BOOK FUNNELS ARE BACK: HERE’S THE $1M/MONTH PLAYBOOK

BOOK FUNNELS ARE BACK: HERE’S THE $1M/MONTH PLAYBOOK

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Author: Jeremy Haynes | founder of Megalodon Marketing.

Book Funnels Are BACK (Here's the $1M/Month Playbook)

Table of Contents


Earnings Disclaimer: You have a .1% probability of hitting million dollar months according to the US Bureau of Labor Statistics. As stated by law, we can not and do not make any guarantees about your own ability to get results or earn any money with our ideas, information, programs or strategies. We don’t know you and, besides, your results in life are up to you. We’re here to help by giving you our greatest strategies to move you forward, faster. However, nothing on this page or any of our websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any of our sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual or as a promise of potential earnings – all numbers are illustrative only.


Watch the full video breakdown on this topic here.


Key Takeaways

  • Book funnels print money again. One of our clients is clocking $1.6 million a month—over a million of that is driven directly by book funnel economics.
  • Sell the book; don’t give it away. Free plus shipping attracts the coupon-clipping crowd. Charge real money and you pre-qualify people who’ll actually buy high ticket.
  • Three OTOs is the sweet spot. Audio or video lessons (OTO 1), mastermind/event footage or a breakout micro-product (OTO 2), and another tightly related breakout bundle (OTO 3) can bring average order value (AOV) well above CPA on day one.
  • Front-end profitability matters. Shoot for a 2:1 AOV-to-CPA ratio. Bare-minimum tolerance: just north of breakeven.
  • Highest-take-rate OTO comes first. Put the no-brainer upsell directly after the order to maximize velocity and margin.
  • Multi-pixel optimization is cheat-code level. Fire distinct purchase events on each OTO page, wire them to separate pixels, and run parallel campaigns that mature from basic book buyers all the way to triple-OTO whales.
  • Three-week activation campaign. Daily or every-other-day emails pull readers through the chapters, deliver video cliff notes, and hook them on the high-ticket solution before inertia creeps in.
  • Diffused Hammer-Them content. 30–50 short-form + 20–30 long-form retargeting pieces, dripped across the same three-week window, replicate the organic binge curve in a compressed paid-traffic timeline.
  • Expect a longer path to cash. However quick your normal high-ticket sales cycle is (call funnel, webinar, challenge, DM), expect book-funnel leads to need roughly double the runway—unless you deploy every best practice here.
  • Book funnels transcend niches. We’ve rolled the playbook out in info products, physical products (red-light therapy panels for pro sports teams), and even wealth-management services.

Table of Contents

  1. Earnings Disclaimer
  2. Key Takeaways
  3. Introduction: Million-Dollar Months & the Book Funnel Renaissance
  4. Why Book Funnels Never Actually Died
  5. Step 1 – Price Your Book the Right Way
  6. Step 2 – Stack Three Irresistible OTOs
  7. Step 3 – Benchmarks, AOV Math & Profit Targets
  8. Step 4 – The Call-Scheduler Bridge to High Ticket
  9. Step 5 – Pixel Layering & the Multi-Campaign Edge
  10. Step 6 – Three-Week Email Activation & the Diffused Hammer-Them Sequence
  11. Step 7 – Direct-Response Ads, Setters & Sales Cycle Timing
  12. Common Pitfalls & How to Dodge Them
  13. Conclusion: Your Marching Orders

Introduction: Million-Dollar Months & the Book Funnel Renaissance

Book funnels are the OG of low-ticket-to-high-ticket customer ascension. They were everywhere back when Facebook traffic was $0.20 CPM, then they sputtered as ad costs rose and lazy marketers mailed it in.

Fast-forward to 2025: friction is gone, CPMs have normalized, and audiences are once again devouring long-form education—webinars, challenges, and yes, even 300-page hardcovers. When executed with precision, a book funnel is the smooth on-ramp that ushers perfect-fit prospects onto your high-ticket Autobahn.

I’m not theorizing. We have forty-one client businesses at million-dollar months and counting; book funnels play starring or supporting roles in many of them. The goal of this post is simple: hand you the exact framework—pricing, upsells, pixels, emails, and scaling math—so you can plug it into your own offer stack and go hunt that next comma in your Stripe screenshots.


Why Book Funnels Never Actually Died

Contrary to Reddit gossip, book funnels never stopped working; marketers just stopped working on them. They tried to rocket-launch zero-dollar e-books into outer space, called it “customer acquisition,” then whined when their upsell take rates tanked. Meanwhile, we kept selling real books—ink-on-paper or elegantly formatted Kindle editions—and kept stacking high-ticket contracts behind them.

Why?

  1. Tangibility breeds trust. A physical book feels finished. People assume, “If they put in the effort to publish 200 pages, the rest of their value stack probably isn’t vaporware.”
  2. Price is a filter. Free attracts tire-kickers. A $19, $29, or $39 purchase signals discretionary income and forward momentum.
  3. Content establishes authority at scale. Nothing else lets you teach for six straight hours while someone’s in an airplane seat or on a Sunday couch.

