✅ Sales OS System: Step-Gated Setup Checklist
📌 Objective:
Build a fully automated pipeline that books calls, increases show-up rates, and closes deals—without you manually doing a damn thing.
🔐 Step 0: Sync Your Calendar & Zoom
Goal: Link your calendar + Zoom so every call is auto-scheduled and auto-linked.
✅ Completion:
Google or Outlook calendar synced
Zoom connected (auto-generates links)
Timezone set to your local region
📅 Step 1: Create or Update Your Sales Calendar
Goal: Set up the calendar where prospects book their calls.
✅ Completion:
Sales calendar created
Availability + buffer time configured
Max daily call cap set
⚙️ Step 2: Configure Calendar Settings
Goal: Control the user experience with smart scheduling rules.
✅ Completion:
Branded calendar image uploaded
Call length adjusted (e.g. 15, 30, 45 min)
Scheduling window limited (e.g. 24h buffer)
Qualifying form attached (pre-filters leads)
🧠 Step 3: Review the Sales Automation
Goal: Ensure every part of your automated flow is firing correctly.
✅ Completion:
Workflow is published
Triggers + tags match the pipeline
Call booked → tag applied → lead enters correct pipeline stage
💬 Step 4: Update All Sales Messaging
Goal: Increase show rates and close rates with pre + post-call messages.
✅ Completion:
Pre-call reminders set up via SMS & email
Post-call follow-up based on outcome
WhatsApp enabled (optional)
🔄 Step 5: Configure Post-Call Outcomes
Goal: Automate next steps based on whether they showed or no-showed.
✅ Completion:
Outcome options configured: Showed / No-Show
No-Show → Reactivation flow triggered
Showed → Sales progression & follow-up sent
Pipeline moves reflect call outcome
🧪 Step 6: Test the Full Flow
Goal: Simulate the full sales booking + automation system.
✅ Completion:
Book a test call via calendar
Receive pre-call reminder
Complete call → post-call outcome triggered
Follow-up message sent
Pipeline updated accordingly
🧲 Step 7: Build or Optimize Your Booking Funnel
Goal: Create the page that gets the click AND the booking.
✅ Completion:
Funnel headline has a strong hook
Sales calendar embedded
Confirmation page redirects correctly
Funnel connected to CRM/pipeline
🧠 Sales OS Outputs:
Once complete, you’ll have:
✅ A self-booking calendar with synced Zoom links
✅ A self-booking calendar with synced Zoom links
✅ Automated reminder & follow-up sequences
✅ Lead progression through the pipeline
✅ A funnel that converts visits into booked calls
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