What should I do in my first few weeks?
A platform that does a lot of things has a problem of its own: you cannot tell where to start. This route sets an order, and the criterion is always the same: first what generates revenue, then what scales it.
Before you start
- Role: Owner or Admin for the account and receiving steps.
- If you are coming from another platform, read migrate to Clickmax first.
Week 1 — the foundation
The goal is to be in a position to sell.
- Start receiving money — begin on day one; approval takes time.
- Set up your workspace and team — structure and roles.
- Core concepts — the vocabulary that turns up everywhere else.
Week 2 — the first sale
The goal is to have an offer live.
- Product and offer from scratch
- Publish with your own domain
- First sale from scratch — including the test purchase
- Deliver in the members area, if you sell content
Week 3 — traffic and capture
The goal is to measure where the results come from.
Week 4 — relationships and automation
The goal is to stop doing by hand the things that repeat.
After the first month
With the basics running, the next gains are usually in:
- Increasing the value per customer — order bump and upsell.
- Getting other people selling for you — open an affiliate programme.
- Improving what already exists — my funnel does not convert and A/B testing in practice.
What not to do in the first month
- Building ten funnels before validating one.
- Importing your whole contact base before you have anywhere to send it.
- Creating a complex automation before the first simple one works.
Related
If it didn't work
- You got stuck on a step: every guide has an "If it didn't work" section with the most common errors.
- An option does not appear: see who can do what and the limits and quotas reference (Portuguese).