Your path to the first sale: a 10-step checklist
Everything you need to do, in order, from signup to the first payment.
The goal is to get your first application or first sale within the first 14 days. The order below is the path to the fastest result with the least work.
- Choose your role and complete Setup. Setup Wizard
- Fill in your Brand Kit: logo, color, instructor photo, and short bio. Brand Kit
- Open your payment path: connect iyzico/PayTR, or at least turn on bank transfer. Connecting payments
- Enter your legal information. The checkout can't show the seller without it. Settings › Legal
- Pick a single offer: for a first sale, the easiest is a paid one-on-one call or a small course.
- Publish a free guide (lead magnet) and grow your list with it. Ebook
- Check that the welcome series is on: in the series Setup creates, the first email goes out right away and the following ones 24 hours apart. Automation
- Set up an appointment type: a free intro call is the step that raises sales the most for expensive products. Appointments
- Press Publish all in the Setup Canvas. Canvas
- Share your link: Instagram bio link, WhatsApp status, email signature. Use source-tagged links so you can see what works. Source tracking
Realistic expectationsFor expensive products, the rate of selling directly from a sales page is low; an intermediate step such as a webinar, a free call, or a challenge noticeably increases sales.