Your Customer’s Sales Funnel

Standard path (most common)

1. Landing Page → A visitor reads your promise, sees featured agents, and clicks your primary CTA (e.g., “Get started”).

2. Sign-up → They enter name + email to create an account.

3. Checkout → They add card details and subscribe at the price you set in Pricing.

4. Access → They’re taken straight into your AI platform (your brand).

5. Money-back window → If they don’t cancel within 14 days, the subscription continues.

6. Renewals → The plan then auto-renews monthly until they cancel.

Variations you can use

• Direct checkout link: Skip the Landing Page and send prospects straight to checkout (best for warm leads and promos).

• Landing Page first: Use the LP to educate and pre-sell, then route to checkout (best for cold traffic and ads).

What you configure

• Message & proof: On the Landing Page (headline, outcomes, featured agents, CTA).

• Price & plan name: In Pricing (the amount your customers pay).

• Checkout experience: In Checkout (guarantee block, trust badges, FAQ, and optional conversion booster).

Good practice

• Keep one clear CTA on the Landing Page.

• Match LP promise ↔️ agent outcomes shown in Product.

• Use the checkout guarantee and badges to reduce friction.

• For warm audiences, test sending the checkout link directly.

Payout timing (when you receive funds)

• 14-day money-back window: Each new customer payment is held during their refund period.

• Available to withdraw: After day 14, that transaction moves into your Balance in Finance.

• How to get paid: Go to Finance → Pay out funds to transfer money to your bank (make sure your Payout Information is completed).