Funnel Use Cases Overview
Funnels are the backbone of how customers discover, experience, and buy from your business.
In Recrevio, funnels are designed to support different goals, audiences, and stages of the customer journey – from first contact to long-term membership.
This article gives you a high-level overview of the most common funnel types, what they’re best used for, and when to choose one over another. Each funnel design comes with ready-made examples and step-by-step guidance to help you get started faster.
Think of this as inspiration and orientation – not rigid rules. Many successful businesses combine multiple funnel types as they grow.
Funnel Designs
Funnels are not one-size-fits-all. Each funnel design serves a specific purpose depending on where your audience is in their journey and what outcome you want to achieve. Below you’ll find the most common funnel designs in Recrevio, along with a short description of how each one can support your business goals. Use this as a starting point to explore, combine, and adapt funnel types as your business grows.
- Lead Generation Funnel – Capture leads and grow your email list with a clear value-driven entry offer
- Webinar Funnel – Educate, build trust, and convert prospects through live or automated webinars
- Digital Download Funnel – Deliver instant value through guides, templates, or resources while generating sales or leads
- Online Summit Funnel – Bring together multiple experts to build authority, audience growth, and high-volume engagement
- Online Course Funnel – Sell self-paced or structured courses using a clear, conversion-focused learning journey
- Membership Funnel – Build recurring revenue by guiding users into an ongoing membership or community
- Opt-in Funnel – Offer a simple free resource in exchange for contact information to start a relationship
- Onboarding Funnel – Welcome, guide, and activate new users or customers after signup or purchase
- Hero Funnel – Present your core offer and brand story in a focused, high-impact conversion flow
- Appointment / Booking Funnel – Qualify and book coaching calls, consultations, or strategy sessions automatically
Lead Generation Funnel
Best for: Building your email list and growing your audience
A lead generation funnel is designed to capture contact information in exchange for something valuable, such as a free guide, checklist, mini-training, or webinar registration.
The primary goal is not immediate sales, but to start a relationship and move leads into your ecosystem.
This funnel typically includes:
- A focused landing page with one clear offer
- An opt-in form
- A confirmation or thank-you step
- Optional follow-up via email or onboarding flow
Lead generation funnels are ideal as the first touchpoint for new audiences and work especially well with ads, social media, and partnerships.
When to use this funnel
Use a lead generation funnel when you want to:
- Grow your email list or audience
- Warm up new leads before selling
- Offer a free resource or entry-level value
- Support paid traffic or collaborations
👉 Read more about the Lead Generation Funnel Design
Webinar Funnel
Best for: Education-driven sales and launches
A webinar funnel is built to guide visitors from registration to attendance and finally to a relevant offer.
It combines education, trust-building, and conversion in a structured flow.
A typical webinar funnel includes:
- Registration page
- Confirmation and reminder steps
- Live or recorded webinar
- Post-webinar offer or next step
Webinar funnels work particularly well for coaches, consultants, and course creators selling higher-value programs or services.
When to use this funnel
Use a webinar funnel when you want to:
- Educate before selling
- Launch a new course or program
- Sell higher-ticket offers
- Build authority and trust through live or recorded content
👉 Read more about the Webinar Funnel Design
Digital Download Funnel
Best for: Selling low-friction digital products
A digital download funnel is optimized for quick, simple purchases such as:
- E-books
- Templates
- Workbooks
- Recordings
The focus is on clarity, speed, and minimal friction.
These funnels often perform well with upsells, allowing you to increase order value after the initial purchase.
When to use this funnel
Use a digital download funnel when you want to:
- Sell low-priced digital products
- Create an entry-level paid offer
- Monetize existing content
- Add simple upsells or bundles
👉 Read more about the Digital Download Funnel Design
Online Summit Funnel
Best for: Events, collaborations, and authority building
An online summit funnel supports multi-speaker or multi-session events and is designed to handle:
- Speaker promotion
- Registration and access
- Free vs paid upgrades
- Post-event replays and offers
Summit funnels are powerful for expanding reach, building credibility, and growing your audience through collaboration.
