Funnels, Websites & Leads ⚡️

✅ Funnels & Websites OS System: Micro-Step Setup Checklist

📌 Objective:
Launch a fully integrated funnel or website that collects leads, processes payments, and triggers automations—without broken links or scattered tools.

🧱 SECTION 1: Funnel & Website Foundations

🔗 Funnels & Websites Overview
  • Go to Sites > Funnels or Websites
  • Click “+ New Funnel” or “+ New Website”
  • Choose a template or start from scratch
  • Set a clear name (e.g., “Launch Funnel” or “Main Website”)

🌐 SECTION 2: Integrate Domain

🔗 Add a Custom Domain
  • Navigate to Settings > Domains
  • Verify DNS settings are correct (typically via your domain host)
  • Set the domain as primary and assign it to your funnel or website

💳 SECTION 3: Integrate Payments

🔗 How to Set Up a Checkout Page
  • Go to Settings > Integrations > Payments
  • Connect Stripe or PayPal
  • Enable one-time or recurring pricing
  • Build a branded checkout page inside your funnel
  • Add legal disclaimers and custom fields

📅 SECTION 4: Create Calendars

  • Go to Calendars > + New Calendar
  • Add your availability, buffer time, and booking limits
  • Set redirection to your thank-you or confirmation page
  • Embed into funnel pages or link post-checkout

📄 SECTION 5: Build Pages & Add Forms

🔗 How to Build Your Funnel
🔗 Add Products to a Funnel
  • Add key pages:
    • Opt-in
    • Sales
    • Checkout
    • Thank You / Confirmation
  • Use drag-and-drop to edit layout
  • Insert Forms, Surveys, and Chat Widgets from your OS library
  • Set up form automations (e.g., tag contact, send message)

✍️ SECTION 6: Add Copy, Media, and Branding

  • Upload images (JPG, PNG, GIF) and brand elements
  • Add videos via file upload, YouTube, or Vimeo link
  • Write or paste in high-converting copy
    • Headlines
    • Benefits
    • CTAs
  • Include testimonials, FAQs, and offer stack

🧠 SECTION 7: Final Settings & Compliance

Redirects

  • Set redirects for old or broken URLs to avoid 404s
  • Set up post-form or post-checkout redirect pages

Metadata

  • Add SEO titles, meta descriptions, and social image previews

Footer & Policy Pages

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

Favicon

  • Upload your custom favicon for browser tab branding (ICO or PNG)

⚙️ SECTION 8: Automate the Funnel

  • Add triggers:
    • On form submission
    • On purchase
    • On page visit or video view
  • Trigger automations:
    • Send email/SMS/WhatsApp
    • Add to pipeline
    • Tag for segmentation
    • Add to smartlist or newsletter

🧠 Funnels & Websites OS Outputs

Once completed, you’ll have:
  • A live funnel/website on your domain
  • Embedded calendar and checkout
  • Forms that trigger automations
  • Media, copy, and design dialed in
  • Redirects, policies, and metadata in place
  • Full automation from opt-in to post-sale follow-up
Want this installed inside your OS dashboard with triggers, pages, and automations done for you?
Or want to walk it through step-by-step like GPT Builder Mode?