Before you build anything, let’s make sure your business foundation is set. This is where you’ll connect your email, phone, branding, and integrations — the essentials that unlock everything else.
Understanding Sites & Funnels
Let’s take a tour so you know exactly what’s where.
Creating a Funnel Step-by-Step
This step walks you through adding your business name, logo, time zone, and contact info.
Using Website Templates
Invite team members, VAs, or coaches and set roles.
Designing Forms & Embedding Them
Make your funnels and emails look pro with a custom domain.
Adding Your Branding to a Site or Funnel
Set up your email inbox so your messages send smoothly and land in the right place.
Linking a Paid Product or Service to a Funnel
Choose a dedicated business number for calls and texting.
Surveys, Quizzes, & Chat Widgets
Required for sending texts in the U.S. We’ll walk you through it.
Publishing Your Site or Funnel
Connect your Zoom so meetings auto-sync to calls and automations.
Tracking Funnel Performance (Analytics Basics)
Link Facebook, IG, TikTok, etc. so you’re ready for social posting.
Sites & Funnels FAQs & Common Errors
Pick the payment provider that works best for your business and connect it to your account.
Don’t feel like you need to do it all in one sitting. Start with the essentials, come back as you go. You’ve got this!
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