Core Systems

THE SYSTEMS.

🔑 SYSTEM 1: Comments & DMs

📦 OBJECTIVE

1. Connect Instagram & Facebook

2. Understand DM Automation Triggers

3. Define Keyword Triggers

4. Organize Links for Fast Replies

5. Customize Your Auto-DMs

6. Build Your Workflow

7. Schedule Trigger-Based Content

8. Comply with IG's 24-Hour Rule

9. Troubleshoot IG/FB Connections

10. Create High-Converting Trigger Content

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

⚙️ THE 10-STEP SYSTEM

1. 🔐 CONNECT INSTAGRAM & FACEBOOK

• Convert your Instagram profile to a Business Account

• Link it to your Facebook Page inside Meta Business Suite

• Inside OS: Go to Settings → Integrations and verify both accounts are synced

• Test by sending a comment or story reply—see if the integration logs it

2. 🧠 UNDERSTAND DM AUTOMATION TRIGGERS

• Keyword DM: Prospect DMs a specific word (e.g. “DEMO”)

• Comment Keyword: Someone comments a word on your post

• Story Mention: They tag you in their IG Story

• Review how each one triggers automations inside OS

• Plan which trigger makes the most sense for your offer

3. 🔗 ORGANIZE LINK RESPONSES

• Create or copy your:
• Calendar booking link
• Lead magnet / freebie link
• Sales page / funnel link

• Go to OS → Messaging → Trigger Links → Create New Trigger Link

• Label and store each link based on its CTA (e.g., “Download PDF”, “Book Now”)

5. ✍️ CUSTOMIZE AUTO-DMs

1. First Touch: Sent instantly after keyword or comment

“Boom 💥 Here’s your free system guide: [Link]”

2. Follow-Up (within 24h)

“Quick check-in—did you grab the guide yet? Ready to launch?”

3. CTA Message

“Want help setting it up? Book your free strategy call 👉 [Calendar Link]”

6. ⚙️ BUILD YOUR WORKFLOW

• Go to OS → Automations → IG Comments & DM’s

• Use the template loaded into your account

• Update Trigger → Instagram DM / Comment / Story Mention

• Update Actions → Send message template + tag contact + add to pipeline

• Test live by triggering with your own IG comment or DM

• Publish your workflow once tested

7. 📅 SCHEDULE TRIGGER-BASED CONTENT

• Inside OS → Content Calendar

• Schedule 7+ days of content

• Include a clear CTA in each: “Comment ‘START’ for the free system”

• Rotate post types: carousels, reels, stories

• Add post captions using the content pillar framework (educate, sell, connect)

8. ⏱ FOLLOW IG’s 24-HOUR RULE

• Every follow-up DM must be sent within 24 hours of the initial user interaction

• Avoid delays or automations that fire past 24 hours (they won’t deliver)

• Use OS timers to ensure compliance

• Pro tip: Use “Wait” steps + conditional filters in your workflow for timing

9. 🧩 TROUBLESHOOT CONNECTIONS

• Reconnect FB & IG from OS Settings → Integrations

• Refresh your Meta Business Suite permissions

• Re-test the automation using your own profile

• Clear cookies and re-authorize if messages still fail

10. 🎨 CREATE HIGH-CONVERTING CONTENT

1. “Want to automate your sales with AI + DMs? 🚀
Comment ‘START’ and I’ll send the free launch system.”

2. “DM me ‘INFO’ for the exact system I used to close 3 clients this week.”

3. “Comment ‘FAST’ if you want the AI script I use to book sales calls daily.”

• Story polls

• Carousel posts

• Talking-head reels

“Create 3 high-converting Instagram captions with call-to-action keyword triggers for [insert offer].”

✅ FINAL OUTPUT:

• ✅ Fully published DM automation

• ✅ Keyword triggers linked to specific offers

• ✅ 7+ days of scheduled, CTA-based content

• ✅ Message templates, links, and workflows all live in OS

• ✅ Leads tagged, tracked, and auto-routed into your CRM

🔑 SYSTEM 2: Sales

📦 OBJECTIVE

1. Sync calendar & Zoom

2. Create a dedicated sales calendar

3. Configure calendar settings

4. Create sales pipeline & stages

5. Build sales automation

6. Set up messaging

7. Automate call outcomes

8. Test the full flow

9. Build your booking funnel

10. Connect to CRM

11. Optimize for conversion

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Sales OS System: Step-Gated Setup

