# Landing page and funnel journey starter

> Download a fill-in plan for a lead-capture page or funnel covering the message, questions, thank-you step, follow-up and tests before you publish.

Canonical: https://help.spacebrain.ai/examples/landing-page-and-funnel/
Last modified: 2026-09-25T00:00:00.000Z

This planning sheet helps you design a web page that turns visitors into leads, before you open the builder. You'll decide who it's for, what you're offering, what you'll ask, what happens after someone submits, and how you'll test it. It's for marketers, business owners and agencies building pages in **Sites**.

[Download `landing-funnel-journey.md`](/downloads/landing-funnel-journey.md)

## Before you begin [#before-you-begin]

* **Role:** **Editor** or higher.
* **Have ready:** your offer in one sentence, your logo and brand colours, images you have the right to use, and links to your privacy policy and terms.
* **Know where leads should go:** which CRM fields each answer fills, and who follows up.

## Landing page or funnel? [#landing-page-or-funnel]

* **Landing page:** one page, one goal. Best for most offers, such as "Get a free quote."
* **Funnel:** several pages in order, such as sign-up → booking → thank you, or a page that branches depending on answers. Use one only if visitors genuinely need more than one step.

Every extra step loses some visitors, so start with a single page if you can.

## The plan [#the-plan]

```text
Audience: [one defined audience]
Promise: [one factual outcome]
Primary action: [submit / book / purchase / continue]
Owner: [named person or team]
Unpublish condition: [risk or failure threshold]

Step 1 — Landing page
- Message and evidence:
- Primary CTA:
- Required legal/privacy links:

Step 2 — Form or funnel step
- Fields and purpose:
- Required consent:
- Validation and duplicate behavior:

Step 3 — Success
- Confirmation shown:
- Next step and expected timing:
- Support route:

Downstream
- Form response:
- CRM destination and field mapping:
- Optional automation and owner:
- Analytics evidence:
```

In everyday words: **Promise** is what visitors get, **Primary CTA** is the main button, **Unpublish condition** is when you'd take the page down, and **Downstream** is what happens in Spacebrain after someone submits.

## Worked example: free cleaning quote [#worked-example-free-cleaning-quote]

```text
Audience: Homeowners in Leeds with a 2–4 bedroom house
Promise: A fixed-price cleaning quote within one business day
Primary action: Submit the quote form
Owner: Priya (sales)
Unpublish condition: Spam submissions, or leads not arriving in the CRM

Step 1 — Landing page
- Message: "Spotless home, fixed price. Get your quote in one day."
  Three customer reviews and a photo of the team.
- Main button: "Get my quote"
- Links: privacy policy, terms

Step 2 — Form
- Name, email, phone (to send and discuss the quote)
- Postcode (to check we cover the area)
- Number of bedrooms (to price the job)
- Tick box: "Email me about my quote" (required)

Step 3 — Thank you
- "Thanks! Priya will send your quote by tomorrow."
- Phone number for urgent questions

Downstream
- Form responses: Sites → Forms → Quote form → Responses
- CRM: new lead in CRM → Leads, with postcode and bedrooms in custom fields
- Automation: thank-you email + task for Priya (see the lead follow-up recipe)
- Measuring: form responses and new leads per week
```

## Build it [#build-it]

1. **Form first.** Go to **Sites → Forms**, build the form, match each question to a CRM field, then **Preview**.
2. **Page next.** Go to **Sites → Landing Pages** (or **Sites → Funnels**), add your message and the form, and preview on mobile.
3. **Publish.** Publish the form and the page.
4. **Follow-up last.** Add an automation only after test submissions reliably create leads. The [lead follow-up recipe](/examples/workflow-recipe/) is a good start.
5. **Tracking (optional).** If you run ads, add your pixel ID under **Conversions**. Tracking starts after you publish.

For step-by-step building, see [landing pages and funnels](/sites/landing-pages-and-funnels/) and [Forms](/sites/forms/).

## Test it before you share it [#test-it-before-you-share-it]

Open the live link in a private browser window (so you're not signed in) and try each of these:

| Test                                      | What should happen                                                |
| ----------------------------------------- | ----------------------------------------------------------------- |
| Open on a phone and a computer            | Page loads, text is readable, button is easy to tap               |
| Submit with a required field empty        | Clear message, nothing submitted                                  |
| Submit an invalid email                   | Clear message asking you to fix it                                |
| Submit your own details correctly         | Thank-you step appears; one response and one lead in Spacebrain   |
| Submit twice, or refresh after submitting | You know what happens (two leads or one) and you're happy with it |
| Press back partway through a funnel       | Nothing breaks                                                    |
| Leave the consent box unticked            | You can't submit, or no marketing email is sent                   |
| Follow-up automation switched off         | Lead still arrives; nothing else breaks                           |
| Your web address (custom domain)          | Opens securely (https) and goes to the right page                 |
| Unpublish                                 | The page stops accepting submissions                              |

## If something goes wrong [#if-something-goes-wrong]

| What you see                    | What to do                                                                                    |
| ------------------------------- | --------------------------------------------------------------------------------------------- |
| Submissions but no leads        | Check the email question is matched to the **Email** field and you're in the right workspace. |
| The live page shows old content | Publish again (for forms, **Publish new version**).                                           |
| The domain doesn't load         | See [domain and publishing troubleshooting](/troubleshooting/domains-and-publishing/).        |
| Lots of spam                    | Unpublish, then add a required question or tighten the form before republishing.              |

## FAQ [#faq]

### How many questions should I ask? [#how-many-questions-should-i-ask]

Only what you need for the next step. You can ask for more detail later, on a call or in a follow-up email.

### Do I need a custom domain? [#do-i-need-a-custom-domain]

No. You can publish on a Spacebrain address. A custom domain looks more professional and can be added later.

## Next step [#next-step]

[Landing pages and funnels](/sites/landing-pages-and-funnels/)