ClickFunnels for Service Businesses

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ClickFunnels is used by service businesses to generate leads, advertise and sell services, and manage their clients.

Service businesses can use the platform’s website and funnel builders, email marketing, Workflows (automation), and contact management features.

Key Takeaways:

  • ClickFunnels is an all-in-one platform with opt-in forms, marketing tools, and contact management
  • The platform is great for service providers to grow and manage their businesses

How Service Businesses Can Use ClickFunnels

ClickFunnels is a fantastic all-in-one platform due to its wide range of tools that help services businesses generate sales.

Here are a few examples of how service businesses use ClickFunnels:

  • Generate Leads – The platform has a wide range of lead generation tools, including forms, lead magnet funnels, and templates to generate leads.
  • Enable Bookings – ClickFunnels enables service businesses to embed third-party platform calendars so clients can book consultation calls.
  • Market and Sell Services – To sell their services, businesses can list their offerings for prospective customers to review and purchase directly on their site, funnel, or page.
  • Manage Customers – ClickFunnels has a contact management dashboard where businesses can view their contact lists and their information.

Some examples of service businesses that can use ClickFunnels include:

  • Accountants
  • Personal trainers
  • Mortgage brokers
  • Chiropractors
  • Coaches
  • Dog groomers
How Service Businesses Can Use ClickFunnels

ClickFunnels Features for Service Businesses


Service businesses can create an online presence using ClickFunnels’s website builder.

The website tools include:

  • Drag-and-drop builder
  • Templates
  • Opt-in forms
  • List and sell services
  • Blog

Service businesses can build a website as a place for prospective customers to visit, understand the services they provide, and read previous customer testimonials.

For example, an accountant could list the areas they specialize in, their qualifications, and how to contact them.

ClickFunnels Features for Service Businesses


One of ClickFunnels’s features is its funnels, which can be used by service businesses to generate leads and sell services.

The funnels feature connects a series of pages to present customers with multiple offers, ultimately leading to a purchase.

Some of its features include:

  • Drag-and-drop builder
  • Recipes (templates)
  • Forms
  • Embedded third-party calendars
  • Upsells and downsells
  • A/B testing
  • Analytics

ClickFunnels has many templates that service businesses can use:

  • Opt-in funnels
  • Lead magnet funnels
  • Webinar registration funnels

Window cleaners could use this to sell their cleaning services on a subscription basis, and offer upsells, such as gutter cleaning.

Opt-in funnels

Email Marketing

ClickFunnels has a complete suite of email marketing tools that can be used by a business to keep in contact with their clients and promote their services.

The platform’s email marketing tools include:

  • Drag-and-drop builder
  • Recipes (templates)
  • Segmentation
  • Automated sequences
  • Broadcasts
  • Flows
Email Marketing

Businesses such as attorneys and lawyers may want to update their clients with any upcoming changes to laws that they need to be aware of; this can be done using the platform’s email feature to send broadcasts.

Other uses of this for service businesses:

  • Appointment confirmations
  • Appointment reminders
  • New services offered
  • Special offers
Special offers


Workflows are a powerful ClickFunnels feature that automates marketing and connects the platform’s assets.

Service businesses can use the tool to move leads through the sales pipeline using conditional logic, triggers, and actions.

Another way a service business can use this tool is by sending booking confirmation messages.

Additional Workflow tools:

  • Segmentation
  • Email automation
  • A/B testing
  • Direct integrations
  • Zapier webhooks

Providers such as dentists can use this feature to send appointment reminders, promote any new services, and connect the platform to a third–party CRM.

The CRM platforms with direct integrations include:

  • Pipedrive
  • Zoho CRM
  • Keap
  • Ontraport

Contact Management

ClickFunnels has a contact management tool that enables services businesses to track, review, and tag their clients.

Some of the information available on a contact’s profile includes:

  • Name
  • Address
  • Phone number
  • Email address
  • Tags
  • Notes
  • Services purchased
Services purchased

Service businesses can add notes to their client’s profiles to ensure all of their colleagues are up to date with their needs.

This feature could be used by service providers, such as personal trainers, to track their clients’ progress.

However, it must be noted that for many service businesses, this tool is likely too limited and insufficient to replace a complete CRM platform.

Service businesses can add notes

Which ClickFunnels Subscription Plan Do Service Businesses Need?

Most service businesses will only require the Basic plan, ClickFunnels’s entry-level subscription plan.

The key differences between the platform’s subscription plans are the number of websites and funnels they enable.

Therefore, they likely don’t need to upgrade unless businesses require multiple domains and websites.

FeatureBasic PlanPro PlanFunnel Hacker
Email Marketing
Workflows (automation)
Contact Management

ClickFunnels’s subscription plans:

  • Basic – $147 per month
  • Pro – $197 per month
  • Funnel Hacker – $297 per month
ClickFunnels’s subscription plans

What Software Does ClickFunnels Replace for Service Businesses?

As ClickFunnels is an all-in-one platform, many service businesses may no longer require many software subscriptions if they migrate over.

The software that ClickFunnels replaces:

  • Websites and Funnels
    • WordPress
    • Wix
    • Squarespace
  • Email Marketing
    • ActiveCampaign
    • Klaviyo
    • SendGrid
    • MailChimp
  • Analytics
    • ProfitWell
    • Google Analytics

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Frequently Asked Questions

ClickFunnels has many features for service businesses that include websites, funnels, Workflows (automation), and contact management.

Most service businesses can use ClickFunnels’s entry-level subscription, the Basic plan, which costs $147 per month. All subscription prices can be reduced by up to $3,648 annually when businesses opt for an annual subscription.

Yes, ClickFunnels is fantastic for service businesses as it enables them to generate leads, market and sell their services, and manage their contacts.

Yes, ClickFunnels works well for service businesses to advertise their services but has limited CRM functionality. The platform can also act as a payment gateway to facilitate recurring subscription payments.


About Authors

  • Samuel Fletcher

    Samuel Fletcher is a entrepreneur with over 15 years in online course development. With an in-depth understanding of online course platforms, including Kajabi, Thinkific, LearnWorlds, and more, he has not only created courses on these platforms but has also assisted others in their course creation journeys. Beyond his hands-on experience, Sam is a passionate blogger, online business mentor, and a proactive contributor to community initiatives. His commitment to excellence and belief in dedication, perseverance, and unwavering commitment drives his success. Recognizing the gap in unbiased, quality information about online course platforms, he co-founded SupplyGem. In addition to his leadership role, Samuel serves as a Technical Writer at SupplyGem, sharing his expertise with a broader audience. Moreover, he's an active member of professional associations such as the Association for Talent Development (ATD), The Learning Guild, and others, underlining his dedication to continuous learning and industry advancement.

  • Dr. Angelia Cline, Ed.D.

    Dr. Angelia Cline, Ed.D., has over 20 years of extensive editing expertise and a commendable academic foundation from William Carey University. Besides her position as a Chief Editor for SupplyGem, she is also an Instructional Designer. Dr. Cline manages the Learning Management System (LMS) for a large team, skillfully converting SME knowledge into engaging courses. With over 12 years of teaching experience, she has demonstrated her aptitude across various subjects and educational settings. At William Carey University, Dr. Cline achieved an Ed.D. in Educational Leadership, a Master’s in Teaching of the Gifted and Talented, and another in English Language and Literature. She also secured her BA in English from The University of Southern Mississippi. Her proficiencies range from research and differentiated instruction to educational leadership.

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Disclosure: I am an independent ClickFunnels Affiliate, not an employee. I receive referral payments from ClickFunnels. The opinions expressed here are my own and are not official statements of ClickFunnels.

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