Feature Launch Pad - Student Workbook
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FEATURE LAUNCH PAD

Complete Student Workbook

Foundation Setup - Contacts - Communication - Campaigns - Sales - Website - Payments

Welcome to Your Feature Launch Pad!
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Your Business System Starts Here

Welcome to the Feature Launch Pad training! This course is your step-by-step guide to getting your software account set up and actively working for your business. By the time you finish, you will not just understand the software - you will be using it.

Your Learning Goal: By the end of this course, you will have contacts in your system, communication channels connected, your first email campaign sent, your calendar ready, and a way to collect payment - a fully working business system built step by step.

What You Will Master in This Course:

  • Foundation Setup: How to activate and use the Launchpad, navigate your menu, and build your account from scratch
  • Contacts: The right strategy for importing warm contacts, setting up tags, and keeping your list clean
  • Communication Channels: How to connect email, phone, social media, and your website chat widget
  • Email Campaigns: How to warm up your email and send your first campaign the right way
  • Sales and Conversations: Setting up your unified inbox so no lead ever falls through the cracks
  • Website and Payments: Launching your website, connecting Stripe, and collecting your first payment in minutes
Pre-Course Check-In - Where Are You Starting?

Have you logged into your software account yet? Describe where you are right now:

What is the number one thing you want your software to do for your business right now?

What are you most nervous or confused about going into this course?

Lesson 1 - Foundation Setup
Finding and Activating the Launchpad

Key Concepts:

  • The Launchpad may not appear automatically - enable it in Settings - Labs
  • Once enabled, the Launchpad appears as the very first item in your left-side menu
  • Five categories guide you through every part of your setup in order
  • Each category contains short tutorial videos - watch, then immediately do the action
  • Progress fills to 100% as you complete each step
1
Go to Settings - Labs

Find the Launchpad toggle and enable it. It is currently in beta so it will not appear on its own.

2
Find it in your left-side menu

The Launchpad is the very first item in the menu after you enable it. Click it to open your setup guide.

3
Work through each category in order

Foundational Setup - Marketing and Lead Generation - Sales and Conversations - Website and Monetization - E-Commerce.

4
Watch - then do - then move on

Each video is short. Watch it, go complete that action in your account, then come back and move to the next step.

The Number One Mistake: Spending days studying the software before using it. You will not learn by watching - you will learn by doing. Done beats perfect every single time. Your first contact, email, and funnel do not have to be polished. They just have to exist.
Understanding Your Left-Side Menu
▲
Above the Line
CRM - Manage Your People
Conversations, Calendars, Contacts, Opportunities, Payments
▼
Below the Line
Marketing - Reach New People
Campaigns, Automation, Sites, Membership, Reputation, Reporting
Easy way to remember it: Above the line - manage your people. Below the line - market to your people. As you go through the Launchpad you will move between both sections.

Write the five main CRM tools (above the line) from memory after watching the lesson:

Write the marketing and automation tools (below the line) from memory:

Foundation Action Steps:

Lesson 2 - Contacts - The Right Way to Import
The 3-Step Contact Strategy - Before You Import Anything

Key Concepts:

  • Never import everyone you have ever met on day one - start warm
  • Warm contacts = current customers, past customers, active leads, recent referrals
  • Your sender reputation is built on replies - warm contacts reply, cold contacts do not
  • Plan 3-4 simple tags before importing - not 20
  • Old spreadsheets with stale emails hurt your deliverability - do not import those yet
🔥
Step 1
Warm Contacts First
Current customers, past customers, active leads
🏷
Step 2
Plan Your Tags
3-4 tags max before you import
✓
Step 3
Clean List Only
No stale emails from 2-3 years ago
Planning Your Tags
Why tags matter: Tags let you sort, filter, and target the right people with the right messages. They are the foundation of all your segmentation. Getting them right before import saves hours of cleanup later.

