Test Your Marketing System

Make sure everything’s working before you start sending traffic and collecting leads.

Before you launch, it's important to test every part of your system, just like a final walkthrough before opening your doors. This helps you catch small issues and ensures that everything looks, feels, and functions like it should.

In this guide, you’ll:

  • Publish all your key assets — funnels, site, calendars, automations
  • Test your lead signup flow to ensure responses are working
  • Run through your lead generator like a customer would

By the end, you’ll know your system is ready for real customers.

Publish Everything

Make sure all your core tools are live and connected:

  1. Go to each section of your dashboard:
    • Funnels: Open each funnel and click “Publish”
    • Website: Make sure your site is live and connected to your domain
    • Calendars: Confirm they are active and have availability set
    • Automations: Click into each and confirm the status is “Published”

📌 If any item says “Draft” or “Inactive,” it won’t run. Be sure everything is live.

Test Your Lead Signup Flow

Now that everything’s published, act like a lead and go through the process.

  1. Open your main funnel or lead form in an incognito/private window.
  2. Fill it out with your info (use a real email so you can see what the follow-up looks like).
  3. Check that:
    • You get a confirmation message or email
    • Your contact shows up in the Conversations and Contacts tabs
    • Any automations tied to the form run as expected

💡 This is your chance to tweak language, timing, or layout before it goes live to customers.

Related Guides

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Test the Lead Generator

Your lead magnet is a powerful tool, let’s make sure it’s working end to end.

  1. Submit your lead magnet form or pop-up.
  2. Confirm that:
    • The PDF or offer is delivered instantly
    • The follow-up automation runs (text, email, or both)
    • The lead is properly tagged or labeled in your CRM

📬 Make sure every message looks good on both desktop and mobile.

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You’re Launch-Ready

Everything is live, tested, and functioning just the way it should. Now you can confidently share your marketing system with the world.

Action Plan

What’s Next?

  1. Fix any issues you spotted during testing.
  2. Turn on your ads, social posts, and booking links.
  3. Keep checking your dashboard for new leads and messages.

And if anything doesn’t feel quite right, reach out. We’re happy to double-check your setup with you.

Frequently Asked Questions

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