🔐 STEP 0: Sync Your Calendar & Zoom

• OS → Settings → My Profile

• Connect Google or Outlook

• Link your Zoom account

• Set your timezone

📅 STEP 1: Create Your Sales Calendar

• OS → Calendars → New Calendar

• Name: "Sales Discovery" or similar

• Add time buffers

• Limit daily slots to avoid burnout

⚙️ STEP 2: Configure Calendar Settings

• Upload branding/logo

• Set call duration

• Attach pre-call form to filter leads

• Limit booking window (e.g. no same-day)

🧱 STEP 3: Create Sales Pipeline & Stages 🆕

• OS → Pipelines → Create Pipeline

• Add stages such as:
• New Lead
• Booked Call
• Showed
• No-Show
• Follow-Up
• Closed Won / Lost

• Assign colors and automation rules per stage

• Make this your default sales pipeline

🧠 STEP 4: Build Sales Automation

• Trigger = Appointment Booked

• Actions: Tag lead, notify team, move pipeline, send reminders

💬 STEP 5: Set Up Pre + Post-Call Messaging

• OS → Messaging → Templates

• Build:
• 24h SMS reminder
• 1-hour SMS
• Post-call “thanks” or offer recap

• Optional: Add WhatsApp template

🔄 STEP 6: Automate Call Outcomes

• Use “Appointment Outcome” field

• Set flows for:
• Showed → Follow-up & close
• No-show → Reactivation reminder

• Each stage should update pipeline position

🧪 STEP 7: Test the Flow

• Book a test call

• Check if reminders fire

• Log outcome

• Confirm pipeline updates

🧲 STEP 8: Build or Improve Your Booking Funnel

• OS → Funnels → New Funnel

• Add:
• Clear value headline
• Embedded calendar
• Confirmation page + bonus CTA

• Add form → pipeline automation

🔗 STEP 9: Integrate Funnel With CRM

• Use form actions:
• Tag lead
• Add to pipeline
• Trigger follow-up sequence

📈 STEP 10: Optimize for Bookings & Conversions

• Add urgency (e.g. “Limited spots!”)

• Add testimonials or stats

• Monitor conversion rates weekly

• Use link tracking for sources

🧠 Sales OS Outputs:

🔑 SYSTEM 3: Clients (Onboarding System)

📦 OBJECTIVE

1. Calendar & Zoom Sync

2. Onboarding Calendar

3. Payment Trigger

4. Onboarding Workflow

5. Contract Automation

6. Messaging Sequences

7. Outcome Logic

8. Team Task System

9. Full System Test

10. Booking Funnel

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Onboarding OS System: Step-Gated Setup

🔐 STEP 0: Calendar + Zoom Integration

• OS → Settings → My Profile

• Sync Google/Outlook calendar

• Go to Zoom Integration → Link Zoom account

• Confirm timezone and test a sample link

📅 STEP 1: Create Onboarding Calendar

• OS → Calendars → Create New or Use Template

• Name: “Client Kickoff Call”

• Set buffer between calls

• Limit max calls/day to protect schedule

💳 STEP 2: Set Up Payment Trigger

• OS → Payments → Connect Stripe or PayPal

• Create checkout page or order form

• Link Products to Checkout page

🔁 STEP 3: Review Onboarding Automation

• OS → Automations → Use the Onboarding template

• Trigger: “Order Submitted”

• Add actions:
• Send Welcome Email/SMS
• Add to Pipeline → Stage: “New Client”
• Assign internal task
• Send contract link

📜 STEP 4: Automate the Contract Flow

• Create a contract in Documents & Contracts or upload a PDF.

• In Workflow → Action: “Send Contract”

• Confirmation emails or alerts on completion

💬 STEP 5: Update Messaging Sequences

• OS → Messaging → Templates → Create New

• Pre-call SMS/Email reminder

• WhatsApp (optional) reminder

• Post-call message with next steps

✅ STEP 6: Configure Post-Call Outcomes

• Use “Appointment Outcome” in Workflow

• Logic Branch 1: Showed → Send welcome checklist or course access

• Logic Branch 2: No-Show → Send rebooking message

🧑‍💻 STEP 7: Assign Team Tasks & Alerts

• Inside Workflow → Add “Create Task” or “Send Internal Notification”

