FunnelDash Review - Create A Facebook Ad Agency [AppSumo 2019]

Introduction

In this comprehensive review, we’ll dive deep into FunnelDash, a suite of software designed to help entrepreneurs start or grow a Facebook advertising agency. FunnelDash combines two key components: the “funnel” aspect, which utilizes Facebook Messenger bots to attract new leads, and the “dash” aspect, which creates dashboards for client audits and reporting. This review will explore the AppSumo lifetime deal for FunnelDash, walking you through the software’s features, functionality, and potential benefits for your business. We’ll examine the pricing structure, user interface, key features, and overall value proposition to help you decide if FunnelDash is the right tool for your agency’s needs.

AppSumo Deal Details [1:06]

The AppSumo deal for FunnelDash presents an interesting opportunity for agencies looking to scale their Facebook advertising services. However, understanding the pricing structure and what you’re getting can be a bit challenging. Let’s break down the key points of the deal:

Pricing Tiers and Features

• Basic Plan (1 code):
• 5 messenger funnels
• 5 ad audit dashboards
• 5,000 contacts
• 5 pages
• 5 ad accounts
• One weekly coaching call
• Agency Quick Start course
• Pro Plan (2 codes):
• All Basic Plan features multiplied by 2
• Limited Agency Growth Academy access
• Agency Plan (7 codes):
• All Basic Plan features multiplied by 7
• Full Agency Growth Academy access
• Agency Partner Certification
• Priority support
• Unlimited Plan (20 codes):
• Unlimited access to all features

Understanding the Pricing Structure

• Each code allows you to serve 5 clients concurrently
• You can remove and add clients as needed without support intervention
• Additional codes multiply the available resources (e.g., 2 codes = 10 clients)
• Higher tiers include more educational content and support options

Considerations for Agencies

• Assess your current and projected client load to determine the appropriate tier
• Consider the value of additional courses and certifications offered in higher tiers
• Evaluate the cost-effectiveness of the annual plan compared to monthly subscriptions

Potential Limitations

• The pricing structure may be confusing for new users
• Some features or limitations may not be clearly defined in the deal terms
• Consider your agency’s growth trajectory when selecting a tier

Interface Overview [3:36]

Upon logging into FunnelDash, users are presented with a clean and intuitive interface that separates agency management from client-specific functions. Let’s explore the main components of the FunnelDash interface:

Dashboard Layout

• Agency and Client List sections clearly separated
• Welcome screen with a 10-minute introduction video
• Navigation between Funnel, Dashboard, and Deal sections

Getting Started Steps

• 5-step guide for new users to set up their account
• Persistent display of setup steps (which may be redundant for experienced users)

Key Interface Elements

• Funnel creation and management
• Dashboard creation and customization
• Deal tracking and pipeline management
• Access to FunnelDash Academy resources

User Experience Considerations

• Clean and organized layout
• Some redundancy in onboarding elements for experienced users
• Easy navigation between different functionalities

Areas for Improvement

• Option to dismiss or hide completed onboarding steps
• More customization options for dashboard layout
• Clearer distinction between audit and reporting functionalities

Creating a Messenger Bot for Ads [4:34]

One of FunnelDash’s core features is the ability to create Facebook Messenger bots to attract and qualify leads for your agency. This section will explore the process of setting up and using these bots effectively.

Bot Creation Process

• Select a trigger type (e.g., Facebook Messenger ads, direct link, website button)
• Choose from pre-built templates or create a custom sequence
• Customize the bot’s conversation flow and messaging

Available Trigger Options

• Facebook Messenger ads (recommended by FunnelDash)
• Direct link
• Website Messenger button
• Keyword trigger
• QR code

Bot Sequence Example

• Initial engagement through a Facebook ad
• Bot asks if the user is currently running Facebook ads
• Inquires about the performance of their current ads
• Offers to schedule an audit regardless of the user’s response
• Provides a scheduling link (e.g., Calendly) to book an appointment

Customization and Flexibility

• Ability to modify existing templates
• Option to create custom sequences from scratch
• Integration with scheduling tools for seamless appointment booking

Potential Limitations

• Limited reporting on bot engagement and performance
• Possible issues with displaying engaged users in the dashboard

Best Practices for Bot Implementation

• Start with a modest ad budget ($15-$60 per day)
• Use clear and concise messaging in your bot sequence
• Ensure a smooth transition from bot engagement to scheduling
• Regularly review and optimize your bot’s performance

Create an Audit/Reporting Dashboard [8:28]

The dashboard functionality in FunnelDash is a powerful tool for creating both audit reports for prospects and ongoing performance reports for existing clients. Here’s a detailed look at how to create and customize these dashboards:

Dashboard Creation Process

• Navigate to the dashboard section
• Click “Create Dashboard” and provide a title
• Select the appropriate ad account to link
• Choose a template (Audit, Weekly Client Report, or Custom)
• Customize the dashboard layout and metrics

Available Templates and Customization

• Audit template: Pre-populated with key metrics for prospective clients
• Weekly Client Report: Designed for ongoing client reporting
• Custom: Start from scratch and build a tailored dashboard