My 3-4 Starting Tags (write yours here before importing):

My warm contacts list - who will I import first? (brainstorm names or groups here):

Contacts Action Steps:

Lesson 2 Continued - Communication Channels and Email Warm-Up
Connect Your Communication Channels

Channels to Connect:

  • Email - required before you can send any campaign
  • Phone - required before you can send or receive SMS texts
  • Facebook Business Page - Messenger chats flow into your unified inbox
  • Instagram Business Page - DMs flow into your unified inbox
  • Website Chat Widget - visitor messages come straight into Conversations
  • Social Media Profiles - manage all social posting from one place
SMS Compliance: Before launching any text message campaign you must be A2P compliant. Register your phone number and complete all required guidelines first. This is a legal compliance requirement - not optional.

My channel setup tracker - check off and note your status for each:

The Unified Inbox - Why This Changes Everything
The problem it solves: Most business owners have Gmail in one tab, Instagram DMs on their phone, Facebook messages on another tab, and texts on a personal cell. Every conversation in a different place. Leads falling through the cracks every day. The unified inbox puts everything - SMS, email, Facebook, Instagram, and website chat - into one single Conversations tab.

Before the unified inbox, how many places do you currently check for messages?

Email Warm-Up - The Most Important Thing You Can Do in Your First 30 Days

Why Email Warm-Up Matters:

  • Email providers watch every email sent from a brand-new account
  • They measure engagement - especially replies - to decide inbox vs. spam
  • Replies are votes that say this sender is legitimate
  • Your first campaign should never be promotional - it should be an engagement email
  • Send it to your warmest contacts only - the people most likely to reply
  • Every reply lifts your sender reputation and gets future emails closer to the inbox
Your First Email Script - Use This Exactly:
"Hey [First Name], I just wanted to reach out and let you know I've moved over to a new communication system. I want to make sure I have your correct contact information so we can stay in touch. Can you do me a quick favor and just reply 'yes' to this email so I know it came through? I would really appreciate it."

Customize your engagement email here before sending (add your own voice):

Campaigns Action Steps:

Lesson 3 - Sales, Conversations, and Your Website
Sales and Conversations Setup

What to Set Up in This Section:

  • Chat widget on your website - leads come straight into the system
  • Facebook Business Page connection - Messenger routes to your inbox
  • Instagram Business Page connection - DMs route to your inbox
  • Automated responses on live chat - so leads never wait without a reply
  • All conversations appear in the Conversations menu once channels are connected
The competitive advantage: The business that responds fastest usually wins. You cannot respond fast if you are hunting through five different apps. The unified inbox gives you speed - and speed closes deals.

My chat widget plan - what do I want the first automated response to say when someone fills out the chat on my website?

Website Setup

Your Website Options:

  • You can build and publish a full website inside the software
  • Add your chat widget directly to the website you build here
  • If not ready to publish, explore the builder and watch the tutorial - it is worth seeing
  • Funnels are separate from websites - a funnel is a focused one-goal page sequence
  • Inside funnels and websites you can add e-commerce stores and order forms

My website status - do I have a website I want to connect or will I build one here?

Sales and Website Action Steps:

Lesson 3 Continued - Website and Payments Setup
The 3 Ways to Collect Payment - Know Which to Use When
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Payment Link
Fastest option. Create a product, generate a link, send it. They pay. Done.
Best for: Quick sales, one-off services
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Invoice
Formal itemized request with line items. Contact receives and pays online.
Best for: Project work, ongoing services
🛍
Checkout Page
Dedicated sales page with order form. Built inside funnels or membership courses.
Best for: Courses, digital products, funnels
Getting Paid in 10 Minutes - The Recommended Path
1
Connect Stripe

Go to Payments - Integrations and connect your Stripe account. This must happen before anything else. No Stripe connection = no payments.

2
Create One Product

Go to Payments - Products and create your first product. Name it, describe it, price it. That is all you need to get started.

3
Generate a Payment Link

Once the product exists, generate a shareable payment link. Send it to someone who owes you money. They click, enter their card, and you get paid.

4
Explore Invoices and Checkout Pages Later

Once you are comfortable with the payment link flow, expand into invoices for clients and checkout pages for courses and funnels.

My first product - what will I create and what will it cost?

