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:
- 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”
- Funnels: Open each funnel and click “Publish”
📌 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.
- Open your main funnel or lead form in an incognito/private window.
- Fill it out with your info (use a real email so you can see what the follow-up looks like).
- 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
- You get a confirmation message or email
💡 This is your chance to tweak language, timing, or layout before it goes live to customers.
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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.
- Submit your lead magnet form or pop-up.
- 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
- The PDF or offer is delivered instantly
📬 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?
- Fix any issues you spotted during testing.
- Turn on your ads, social posts, and booking links.
- 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
