How to Build a Funnel with Claude - Step-by-Step Guide

Building a funnel with Claude takes just a few minutes. Getting the back end live - the hosting, the domain, the tracking, the CRM- that's the part that normally eats up way more time and effort. Until now.

You may have heard of Perspective, the intuitive drag-and-drop funnel editor for building mobile-first lead generation and appointment funnels. Perspective just released its MCP, a connector that plugs Claude directly into your Perspective account.

That's what makes building a funnel with Claude actually work end to end: you describe what you want in plain English, Claude builds the funnel, and Perspective gets it live with the full infrastructure already in place, hosting, tracking, and CRM included. From there, you can keep editing and optimizing the funnel directly from Claude.

This article will walk you through exactly how to build a lead generation funnel in Claude, step by step, from connecting your account to launching it live with a working email sequence.

If you want to skip the prompt-writing part, you can grab our done-for-you funnel prompt here instead of writing everything yourself! It's free when you create your Perspective account using our special link, which also gives you an extended 1-month Perspective trial instead of the usual 14 days.

Now let's see how to build a funnel with Claude!

Step 1: Connect Perspective's MCP to Claude

Claude gets access to your Perspective account via MCP. This is a one-time setup, and it only takes about 30 seconds.

1. Open Claude and go to Settings > Connectors.
2. Click Browse and search for Perspective.
3. Select the Perspective connector and click Connect.
4. In the auth pop-up, you'll need to authorize access to your Perspective account by clicking Accept. If you're not signed in with your Perspective account, you'll be prompted to sign in first.

That's it, Perspective now shows up in your list of connectors in Clause.

To double-check everything connected properly, start a new chat and ask Claude something like: "What funnels do I have in Perspective?" If it lists your funnels back to you, you're good to go.

This whole setup takes about 30 seconds, and you don't need to be tech-savvy to pull it off.

Perspective's MCP works with Claude Chat, Cowork, Claude Code, the CLI, and even the Claude browser or desktop app, so you're not locked into one way of working.

Step 2: Prompt Claude to build your funnel

Now for the fun part. You can go as simple as typing:

"Build a lead generation funnel in Perspective."

If your prompt is on the lighter side, Claude will ask you a few follow-up questions to figure out exactly what you want. Just answer them and keep going.

Or, you can hand Claude a more detailed prompt from the start. Here's the kind of detail that works well:

"Build a lead generation funnel with a few quiz pages, an opt-in form, and a thank you page. Give away a lead magnet, '5 secrets to get your YouTube channel monetized.' Also build one email that goes out to everyone who opts in."

A couple of things to expect while Claude works:

• It'll ask you to approve specific actions along the way. That's normal, just allow them so it can keep going.
• If you have some brand profiles in Perspective, Claude will ask which one to use, or whether you'd rather start from scratch.

Step 3: Review the funnel that Claude built

Once Claude wraps up, it'll hand you a link to your live funnel. Open it and look through:

• All the pages you asked for should be there, quiz pages, opt-in form, thank you page.
• The layout and copy should match your brand style and whatever instructions you gave.
• If you prompt included follow up emails, they should also be there.

In the time it used to take just to pick a funnel template and select a theme, you now have a live funnel with an email sequence already built.

Step 4: Make edits to your funnel

Your first draft of the AI funnel built with Claude probably won't be exactly right, and that's totally normal. You've got three ways to edit your funnel:

Keep prompting Claude. Say you want to swap out a placeholder video for your own. Just tell Claude: "Please add the following video to the first funnel page." It'll update the funnel, and you'll see the change once you refresh the editor.

Use the AI chat inside the Perspective editor. If it's easier for you to edit your funnel inside Perspective, you can prompt the built-in AI chat directly there instead.

Turn on edit mode. This lets you edit funnel pages by hand, the same way you would in a regular drag-and-drop funnel editor. It's handy for small tweaks, like changing text or a color. Editing a Claude-built funnel directly in Perspective is still a bit limited compared to building from scratch in the editor, but the Perspective team is actively working on expanding what you can do here.

Step 5: Publish the funnel built by Claude

Once you're happy with how the funnel looks, go back to Claude and give it the next task: publish the funnel and the email sequence.

You'll need to pick an email sender domain in Perspective. If you don't have one connected yet, don't worry, Claude will walk you through setting it up.

Step 6: Test your funnel

Before you send any traffic to the funnel built with Claude test it thoroughly. Go through the whole funnel yourself like your visitor will do and check if everything is working as expected.

To test your Claude funnel:

1. Copy the funnel link from Claude or Perspective and open it in your browser.
2. Check that it looks right on both mobile and desktop.
3. Fill out the opt-in form with your own details.
4. Confirm you get the follow-up email, and that personalization (like your name) shows up correctly.

Then head back into Perspective and check the back end:

• Contacts: You should see the lead you just created, along with everything they filled in.
• Metrics: Track this funnel's performance right alongside all your others.
• Apps: Connect any third-party tools you need to the funnel.

You now know how to build a funnel with Claude, connect it to Perspective, and get it live with a working email sequence behind it.

Don't forget, if you want to save time and effort, you can grab our done-for-you funnel prompt here instead of writing everything from scratch! It's free when you create your Perspective account using our link which also gives you an extended 1-month Perspective trial instead of the usual 14 days.

Now it's your turn to build a lead generation funnel in Claude that actually gets you leads.