My payment setup tracker:

Payments Action Steps:

AI Prompts - Set Up Faster and Smarter

🚀 15 Ready-to-Use AI Prompts

Use these with ChatGPT, Claude, Gemini, or any AI tool to write your first campaign, set up your workflows, plan your contact strategy, and market your business through the software. Replace all bracketed sections with your details, then click Copy to grab any prompt.

Setup and Strategy

📹 Contact Import Strategy

Use for: Getting a clear plan before you start importing contacts

Help me create a contact import strategy for a new CRM account. My business: [your business type - coach, consultant, agency, service business, etc.] My existing contacts: [describe who you have - past clients, email list, social followers, etc.] My goal with these contacts: [what you want to do - email them, send campaigns, book appointments] Create a plan that covers: 1. Which contacts to import first and why 2. What 3-4 tags to set up before importing 3. How to clean and organize my list before it goes in 4. What to do with cold or stale contacts I am not sure about

⚡ Email Warm-Up Plan

Use for: Building your first 30-day email warm-up schedule

Create a 30-day email warm-up plan for a new business email account in a CRM platform. My business: [your business type] My warmest contacts: [describe your best relationships - current clients, recent inquiries, etc.] My goal after warm-up: [what kind of campaigns I want to send eventually] Build a week-by-week plan that: 1. Starts with a simple engagement email to 10-20 warm contacts 2. Gradually increases volume over 4 weeks 3. Explains what kind of emails to send at each stage 4. Includes what engagement signals to watch for (replies, opens, clicks) 5. Tells me when I am ready to start sending promotional content

🌟 First Engagement Email

Use for: Writing a personalized version of the warm-up email in your own voice

Write a simple email warm-up message I can send to my existing contacts from my new business communication system. My business: [your business name and type] My relationship with these contacts: [current clients, past customers, warm leads, etc.] My tone: [professional / conversational / warm / direct] The email should: - Be short (under 100 words) - Explain I moved to a new system - Ask them to reply "yes" so I know their email is correct - Feel personal and genuine - not like a mass email - Include a subject line Do not include any promotional content or offers in this email.

Campaign Content

💌 Welcome Email Sequence

Use for: Writing a 3-5 email drip sequence for new leads or subscribers

Write a 5-email welcome drip sequence for new leads who come into my CRM from my website or ads. My business: [your business name and type] What I offer: [your main product or service] My audience: [who your ideal customers are] My tone: [professional / conversational / energetic / educational] For each email include: - Subject line - Email body (under 200 words) - The goal of that specific email - The call to action Email 1: Welcome and what to expect Email 2: My story and why I do what I do Email 3: A valuable tip or resource they can use right now Email 4: Social proof or a client result story Email 5: Invitation to book a call or take the next step

📱 SMS Campaign Ideas

Use for: Writing your first text message campaigns once A2P is set up

Write 5 SMS text message templates for a business using a CRM platform. My business: [your business type] My audience: [describe your contacts and what they care about] Use case: [appointment reminders / follow-ups / promotions / new offers / check-ins] For each text message: - Keep it under 160 characters - Include a clear call to action - Sound human and conversational - not robotic - Leave a placeholder for the contact's first name: [First Name] Do not use ALL CAPS or excessive punctuation. Sound like a real person texting.

💬 Chat Widget Auto-Response

Use for: Writing the automated response that fires when someone fills out your website chat

Write 3 versions of an automated chat widget response for my business website. My business: [your business name and type] My typical response time: [within 1 hour / same day / within 24 hours] What visitors usually ask about: [your main services or offers] For each version: - Welcome them warmly - Set a realistic response time expectation - Give them one useful next step they can take right now while waiting - Keep it under 50 words - Sound like a real person, not a bot Version 1: Professional tone Version 2: Warm and friendly tone Version 3: Direct and efficient tone

Sales and Payments

💰 Product Descriptions

Use for: Writing the product descriptions you need inside the Payments section

Write a product or service description I can use inside my CRM payment system. Product or service: [describe exactly what you are selling] Target customer: [who is buying this] Main benefit: [what result or outcome does this deliver] Price: $[your price] Write 3 versions: 1. Short version (under 50 words) - for the product listing inside the system 2. Medium version (100-150 words) - for a checkout page description 3. Bullet point version (5-7 bullets) - for a sales page or funnel page Focus on outcomes and benefits - not features. What does the customer walk away with?

