesses everywhere use funnels to capture leads and make sales. But did you know businesses like marketing agencies, other agencies and freelancers can use ClickFunnels to help their clients generate leads and make sales too? It all comes down to knowing how to do so.

How do you use ClickFunnels for clients? With a ClickFunnels account and access to the Etison Suite plan, you can begin using funnel templates or build your own funnels from scratch for your clients to help them get leads and to market, sell and distribute their products or services. You can organize the funnels you have for each client, and even share your funnels so your clients have access to them too.

In this article, we’ve got an ultimate guide on how to use ClickFunnels for clients. You’ll learn about ClickFunnels, why you may want to use it for clients, how to use it for your clients, and things ClickFunnels can actually help you and your clients with. Let’s get into it.


The Ultimate Guide to Using ClickFunnels for Clients

Since this is an ultimate guide to using ClickFunnels for clients, we’re going to start with the very basics to make sure you know everything there is to know about using ClickFunnels for clients.  

In this section, we’ll start off by walking you through the foundation of using ClickFunnels: what it is, what sales funnels are, and the different ClickFunnels memberships and the features they offer.

Then, we’ll show you some of the useful features ClickFunnels has for those that are using ClickFunnels for their clients, and walk you through all the steps to using ClickFunnels for clients – and start generating leads and making sales right away.

The Basics: What is ClickFunnels?

If you’re a business or agency looking to use ClickFunnels to help your clients, you’ll need to know what ClickFunnels actually is and what it does.

ClickFunnels is an online sales funnel builder for businesses. In short, it gives businesses the tools they need to generate and capture leads and market, sell and deliver products online.

To expand on this, ClickFunnels gives its users an array of pre-built sales funnels so they can choose the sales funnel(s) that meet their needs best and then begin working with them. ClickFunnels users can also build their own funnels from scratch.

ClickFunnels offers features like custom domains, email integrations, other integrations, advanced funnels, sales funnels, order pages, and a variety of others.

The Basics: What Are Sales Funnels?

As you can see, ClickFunnels operates on and is successful from sales funnels. So, they must be pretty important (they are). But what exactly are sales funnels?

A sales funnel is essentially an online system that captures leads to makes sales online without having to actually talk to a customer before they buy.

Using the landing page of a website or an opt-in form (which, by the way, if you don’t have, you can create on ClickFunnels itself) a sales funnel captures a lead and takes it through what we call a nurturing sequence. That nurturing sequence eventually has an offer to buy – which leads to sales from the lead.

In order to get leads and to, therefore, get contact information from leads, sales funnels have to offer some sort of “freebie” to send to an email address. This could be anything from a discount code to an eBook to a PDF to a checklist.

So, essentially, when funnels provide value, they convert leads to sales.

Sales are what businesses want and need, so sales funnels are a great, dependable and fast way to get them.

Starting to see why sales funnels are so valuable?

The Different ClickFunnels Subscriptions: What You Need to Use It for Your Clients

ClickFunnels has different subscriptions that cost different amounts and have different features. It’s important to know about the different ClickFunnels subscriptions as you’re going to need a specific one in order to use ClickFunnels for clients.

There are two main ClickFunnels subscriptions:

  1. ClickFunnels
  2. Etison Suite

The ClickFunnels Subscription

First is the ClickFunnels subscription. This subscription costs users $97.00 per month and offers:

  • 20 funnels
  • 100 landing pages
  • 20,000 in landing page traffic
  • Email integration
  • A/B split tests

As you can see, the ClickFunnels subscription has limits on the amounts of funnels and landing pages that can be built as well as how much landing page traffic can happen.


The Etison Suite Subscription

Next we have the Etison Suite subscription, which costs users $297.00 per month. The Etison Suite offers:

  • Unlimited funnels
  • Unlimited landing pages
  • Unlimited landing page traffic
  • Email integration
  • A/B split tests

The Etison Suite subscription has no limits on funnels, landing pages, or landing page traffic.

The Subscription You Need to Use ClickFunnels for Clients

If you’re an agency, business or freelancer who plans on using ClickFunnels for clients, you’re going to need to get access to the Etison Suite. Get is here FREE for 14-days.

Although the Etison Suite is the pricier subscription ClickFunnels offers, you’ll never need to worry about the amount of funnels or landing pages you can have – which is necessary when you’ve got different clients, especially a lot of them.

