📈 How to Land High-Ticket Clients With a Newsletter Funnel

Today, you’ll learn exactly how to grow a high-ticket business with a newsletter funnel.

This works for agencies, coaches, consultants, wealth management firms, VC firms, real estate investing syndicates, etc.

Let’s dive in 👇️

Helpful Links 🔗 

• 🧠 The psychology behind why people buy (link)

• 😂 When you let Gen Z write your ad scripts (link)

• 👀 ICYMI: Building a Newsletter in Public Update: Week 1 (link)

• 🛠️ Our favorite newsletter tools: beehiiv (ESP), Descript (video editing), Sparkloop (growth & monetization), Typedream (custom landing pages), ElevenLabs (AI voiceovers)*

_{*These are affiliate links}

Land More Clients With A Newsletter Funnel 🫰 

This is exactly how we’re helping our clients with high-ticket offerings grow their revenue with a simple newsletter funnel.

Here’s the funnel at a high level:

• Meta ads ⤵️ 

• Landing page ⤵️

• Welcome survey ⤵️

• Thank you page ⤵️

• Welcome sequence ⤵️

• Booked calls + clients landed 💰️ 

I’ll include a specific example getting into the numbers.

But first, let’s break down each stage of the process.

Meta Ads

Run ads that:

1. Call out the exact profile of your ideal clients

   • Salespeople making $100k+

   • Investors with a $500k+ portfolio

   • Business owners between $250k and $1M in revenue

2. Drive them to a lead magnet or a newsletter landing page promising to help them solve a problem they have (that is aligned with your high-ticket offer).

The lead magnet/newsletter should be valuable enough that people can get the desired result on their own if really tried.

Why?

Beecause a percentage of people won’t want to do all the work.

But they’ll trust that you know exactly how to get them the result they want.

That’s where your services will come in.

Information is free.

Implementation is what people pay a premium for.

Landing Page

The landing page is simple.

Re-iterate the value proposition from the ad.

I did a free, in-depth masterclass (1 hour) on crafting a high-converting landing page here.

Welcome Survey

Immediately after someone subscribes, they fill out a survey that helps you qualify them.

This does 2 things:

1. Tells you who to send through specific automations (keep reading)

2. Gives you first party data to help you improve your ad targeting (once you have 1,000 or more qualified leads, you can feed that data into Meta and find more of those people at a lower cost)

So, gather the data that tells you whether or not they fit your ICP (ideal customer profile) - things like:

• Salary

• Job title

• Company

• Annual revenue

• Biggest problem/pain point/struggle

Survey Recommendations:

• Use closed ended questions

• Ask no more than 5-7 questions total

• Don’t be afraid to ask direct questions around income, assets, etc.

• Max of 1 open-ended question (make it optional and make it the final question)

Thank You Page

The thank you page directs people to next steps.

It also presents your offer and who it's for with a CTA (e.g., book a call).

Two options for presenting your offer:

1. Long Form: You can have this page contain a VSL (video sales letter) and/or a traditional sales letter.

2. Concise: You can have a short, simple explanation of your offer with a CTA

Welcome Sequence

Most people leave money on the table when they ignore these 2 truths:

1. There are qualified leads in your audience ready to buy from day 1.

2. People want their problems solved.

Using the data collected from your survey, send qualified leads through a 7-10 day email sequence to accelerate trust-building and make the offer.

Here’s an example of what a 10 day sequence could look like:

Day 1: Straight Shooter (Be a Human)

Hey Rob,

I saw from your survey response that you’re stuck at $20k/month in revenue and need help building systems that scale. We just helped XYZ client solve this exact problem.

Do you want help with that? If so, grab 15 min on my calendar here.

Kieran

Day 3: Tell Your Story

They may need a little bit more before they book a call.

Introduce you, your company & your offer directly. Include:

• Who your offer is for

• The problem you solve

• Your solution

• Social proof

• CTA to book a call

(note: if they don't open this email, branch off the sequence and have it be sent again with a different subject line. If they do open it, move on to #3)

Again, people want their problems solved. But they’re also busy.

So if they missed this, give them another chance to get the whole picture.

Days 5-10: Break down each piece of Day 3 into its own detailed email.

Show them:

• you understand them, their problem and why it’s painful

• you know what they've tried that hasn't worked (and why)

• walk through your solution and why it works

• tell real stories of clients you've helped solve the problem

• address objections preventing them from booking a call

• end every email with CTA to book a call

Have this automated sequence running alongside your newsletter content.

And end every newsletter with a CTA to book a call.

Example: Real Estate Investing Syndicate 🏢 

Here’s exactly how I’d scale a real estate investing syndicate using a newsletter:

More investors = more $ = more and bigger deals = more returns

Let’s say the target investor is accredited and ready to invest $100k+ per deal.

I’d:

• 👉 Run ads targeting the typical profile of accredited investors you already work with (ex: doctors, lawyers, or generally people ready to write $100k checks)

• 👉 Get them to sign up to free newsletter for access to deal flow

• 👉 Use a post-subscribe survey asking how much they’re ready to deploy + other qualifying q’s

The people who answer $100k+ are qualified.

Everyone else is not (but they can stay subscribed, because one day they will be).

I’d run the qualified investors through a 10-day email sequence building trust:

• 👉 background on the team

• 👉 investment thesis + philosophy

• 👉 past deals and track record of returns

• 👉 portfolio review

CTA during this sequence to book a call to evaluate fit + compress trust-building timeline.

Here’s how the math would work out:

Let’s say I got 1 call booked for every $200 spent on ads (1% conversion at a $2 cost per subscriber).

If 1 out of 4 (25%) end up investing in at least 1 deal, I’d get 1 new investor for every $800 spent.

And for every $100k invested, it’s worth ~$8k to the business.

That’s a minimum of return on ad spend of 10x on a single deal ($800 to land the investor : $8k of value to the biz).

Do well on that deal, and they’re likely to invest again, increasing their lifetime value to your business.

Send a newsletter out 2x a month and when the unqualified folks become qualified, you’ll be their first choice to invest with.

Feel free to forward this to your favorite real estate investor friend.

Summary

1. Some people are ready to buy now

2. People want their problems solved

3. For qualified leads, get more touchpoints in less time to accelerate their decision

It takes an average of 8-12 touch points for a purchasing decision to be made.

For qualified leads, don’t wait 3 months to get those touch points in.

Get there in the first 2 weeks.

Get to work 🫡 

Isaac + Kieran

P.S. If you want help building this funnel…

Let us do it for you. Our agency helps businesses grow their newsletters so they can drive more revenue.

Like how we just launched this newsletter and are bringing in qualified leads:

• Salespeople making $100k - $500k/year

• Who have already spent $1k+ on personal development

If you’re ready to invest at least $2k/month on ads, book a call with us here.

P.P.S. Want to book a Power Hour with us?

We’ll give you strategic consulting on your newsletter funnel, content, growth strategy, Meta ads, landing page copy or anything else newsletter-related.

Book a Power Hour here.