• Alert assigned team via Email or Slack

• Add SOP/checklist link to task notes

🧪 STEP 8: Test the Full Flow

• Submit test payment

• Confirm contract sent

• Book test kickoff call

• Check pipeline stage + team task

• Review follow-ups & access message

🔗 STEP 9: Build/Improve Booking Funnel

• OS → Funnels → Create New Funnel

• Post-payment page = “Welcome”

• Embed onboarding calendar

• Add visual confirmation + CTA

🧠 Onboarding OS Outputs:

🔑 SYSTEM 4: Leads & Opt-Ins

📦 OBJECTIVE

1. Capture leads with a form or quiz

2. Trigger AI responses via email, SMS, or DM

3. Score, tag, and pipeline those leads

4. Drive traffic via SEO or paid ads

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Opt-Ins OS System: Step-Gated Setup

🔐 STEP 0: Create & Connect Lead Capture Sources

• Go to OS → Funnels & Websites → Create a lead magnet or quiz page

• Add form/survey to the page

• Confirm it is live + visible

⚙️ STEP 1: Configure the Automation Engine

• OS → Automations → Funnel Opt-In

• Set trigger = “Form Submitted” or “Survey Completed”

• Update actions:
• Apply tag (e.g., “Quiz Lead”)
• Add to pipeline stage (e.g., “New Lead”)
• Send message template
• Notify internal team

💬 STEP 2: Update Messages & Notifications

• OS → Messaging → Templates → Create

• Create multi-channel first-touch message
• Email + SMS + (optional) WhatsApp

• Include delivery of lead magnet, quiz results, or CTA

• Queue nurture messages (1–3 days)

🧑‍💻 STEP 3: Configure Internal Team Alerts

• OS → Automations → Add Action: Notify via Email/Slack/SMS

• Include lead info: name, email, source

• Assign to correct team or sales rep

🔁 STEP 4: Review & Test Lead Management Actions

• Make sure:
• Tags apply based on funnel or form
• Pipeline stages reflect action (clicked, opened, booked, etc.)
• Lead scoring (if enabled) works
• Pixel fires for Facebook/Google tracking

🧲 STEP 5: Set Up Follow-Up Sequences

• OS → Automations → Add Additional Actions to Funnel Opt-In Automation

• Build flows for:
• Cold leads
• Quiz result follow-ups
• Lead magnet nurtures
• Pre-launch hype
• Launch CTA blitz
• Post-launch recap

📣 STEP 6: Choose Messaging Channels

• Decide:
• Email only
• Email + SMS
• Email + SMS + WhatsApp

• Test each platform → Review delivery, layout, and link clicks

🧪 STEP 7: Final Testing & Optimization

• Submit a test lead through your funnel or form

• Confirm:
• Message sent
• Team alerted
• Pipeline updated
• Follow-up sequence scheduled

• Revisit copy, timing, and design for any weak points

🧠 Leads & Opt-Ins OS Outputs:

🔑 SYSTEM 5: Courses

📦 OBJECTIVE

1. Your digital course (product + modules + lessons)

2. Access automation + student emails

3. Offers, pricing, and subscription logic

4. Funnel that converts leads to students

5. Full onboarding and nurture flow

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Course OS System: Step-Gated Setup

🧱 SECTION 1: Build Your Course Product

🔨 1.1 Create Your Course

• OS → Memberships → Products

• Click “+ Create Product”

• Choose Blank or Template

• Enter course name (e.g., “Launch OS Bootcamp”)

📂 1.2 Add Modules & Lessons

• Inside the product:
• Add Categories for modules
• Add Lessons inside each
• Upload videos, slides, PDFs, or files
• Use drag-and-drop to reorder content

📊 1.3 Add Quizzes or Assessments (Optional)

• Inside each lesson, add a Quiz Block

• Choose question types (MCQ, short answer, etc.)

• Add passing rules if needed

🎨 1.4 Customize Course Branding

• Add a course thumbnail image

• Set title, subtitle, and short description

• Customize layout colors to match your brand

⚙️ SECTION 2: Set Up Course Automation

⚡ 2.1 Access Automation Builder

• OS → Automations → Launch Pack → Step 10 | Course Automation

• Trigger: “Access Granted to Product”

🏷 2.2 Build Automation Actions

• Add tag (e.g., “Course Buyer”)

• Move contact into “Members” pipeline

• Increase engagement score

💌 2.3 Create 14-Day Student Follow-Up

• Day 0: Welcome message + login link

• Day 3: Check-in email (“How’s it going?”)

