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The Systeme.io Quick Start Kit

Six parts. The first three work in any funnel tool; the last three assume you've just created a Systeme.io account. Bookmark this page — it's yours to come back to.

Part 6 — start hereWhat to build first

The honest answer is almost always the lead magnet opt-in funnel. Here's the reasoning, so you can disagree with it deliberately rather than by accident.

It's the only funnel that works before you have an audience. A sales page needs traffic that already trusts you. An opt-in page builds the list that creates that trust. Start with the sales page and you're selling to strangers — that converts badly and teaches you very little.

It's the fastest to test. One page, one email. If nobody opts in, you learn that in a day, and you learn the problem is your offer rather than your funnel. That's the most valuable thing you can find out in week one.

It's reversible. You can rebuild an opt-in page in an hour. A course funnel is weeks of work before you discover whether anyone wants it.

Build something else first if…

• You already have an audience — a list, a following, existing clients. Build the simple sales page and make an offer. The trust-building is already done.
• You sell services and need clients this month — build the booking funnel. It converts faster because the offer is concrete and the money is bigger.
• You have a product ready and no audience — build the low-ticket offer. A buyer tells you something a free subscriber can't: that someone will actually pay. And paid traffic is far easier to sustain with revenue at the front of the funnel.

Build the course funnel last. Always.

Course funnels are the most common first build and the most commonly abandoned half-finished. Sell it before you build it — presell to a small list, then record what people actually paid for. Systeme.io's course tools are basic regardless (no quizzes, certificates or drip content on any plan), so if the learning experience is the product, you'll want a dedicated platform.

The one thing that decides all of this

Not the funnel. The offer.

If your opt-in page gets traffic and nobody signs up, the page isn't the problem — the thing you're offering isn't wanted, or isn't wanted by the people you're showing it to. No structure in this kit fixes that, and rebuilding the page a fifth time won't either. The point of building fast is to find that out early enough to change it.

Part 1Five proven funnel structures

Each lists the pages in order and the single job each page does. The order is the part people get wrong.

1. The lead magnet opt-in

Opt-in page, in order: headline naming the specific outcome → one sentence on who it's for → three bullets on what's inside → the form (first name + email only) → one line on what happens next.

What kills it: asking for phone, company and role on a free download. Two fields. Every extra one is another reason to close the tab.

The thank-you page is free real estate. Don't just say thanks — tell them to check spam, name the sender, give one next step.

2. The low-ticket offer

For a $9–$49 product. Converting a stranger into a buyer matters more than the money: someone who has paid you once has done something no free subscriber has done, and you now know the offer is wanted rather than merely liked.

The order bump is the cheapest thing in this kit to add. It's a checkbox at checkout offering something small and related. Rule of thumb: price it well below the main offer — somewhere around a third to a half is a sensible place to start testing, not a figure to treat as optimal. It costs you one paragraph of copy, which is why it's worth trying early; whether it moves your average order value is something your own checkout data will tell you inside a few dozen sales. Systeme.io has it built in.

On upsells: one offer, one page, a clear "no thanks" link. Stacking them asks more of a buyer who has already decided, and every extra step is somewhere to have second thoughts.

3. The service booking funnel

Qualify before you book, not on the call. Three or four questions: what they're trying to do, what they've tried, budget range, timeline. Costs you some bookings, saves far more hours.

No-shows are won on the confirmation page. Restate the time in their timezone, say what to prepare, say what happens on the call. Reminders at 24 hours and 1 hour.

4. The webinar registration funnel

Only a fraction of registrants will attend live. That's normal rather than a failure, and it's why the replay page matters — build it before the webinar, not after. Don't plan your revenue around anyone else's attendance benchmark, including ours: run it once, record your own live-versus-replay split, and plan the second one around that.

Note: evergreen webinar hosting needs Systeme.io's $47 tier. On the free plan, build the registration funnel and run the session on any video platform.

5. The simple sales page

One page, one offer, no funnel around it — for when you already have an audience.