Dashboard Features

• Drag-and-drop interface for resizing and rearranging metrics
• Customizable metrics and filters for each card
• Ability to add new metrics and create custom cards
• Toggle between different client dashboards

Sharing and Collaboration

• Generate shareable links with optional expiration dates
• TV mode for office displays
• Easy sharing via messenger or email

Data Refresh and Time Range Options

• Manual data refresh functionality
• Adjustable time ranges for viewing performance data

Limitations and Areas for Improvement

• New cards added to the bottom of the dashboard by default
• Limited export options (e.g., no PDF export)
• Lack of permanent, dedicated links for client access

Best Practices for Dashboard Usage

• Customize dashboards based on individual client needs and goals
• Regularly update and refine dashboards as campaigns progress
• Use dashboards as a tool for client education and strategy discussions

“Deals” Sales Pipelines [12:30]

The Deals section of FunnelDash aims to provide a basic sales pipeline management tool for agencies. While it offers some useful functionality, it may be limited for more advanced sales teams.

Pipeline Overview

• Auto-populated sales process steps (e.g., Unqualified Lead to Won Client)
• Visual representation of deals moving through the pipeline
• Manual creation and movement of deals through stages

Deal Creation and Management

• Add new deals with contact information and deal details
• Move deals between pipeline stages manually
• Edit deal information as needed

Limitations of the Deals Feature

• Lack of customization options for pipeline stages
• No automatic lead import from messenger bot interactions
• Limited notifications and reminders for deal progression
• Inability to delete contacts or deals

Potential Use Cases

• Basic tracking of prospect progression
• Visual overview of sales pipeline for small agencies
• Integration with FunnelDash’s white label fulfillment services

Considerations for Agencies

• May be sufficient for agencies with simple sales processes
• More advanced CRM tools might be necessary for complex sales cycles
• Consider the deals feature in conjunction with FunnelDash’s other offerings

Suggestions for Improvement

• Add customization options for pipeline stages
• Implement automated lead import from messenger bot interactions
• Introduce notifications and reminders for deal progression
• Allow for the deletion or archiving of old deals and contacts

The FunnelDash Academy [14:15]

The FunnelDash Academy is an educational component of the platform, designed to help users improve their ad management skills and acquire high-dollar clients. However, the quality and depth of the content may vary.

Available Courses and Access Levels

• Basic Plan: Quick Start Guide and Weekly Wednesday Call
• Pro Plan: Additional courses (High Ticket Client Toolkit, Facebook Ad Manager Manual)
• Agency Plan: Certification Checklist, White Label Case Study Vault, Friday Calls

Course Content and Quality

• High-level overview of Facebook advertising concepts
• Recorded Skype calls between instructors
• Variable audio quality and presentation style

Strengths of the Academy

• Covers essential topics for Facebook ad management
• Regular calls for ongoing learning and support
• Access to case studies and toolkits (higher tiers)

Limitations and Areas for Improvement

• Inconsistent audio quality in recorded sessions
• Lack of in-depth, advanced content for experienced marketers
• Informal presentation style may not suit all learners

Alternatives to Consider

• Third-party courses on platforms like Udemy for more structured learning
• Official Facebook Blueprint certifications for in-depth ad management knowledge

Recommendations for Users

• Utilize the Academy as a supplementary resource rather than primary learning tool
• Combine FunnelDash Academy with other learning resources for a well-rounded education
• Focus on practical application of concepts through hands-on experience with the platform

Final Thoughts and Overall Rating [15:32]

After a comprehensive review of FunnelDash, it’s clear that the platform offers a range of tools for agencies managing Facebook ad campaigns. However, its attempt to be a jack-of-all-trades results in a product that doesn’t excel in any particular area. Here’s a summary of the key points and an overall rating:

Strengths

• User-friendly dashboard creation and customization
• Intuitive messenger bot templates for lead generation
• Integration of multiple agency management tools in one platform

Weaknesses

• Mediocre educational content in the FunnelDash Academy
• Limited functionality in the Deals pipeline feature
• Lack of advanced features in some areas (e.g., reporting exports, bot analytics)

Overall Rating: 6.7/10

FunnelDash receives a rating of 6.7 out of 10, primarily held up by the strength of its dashboard platform. While it offers a comprehensive suite of tools, agencies may find more value in specialized solutions for specific needs.

Recommendations

• Consider FunnelDash if you’re looking for an all-in-one solution and are willing to work around its limitations
• Evaluate whether the dashboard functionality alone justifies the investment
• Compare FunnelDash with dedicated tools for messenger bots, reporting, and CRM before making a decision

Final Verdict

FunnelDash is an adequate tool for agencies starting out or looking to streamline their operations. However, more established agencies or those with specific needs may find better value in specialized tools. The platform’s potential lies in its dashboard functionality, which could be a standout feature if developed further.

As with any tool, it’s essential to assess FunnelDash in the context of your agency’s specific needs, budget, and growth plans. While it may not be the perfect solution for everyone, it could provide value for agencies looking for a centralized platform to manage their Facebook advertising services.

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