• Day 7: Feedback + support offer

• Day 14: Upsell CTA to 1:1 or next product

💳 SECTION 3: Create Your Offer & Checkout

🛒 3.1 Create an Offer

• OS → Courses > Offers → + New Offer

• Name your offer (e.g., “Launch Masterclass”)

• Link it to your course product

💰 3.2 Set Pricing & Terms

• Free

• One-Time Payment (e.g., $99)

• Recurring Subscription (e.g., $49/month)

• Add billing cycle, trial days, and setup fee

🖼️ 3.3 Design Offer Page

• Upload course preview image

• Add offer description, bullet points, value stack

• Customize checkout fields (name, email, card)

📜 3.4 Add Legal & Agreements

• Add Terms + Refund Policy

• Optional: Upload a PDF agreement

🔗 3.5 Publish & Share

• Click “Publish Offer”

• Copy checkout link

• Embed in funnel or link in bio

🧱 SECTION 4: Build Your Course Funnel

🧰 4.1 Use the Courseprenuer Funnel

• OS → Sites > Funnels → + New Funnel

• Select Courseprenuer Template

• Choose Light or Dark version

🎯 4.2 Customize the Sales Page

• Headline with promise

• Course breakdown

• Bonus list

• Testimonials

• CTA = “Enroll Now”

💳 4.3 Set Up Checkout

• Connect to your course Offer

• Enable testimonials, FAQs, coupon (optional)

• Add legal footer links

✅ 4.4 Confirmation Page Logic

• Thank you page → show login link

• Invite to join Facebook group or Slack

• Add tracking for purchase conversion

🔁 4.5 Test the Funnel

• Go through full funnel as a test user

• Confirm:
• Payment fires automation
• Welcome email sent
• Course access granted

🧠 Course OS System Outputs:

🔑 SYSTEM 6: Community

📦 OBJECTIVE

1. Creates a private community space

2. Onboards members automatically

3. Sends push notifications to boost activity

4. Brands and publishes your app to iOS + Android

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Community OS System: Step-Gated Setup

🧱 SECTION 1: Create Your Community Space

🔹 1.1 Create the Community Group

• Go to: Memberships > Communities

• Click “+ Create Group”

• Name your community (e.g. “Launch Lab” or “Creator Circle”)

🔹 1.2 Customize Group Details

• Set Group URL (e.g. app.yourbrand.com/launch-lab)

• Add a compelling Group Description

• Upload Cover Image + Logo

• Choose Visibility Settings: Public, Private, or Hidden

🔹 1.3 Assign Roles + Permissions

• Create roles: Admin, Moderator, Member

• Set permissions (e.g. post, comment, manage users)

• Enable or disable the Member Directory

🎨 SECTION 2: Brand Your Mobile App

🔹 2.1 Access Branding Settings

• Go to: Client Portal > Settings > Branding

• Go to: Your Group > Settings

🔹 2.2 Upload App Assets

• App Name

• App Icon (512x512 PNG)

• Splash Screen (Color/Image)

• Login Background

• Accent Colors

🔹 2.3 Preview & Submit

• Preview iOS + Android app

• Submit to OS for App Store packaging

⚙️ SECTION 3: Set Up Community Automations

🔹 3.1 Trigger: Access Granted to Community

• Go to: Automations → Launch Pack → Step 09 | Community

• Trigger: “Access Granted to Community”

🔹 3.2 Add Workflow Actions

• Add tag: “Community Member”

• Add to pipeline: “Community Onboarding”

• Send Welcome Email/SMS

• Create internal notification for team

🔹 3.3 Schedule Member Nurture Messages

• Day 0: Welcome Message + App Download Link

• Day 3: Engagement Prompt (“Post your intro!”)