Since those who use ClickFunnels for clients may be creating several funnels and several landing pages for each client (therefore likely generating a lot of landing page traffic), it’s important that there are no limits on the amount of funnels or landing pages that can be created.

Check out this page to see even more information on just how much the Etison Suite offers to users and why you’ll need it to utilize ClickFunnels for your clients.

Useful ClickFunnels Features when Using ClickFunnels for Clients

At its core, ClickFunnels uses sales funnels to capture leads and turn them into sales. But ClickFunnels does a lot more than that, and has many, many more features.

Since ClickFunnels has so many features, we won’t get into the list of all of them. Rather, we’ll look at some of the ClickFunnels features that will be useful for you if you are planning on using ClickFunnels for clients. Let’s take a look.

Pre-Built Templates

If you’re planning on using ClickFunnels for clients, you’ll love the pre-built templates for sales funnels and landing pages ClickFunnels offers. With these, all you have to do is look for the templates that fit your clients’ business best, add the necessary information, and launch.

Just from the pre-built templates and quick launch time, your clients will be able to start receiving leads that convert to sales.

These pre-built templates are proven by ClickFunnels to work, and that alone is something that makes them extremely useful. Being able to create them quickly and efficiently is icing on the sales funnel cake.

Integrations With Other Programs

ClickFunnels also offers integrations with other programs. This is extremely useful for anyone using ClickFunnels, but can really benefit those that are using ClickFunnels for their clients.

ClickFunnels can integrate with other programs. These may be money/pay services like PayPal, email marketing services like Active Campaign and ConstantContact, product sites like Shopify, and social media sites like Facebook.

Integrations with other programs allows you to use those programs on your ClickFunnels landing pages and sales funnels – and your clients’ funnels and landing pages as well.


One of the biggest parts of getting good leads and sales results is to be able to look at the metrics and analytics to see what you can improve upon or adjust.

ClickFunnels allows you to see your analytics and metrics for traffic, email performance, conversions, sales, user activity, delivery, and even more. That way, you and your clients can get the best out of your ClickFunnels account, sales funnels and landing pages.

Share Funnels

ClickFunnels came up with something huge when it allowed for share funnels. Share funnels allow you to duplicate entire funnels from someone else’s account into your account, and vice versa.

Share funnels are extremely useful for those who want to use ClickFunnels for clients. If you’ve made a funnel for your client and want them to have access to it or want them to run it from there on out, you can simply use a share funnel.

You can also make adjustments to, re-vamp and fix sales funnels your clients have made by using share funnels to transfer the funnels from their account to yours. Pretty neat, right?

Not only that, but if there are successful sales funnels around the ClickFunnels world, like ClickFunnels’s Product Launch Funnel, you can take that funnel and get it on your own page. For a master list of share funnels you can utilize, check out this link.

Email AutoResponders

While ClickFunnels can integrate with your favorite email autoresponder systems (looking at you, MailChimp and ConstantContact) you can also use ClickFunnels itself to manage your email responses and emails that are sent out.

This can save you time as you won’t have to integrate other email autoresponder platforms and everything can be done just from ClickFunnels!

Step by Step: How to Use ClickFunnels for Your Clients

Now that you know some of the basics, like what ClickFunnels is, what sales funnels are, what subscription you need to use ClickFunnels for your clients, and useful features ClickFunnels have, it’s time to get into our step-by-step process of using ClickFunnels for your clients.

Overview: Steps to Using ClickFunnels for Clients

So you know what we’re going to be discussing, here’s an overview of the steps to using ClickFunnels for clients:

  1. Open a ClickFunnels Account FREE
  2. Subscribe to the Etison Suite
  3. Start Building Landing Pages
  4. Start Building Funnels
  5. Share Funnels with Clients (If Desired)
  6. Check Your Metrics and Analytics
  7. Revise and Redo
  8. Repeat!

Step 1: Open a ClickFunnels Account


Naturally, before you begin utilizing ClickFunnels to help your clients, you’ll need to open an account.

If you already have a ClickFunnels account, you can skip on to step 2.

To open a ClickFunnels account, you’ll need to navigate to their website, or follow this link.

ClickFunnels gives you the option to start a free 14-day trial. This is great if you aren’t sure ClickFunnels will cater to all your needs or if you want to play around with it a bit before paying for the service.

