If You Need To Get Your Business Online Super Fast, This Would Be My Checklist


Your main goal with your software stack is to create automation and to ensure a sense of personalisation throughout. Automation should be mainly focused on those beginner conversations to help you filter out tyre kickers and get more qualified leads when it is time to jump in and ‘Hi {first name} so glad you’re here, how can I help you’.
The bigger the Automation, the longer it takes to build.
So keep it simple to start but like anything good, it builds to great over time.
Start with Welcome and Thank You Emails & Lead magnets/offers.
Then over time > CRM > Invoicing and onboarding tasks list. with software
Does your email marketing offer a detailed enough CRM for you?

Why Automation?

Because with automation you save money by taking away the basic Admin work of conversations calls or messages, when you save money you can afford to hire Star People. Star people or A players will make you money and save you time because they will think outside the box to help you find solutions and new markets and love what they do because it’s their jam. And they are professional.

My Checklist

Hire Someone To Build For You

Using the Brizy or Divi template, get them to build your site and then provide you with Looms or tutorials on how to edit it inhouse when you need to make minor changes.

WordPress or Shopify

Shopify is simple to set up as an ecommerce store but the expenses are higher than a WordPress platform in an ongoing basis. Also their custom data for Analytics is in a Black Box = expensive to get to. Divi theme with Brizy drag and drop templates are super easy and fast to set up. Or Elementor does the same thing.

Build Content = Organic Traffic

Review your products, teach people about the end result your business provides, look at your data and see what people are reading on your site and which social media site is giving you the best leads. Go to groups and listen to the frictions people have there and write content.

Hosting Company

This part will be worth the investment to go with a good one. Blue Host or SiteGround provide some dev support 24/7 so worth the extra expense. There are others but always ask yourself key questions based on your teams abilities to find the right service for you. It's important though that they have 24/7 support & developers on their support team. Ask those questions as you explore options.

Smart Google Ads

This is where your Analytics comes in SUPER handy. Either FB or Google Ads audience builds are better done with smarter data. Not just pageviews and big conversions like Forms or Sales but the data that shows the intention to buy or convert but for some reason they didn't. The audience you build for your Ads will make the difference in your Ad spend being profitable and Conversion Rate being in the 20+% range.

Analytics Account

Set up your Analytics Account and get your basic data populating. A basic Google Tag Manager set up will give you quality data. If you are starting out then use basic GA set up and embed your code on your site. You can scale with that data. If you have traffic, get better data with GTM.

Find Your Social Platform

Be it Instagram, YouTube or Facebook find where you get converting traffic and hustle over there. Find someone who is good at that platform and identify if they have some free training, find your person in your team and get them to learn it and Canva too.


Hosting - Choose Wisely

Blue Host I don’t have experience with but people rave about. I have been with Siteground for 5 years. They offer basic and some advance tech support in your hosting package. A good host will keep your Dev (developer) costs down.


Make Sure Your Stack Speaks to Each Other

Look for natural integrations without Zapier, cause if there is a problem with non-native integrations your data will be more off line while your business is online. That’s especially important with data and leads and sales.


Learn How To Edit Your Site Yourself

Make sure someone on your team or yourself learns how to do the blogs and make changes to Key pages if you need to. A drag and drop build = lower costs for Landing Pages when you do new campaigns.​

Online Business Liftoff Coaching.

Previously in my Agency I used to build websites and I do believe you need a designer to get your templates and flow set up but if you are going to bring the management of your website in house it needs to be simple to use.

The team over at Online Business Liftoff have created this cool playlist of all the tools you will need to get your business online. Checkout their YouTube Channel for some great tips for budding business people or people who want to monetise their side hustle.


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