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Your first 7 days
One focused hour a day for a week, in the order that stops you doubling back. By day seven you have an offer people can find, book and pay for.
Day 1: Get in and get oriented
Know where everything lives before you change anything.
- How to Log In to MONDAi
Get in, and know how to get back in.
- How to Navigate the MONDAi Dashboard
Learn the map before you start moving.
- How to Set Up Your Business Profile
Your details flow into invoices, emails and booking pages.
- How to Set Your Timezone and Notifications
Set this now, or every calendar slot you create will be wrong.
Day 2: Make it yours
Clients should see your brand, not the software.
- How to Customize Your Platform Branding
Logo and colours across everything a client touches.
- How to Connect Your Custom Domain
DNS takes time to propagate, so start it early in the week.
- How to Set Up Your Client Portal
The front door your clients actually log into.
- How to Invite a Team Member
Bring anyone helping you in now, with the right access.
Day 3: Get paid
Something real that someone could buy today.
- How to Connect Stripe to Take Payments
Nothing can be sold until this is live.
- How to Create Your First Product
Your price and payment type, ready to attach to anything.
- How to Create a Payment Link in MONDAi
Take a payment today, before any funnel exists.
- How to Set Up a Payment Plan for a Course or Program
Optional, but easier to set up now than to retrofit.
Day 4: Open your calendar
A link people can book you through.
- How to Set Up Your Booking Calendar
The calendar itself: type, duration, link.
- How to Set Your Availability and Block Times in MONDAi
Without hours set, your calendar offers nothing.
- How to Connect Google Calendar
Stops MONDAi booking over your own commitments.
- How to Set Up Appointment Reminders in MONDAi
The cheapest fix for no-shows there is.
Day 5: Bring your people in
Your existing audience, organised well enough to act on.
- How to Import Your Existing Contact List into MONDAi
Get the CSV right once and the rest of the week is easier.
- How to Use Tags to Organise Your CRM in MONDAi
Tags are how you segment, and how automations start.
- How to Use Smart Lists to Segment Your Audience in MONDAi
Turn those tags into audiences you can send to.
- How to Set Up a Sales Pipeline in MONDAi
See who is actually moving toward becoming a client.
Day 6: Turn on your first automation
One follow-up that runs without you.
- How to Set Up Email Sending in MONDAi So Your Emails Actually Land in the Inbox
Authenticate first, or your automation emails land in spam.
- Understanding Workflow Triggers and Actions
Ten minutes here saves an afternoon of debugging.
- How to Build Your First Workflow
Build one small one end to end.
- How to Test a Workflow Before Activating
Test on yourself before it reaches a real contact.
Day 7: Put your offer live
A page that takes money, tested before you share it.
- How to Build Your First Funnel
Landing page and checkout, using the product from day 3.
- How to Add an Order Form to a Funnel Page
The element that actually takes the payment.
- How to Test Your Funnel Before Going Live
Buy from yourself once. Always.
- How to Preview and Publish Your Page
Publish, then send it to one person before everyone.