✅ Course OS System: Micro-Step Checklist
📌 Objective:
Launch a fully automated, high-converting course with onboarding, automation, and subscription setup.
🧱 SECTION 1: Build Your Course Product
🔨 1.1 Create the Course
Go to: Memberships > Products
Click “+ Create Product”
Choose Blank or Template
Name your course (e.g. “Creator Launch OS”)
📂 1.2 Organize the Curriculum
Add Categories (modules or phases)
Inside each category, add Lessons
Drag + drop to reorder content
Add files, videos, PDFs, etc. to each lesson
📊 1.3 Add Assessments (Optional)
Add quizzes or assignments
Select question type: multiple choice, short answer, etc.
Assign passing grades if required
🎨 1.4 Customize Course Appearance
Set course title, subhead, and description
Upload a course thumbnail
Customize layout: colors, backgrounds, branding
✅ Course Build Complete
⚙️ SECTION 2: Set Up Course Automation
⚡ 2.1 Access Automation Builder
Go to: Automations > Launch Pack
Select: Step 10 | Course Automation
🎯 2.2 Configure Trigger & Entry Point
Trigger: “Access Granted to Product”
Select your Course from the dropdown
🏷 2.3 Add Workflow Actions
Action: Add Tag → e.g., “Course Member”
Action: Update Opportunity in Pipeline → Add to “Members Pipeline”
Action: Increase Engagement Score
💌 2.4 Add Follow-Up Sequence (14 Days)
Day 0: Welcome email or SMS
Day 3: “How’s it going?” Check-in message
Day 7: Feedback/Progress prompt
Day 14: Offer support or upsell CTA
✅ Course Automation Live
💳 SECTION 3: Set Up Course Offers & Subscriptions
🛒 3.1 Create the Offer
Go to: Courses > Offers
Click: “+ New Offer”
Name your offer (e.g. “Launch OS Access”)
Link to your Course Product
💰 3.2 Set Pricing & Subscription
Choose Pricing:
- Free
- One-Time (e.g. $99)
- Recurring (e.g. $49/month)
(If Recurring) → Set:
- Billing cycle
- Trial days
- Setup fee
- Custom price label
🖼️ 3.3 Customize Offer Page
Add offer image (match course branding)
Add description and benefits
Configure checkout form fields
📜 3.4 Add Legal & Agreements
Include Terms of Service link
Add Refund Policy
Optional: Upload Service Agreement PDF
🔗 3.5 Finalize & Share
Click: “Publish Offer”
Copy the checkout link or embed in a funnel
✅ Offer is Ready to Sell
🧠 Course OS System Outputs:
✅ Course → Live
✅ Automation → Installed
✅ Offer → Published
✅ Nurture → Triggered
Let’s complete the system with Step 4: Build Your Course Funnel using the 🔥 Courseprenuer Funnel Template from OS.
This final piece connects your product to your page, your page to your checkout, and your checkout to your pipeline.
🧱 SECTION 4: Build Your Course Funnel (Courseprenuer Template)
📌 Goal: Build a full-funnel journey—from hook → offer → checkout → confirmation.
🧰 4.1 Select the Funnel Template
Go to: Sites > Funnels
Click “+ New Funnel” → Select Courseprenuer Funnel
Choose Light or Dark version (both include Sales Page, Checkout, Thank You)
🎯 4.2 Customize the Sales Page
✍️ Add Key Sections:
Headline: Hook-based promise (e.g., “Launch Your Digital Offer in 7 Days”)
About: Share your authority, transformation, and social proof
What’s Inside: Bullet list of course modules or outcomes
Bonuses: Add urgency and extra value
Testimonials: Drop client or student proof
CTA Button: Scroll to checkout or pop-up
💳 4.3 Configure the Checkout Page
Connect the Course Offer you built in Step 3
Add testimonials, badge, and FAQs
Enable coupon codes (optional)
Add Legal Links: Terms, Refund Policy
✅ 4.4 Confirmation Page Logic
“Thank You” page confirms purchase
Add next steps:
Access Course (Login link)
Join Community or Calendar
Drop tracking event (e.g., Purchase → Facebook Pixel or GA4)
🔁 4.5 Test the Full Funnel
Visit Sales Page > Click CTA > Go to Checkout > Submit Test Order
Check:
Payment triggered offer access
Confirmation page fires
Course automation starts
✅ Final Funnel Stack Includes:
- Sales Page
- Checkout Page
- Confirmation Page
- Course Access Trigger
- Thank You Next Steps
- Full Funnel Analytics
Made with Bullet