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Getting Started

From zero to a live acquisition funnel.

Seven steps to wire Meta, capture leads, score intent, and book your first private villa visit.

Setup progress
4 of 7 steps complete

Finish setup to unlock predictive scoring, host-paired visits, and Copilot briefings.

57%
Up next
Configure your first Funnel
Open builder
What you'll have
  • Live Meta attribution + Conversion API
  • Scored, segmented buyer pipeline
  • Angle-specific landing pages & emails
  • AI-briefed sales conversations
  • Host-paired private villa visits

Setup checklist

Each step opens the right module — pre-filtered to what you need.

~30 min total
Connect Meta Ads account
Done

Link Business Manager so the OS can read campaign performance and attribute leads.

Review
Verify Pixel + Conversion API
Done

Server-side events keep attribution intact through iOS privacy changes.

Review
Import or capture your first leads
Done

Upload a CSV or wire a landing page form to start scoring intent.

Review
Pick your launch angle
Done

Conscious Luxury, Passive Income, Wellness, or Legacy — one funnel per angle.

Review
5
Configure your first Funnel
12 min

Connect landing page, nurture sequence, scoring, pipeline, and visit booking end-to-end.

Open builder
6
Activate Sales Copilot
2 min

Let the AI brief reps before each call with lead psychology and next-best-action.

Enable Copilot
7
Schedule your first villa visit
4 min

Pair a buyer with a host owner and confirm a private 2-night stay.

Schedule visit
Need a guided walkthrough? The Optimization Orchestrator can suggest your first angle and pre-build the funnel for you.
Open Funnels