Funnel Builder

Build one connected growth path from Strategy and Research through leads, videos and ads, Campaigns, follow-up, and measurable Results.

BOS Funnel Builder Assistant

Plan and improve the connected Funnel from Strategy and Research through the Lead List, Video/Ads, Campaigns, and Results.

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Add new tools, edit saved tools, or manage page assignments in the full Smart Tools settings area.

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How This Funnel Works

See how Strategy, Research, leads, videos, Campaigns, and Results work together.

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Build it once. Use it everywhere.

Save information in its real working area, and BOS carries it into the next connected part of the Funnel. You should not have to re-enter or manually attach the same information repeatedly.

1. Strategy

Define the audience, location, problem, offer, call to action, destination, and Funnel name.

2. Research

BOS uses the Strategy to prepare the outside-research prompt and the public data fields you want returned.

3. Lead List

Add researched or imported leads. BOS connects them to this Funnel and surfaces them in the CRM automatically.

4. Video/Ads

Videos saved in Video Creator and assigned to this Funnel appear here for social and paid-ad preparation.

5. Campaigns

Create outreach and advertising Campaigns using this Funnel’s Lead List, offer, CTA, destination, and selected videos.

6. Results

See tracking, Campaign activity, leads, appointments, conversions, spend, revenue, and shared reports for this Funnel.

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