📋 Professional Invoice Introduction

Use for: Writing the short message that goes with a sent invoice

Write a short professional note to include with an invoice I send to a client through my CRM. Client relationship: [new client / existing client / long-term client] What the invoice is for: [describe the project or service] My tone: [formal / professional but warm / friendly] Payment due date: [your terms - net 7, net 14, etc.] Write 2 versions: 1. A short email to accompany the invoice (under 80 words) 2. A brief note that appears in the invoice message field (under 40 words) Both should thank them, briefly reference the work done, state the due date clearly, and mention how to pay.

🌟 Follow-Up After No Response

Use for: Writing follow-up messages to contacts who have not responded

Write a 3-touch follow-up sequence for contacts in my CRM who have not responded to my first outreach. My business: [your business type] Original outreach was about: [what you initially reached out about] Time since first message: [how long it has been] My tone: [professional / casual / persistent but polite] Follow-up 1 (3 days later): A short, gentle nudge Follow-up 2 (7 days after that): A different angle or added value Follow-up 3 (5 days after that): A low-pressure close or breakup email Keep each under 75 words. No guilt-tripping. No desperation. Sound human.

Automation and Workflows

⚙️ Automation Workflow Ideas

Use for: Planning which automations to build first in your new account

Give me 8 automation workflow ideas I should set up in my CRM for a [your business type] business. My main activities: [list what you do - book appointments, sell products, run campaigns, follow up with leads, etc.] My team size: [just me / small team / specify] My biggest time wasters right now: [what manual tasks take too much of your time] For each automation idea: 1. What triggers it (new lead, form submission, appointment booked, payment received, etc.) 2. What actions it takes automatically 3. What time it saves you each week 4. How complex it is to set up (easy / medium / advanced) Start with the 3 easiest ones I should build in my first week.

📅 Appointment Reminder Sequence

Use for: Writing automated appointment reminders to reduce no-shows

Write an automated appointment reminder sequence for my business. My business: [your business type] Appointment type: [consultation / coaching call / service appointment / etc.] My typical no-show rate challenge: [describe the problem if you have one] Write reminders for: - 24 hours before the appointment (email) - 2 hours before the appointment (SMS text) - 15 minutes before the appointment (SMS text) For each reminder include: - Subject line (for email) or opening words (for SMS) - The message body - A placeholder for: [First Name], [Date], [Time], [Location or Zoom Link] Keep SMS under 140 characters. Keep email under 100 words. Sound warm and professional.

Growth and Lead Generation

🎯 Lead Magnet Ideas

Use for: Planning what to offer on your funnel to grow your contact list

Give me 10 lead magnet ideas for a [your business type] business to grow an email list through a funnel or website. My audience: [describe who you want to attract] My main offer or service: [what you ultimately sell] My expertise area: [what you are known for] For each lead magnet: 1. The name and format (checklist, guide, video, template, challenge, etc.) 2. The core value promise in one sentence 3. Why it would attract the right leads for my specific business 4. How long it would take me to create (hours or days) Prioritize ideas that are fast to create and directly lead into my main offer.

🔥 Funnel Page Headline Ideas

Use for: Writing compelling headlines for your first funnel or landing page

Write 10 headline options for a landing page or funnel for my business. My offer: [what I am giving away or selling on this page] My audience: [who will see this page] The main problem I solve: [describe the pain point] The main result I deliver: [describe the transformation or outcome] Give me: - 3 headlines focused on the outcome or transformation - 3 headlines that call out the specific audience - 2 headlines that lead with the problem - 2 curiosity-driven or bold headlines For each headline, also write a 1-sentence subheadline that expands on it.