The funnel simply needed a modern tune-up: better copy, smarter data, and a nurturing engine that spins 24/7.


Step 1 – Price Your Book the Right Way

You’ve got three classic approaches:

ApproachWhat the Buyer PaysProCon
Free + Shipping & Handling$7–$12 S&HLower front-end friction“Free” attracts the broke masses; lower ascension rates
Shipping & Handling Framed as “Free Book”$9–$14 S&HSlight price anchorMixed positioning—some feel duped
Straight Sale$19–$39 (paperback or Kindle)Buyers self-qualify; higher AOV ceilingMust justify the sticker price with heft and credibility

My bias is the third column. I want customers who happily type their card details to grab a resource they believe will move the needle. If they won’t invest $29 in a book, they won’t stroke a $5-figure invoice for a mastermind, a red-light panel suite, or a wealth-management mandate.

Choose the model that aligns with your market, but recognize that price is positioning. Luxury houses don’t lure affluent collectors by shouting, “FREE handbag—just cover shipping!”


Step 2 – Stack Three Irresistible OTOs

Once the order form fires, the clock starts ticking. You have a matter of minutes—seconds in some cases—before browsers close. Three OTOs is the Goldilocks number: enough runway to boost margin, not so many that buyers fatigue.

OTO 1 – Audio Commentary or Chapter Video Lessons

Take Rate Target: 20-40 %

The simplest yes-decision on Earth: “Would you like me to read the book to you while you’re at the gym or in the car?” Bundle the unabridged audio plus bite-sized video walkthroughs of each chapter. This alone can tack $27–$97 onto your cart value.

OTO 2 – Mastermind Footage or Breakout Product

Take Rate Target: 10-25 %

Imagine your book is one slice of a twelve-slice pizza. Peel off two extra slices—advanced sessions you taught at closed-door masterminds, or a micro-course on a single pillar of your flagship program (e.g., my “Content Ad Strategy” SOP pack). Because the buyer already tasted the appetizer, upselling the entrées feels logical, not pushy.

OTO 3 – The Deep-Dive Bundle

Take Rate Target: 10 %+

Finish with something weighty yet laser-specific: a compilation of in-platform walkthroughs, live campaign build-outs, or a library of real-world examples (I often drop a vault of successful ad creatives, landing pages, and sales scripts). Not everyone will swipe—hence the lower placement—but the ones who do can single-handedly cover your ad spend for dozens of new customers.

Order of Operations Matters
Whatever tests with the highest take rate moves up to OTO 1. Second best slides into OTO 2, and so on. Never bury the winner on page three.


Step 3 – Benchmarks, AOV Math & Profit Targets

Book funnels don’t have to hemorrhage cash. In fact, I refuse to bleed on the front end unless the funnel’s design calls for it (think call funnels or paid challenges). Here’s the benchmark cheat sheet:

  • CPA (Cost Per Acquisition): Let’s assume $20 to sell a $29 paperback.
  • Baseline AOV Before OTOs: $29. Meh.
  • After OTO 1: +$37 additional, average pull-through → AOV ≈ $66.
  • After OTO 2: +$97 additional, average pull-through → AOV ≈ $92.
  • After OTO 3: +$197 additional, average pull-through → AOV ≈ $112.

Now you’re creaming a 5.6 X ROAS on day zero—which funds infinite scaling and cushions seasonal CPM spikes (holidays, election cycles, weird news cycles).

Conversion Targets

Funnel ElementMinimum ConversionPreferred
Book Checkout4 %6 %+
OTO 110 %20-40 %
OTO 210 %15-25 %
OTO 310 %10-15 %
Call-Scheduler (Qualified)8 %15 %+

Anything dipping into single digits needs a copy, offer, or price tune-up. And if your OTO conversion hierarchy is upside-down—swap positions immediately.


Step 4 – The Call-Scheduler Bridge to High Ticket

After OTO 3, push buyers to a scheduler (no detours). Two critical options:

  1. Application + Calendar: Use conditional logic to grade responses and filter shower-thought dabblers.
  2. Calendar Only for High-Spenders: If someone already dropped, say, $297 on upsells, treat them as pre-qualified. Let them straight onto the calendar.

Split them onto distinct confirmation pages:

  • Qualified Confirmation → Fires Schedule and CompleteRegistration events, feeds your high-ticket retargeting engine, and preps the sales team.
  • Unqualified Confirmation → Soft nurture, lower-commitment offers, or simply book funnel follow-up.

Pixel segregation here isn’t pedantry. It lets you retarget “best fit” leads with laser-focused, high-ticket creative while ignoring price-sensitive book-only customers.