• Day 7: Bonus content drop or AMA invite

💳 SECTION 4: Create Subscription Offers

🔹 4.1 Build the Offer

• Go to: Communities > Offers → “+ New Offer”

• Add title, price, description

• Choose:
• Free
• One-Time (e.g., $49)
• Monthly/Yearly Recurring

🔹 4.2 Customize the Checkout Page

• Upload preview image

• Add bullet list of features

• Link Terms + Refund Policy

• Choose which fields to collect

🧱 SECTION 5: Build a Community Funnel

🔹 5.1 Create a Funnel for Member Conversion

• Go to: Sites > Funnels → “+ New Funnel” → From Templates

• Use the Roadmap Funnel (Sales → Checkout → Thank You)

🔹 5.2 Customize the Sales Page

• Hook Headline:

“Join the #1 App-Based Community for Digital Creators”

• Benefits: Access to chat, templates, group calls

• Testimonials

• CTA → Checkout link

🔹 5.3 Connect the Offer

• Connect checkout to your Community Offer

• Add badges, refund terms, FAQs

🔹 5.4 Confirmation Page Setup

• Thank You message + login link

• Next steps: App download → Profile setup

• Tracking: Pixel or Google Tag

🔹 5.5 Test the Funnel Flow

• Simulate full checkout

• Confirm:
• Community access granted
• Automation triggered
• Welcome message received

📲 SECTION 6: Push Notifications + Engagement

🔹 6.1 Activate Notifications

• Go to: Communities > Settings > Notifications

• Enable:
• App Push
• Email backup
• Weekly engagement digest

🔹 6.2 Schedule Engagement Triggers

• Weekly roundup

• New post alert

• Member shoutouts

• Bonus content drops

🚀 Community OS System Outputs

🔑 SYSTEM 7: Payments

📦 OBJECTIVE

1. Accepts one-time and subscription payments

2. Automates onboarding after purchase

3. Tracks affiliate referrals + commissions

4. Handles contracts, tax forms, and team handoffs

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Payments OS System: Step-Gated Setup

🧱 SECTION 1: Integrate Your Payment Provider

• Go to: Settings → Integrations

• Connect Stripe or PayPal (or both)

• Confirm live mode is ON

• Test with a $1 product if needed

💸 SECTION 2: Create Payment Options

Option A: Checkout Page

• OS → Funnels or Websites

• Add Checkout Page for your course/service

• Attach an Offer with pricing

• Style: Headline, benefits, legal terms, trust badges

Option B: Direct Payment Link

• Use OS Payment Links or OS Checkout Link

• Test redirect to Thank You Page

🔁 SECTION 3: Redirect to Confirmation Page

• Create a “Thank You” page

• Include:
• Calendar link (kickoff call)
• What’s next (“Check your email”)
• Community access (optional)

⚙️ SECTION 4: Build the Payment Automation

• OS → Automations → Payment Received

• Trigger: Payment → Contact → Tag → Automation

• Add actions:
• Tag: “Paid Client”
• Start onboarding workflow
• Move to pipeline
• Send welcome SMS/email

📄 SECTION 5: Automate the Contract Flow

• OS → Forms or PDF Templates

• Upload service agreement

• In automation: Add “Send Form”

• Trigger contract after payment

• Optional: Internal alert when signed

💬 SECTION 6: Update Confirmation Messaging

• Create:
• Email: “Thanks for your purchase!”
• SMS: “Let’s get started. Book your call → [Link]”
• Optional WhatsApp (VIP or upsell flow)

• Add links + CTA to each

🧑‍💻 SECTION 7: Assign Team Tasks + Alerts

• OS → Automation → Add Internal Notification

• Notify: Sales, Onboarding, Admin

• Assign task:
• Review contract
• Confirm access
• Welcome call setup

🔗 SECTION 8: Trigger Onboarding Instantly

• Workflow → Add:
• Calendar link
• Add to “Client Onboarding” pipeline
• Trigger email nurture or course access

🧪 SECTION 9: Full System Test

• Submit a test payment

• Walk through:
• Payment → Confirmation Page
• Message sent
• Automation fired
• Contract delivered
• Calendar booked

🤝 SECTION 10: Enable Affiliate Tracking (Optional)

• OS → Payments → Affiliates

• Create program:
• Product linked
• Commission %
• Cookie length

• Add affiliate dashboard to your funnel

💳 Payments OS Outputs

🔑 SYSTEM 8: Team

📦 OBJECTIVE

1. Assigns roles and permissions

2. Automates daily and weekly check-ins

3. Manages project pipelines + progress

4. Provides real-time reporting and SOP access

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Team OS System: Step-Gated Setup

🧱 SECTION 1: Set Up Project Boards

🔹 1.1 Create a Board

• Go to Team > Projects

• Click “+ New Project Board”

• Name it by team, objective, or system (e.g., “Content Pipeline”)

