Feature Launch Pad

Sales, Website
& Getting Paid

Bring new leads in, keep every conversation in one place, launch a simple website, and get set up to collect your very first payment.

Why it matters

One Inbox Beats Five

Most business owners juggle email, Instagram DMs, Facebook messages, and two different phones. Every conversation lives somewhere different, and leads slip through the cracks. Connecting your channels here solves that for good.

📡

Social profiles connected

Attach your social accounts so posting lives in one place, and so Facebook and Instagram lead ads flow straight into your pipeline.

📱

Texting set up correctly

Your phone needs to be set up and properly registered before you launch a texting campaign, so your messages actually get delivered.

🌐

A simple website

Launch a website right inside your software and attach a chat widget so visitors can reach you the moment they land.

💳

A way to get paid

Connect a payment provider, create one product, and generate a payment link. That is all it takes to go from zero to being able to get paid.

"The business that responds the fastest usually wins, and you cannot respond fast if you are hunting through five different apps trying to find the message."
Getting oriented

The Three Ways To Get Paid

Before you touch payment setup, know your options so you reach for the right one. Tap each to see what it is best for.

The fastest way to get paid

Set up a product, generate a link, and send it. Someone clicks it, enters their card, and you get paid. Great for quick sales and one-off services.

More formal, line-item billing

Create an invoice with line items sent directly to a contact, who pays it. Great for project-based or service work where you need a clear record.

Built for products and funnels

Used when you are selling a product or course through a website or funnel. You will add either a store, a one-step order form, or a two-step order form.

Connect first, then create one product

For most people just getting started, connect your payment provider first, then create a single product. That gets you from zero to able-to-get-paid in about ten minutes.

Key definitions

Terms worth knowing

The single conversations view that collects a chat widget message, a Facebook or Instagram DM, a text, and an email, no matter which channel your contact used.
A Facebook or Instagram ad format where someone fills out a form without leaving the app, and that form submission flows straight into your pipeline.
A shareable link tied to a product that lets someone pay you directly by entering their card, the fastest of the three payment options.
A store, one-step order form, or two-step order form attached to a website or funnel, used when you are selling a product or course rather than a single service.
What's ahead

What You'll Set Up

👥

Social and chat connected

Your chat widget, Facebook page, and Instagram business page all flowing into one inbox.

💬

Texting ready to launch

Your phone number properly set up and registered so texting campaigns actually deliver.

🖥️

A live website

Built right inside your software, with a chat widget attached so visitors can reach you instantly.

💰

Your first product and payment link

A connected payment provider, one product, and a link ready to share, in about ten minutes.

Things to do

Try it now

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Tips

Worth remembering

  • Set up your phone and registration properly before launching any texting campaign.
  • Every conversation, no matter the channel, lands in the same unified inbox once your connections are in place.
  • For payments, connect your provider and create one product first. Explore invoices and full checkout pages once you are comfortable.
  • These are quick actions, not long trainings. If something does not make sense yet, skip it and come back later.
Check yourself

Quick Knowledge Check

Four quick questions on this lesson. One attempt each, and the answer is revealed either way.

0 of 4 answered

Where do a Facebook or Instagram lead ad's form submissions go?

What is the fastest way to collect a payment?

What should you set up first when it comes to payments?

Why does the unified inbox matter for winning business?

Apply it

Try this with your favorite AI

💰Pick my first product and price it
You are helping me choose the single first product to sell using a payment link, as I get paid for the first time through a new system. My context: - What I sell or offer: [describe it in 1-2 sentences] - My usual price range: [rough range] - Whether this is a one-off service, a package, or a small digital product: [describe it] Give me: 1. One simple product name and a one-sentence description I could use today 2. A suggested price, with brief reasoning 3. One short line of "what's included" copy I could paste next to the payment link Rules: keep it simple enough to set up in the next ten minutes, nothing that requires a funnel or a store yet. Finish by asking me who the first person is that I could send this payment link to today.
💬Write my website chat widget greeting
You are helping me write a short, friendly opening message for the chat widget on my new website. My context: - My business: [describe it in 1-2 sentences] - What I most want a visitor to do: [example: book a call, ask a question, get a quote] - My tone: [example: warm and casual, or professional] Give me: 1. One opening greeting, under 20 words 2. One quick follow-up question to ask if they respond 3. One line to use if no one answers within a few minutes, letting them know a real person will follow up Finish by asking me what page of my website this widget should appear on first.
That's a wrap on the Feature Launch Pad. Your foundation is set, your contacts are in, your channels are connected, and you have a way to get paid. Go use it. You get out of it what you put into it.