Sections in order: headline → the problem in their words → the offer → what's included → who it's for and who it isn't → proof, if you genuinely have it → price and what happens after → objections → close → guarantee.

"Who it isn't for" does more work than people expect. Naming who shouldn't buy is what makes the rest of the page believable — and the people who read it and talk themselves out of buying are the ones who were most likely to ask for a refund.

Part 2The five-email welcome sequence

Five emails over the first week. Send from a real name, not a brand.

Email 1 — Delivery (immediately)

Deliver what you promised in the first line. No preamble. Then one sentence on who you are, one on what to expect. Ask them to reply with what they're working on — replies teach inbox providers you're a real sender, which protects your deliverability.

Email 2 — The useful one (day 2)

Teach one specific thing they can act on today. No pitch. This email earns you the right to send the next three.

Email 3 — Proof (day 4)

A short story of something that worked — yours or a customer's, with permission. Concrete details, real numbers, no invented outcomes. No case study yet? Use your own process and say so.

Email 4 — The offer (day 6)

Make it directly. What it is, who it's for, what it costs, what happens after they buy. Name one reason not to buy — it costs you the wrong buyers and makes everything else you've said easier to believe. Worth running against a version without it and seeing which does better for you.

Email 5 — The follow-up (day 8)

Answer the objection you get most. Restate the offer once, briefly. End with what's coming next, so the sequence leaves a door open rather than closing hard.

On timing: a starting point, not a rule. Ship it, then read your own open and click data.

Part 3Sales page checklist

Run this before publishing anything.

Headline

• Names a specific outcome, not a category
• Readable in under three seconds
• Makes no claim you can't substantiate

Above the fold

• Obvious what's being sold within five seconds
• One primary action, not three competing ones
• Works on a phone — most of your traffic is mobile

The offer

• What's included listed concretely, not as vague benefits
• Price is on the page — hiding it costs more than it saves
• What happens immediately after purchase is stated

Credibility

• Every testimonial real, attributed, used with permission
• Every statistic has a source you could produce if asked — and anything you're quoting as a rule of thumb is labelled as one
• No fabricated scarcity, no fake countdown timers
• Limitations named — "not for you if" beats another benefit bullet

Objections and close

• Top three objections answered on the page
• Refund or guarantee terms stated plainly
• CTA repeats at least three times down a long page
• Button text describes the action, not "Submit"

Compliance — the part people skip

• Affiliate relationships disclosed above the fold
• No income claims or earnings projections
• Privacy policy linked from every form
• Consent checkbox unticked by default, naming who's sending
• Business name and ABN present

Technical

• Every link tested, including checkout
• Loads in under three seconds on mobile data
• Form delivers to the right list
• You've bought your own product once, to see what the buyer sees

Part 4Systeme.io setup checklist

Do these in order, before you build anything. Most take a few minutes, and all of them cause problems later if skipped.

Account and sending

• Set your sender name and reply-to address — a real name and a monitored inbox
• Add your postal address to the email footer — legally required on every commercial email. A PO box works if you'd rather not publish a home address
• Send yourself a test and check it doesn't land in spam
• Set your timezone, or every scheduled send fires at the wrong hour

Domain

• Connect your custom domain before you publish anything — moving a live funnel later breaks links and loses history
• Not ready? Use the Systeme.io subdomain, but plan to move

Payments

• Connect Stripe or PayPal before building a sales page
• Run one real $1 transaction and refund it — test cards don't reveal everything
• Check what the buyer's receipt actually looks like

Lists and tags

• Create one tag per lead source before you start — retro-fitting tags is painful
• Decide your naming convention now and stick to it

Legal

• Publish a privacy policy and link it from every form
• Consent checkbox on every opt-in, unticked by default
• If you're an affiliate for anything, add your disclosure

Before you publish

• Preview every page on your phone, not just desktop
• Click every button, including the ones you think are fine
• Opt in to your own form with a real address and watch what arrives

Part 5The first 7-day action plan

One focused task a day. The goal by Sunday is one working funnel with real traffic through it — not a finished business.