Lesson 9 of 16 · Learn · 15 min
2.3 Build it, and test it three ways
Build in the owner's business, from your Builder area: Businesses → Open, and check the bar says Building for their business. Some parts stay with the owner (money, payouts, sales, who's on the team, staff pay, closing the day, customers' messages, buying a web address). For those, sit with the owner and guide them on their own login; they're marked (owner) below. Use this checklist; tick only the parts in your plan.
Foundation (always)
- ☐ The business in your Builder area (Add a business or Ask an owner); the owner has two-step sign-in on (the introduction)
- ☐ Business set up by chat; How you work with the business's words, steps, details and checklists (Course 1 Module 1)
- ☐ Account & Settings → Your business complete: hours, location with landmark, prices, delivery, payment (feeds the 24/7 chat)
- ☐ Features: only what the business uses
Getting paid
- ☐ (owner) Lynk Pay set up; payout account in the business's name; tested in test mode (Course 2)
- ☐ (owner) Verification started for live mode
Getting found (Course 3)
- ☐ Website: what + promise + where headline, real photos, four or five pages, buttons that say what happens
- ☐ (owner) Domain bought by the owner, then connected by you, or a plan to
- ☐ 24/7 chat answers five customer questions correctly
- ☐ Google profile requested; the owner knows how Google will check
- ☐ Links page (if on); website on the owner's phone
- ☐ Sent for approval, and live (until you're certified, every website waits for Lynk's check)
Bookings or orders (Course 3 Module 3)
- ☐ Services or products complete, with photos
- ☐ Booking rules or shop settings agreed with the owner
- ☐ A test booking or order handled end to end
Running the business (Course 1)
- ☐ Shops: products, till settings, suppliers, Simple mode or logins; (owner) closing the day
- ☐ Booked services: specialists, chairs, calendar, balances, memberships if useful
- ☐ Jobs: steps, required details and checklists, step rules, documents
- ☐ Rentals or parcels: rules, roles, areas and fees
- ☐ (owner) Team with the right roles; branches if any; staff & payroll and expenses
Growing (Course 4)
- ☐ Growth automations on (thank enquiries, follow up, bring back, birthday, review)
- ☐ Customers marked as agreed only when true; an audience
- ☐ One flyer following the seven rules; one offer; one campaign planned
- ☐ Post for me (if Facebook or Instagram is connected), on Ask me first
Test it like a customer, a worker and the owner. Before handover, test everything three times, as three different people. Use test mode for payments.
As a customer (on a phone that isn't yours, or a private window)
- ☐ Find the business on the website; is it clear what, where and how to reach them in five seconds?
- ☐ Ask the 24/7 chat three questions
- ☐ Book or order, and pay (test)
- ☐ Get the confirmation, reminder or tracking texts
- ☐ Cancel or change a booking as the customer
As a worker (sign in with a worker's role)
- ☐ Can do their job: sell, book, move a job
- ☐ Can't see what they shouldn't (the business's money, Features)
As the owner (sit with them, on their login)
- ☐ The morning brief arrives
- ☐ A day can be closed
- ☐ Overview, Income & expenses and Results make sense
- ☐ Lynk AI answers: How were sales this week?
Fix everything you find. Write down what you fixed.
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