eBook Funnel Process Overview

In this article, we will walk-through the process for building out your first eBook funnel.

What you’re building (quick overview)

Your e-book funnel is a system that:

1. Promotes an e-book with a Call-to-Action (CTA) on your site (button, banner, or pop-up)
2. Sends visitors to a landing page with a form
3. Delivers the e-book on a thank-you page (flipbook + PDF download)
4. Triggers an automated email + SMS follow-up sequence inside Aesthetix CRM

This creates a top-of-funnel lead source for people who aren’t ready to book yet—but are researching.

Step 1: Confirm which e-book(s) you’re creating

We start by aligning on the guide(s) we’ll produce.

Most Med Spas

Typically, we create one e-book for the year:

• Services & Pricing Guide

This is designed to be easy to promote across many pages on your website, helping maximize lead volume.

Plastic Surgery Practices

We usually start with a more general guide, such as:

• A general services guide or general plastic surgery guide

Then we can expand into:

• Category-based guides (Breast / Body / Face)
• Procedure-specific guides (Mommy Makeover, Breast Augmentation, etc.)

Procedure-level guides are especially effective because patients researching higher-investment treatments tend to seek detailed information before taking action.

Step 2: Content writing (Google Doc review)

Once the guide topic is confirmed, Plastix Marketing creates the written content and shares it with you in a Google Doc.

What we may need from you

• Pricing details (if you want pricing included)
  • Some practices choose ranges to reduce how often it needs updates later.

What your review includes

When you receive the Google Doc, your job is to:

• Add comments requesting changes
• Make direct edits in the text when desired
• Confirm pricing, service descriptions, and formatting

The content has already gone through internal review before it reaches you—your input here is the final polishing and accuracy check.

Step 3: Content approval form (before design begins)

After you submit edits, we incorporate updates and finalize the draft. Then you’ll complete an approval form confirming:

• The e-book content is approved
• You understand that additional writing/content changes after this point may incur extra fees

Small tweaks can still happen during design, but we aim to make the majority of text changes during the Google Doc phase—because large volumes of text edits are harder to manage once the file is in a designed layout.

eBook Copy Approval Form: https://forms.plastixmarketing.com/ebook-copy-approval

Step 4: Design delivery + review (PDF in Google Drive)

Once writing is approved, the project moves into design. You’ll receive a designed PDF via Google Drive.

How to request design edits

In the PDF, use Google Drive’s commenting tools to:

• Request image swaps
• Note formatting/layout preferences
• Provide replacement images if you have specific ones you want used

Example feedback:

• “Change this image”
• “Update this section layout”
• “Use this photo instead” (with the file/link)

Design revisions policy (2 iterations)

We include two rounds of design revisions:

1. Round 1: You submit changes → we update
2. Round 2: You review again → we finalize

If revisions extend beyond the second iteration, additional fees may apply.

How to avoid extra rounds

The most common reason projects exceed two rounds is that all decision-makers are not included early.

Best practice:

• Ensure everyone who must approve the final guide reviews during content and design stages.
• Consolidate feedback to avoid conflicting or late-stage requests.

Step 5: Development + automation setup (Aesthetix CRM)

After design is approved, we build the funnel and automation.

What we build

On the website side:

• CTA (on-page element and/or pop-up)

  Landing page

  • Form
  • Guide description

  • Optional testimonials / practice info

    Thank-you page

  • Flipbook preview of the guide
  • PDF download link

Inside Aesthetix CRM:

• A workflow that triggers when someone submits the e-book form
• The form is editable inside Aesthetix CRM after setup

Tracking & tagging

We also configure:

• A dedicated tag for the guide (example: “Services Guide” tag)
• Google Analytics conversion tracking so you can measure form completions and performance

Standard follow-up sequence (3 emails + 1 SMS)

Your funnel includes a proven baseline sequence that can be expanded later.

Email 1: Delivery + thank you

• Thanks them for downloading the guide
• Sends them back to the landing page / guide access

Email 2: Services overview + call to schedule

• Highlights your service offerings
• Encourages booking/scheduling

SMS (light-touch)

• Short message thanking them for downloading
• Encourages them to reach out with questions

Email 3: Social proof + call to schedule

• Testimonials and/or Google Reviews
• Strong encouragement to schedule a consultation

You can continue building additional automation steps over time if you want a longer nurture sequence.

Why e-books work (and what to expect)

E-books perform well because they capture top-of-funnel leads—people who aren’t ready for “Book Now” CTAs yet.

This funnel lets you:

• Provide value early in the research stage
• Stay top-of-mind through automation
• Move prospects toward scheduling over time

Once live, your e-book funnel is “always on” and continuously generating new leads.

Making updates later (change requests)

If you need changes after launch (new treatments, new pages, updated pricing, new images, additional writing), email our team to submit a change request:

• clients@plastixmarketing.com

Billing for updates

• Change requests are billed at $75/hour (rate may change over time)
• Very small edits (a couple quick text changes) may be completed at no charge if they take minimal time
• Larger updates (new pages, new sections, new written content, extensive photo swaps) are billed at the hourly rate

Your checklist (what you need to do)

1. Confirm which guide(s) you want to build first

   Review the Google Doc:

   • Add comments and edits

   • Add pricing if desired

     Submit the content approval form

     Review the designed PDF in Google Drive:

   • Leave consolidated comments
   • Include all decision-makers
2. Approve final design so we can launch development + automation