MAX Estate Plan Living Trust Funnel Implementation Checklist

MAX Estate Plan -Living Trust Business Implementation Checklist

This interactive checklist is based on everything we mapped out today: your GHL funnel, Gemini automations, Facebook and Google ads, consultation process, review system, and launch plan.

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Fast realistic launch: 10-14 business days

Lean version: 5-7 business days if you focus on the minimum viable launch first.

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Minimum viable launch order

1) Funnel + form
2) Calendar + workflows
3) Ads + tracking
4) Review + optimization

Tip: Do not wait for perfect. Launch the core funnel first, then improve messaging and creatives once data starts coming in.

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Core accounts, tools, and assets you should have ready before you start

  • GoHighLevel account with funnel builder, forms, workflows, calendar, and email/SMS configured
  • Google Gemini access or another AI endpoint if you plan to automate messaging and lead scoring
  • Zapier or Make for webhook automation if GHL and Gemini are not connected directly
  • Meta Ads Manager account and Facebook page
  • Google Ads account and conversion tracking access
  • Business domain, logo, brand colors, contact info, privacy policy, and terms/disclosures
  • Vegas offer details, fulfillment terms, and any compliance language you want displayed
  • Your review link, consultation calendar availability, and basic sales script

Note: This timeline assumes you already have your business basics in place. If you still need domain/email/SMS verification, add 1-3 extra days.