When to use this funnel
Use a summit funnel when you want to:
- Collaborate with other creators or experts
- Rapidly grow your audience
- Build authority in a niche
- Promote multiple offers before or after the event
👉 Read more about the Online Summit Funnel Design
Online Course Funnel
Best for: Selling structured learning programs
An online course funnel is built around a clear transformation and guides potential students through:
- The problem and desired outcome
- Course structure and content
- Benefits and social proof
- Enrollment and onboarding
This funnel type is often combined with upsells, coaching, or community access to support deeper learning and higher customer value.
When to use this funnel
Use an online course funnel when you want to:
- Sell a structured educational program
- Guide prospects through a learning journey
- Scale knowledge-based offers
- Combine courses with coaching or memberships
👉 Read more about the Online Course Funnel Design
Membership Funnel
Best for: Recurring revenue and long-term engagement
Membership funnels are designed to convert visitors into ongoing members rather than one-time buyers.
They focus on continuity, value over time, and community.
A membership funnel typically highlights:
- Ongoing benefits
- Regular content or support
- Community access
- Monthly or annual billing options
Perfect for creators who want predictable income and deeper relationships with their audience.
When to use this funnel
Use a membership funnel when you want to:
- Build recurring revenue
- Offer ongoing support or content
- Create a community-driven offer
- Increase lifetime customer value
👉 Read more about the Membership Funnel Design
Opt-In Funnel
Best for: Simple, focused list building
An opt-in funnel is a streamlined version of a lead generation funnel with a single purpose:
- One offer
- One action
It’s ideal for campaigns, ads, or situations where attention is limited and you want a fast conversion without distractions.
When to use this funnel
Use an opt-in funnel when you want to:
- Capture emails quickly
- Run paid ads or short campaigns
- Offer a single free resource
- Minimize friction and distractions
👉 Read more about the Opt-In Funnel Design
Onboarding Funnel
Best for: Activating new customers or members
An onboarding funnel helps new users:
- Understand what they’ve purchased
- Take the right first steps
- Reduce confusion or overwhelm
- Get value faster
These funnels are commonly used after course purchases, membership signups, or coaching enrollments to improve retention and engagement.
When to use this funnel
Use an onboarding funnel when you want to:
- Improve activation and retention
- Reduce support questions
- Guide users step-by-step after purchase
- Increase long-term success and satisfaction
👉 Read more about the Onboarding Funnel Design
Hero Funnel
Best for: Positioning your core or flagship offer
A hero funnel is built around one primary offer and often replaces a traditional long sales page.
Instead of presenting everything at once, it guides visitors through a structured narrative toward a clear decision.
Hero funnels are ideal when you want to:
- Clarify your main offer
- Focus attention
- Increase conversion through guided storytelling
When to use this funnel
Use a hero funnel when you want to:
- Sell your main or flagship offer
- Replace long, overwhelming sales pages
- Guide visitors through a clear decision path
- Position one offer as the obvious next step
👉 Read more about the Hero Funnel Design
Appointment / Booking Funnel
Best for: Calls, consultations, and sessions
A booking funnel is designed to lead visitors directly into scheduling a session, such as:
- Discovery calls
- Strategy sessions
- Coaching or consulting meetings
The goal is to remove friction and guide users seamlessly from interest to booked time slot.
When to use this funnel
Use a booking funnel when you want to:
- Book calls or sessions automatically
- Qualify leads before selling
- Offer consultations or coaching
- Reduce back-and-forth scheduling
👉 Read more about the Booking Funnel Design
Final Tip
Most successful creators don’t use just one funnel.
They combine multiple funnel types — for example:
- Lead generation → Course funnel
- Webinar → Membership funnel
- Course → Onboarding funnel → Upsells
Together, they form a connected system that supports growth, conversions, and long-term relationships.