🔹 1.2 Build the Workflow Columns

• To Do

• In Progress

• Waiting Review

• Done

🔹 1.3 Add and Assign Tasks

• Click “+ Task” under a column

• Add:
• Task Title
• Description or checklist
• Due Date
• Priority
• Status

• Assign to a Team Member

⚙️ SECTION 2: Automate Task Triggers

🔹 2.1 Go to Automations

• Navigate to: Automations → 2 | Launch Pack → Team Projects

🔹 2.2 Set Triggers:

• Task Created

• Task Completed

• Task Overdue

• Board Stage Changed

🔹 2.3 Set Actions:

• Assign user

• Send internal alert (Slack, Email, or SMS)

• Apply tag (e.g., “Urgent”, “Stuck”, “QA Needed”)

📝 SECTION 3: Install a Project Request System

🔹 3.1 Create a Request Form

• OS → Team > Projects > Requests → + New Request

• Include fields like:
• Request Type
• Department
• Deadline
• Priority
• Description

🔹 3.2 Automate Intake

• Auto-assign requests to a board or manager

• Create automation to approve, convert into a task, and notify the requester

📊 SECTION 4: Activate Team Reports

🔹 4.1 Go to Reports Dashboard

• OS → Team > Reports

• Filter by:
• Team Member
• Project Board
• Task Status
• Due Dates

🔹 4.2 Track Metrics:

• Total Tasks Assigned

• Completion Time

• Overdue Tasks

• Weekly Productivity

🔹 4.3 Schedule Auto-Reports

• Set to send weekly or monthly

• Deliver to team leads or admins

• Use for 1:1 reviews or team stand-ups

📚 SECTION 5: Link SOPs + Reference Materials

🔹 5.1 Upload SOPs to Library

• OS → Documents > SOP Library

• Organize by:
• Department
• Task Type
• Role

🔹 5.2 Link SOPs Inside Tasks

• Add SOP links directly inside task descriptions or checklists

• Optional: Add training video or Loom walkthrough

💬 SECTION 6: Daily + Weekly Team Messaging

🔹 6.1 Create Message Templates

• OS → Messaging > Templates → Create New

“👋 Morning team!

• ✅ Task 1

• 📌 Task 2
Check your dashboard for full assignments.”

🔹 6.2 Add to Automation

• Trigger: “Time-based” → Every weekday at 9am

• Send via: SMS, Email, or Slack

🧠 Team OS Outputs

🔑 SYSTEM 9: Funnels & Websites

📦 OBJECTIVE

1. Funnel or website (opt-in, sales, thank-you)

2. Payment + calendar integrations

3. Automations connected to CRM + follow-up

4. Live on your custom domain

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🛠 Funnels & Websites OS System: Step-Gated Setup

🧱 SECTION 1: Create Your Funnel or Website

• OS → Sites > Funnels or Websites

• Click “+ New Funnel” or “+ New Website”

• Use a template or start from scratch

• Name it clearly (e.g., “Launch Kit Funnel”)

🌐 SECTION 2: Connect Your Domain

• OS → Settings > Domains

• Add your domain (e.g., www.yourbrand.com)

• Update DNS records via registrar (e.g., GoDaddy, Namecheap)

• Set domain as primary + assign to funnel

💳 SECTION 3: Integrate Payments

• OS → Settings > Payments → Connect Stripe/PayPal

• Build checkout page inside funnel:
• Add pricing (one-time or recurring)
• Legal fields (TOS, refund policy)
• Custom fields for CRM (e.g., phone, company)

📅 SECTION 4: Create + Embed Your Calendar

• OS → Calendars > + New Calendar

• Set:
• Availability
• Buffer time
• Booking limits

• Embed into funnel (on page or after checkout)

📄 SECTION 5: Build Pages + Add Forms

• Opt-In

• Sales / VSL

• Checkout

• Thank You / Confirmation

• Drag in Forms, Surveys, or Chat Widgets

• Form triggers:
• Tag user
• Add to pipeline
• Send email/SMS

✍️ SECTION 6: Write Copy + Add Media

• Upload brand assets: logo, photos, videos

• Paste in funnel copy:
• Headline: Hook + Promise
• Offer Stack: “Here’s what you get” bullets
• CTA: Button → Checkout or Calendar
• Testimonials + FAQ

