Funnel Templates
Created by: Emma Johnston
Last Updated: February 08, 2025
New Year Promotion
NEW YEAR 2026
January is probably the best time of year to market a challenge or program to new or existing clients. To help you start the year strong, the themed funnel, automations, and marketing emails will be added to your account on November 17. This will give you three weeks to edit the funnel, emails, and workflow, followed by three weeks to launch and market your program.
This setup is free and does NOT require a credit. If you would like to use a different funnel, you will need to request it separately. All New Year project requests must be submitted by November 30.
NEW YEAR PROGRAM
There isn't a specific program in Coach Catalyst for New Year, but You 2.0 is the most popular choice at this time of year. There are also around 15 other programs in the Marketplace that would work well, including Clean and Lean and Project New You.
Program guides are not automatically included in the New Year setup. If you require program guides/recipe packs, these requests must be made on the relevant programβs request page. New Year branded guide requests must be submitted by November 30, but the instant access option is available if you miss the deadline.
New Year Client Resources
CANVA DESIGN EDITS
If you are using a Coach Catalyst program and added this information to your project request, then we will have branded the relevant Canva guides for you (such as a Client Success Guide and Recipes). You will need to download these resources to use with your clients. You can also make changes to the designs/content.
Click here for instructions.
New Year Funnel and Automations
FUNNEL AND WORKFLOW EDITS (Test by December 19)
Once we have completed your project request, you will need to make edits.
Click here for instructions.
New Year Marketing Emails
MARKETING EMAILS EDITS (Complete two weeks before launch)
Once we have completed your project request, you will need to make edits to the marketing emails.
Click here for instructions.
Coach Catalyst Program
COACH CATALYST PROGRAM
1. To access the program library, log in to your Coach Catalyst account.
2. Next, click on Programs in the left hand menu bar and the select the Marketplace tab.
3. Locate the program you want to use (such as You 2.0) and then click on Save to My Programs.
Click here for more information on using programs. If you have any questions about using programs, resources or communities, you can contact the Coach Catalyst team by emailing [email protected].
Images
NEW YEAR IMAGES
As always, images used within SuperCoach CRM resources are licensed to be used in the specific resource only. If you need additional images for the project or social media, you can source free New Year images from Pexels, Pixabay, and Unsplash.
With attribution, you can also use images from Freepik.
You are responsible for checking the terms of use/license agreements for any images you use.
The Support Desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
Easter 2025: The Support Desk will be closed on Good Friday (April 18) and operating with reduced hours on Easter Monday (April 21). The Support Desk will also be closed on Memorial Day (May 25).
RESOURCES
COACH CATALYST
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