Faith Driven Entrepreneurs Charlotte Launch SOP

Step 1: Create the Landing Page in WordPress

1. Log in to the WordPress admin dashboard for innershift360.com.
2. Go to Pages → Add New.
3. Title the page: Faith Driven Entrepreneurs Charlotte.
4. Set the permalink/slug to: faith-driven-entrepreneurs.
5. Open the page with Elementor.
6. Create a hero section at the top with a light cream or white background.
7. Add headline: Faith Driven Entrepreneurs Charlotte.
8. Add subheadline: Grow Your Business. Deepen Your Faith. Build Your Legacy.
9. Add a short description explaining that the group is for entrepreneurs, founders, investors, and professionals who want faith, business strategy, accountability, referrals, and prayer.
10. Add a button that says: Apply for the Founding Circle.
11. Set the button link to scroll to the application section using: #application.
12. Create a section lower on the page and set the section CSS ID to: application.
13. Save the page as draft until the form is embedded and tested.

Step 2: Add Required Website Sections

1. Add a section titled: Who This Is For.
2. Include bullets: entrepreneurs, founders, business owners, investors, consultants, professionals, and faith-driven leaders.
3. Add a section titled: What to Expect.
4. Include: online meetings, every other Tuesday, 1:00 PM, 90-minute sessions, study discussion, business hot seats, referrals, accountability, and prayer.
5. Add a section titled: Why Join.
6. Include benefits: faith-centered business conversations, practical strategy, meaningful relationships, referral opportunities, leadership growth, and legacy building.
7. Add a facilitator section with Dr. J.R. Andrews’ photo, name, and short bio.
8. Add a final CTA section above the form: Ready to Join the Founding Circle?

Step 3: Create the Application Form in GoHighLevel

1. Log in to GoHighLevel.
2. Go to Sites → Forms → Builder.
3. Click Create New Form.
4. Name the form: Faith Driven Entrepreneurs Application.
5. Add these fields in this order:
   • First Name
   • Last Name
   • Email
   • Phone
   • Company Name
   • Website
   • Industry
6. Add dropdown field: Business Stage.
7. Dropdown options: Idea Stage, Startup, Growth, Established.
8. Add paragraph field: What is your biggest business challenge right now?
9. Add paragraph field: Why do you want to join this group?
10. Add dropdown field: How did you hear about us?
11. Dropdown options: LinkedIn, Facebook, Referral, Church, Website, Other.
12. Add checkbox: I agree to receive communications about Faith Driven Entrepreneurs Charlotte.
13. Change submit button text to: Apply for the Founding Circle.
14. Save the form.

Step 4: Embed the GHL Form on the Website

1. In GoHighLevel, open the completed form.
2. Click Integrate Form or Embed.
3. Copy the embed code.
4. Return to the WordPress page in Elementor.
5. Scroll to the application section.
6. Drag in an HTML widget.
7. Paste the GHL embed code into the HTML widget.
8. Click Update.
9. Open the page in a new private/incognito browser window.
10. Submit a test application using a test name and email.
11. Confirm the form submission appears inside GoHighLevel contacts.

Step 5: Create the GoHighLevel Pipeline

1. In GoHighLevel, go to Opportunities → Pipelines.
2. Create a new pipeline named: Faith Driven Entrepreneurs.
3. Add these stages:
   • Application Submitted
   • Application Reviewed
   • Discovery Call Scheduled
   • Accepted
   • Active Member
   • Follow Up Later
   • Inactive
4. Save the pipeline.
5. Submit another test form and confirm the test contact can be manually added to the pipeline.

Step 6: Create the Automation Workflow

1. Go to Automation → Workflows.
2. Click Create Workflow.
3. Name it: FDE Application Follow-Up.
4. Add trigger: Form Submitted.
5. Select form: Faith Driven Entrepreneurs Application.
6. Add action: Add Tag.
7. Tag: FDE-Applicant.
8. Add action: Create/Update Opportunity.
9. Select pipeline: Faith Driven Entrepreneurs.
10. Select stage: Application Submitted.
11. Add action: Send Email.
12. Add action: Send SMS.
13. Add action: Internal Notification to alert the team that a new application was submitted.
14. Save the workflow.
15. Turn the workflow from Draft to Published.
16. Submit a test form and confirm the email, SMS, tag, opportunity, and notification all work.

Step 7: Create the Discovery Call Calendar

1. Go to Calendars → Calendar Settings.
2. Create a calendar named: Faith Driven Entrepreneurs Discovery Call.
3. Set appointment length to 15 minutes.
4. Set availability windows.
5. Add custom questions:
   • What is your business?
   • What do you hope to gain from the group?
   • What is your biggest business challenge?
6. Copy the calendar booking link.
7. Add the booking link to the follow-up email for applicants who should schedule a call.
8. Test the booking link on desktop and phone.

Step 8: Create the QR Code

1. Use the landing page URL: https://innershift360.com/faith-driven-entrepreneurs.
2. Open Canva, QR Code Generator, or another QR code tool.
3. Paste the landing page URL.
4. Generate the QR code.
5. Download it as a PNG file.
6. Name the file: fde-charlotte-qr-code.png.
7. Upload it to WordPress Media Library.
8. Add it to the website near the application section.
9. Add it to the promotional graphic.
10. Scan it with a phone before publishing.

QR Code Preview

Apply Now

Step 9: Create Promotional Graphics

1. Open Canva.
2. Create designs in these sizes:
   • LinkedIn Post: 1200 × 1200
   • Facebook Post: 1200 × 1200
   • Instagram Post: 1080 × 1080
   • Instagram/Facebook Story: 1080 × 1920
   • LinkedIn Banner if needed: 1584 × 396
3. Use InnerShift360 colors: cream, burgundy, gold, white, and black text.
4. Use a light, clean header. Do not use a dark heavy header.
5. Add diverse entrepreneurs or a modern business discussion image.
6. Add headline: Faith Driven Entrepreneurs Charlotte.
7. Add subheadline: Where Faith, Business & Legacy Meet.
8. Add CTA: Scan to Join the Founding Circle.
9. Add QR code.
10. Add date/time: Every Other Tuesday at 1:00 PM | Online | 90 Minutes.
11. Export each graphic as PNG.

Step 10: Publish and Test Everything

1. Open the WordPress page on desktop.
2. Click every button.
3. Submit a test application.
4. Confirm the test contact appears in GHL.
5. Confirm the correct tag is applied.
6. Confirm the opportunity appears in the pipeline.
7. Confirm the confirmation email arrives.
8. Confirm the confirmation SMS arrives.
9. Open the page on a phone.
10. Scan the QR code from another device.
11. Fix any spacing, broken buttons, or form issues.
12. Once tested, publish the page.

Step 11: Weekly Operating Checklist

1. Check new applications every Monday, Wednesday, and Friday.
2. Move each applicant to the correct pipeline stage.
3. Send personal follow-up to strong applicants.
4. Invite 5 new prospects per day.
5. Post about the group 2–3 times per week.
6. Update the member/applicant tracker weekly.
7. Review automation performance weekly.
8. Test the QR code and landing page once per week.

Step 12: Meeting Reminder Process

1. Seven days before the meeting, send an email reminder.
2. Two days before the meeting, send an SMS reminder.
3. Morning of the meeting, send a final reminder.
4. After the meeting, send a recap email with:
   • Key takeaways
   • Prayer requests
   • Business needs
   • Referral opportunities
   • Next meeting date