Step 5 – Pixel Layering & the Multi-Campaign Edge

Most advertisers drop a single Purchase event on the book order confirmation and call it a day. Here’s the pro-move:

PixelFires OnCampaign Goal
Pixel 1Book confirmationHarvest any buyer; cheapest conversions
Pixel 2OTO 1 confirmationHarvest audio/video upsellers; slightly higher LTV
Pixel 3OTO 2 confirmationHarvest breakout-product buyers; mid-tier whales
Pixel 4OTO 3 confirmationHarvest triple-OTO whales; top of the food chain
Pixel 5Scheduler (qualified)Optimize directly for scheduled calls
Pixel 6Scheduler + depositIf you charge a call deposit, fire a separate pixel

Run parallel campaigns—each optimized for its own pixel event. Facebook, TikTok, or YouTube’s algo learns different pockets of the market and scales you vertically and horizontally without torching a single ad account. If one account tanks or a pixel glitches, the others keep humming, and you keep selling.


Step 6 – Three-Week Email Activation & the Diffused Hammer-Them Sequence

Email Cadence

  • Duration: 21 days
  • Frequency: Daily or every other day
  • Content Strategy:
    • Summarize one chapter per email, tease the actionable nugget, then link to a five-minute video expansion.
    • Seed a CTA: “If you’d rather shortcut the whole process, book a strategy call or explore the elite mastermind.”
    • Open loops. Hint at the next chapter’s revelation so they want the next email.

Diffused Hammer-Them Retargeting

The original Hammer-Them play calls for 30-50 short-form + 20-30 long-form pieces in a 72-hour onslaught. For book buyers, diffuse it across the same three-week window. Goals:

  1. Mirror organic binge behavior—the Netflix effect that warms people up pre-sale—without requiring months of scrolling.
  2. Maintain freshness. No creative repeats; frequency climbs without fatigue.
  3. Cover the big six topics: Questions, objections, expectations, testimonials, money math, timeline.

Run the ads to the same custom audience of buyers + webpage engagers. Re-sync creative expiration to email cadence for continuity.


Step 7 – Direct-Response Ads, Setters & Sales Cycle Timing

When should you switch from “value nurture” to “buy my flagship” mode? Depends on your ops bandwidth:

  1. Same-Day Setter Outreach: For some offers we dial leads instantly. Works when you sell B2B or complex physical products (like those red-light therapy panels for NBA franchises and med-spas).
  2. One-Week Delay: For personal-development coaches or longer texts, letting readers activate for seven days before a high-ticket assault yields higher show rates.

Whichever you choose, prepare for double the timeline compared to a straight call funnel. If your call funnel closes deals in seven days, a book-funnel lead may need up to fourteen—unless your nurture machine is firing on every cylinder I outlined.


Common Pitfalls & How to Dodge Them

PitfallWhy It Kills MomentumAntidote
Random UpsellsA knitting course after a Facebook ads book? Buyer confusion = take-rate death.Keep OTOs clearly related: audio, advanced footage, breakout modules.
Single-Digit OTO ConversionYou can’t out-scale a negative cash gap.Rewrite copy, adjust price, swap positions—highest-take-rate first.
Pixel BlindnessOne purchase pixel = wasted data granularity.Layer pixels by OTO to unlock parallel campaigns.
Assuming Book Purchase = Book ReadUnread books don’t ascend.Three-week email sequence + diffused Hammer-Them retargeting.
Weak Framing WindowNine days of silence equals cold feet (see my Dubai tax-relocation example).Stuff the window with answers, proof, and expectation management.
Stretching to Free + S&H Because “Everyone Does It”Attracts bargain hunters; drains upsell conversions.Price the book like an asset; the right buyers will pay.

Conclusion: Your Marching Orders

Book funnels aren’t nostalgia—they’re a current, lethal weapon for scaling to seven-figure months when executed with ruthless precision. Follow the steps:

  1. Sell the book. Don’t pander with “free.”
  2. Engineer three tightly aligned OTOs.
  3. Guard your AOV > CPA margin like your P&L depends on it—because it does.
  4. Bridge to a call scheduler, grade applicants, and pixel the winners.
  5. Split your purchase events. Run parallel campaigns. Own the data.
  6. Activate readers with a three-week email narrative and a steady drip of retargeting content.
  7. Deploy setters and direct-response ads to drop high-ticket revenue into your Stripe notifications.

Do that, and you’ll join the private Slack threads where my clients casually debate whether 1.2 MM or 1.8 MM MRR counts as a “slow month.”

Ready to accelerate? my team will map your funnel architecture, walk you through the tech stack, and—if it’s the right fit—guide you straight to the million-dollar-a-month club.


About the author:
Owner and CEO of Megalodon Marketing

Jeremy Haynes is the founder of Megalodon Marketing. He is considered one of the top digital marketers and has the results to back it up. Jeremy has consistently demonstrated his expertise whether it be through his content advertising “propaganda” strategies that are originated by him, as well as his funnel and direct response marketing strategies. He’s trusted by the biggest names in the industries his agency works in and by over 4,000+ paid students that learn how to become better digital marketers and agency owners through his education products.

Jeremy Haynes is the founder of Megalodon Marketing. He is considered one of the top digital marketers and has the results to back it up. Jeremy has consistently demonstrated his expertise whether it be through his content advertising “propaganda” strategies that are originated by him, as well as his funnel and direct response marketing strategies. He’s trusted by the biggest names in the industries his agency works in and by over 4,000+ paid students that learn how to become better digital marketers and agency owners through his education products.