First-Time Setup Wizard

The WP Marketing Pro Setup Wizard helps you get up and running quickly by guiding you through the essential first steps of building your marketing system.

The wizard is designed to help new users create a clear marketing roadmap before building pages, funnels, campaigns, or automations.

Most users can complete the setup process in less than 10 minutes.

Launching the Setup Wizard

The Setup Wizard automatically appears after activating WP Marketing Pro for the first time.

If you skipped the wizard, you can launch it at any time by navigating to:

WP Marketing Pro → Guided Tour

Step 1: Welcome to WP Marketing Pro

The first screen introduces the platform and explains how WP Marketing Pro helps you:

Create a Marketing Plan
Generate an Action Plan
Build Funnels and Landing Pages
Capture Leads
Manage Marketing Activities
Track Business Growth

Click Get Started to continue.

Step 2: Your Information

Provide your basic information.

Typical fields include:

Name
Business Name
Email Address
Phone Number (Optional)

This information helps personalize your experience throughout the platform.

Step 3: Create Your Marketing Plan

The Marketing Plan is the foundation of WP Marketing Pro.

You will answer a series of questions about:

Your business
Your services
Your target audience
Your goals
Your marketing challenges
Your budget
Your timeline

The more accurate your answers, the more personalized your recommendations will be.

Step 4: Review Your Results

Once your Marketing Plan is complete, WP Marketing Pro generates:

Personalized Recommendations
Marketing Priorities
Growth Opportunities
Action Steps
Marketing Score

These results are used throughout the platform.

Step 5: Generate Your Action Plan

WP Marketing Pro automatically converts your Marketing Plan into a practical action roadmap.

Tasks may include:

Creating landing pages
Setting up email campaigns
Improving SEO
Launching advertising campaigns
Building funnels
Creating content

Your Action Plan becomes the foundation of your Marketing Dashboard.

Step 6: Explore the Marketing Dashboard

The Dashboard gives you a centralized view of:

Marketing Score
Priority Tasks
Growth Opportunities
Action Plan Progress
Recommendations

This is where most users begin their daily workflow.

Step 7: Explore the Builders

WP Marketing Pro includes powerful visual builders for creating marketing assets.

Available builders include:

Funnel Builder
Landing Page Builder
Smart Ad Builder

These tools allow you to launch campaigns without needing multiple plugins or external services.

Step 8: Set Up Your CRM

The built-in CRM helps you:

Capture Leads
Manage Contacts
Track Opportunities
Record Notes
Monitor Customer Activity

Every lead generated through WP Marketing Pro can be managed from one location.

Step 9: Activate Additional Features

Depending on your needs, you may also configure:

Email Marketing
Automation Engine
Affiliate Programs
WooCommerce Integration
AI Tools
Integrations & Webhooks

These features can be enabled at any time.

Completing the Setup Wizard

After completing the wizard, you will have:

✓ A completed Marketing Plan

✓ A personalized Action Plan

✓ A configured Dashboard

✓ Access to all WP Marketing Pro tools

✓ A clear roadmap for growing your business

Recommended Next Steps

Now that setup is complete, continue with:

Creating Your First Marketing Plan
Understanding Your Marketing Dashboard
Understanding Your Marketing Score
Creating Your First Landing Page
Creating Your First Funnel
Capturing Your First Lead

Congratulations! Your WP Marketing Pro marketing system is now ready to use.