🛣️

Boardchat Checklist 01

⚡ Funnel Pages

Optin Page
Video Page
Application Page
Calendar Page
Call Scheduled Page
Checkout Page
Confirmation Page(s)
Order Form
Policy Pages
Terms of Service
Refund Policy
Footer
Copy
Optin Form
Surveys + Qualifying Logic
Quizzes / Assessments
SEO Data
Pop up
Favicon
Social Image
Branded Domain
Domain
Pixel
Tracking & Analytics
URL Redirects

💰 Sales + Payment Systems

Sales Automation
Sales Calendar
Sales Calendar Form
Sales Pipeline
Stages
Sales Smartlists
Payments Automation
Payments Management

🚀 Onboarding & Nurture Systems

Onboarding Automation
Onboarding Calendar
Onboarding Calendar Form
Nurture / Renewal Automation
Group Call Automation
Group Call Calendar
Clients Pipeline
Clients Smartlists
Contracts

🔗 Assets & Tools

Trigger Links
Decks
Scripts
Videos
Images
Email
Phone Number
WA Number
Reports
Analytics

📬 Communication Channels

🧨 Sales

Sales Emails
Sales Texts
Sales WA's
Sales Notifications

💵 Payments

Payment Emails
Payment Texts
Payment WA's
Payment Notifications

🧠 Management

Management Emails
Management Texts
Management WA's
Management Notifications

🚪 Onboarding

Onboarding Emails
Onboarding Texts
Onboarding WA's
Onboarding Notifications

🌱 Nurture

Nurture Emails
Nurture Texts
Nurture WA's
Nurture Notifications

🔁 Renewal

Renewal Emails
Renewal Texts
Renewal WA's
Renewal Notifications

👥 Group Calls

Group Call Emails
Group Call Texts
Group Call WA's
Group Call Notifications

🎙️ Voice & DM

Voicemails
DMs
Voice Notes

🧩 System Fields & Design

Tags
Fields
Values
Tasks
Team Assignments
Fonts
Colors
Logos
Posts
Boards
Procedures

🔌 Integrations

Stripe Integration + Ledger
Zoom Integration
FB & IG Integration
Slack Integration
Ads
AI Voice
AI Chat
Dashboard