Sales Funnel Mastery: Preliminary Planning Worksheet


The Preliminary Planning Worksheet go hand in hand with our book “SALES FUNNEL MASTERY:Your Step-by-Step Blueprint to Launch Your Products and Services with Success” and is sold as part of the Launch Plan Worksheets. However, if you would like to purchase this worksheet on its own, you can definitely do that.

Note: Once you purchase the worksheet, you’ll have to download it within 5 days and there are 2 download limit attempts.


Planning is a vital component of any project. Not only does it help you identify what you need in advance, it keeps the process manageable and measured as you build the elements that will help you succeed.

What’s in this worksheet:

  1. Identify your target market
  2. Identify your target audience
  3. Create your client avatar
  4. Identify the purpose/goal of your funnel
  5. Working out your numbers
  6. Identify ways to promote your funnel


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