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Verify the stack and mark launch-ready

Run one end-to-end check across everything you have set up.

About 45 min · easy · free

Do these first

You can read this step now, but it will not work until those are done.

Why this matters

Each tool can look fine alone and still fail as a chain.

Doing it

Step by step

  1. Submit a test enquiry through your own website

    Behave exactly like a customer would.

  2. Follow it through the pipeline to an estimate

    Confirm the enquiry reached you, got logged, and produced a quote.

  3. Pay the test invoice and check the books

    Confirm the payment reaches the bank account and shows up in accounting. Then mark yourself launch-ready.

Official help

Get your AI to help

Hand this to your AI

Verify the whole stack works

Prove that an enquiry can travel from the website to a paid invoice recorded in the books.

How should it behave?

It stops and asks you before going further: Stop before recommending new tools. If a handover fails, name the specific gap first.

Legal, tax and financial rules differ by state and change. This is process guidance, not legal, tax or financial advice - for a binding answer, use the official agency source or a licensed professional in your state. Any tool named is a suggestion to evaluate, not a requirement.

You're done when

A single test enquiry has travelled from the website, into the pipeline, to an estimate, to a paid test invoice, and landed in accounting.

  • An enquiry can become a paid job end to end

    Walk one test customer through every step yourself.

    Not yet

Check it worked: Walk the chain yourself as if you were a customer, and confirm every handover happened.

Almost there

Still to confirm: An enquiry can become a paid job end to end.

If it goes wrong

Wherever the chain breaks is your next task - usually a missing connection between two tools rather than a broken tool.