🧠 SECTION 7: Configure Final Settings

Redirects

• Redirect any 404s or broken links

• Ensure form → thank-you and purchase → confirmation flows are connected

Metadata

• SEO title + description

• Social share preview image

Footer

• Add:
• Terms of Service
• Privacy Policy
• Refund Policy

• Upload favicon (for browser tab)

⚙️ SECTION 8: Automate the Funnel

• Form submission

• Product purchase

• Page view or CTA click

• Add tag: “Lead” or “Customer”

• Move to CRM pipeline

• Start follow-up sequence (email/SMS/WhatsApp)

• Trigger internal team notification

🧠 Funnels & Websites OS Outputs

🛠 Want to Auto-Install?

• Build your funnel layout

• Connect payments + CRM

• Install automations

• Add form triggers + page redirects

• Launch your offer stack

🔑 SYSTEM 10: A.I.

📦 OBJECTIVE

1. Voice Assistant — answers calls, books meetings, qualifies leads

2. Chat Assistant — replies to messages, captures info, routes leads

✅ COMPLETION CHECKLIST

🧠 GPT SETUP PROMPT

🎙️ A.I. Voice OS System: Step-Gated Setup

🧱 STEP 1: Activate Voice OS Access

• Request Voice OS via OS Support (Platinum required)

• Go to: voice.teamos.ai or Voice tab in OS

• Click Connect → Subscribe → Complete checkout

🎛️ STEP 2: Configure Your AI Assistant

• Name your assistant + choose a voice model

• Upload a profile image

• Set tone, language, pacing, patience level

• Add industry-specific vocabulary

• Set call rules (pause timing, timeout, fallback)

• Connect to your Knowledge Base

✍️ STEP 3: Write Your Voice Prompts

• Start with the OS base prompt template

• Use the Prompt Co-Pilot to write first version

• Include:
• Company name + context
• Who the AI is (name, tone, goals)
• Sample Q&A, booking instructions

📞 STEP 4: Automate Voice Calls

• OS → Automations > Launch Pack → Step 12 | A.I. Voice

• Trigger: Tag applied or form submitted

• Set flow for:
• Outbound calls → qualify or book
• Inbound calls → answer, assist, route

• Add webhook to log results in CRM

🔁 STEP 5: Add Human Transfer Option (Optional)

• Trigger: “I want to talk to a human”

• Set fallback phone number

• Add hold music, voicemail backup

• Optional: Warm handoff intro

🧪 STEP 6: Test the Voice Assistant

• Run a Test Call in your dashboard

• Use Chat Simulation Tool for text testing

• Adjust script and flow logic from feedback

💬 A.I. Chat OS System: Step-Gated Setup

🧱 STEP 1: Understand the Chat Flow

• AI Chat is triggered by:
• Website Chat Widget
• Instagram/Facebook DM
• WhatsApp message

• It can:
• Ask questions
• Qualify leads
• Route to calendar, form, or CRM

⚙️ STEP 2: Load the AI Chat Automation

• OS → Automations > Launch Pack → Step 11 | AI Chat 💬

• Click Create From Template

• Begin customizing flow

✍️ STEP 3: Customize Chat Prompt

• Scroll to AI Chat block

• Edit:
• Who the AI is (e.g., Alex, Launch Assistant)
• What it should collect: Name, Email, Pain Point
• What the goal is: Book call, Tag, Offer

“You are Ava, a warm and helpful assistant for Launch Lab. Your goal is to qualify leads and offer a free strategy session. Ask their name, email, and challenge. If qualified, send them the booking link.”

🧠 STEP 4: Build Chat Logic + Routing

• Add logic branches:
• “Yes, I’m interested” → Send calendar link
• “No” → Tag as cold lead
• “Question = refund” → Route to support bot

• Use buttons for fast replies

• Trigger automations from answers

📥 STEP 5: Connect Inbound Channels

• Ensure your Chat Widget is live on funnel/site

• Test inbound from:
• IG DM
• Facebook Messenger
• WhatsApp

🧪 STEP 6: Test Chat Responses

• Submit a DM or form message

• Confirm:
• AI replies instantly
• Leads are tagged or routed
• Booking links fire
• Pipeline updates

🧠 A.I. OS Outputs

🛠 Want Help Installing?

• Connect Voice + Chat to your CRM

• Add prompts, flows, and fallback routing

• Trigger pipeline updates, bookings, and automations