👥 Social Media Content Calendar

Use for: Planning 30 days of social posts to drive traffic to your funnel or website

Create a 30-day social media content calendar to drive traffic to my website and grow my contact list. My business: [your business name and type] My platforms: [Facebook / Instagram / LinkedIn - which ones you use] My audience: [describe who you are talking to] My content goal: [get leads / build trust / drive traffic / book appointments] For each week provide a theme and 5 post ideas with: - Post type (tip, story, question, behind the scenes, promotion, etc.) - Brief description of the content (2-3 sentences) - A call to action that drives them to my website or funnel Keep the ratio: 80% value and education, 20% promotional.

📸 Testimonial and Review Request

Use for: Writing a message to send to happy clients asking for a review or testimonial

Write 3 versions of a message I can send to satisfied clients asking for a testimonial or review. My business: [your business type] What I helped this client with: [describe the result they got] Where I want the review: [Google / Facebook / internal testimonial / all three] My tone: [casual and friendly / professional / warm] Version 1: Email (under 100 words) Version 2: SMS text (under 130 characters) Version 3: A direct message on social media (under 80 words) For each include specific questions to guide what they write, such as: what was the problem before, what changed, and who would benefit from working with me.

💡 Tips for Getting the Best Results from These Prompts

  • Replace everything in brackets - the more specific your details, the better the output
  • Add your voice: Take the AI output and rewrite it in your own style before sending or posting
  • Iterate: If the first result is off, ask AI to revise specific parts - be specific about what to change
  • Save your finals: Keep a doc with your approved email templates, SMS messages, and auto-responses so you can reuse them
  • Combine prompts: Use the contact strategy, engagement email, and drip sequence prompts together to build your full first-30-days plan

AI Prompts Action Steps:

Terms Quick Reference

📚 Essential Launch Pad Terminology

Master these key terms so you can follow every step of the setup process and use the software with confidence from day one.

🚀 Launchpad

A built-in step-by-step setup guide inside the software. Enable it in Settings - Labs if it is not visible. Once active, it appears as the first item in your left-side menu and walks you through every major feature in order.

👥 CRM

Customer Relationship Management. The tools above the line in your left-side menu used to manage people already in your world - Conversations, Calendars, Contacts, Opportunities, and Payments.

⭐ Sender Reputation

A score built over time that determines whether your emails land in the inbox or spam folder. Built through engagement - especially replies. A new account starts with no reputation, which is why the warm-up process is so important.

🔥 Email Warm-Up

The process of gradually building your sender reputation on a new account by sending simple engagement emails to warm contacts first and collecting replies before sending any promotional content.

💬 Unified Inbox

The Conversations tab where all messages from every connected channel - email, SMS, Facebook Messenger, Instagram DMs, and website chat widget - flow into one single place so nothing gets missed.

🏷️ Tags

Labels applied to contacts to organize and segment them. Allow you to sort, filter, and send targeted messages to specific groups. Start with 3-4 simple tags before importing - examples include Current Customer, Warm Lead, Past Customer, and Referral Partner.

📧 Deliverability

Whether your emails actually reach the inbox. Affected by your sender reputation, list quality, and engagement history. Importing stale email addresses from old spreadsheets hurts deliverability from day one.

💬 Chat Widget

A small chat button added to your website. When a visitor fills it out, the conversation comes directly into your Conversations tab. Can have automated responses so no lead ever waits without a reply.

⚡ Payment Link

The fastest way to get paid. Create a product, generate a shareable link, send it to your contact. They click, enter their card, and you get paid. Can go from zero to paid in about 10 minutes once Stripe is connected.

📋 Invoice

A formal, itemized payment request sent directly to a contact. They receive and pay it online. Best for project-based work or ongoing service clients when you need a clear paper trail of what they paid for.

🛍 Checkout Page

A dedicated page for selling a product, typically built inside a funnel or membership course. Includes product details, pricing, and an order form. Used for courses, digital products, and funnel-based sales.

💳 Stripe Integration

The payment processor connection that enables you to accept credit card payments inside the software. Found in Payments - Integrations. Must be connected before you can create products, generate payment links, or send invoices.

📱 A2P Compliance

Application-to-Person messaging compliance. A legal registration requirement that must be completed before you can send bulk SMS text messages. Register your phone number and follow all guidelines before launching any text campaign.

