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How to Automate Your Digital Product Sales Funnel (Step-by-Step Guide)
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Learn how to fully automate your digital product business with a hands-off sales funnel. From lead magnets to upsells, here’s the full setup guide.
Introduction
If you want to sell digital products on autopilot, you need a sales funnel that works while you sleep.
An automated funnel captures leads, builds trust, and makes sales — all without you lifting a finger after setup.
In this guide, you'll learn how to:
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Set up a lead magnet
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Automate your email sequence
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Build a checkout process
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Add upsells & cross-sells
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Grow your funnel with traffic
Let’s dive into the complete blueprint.
Step 1: Choose a Digital Product to Sell
Your funnel needs a core product to drive sales. Start with:
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eBooks
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Notion templates
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Mini courses
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Printable planners
Pick one product that solves a specific problem for your target audience.
👉 If you’re not sure, revisit 21 Digital Products You Can Sell on Autopilot.
Step 2: Create a High-Value Lead Magnet
A lead magnet is a free item you give in exchange for an email address.
Popular lead magnets:
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Free guide or checklist
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Sample templates
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Mini Notion planner
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Free webinar or challenge
Make sure it's directly related to your paid product.
Tools:
Step 3: Build a Landing Page
Your landing page should clearly communicate:
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What your freebie is
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Who it’s for
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What they’ll get by signing up
Tools to use:
Step 4: Set Up Your Email Automation
Once someone signs up, send them a series of automated emails:
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Welcome + delivery of freebie
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Product story or transformation
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Highlight product benefits
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Soft pitch
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Testimonial or case study
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Limited-time discount or bonus offer
You can automate this with:
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ConvertKit
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MailerLite
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Systeme.io
Pro Tip: Space the emails 1 day apart for optimal engagement.
Step 5: Set Up Checkout & Product Delivery
Use a platform that handles:
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Payments
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Automated delivery
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Upsells and discount codes
Top options:
Make sure to link your checkout to the email list for post-purchase follow-ups.
Step 6: Add an Upsell or Cross-sell
Increase your revenue per customer by offering:
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A bundle
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Premium version
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Exclusive templates
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One-time discount
Set this up to appear after purchase or in the checkout flow.
Step 7: Drive Traffic to Your Funnel
You now have a fully automated funnel — but it needs traffic.
Free traffic options:
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SEO blog posts
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Pinterest pins
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YouTube tutorials
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TikTok / Instagram Reels
Paid traffic options:
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Facebook Ads
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Instagram Ads
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Pinterest Ads
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Google Ads
Funnel Automation Example
Lead Magnet: Free 10-page planner
→ Email Sequence: 5 emails over 7 days
→ Offer: $27 Notion planner bundle
→ Upsell: $67 mini course
→ Delivery: Instant via Gumroad
→ Follow-up: Post-purchase email with discount for next product
Final Thoughts
Setting up an automated digital product funnel isn’t complicated — it’s just a matter of putting the right tools in place.
Once your funnel is live, you can focus on:
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Creating new products
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Building your audience
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Scaling with bundles and affiliates
Remember: automation lets you earn while you sleep, travel, or focus on other creative projects.
Tags:
#AutomatedSalesFunnel #DigitalProducts #EmailMarketing #PassiveIncome #MarketingAutomation
Up Next:
– How to Grow a Digital Product Email List From 0 to 1,000 Subscribers
