---
name: optin-funnel
description: >
  Builds a 2-page opt-in / lead generation funnel. Captures email addresses
  in exchange for a lead magnet (PDF, checklist, template, video, etc.).
  Use when the goal is to grow an email list.
---

# Opt-In Funnel

The simplest and most common funnel type. Two pages: a squeeze page and a thank-you page.

## Funnel Flow

```
Traffic → Squeeze Page → Thank You Page
              │                │
         [Email Form]    [Deliver Lead Magnet]
                              [Upsell / Next Step]
```

## Pages

### Page 1: Squeeze Page

**Purpose:** Capture the visitor's email in exchange for a lead magnet.

**Required Elements:**
1. **Headline** — Benefit-driven, focused on the lead magnet value
2. **Sub-headline** — Specificity about what they'll get
3. **Lead magnet visual** — Image/mockup of the PDF, checklist, etc.
4. **3–5 bullet points** — What's inside the lead magnet
5. **Opt-in form** — Email field + CTA button (name field optional)
6. **Social proof** — Number of subscribers or a mini-testimonial
7. **Privacy line** — "We respect your privacy. Unsubscribe anytime."

**CTA Examples:**
- "Get My Free [Lead Magnet Name] →"
- "Download the [Number]-Step [Topic] Now"
- "Send Me the Free Guide"
- "Yes, I Want the Checklist!"

**What to REMOVE:**
- Navigation menu (no escape routes)
- Multiple CTAs competing for attention
- Long-form copy (this is a squeeze page, not a sales page)
- Pricing or payment-related content

### Page 2: Thank You Page

**Purpose:** Deliver the lead magnet and introduce the next step.

**Required Elements:**
1. **Confirmation message** — "Check your email for [Lead Magnet]"
2. **Inline delivery** — Direct download link (don't rely solely on email)
3. **Next step CTA** — Introduce a related offer, webinar, or content
4. **Social share buttons** — "Share this with a friend who needs it"

**Optional upsells:**
- Low-ticket offer ($7–$27 tripwire)
- Webinar registration
- Free trial of main product
- Join a community/group

## Conversion Benchmarks

| Metric | Good | Great | Elite |
|---|---|---|---|
| Opt-in rate | 25% | 35% | 50%+ |
| Email open rate (welcome) | 40% | 55% | 70%+ |
| Thank-you page CTA click | 10% | 20% | 30%+ |

## Lead Magnet Ideas by Niche

| Niche | Lead Magnet Ideas |
|---|---|
| Marketing | "The 7-Step Facebook Ad Template" |
| Health | "5-Day Meal Plan PDF" |
| Finance | "Monthly Budget Spreadsheet" |
| SaaS | "Free ROI Calculator" |
| Real Estate | "Home Buyer's Checklist" |
| Coaching | "The Goal-Setting Worksheet" |
| E-commerce | "10% Off Your First Order" |

## A/B Test Recommendations

1. **Headline** — Test problem-focused vs. solution-focused
2. **CTA button color** — Test accent color vs. green
3. **Form fields** — Test email-only vs. name + email
4. **Lead magnet name** — Test different framing angles
5. **Social proof** — Test with vs. without subscriber count