⚙️ Drip Campaign

A series of pre-written emails or messages sent automatically over time to nurture leads. Set it up once and it runs in the background. Found in the Automation section below the line in your left-side menu.

📋 Smart List

A saved, filtered view of your contacts based on specific criteria - like a custom segment that updates automatically. Create one using Advanced Filters and save it so your custom view is always accessible.

🎯 Funnel

A focused, multi-step page sequence designed to accomplish one goal - typically capturing a lead or making a sale. Built in the Sites section below the line in your menu. Different from a full website in that it has one purpose per page.

💯 Opportunity

A potential deal or sale tracked in your pipeline. Opportunities move through stages - such as New Lead, Proposal Sent, Negotiation, and Closed Won - giving you a clear visual of where each prospect stands in your sales process.

⚡ Bulk Actions

A feature inside Contacts that appears when you select one or more contacts using the checkbox. Lets you take mass actions across multiple contacts at once - including sending emails, applying tags, triggering automations, and exporting.

🎯 Done Beats Perfect

The core mindset of the Launchpad training. Your first contact, email, funnel, and product do not need to be perfect - they need to exist. Once something is in your account, you can improve it. You cannot improve a blank screen.

⚙️ Labs

A section inside your software Settings where you can enable beta and preview features, including the Launchpad. Go to Settings - Labs and toggle on the Launchpad to make it appear in your left-side menu.

Your Complete Launch Pad Action Plan
Phase 1 - Foundation (Do This Before Everything Else)

Getting Your Launchpad Active:

Phase 1 Notes:

Phase 2 - Contacts and Channels

Getting Your Contacts and Communication Ready:

Phase 2 Notes:

Phase 3 - First Campaign and Warm-Up

Building Your Email Reputation:

Phase 3 Notes:

Phase 4 - Sales, Website, and Getting Paid

Setting Up Your Revenue System:

Phase 4 Notes:

Congratulations - Your Business System Is Live!
🎉

You Have Completed the Feature Launch Pad Training!

You now have a fully working business system - contacts in, channels connected, first campaign sent, payments ready to collect. The foundation is built. Now go use it.

What You Have Built
  • ✓ Launchpad activated and menu fully understood
  • ✓ Warm contacts imported with proper tags applied
  • ✓ Email, phone, and social channels connected
  • ✓ First engagement email sent to warm contacts
  • ✓ Calendar set up for appointment booking
  • ✓ Chat widget live on your website
  • ✓ Unified inbox receiving messages from all channels
  • ✓ Stripe connected and first product created
  • ✓ Payment link generated and ready to send
  • ✓ A working business system - not someday, right now
Your Launch Pad at a Glance

📈 Phase 1 - Foundation

  • Launchpad on
  • Business profile set
  • Menu understood
  • Done beats perfect

📱 Phase 2 - Contacts

  • Tags planned
  • Warm list imported
  • Channels connected
  • Calendar active

💌 Phase 3 - Campaigns

  • Engagement email sent
  • Replies tracked
  • Drip sequence planned
  • Inbox unified

💰 Phase 4 - Payments

  • Chat widget live
  • Stripe connected
  • Product created
  • First link sent
What Comes Next - Your Next Courses
  • Contacts - Rows and Columns (The 3 and 3): Master the full contacts feature - smart lists, bulk actions, advanced filters, and every column inside a contact record
  • Email Marketing: Advanced campaign strategy, sequences, and deliverability best practices
  • Calendars: Booking workflows, availability settings, reminders, and appointment types
  • Automations and Workflows: Building triggers, drip sequences, and full automation funnels
  • Sites and Funnels: Building high-converting landing pages and multi-step sales funnels
  • Payments - Deep Dive: Invoices, estimates, documents, contracts, and subscription billing
  • Reporting and Reputation: Tracking your results and growing your reviews
🎓 Download Your Completed Workbook

Complete all action steps across every phase, then download your personalized summary with all your notes, plans, and progress recorded in one place.

Complete All Action Steps to Unlock

You built the foundation.

Now go use it every single day.

You get out of it what you put into it. The system is set up. The contacts are in. The channels are live. Go send that next email, book that next appointment, and collect that next payment. 🚀