Once you’ve signed up for an account, you’ll need to enter your account settings. This includes your information, your time zone, and any integrations you plan on using with ClickFunnels (and it’s okay if you aren’t totally sure on that one yet).

ClickFunnels has an easy to use interface and system that will walk you through the whole process.

Step 2: Subscribe to the Etison Suite

Once you’ve committed to ClickFunnels and have your account set up, or if you already have an established ClickFunnels account set up with the basic subscription plan, you need to subscribe to the Etison Suite.

Recall when we discussed the different subscriptions to ClickFunnels and how the Etison Suite is essential for those who are going to use ClickFunnels for their clients.

On this page, you can select your ClickFunnels plan and see (again) all the features the Etison Suite has to offer. Yes, it’s $297.00 per month, but it will be well worth it!

As we discussed, the Etison suite allows you to create unlimited sales funnels and unlimited landing pages. You’re not going to want limits on those numbers when you start producing things for your clients!

Step 3: Start Building Landing Pages

Once your account is set up and subscribed to the Etison Suite for maximum use and features, you can begin one of the basic steps of utilizing ClickFunnels for clients: building landing pages.

In order to complete this step, you’ll need to already have your clients’ information and a general idea of what they want and need on their landing page. What are their goals? What features will they need on their landing page to meet their goals?  Once you’ve conducted your research and know your clients’ needs, you can begin building landing pages for them.

The easiest way to build a landing page is to use one of ClickFunnels’s pre-built landing page templates. As we discussed earlier, with the pre-built templates, you can simply download the template, enter the necessary information, and launch the landing page!

If you’re considering building a landing page from scratch, we’ll walk you through an example of the process.

Landing Page Build Example
  1. In your ClickFunnels account, click “Add New” (landing page)
  2. Select “Collect Emails.” This is the most simple opt-in funnel. If you are looking for a different funnel or purpose, select that.
  3. Decide on a name for your funnel.
  4. Create a Tag and click “Build Funnel.”
  5. Pick a template for the opt-in page.
  6. Pick a template for the “Thank You” page.
  7. Make modifications to the landing page: logo, colors, introduction/header, etc.
  8. Set the button to whatever freebie you’re offering. That will become the opt-in button.
  9. Link to the privacy policy.
  10. Set up your email autoresponder.
  11. Launch!
Tips for Landing Pages That Convert
  • Make sure you have one clear call to action on the landing page.
  • Add colors and visuals to the landing page.
  • Don’t talk about yourself; customers don’t need to know about you, they need to know about how you can help them achieve their goals and solve their problems.
  • Don’t ask for too much information.

Step 4: Start Building Funnels

This step is similar to step 3, except it has to do with building funnels. Again, you’ll need to have some key information from your clients, like what industry they’re in, what type of funnel they need, and what their goals are.

There are two main ways (templates) to build a funnel on ClickFunnels:

  1. Use The Classic Funnel Builder
  2. Use The Funnel Cookbook

Each is a great way to build funnels, but the Funnel Cookbook asks for more specific and tailored information.

How to Build a Funnel on ClickFunnels
  1. From your ClickFunnels account, click “+ New Funnel.”
  2. On the next screen, choose the Classic Funnel Builder or the Funnel Cookbook.
  3. Enter in all the information on the screens for the Classic Funnel Builder or the Funnel Cookbook.
  4. Set up a custom domain.
  5. Set up STMP integration for email sending.
  6. Create and add a payment gateway if you plan on selling products.
  7. Set up your Backpack System on ClickFunnels if you want affiliates to promote the products for you.
  8. Launch your funnel!

Step 5: Share Funnels with Clients (If Desired)

Once your funnels are built, you can share the funnels with your clients if you desire – or vice versa. This is like we talked about before as one of the useful features of ClickFunnels.

First, clients can share funnels with you. That way, if a client wants to use a funnel they have already built and used, you don’t need access to their account to update, revise and work on their funnels and pages.

Additionally, you can build funnels on your own ClickFunnels account and share them with your clients to their accounts.

Let’s quickly walk through how to share or clone a funnel in ClickFunnels.

  1. Select the desired funnel and click on “Settings.”
  2. Click on “Share Funnel.”
  3. Copy and share the URL of the funnel.
  4. To clone the funnel, click on the desired funnel and click on “Settings.” Simply click “Clone Funnel,” and the funnel will be displayed as a copy on your dashboard.
  5. After the share funnel has been added to your account, you can customize it. First, click “View Funnel.”
  6. Click “Edit Page.”
  7. Customize the page as needed or desired.
  8. Repeat as many times as you need!

