Funnel Opt-In ⚡️

✅ Opt-Ins OS System: Step-Gated Setup Checklist

📌 Objective:
Build a machine that captures leads, triggers automations, and drives conversions—without you chasing, guessing, or dropping the ball.

🔐 Step 0: Create & Connect Lead Capture Sources

Goal: Publish your entry points or you don’t exist.
✅ Completion:
Funnel or website is LIVE
At least one Form or Survey is embedded
Lead Playbook Page (internal or public) includes:
  • Trigger keywords
  • Message examples
  • Offer links
🔗 Funnels & Websites Setup
🔗 Forms & Surveys Overview

⚙️ Step 1: Configure the Automation Engine

Goal: Wire every entry point into an automation.
✅ Completion:
Inside OS > Automations > Open Launch Pack
Select Step 06 | Form Opt-In ⚡️
Verify entry points:
  • Funnels & Forms (Lead magnets, apps, webinars)
  • Chat Widget Leads
  • Offer Launch opt-ins
🔗 Automation & A.I. Overview

💬 Step 2: Update Messages & Notifications

Goal: Trigger trust immediately. Hit every channel.
✅ Completion:
First-touch message set (Email, SMS, WhatsApp)
Booking prompt or lead magnet delivery included
Educational warm-up content queued
Follow-up sequence live (Email/SMS)

🧑‍💻 Step 3: Configure Internal Team Notifications

Goal: Sales can’t follow up if they don’t know a lead dropped.
✅ Completion:
Internal alerts enabled (Slack, Email, or SMS)
Notifications go to the right person or team
Notification includes: lead name, source, urgency

🔁 Step 4: Review & Test Lead Management Actions

Goal: Ensure leads flow, track, and score automatically.
✅ Completion:
Tags apply based on form or funnel
Engagement score triggers based on behavior
Pipeline moves based on stage or activity
Facebook conversion logged (if tracking paid ads)

🧲 Step 5: Set Up Follow-Up Sequences

Goal: Follow up with the leads who didn’t bite—yet.
✅ Completion:
Opt-in > Auto nurture > Conversion CTA
Pre-Launch Sequences (Drips + Teasers)
Launch Sequence (3-day blitz or event push)
Post-Launch (Recap + Closeouts)
All sequences tagged and timed inside automation

📣 Step 6: Choose Your Messaging Channels

Goal: Go wide or go home.
✅ Completion:
Email-only (standard) OR
Multi-channel activated: Email + SMS + WhatsApp
Messaging flows tested across all platforms

🧪 Step 7: Final Testing & Optimization

Goal: Hit it like a real lead and fix the gaps before going live.
✅ Completion:
Submit test form/funnel opt-in
Verify:
  • Message fires
  • Internal alert received
  • Pipeline stage updated
  • Follow-up scheduled
Optimize weak copy, slow responses, or dead ends

🧠 Opt-Ins OS Outputs:

When finished, you’ll have:
✅ A funnel that captures leads instantly
✅ Automated responses across channels
✅ Tagging, scoring, and segmentation in sync
✅ Full pipeline tracking + team alerts
✅ Launch-ready follow-ups for every new offer