Step 6: Check Your Metrics and Analytics

Always check the metrics and analytics of your landing pages and sales funnels! When you look at your metrics and analytics, you can see the areas that are doing well and areas you may want to improve upon and change for further use.

This can help you get the most out of your landing pages and sales funnels to get the most leads and sales. Metrics and analytics are important!

Step 7: Analyze and Revise

Analyze your results and your metrics and analytics. Revise and make changes to your funnels and landing pages as needed for, like we mentioned, the most leads and sales. You can do it!

Step 8: Repeat, Repeat, Repeat!

The glory of ClickFunnels is that you can repeat these steps over and over again (besides signing up for ClickFunnels and getting the Etison Suite, of course) – for different uses and to yield different results.

If you’re using ClickFunnels for clients, chances are you’re going to be creating various sales funnels, landing pages and checking out your analytics. You’ll be repeating these steps.

Why ClickFunnels is Great to Use for Clients

Up until now, we’ve discussed how ClickFunnels is great to use for clients, and how you can actually do so. Now it’s time to discuss why ClickFunnels is great to use for clients – and why you should definitely consider it if you haven’t already.

Simple and Easy to Use Platform

Once you start using ClickFunnels, this goes without saying. Its platform is very simple and easy to use, and streamlines most of the processes you would normally need to create landing pages and sales funnels.

With ClickFunnels, you no longer need to create landing pages from scratch, you don’t need to build sales funnels from scratch, you can work fast with templates and integrations, and everything you need is in one place – rather than creating everything separately and trying to piece it together.

ClickFunnels keeps everything you and your clients need to work effectively and quickly all in one easy to use place.

ClickFunnels Nurtures Leads

Nurturing leads is huge. The fact that ClickFunnels nurtures leads overtime to not only turn them into sales, but to get long-term, repeat customers is even more huge!

Clients need leads that convert. ClickFunnels (along with you) can give that to them. Not only that, but you can give them leads that convert and come back – which is even better.

You Can Manage A Lot of Needs at Once – In One Place

Sort of like we mentioned with the first part of this section, ClickFunnels allows you to manage everything in one place at one time.

If you have multiple or even a lot of clients that all need different landing pages, funnels, and other needs, not only can you create all those things in ClickFunnels, you can manage them in ClickFunnels too.

This streamlines the process of having to remember different clients’ needs, sites and sales funnels and logging into all of them separately; with ClickFunnels, all the information you need is right there and ready to be managed or created.

You Can Group Your Clients’ Funnels to Stay Organized

Not only will all of your work be in one place, but you can even organize it! Pretty great, right? ClickFunnels allows you to group funnels so you can stay organized. This is awesome if you’re someone who’s using ClickFunnels for clients.

Clients Don’t Need Their Own ClickFunnels Account

Since you can manage all the needs of your clients through your ClickFunnels account, that means your clients won’t need ClickFunnels accounts of their own (although they can, of course, get them if they wish).

This makes things easier on your clients (which, let’s be honest, they’ll thank you for!) and also makes things easier for you. How great is that?

It’s Easy to Work With Clients Who Do Have Their Own ClickFunnels Account

If you’ve got clients who do already have their own ClickFunnels account, gaining access to their account, funnels and landing pages is easier than ever. You can log into their account and create funnels and pages for them right there, or they can share their funnels with you.

You Can Impress Clients and Gain Their Trust

With all the great features ClickFunnels has to offer, you can easily impress prospective and current clients while gaining their trust. As long as you know how to use ClickFunnels, you can easily and quickly create anything clients might need on the fly – funnels, landing pages, opt-ins, email responses, even SMS texts – and your clients will love you for it.

ClickFunnels is the Head of an Evolving Market

Nowadays, customers know they can research and make decisions before they just go buy things. Customers know they have buying power. With ClickFunnels, the creation of various funnels can help with this.

Not only can various funnels nurture leads and convert them to sales (some that even come back), they can also establish the trust of customers.

These features put ClickFunnels at the forefront of an evolving market. ClickFunnels knew and knows what the market was evolving into, and they made sure to be on top of that. Using ClickFunnels can allow you to be at the forefront of the evolving market and make sure you’re using all the right tactics to convert leads to sales in an ever-changing world.

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