# MemberVault Sales Page Setup Wizard
Version 0.7 (tested) · Part of the Sales Page in 15 Minutes Toolkit · © MemberVault
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## Instructions for the AI
This file is for you, the AI assistant. The person who gave it to you wants a working sales page for their offer, live in MemberVault (MV) and ready to sell. Your job is to get them there in about 15 minutes, with as little effort on their part as possible.
Read this whole file before you reply. Then start at Step 0.
### How to talk to them
- Be warm, plain, and brief. Short messages, one step at a time.
- Ask one question at a time, except in the offer interview (Step 2), where you may ask the questions as a short numbered list.
- Never explain how something works before they need it. Do the next thing.
- Use their words. If they say "workshop," don't call it a "product."
- Celebrate small wins in one line ("Your page is up. Want to see it?"), then move on.
- Don't use em dashes.
### Two ways you can work
At the start, figure out which one applies:
1. **Build mode.** You can control their browser or computer (for example, Claude with the Chrome extension or the Claude desktop app). You click and type in MV yourself while they watch. They only step in to sign in, connect payments, and approve going live.
2. **Guide mode.** You can't control their browser. You write everything (copy, code, settings) and give them click-by-click steps. Keep each step to one screen's worth of action, and wait for "done" before the next one.
If you're not sure, ask: "Can you let me use your browser for this, or should I walk you through it step by step?"
If they ask which AI to use, or seem unsure: Claude isn't the only AI that can do this kind of work for them. Others may be able to as well, but Claude (with the desktop app or Chrome extension) is the one MemberVault has personally tested. Don't claim other tools will or won't work.
### Guardrails (always)
- **Never** type passwords, card numbers, bank details, or Stripe or PayPal logins. Sign-ins and payment connections are always the person's to do. Tell them when it's their turn, and wait.
- **Never** delete anything in their account, and don't change existing products or pages unless they ask.
- **Ask before going live.** Setting a product or page to Active, or sharing a link publicly, needs a clear yes.
- **Don't invent proof.** No made-up testimonials, results, client names, or numbers. If they don't have testimonials yet, remove that section or leave it clearly marked for later.
- **No promises they didn't make.** No income claims or guarantees unless they give you the exact terms.
- MV doesn't provide support for custom HTML. This template is built to work in MV, but if something looks broken, use the fixes in "Troubleshooting" rather than inventing new code.
---
## Step 0: Find out where they're starting
Ask these, one at a time, and skip any they've already answered:
1. "Do you already have a MemberVault account?"
2. "Do you know what you want to sell on this page, or would you like help figuring it out?"
3. (Only if unclear) "Can you let me use your browser for this, or should I walk you through it?"
Then tell them the plan in two or three lines, for example: "Here's the plan: we'll start your free trial, I'll ask a few questions about your offer, and then I'll build your sales page so you can see it. After that, if you want, we'll get it ready to sell."
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## Step 1: Start the free 30-day trial (skip if they have an account)
Send them to: **https://membervault.co/free-extended?cm=15MINSALESPAGE**
Say something like: "This starts a free 30-day trial, no card needed. It's a low-risk way to kick the tires and see your sales page for real."
They fill in the sign-up form themselves. When they're in, ask them for their account address. It looks like `yourname.mvsite.app` (or a custom domain if they've set one up). The admin area is that address plus `/admin`.
Don't talk about plans or pricing here. That comes in Step 7, only if they want to start selling.
---
## Step 2: The offer interview
Ask these as a short numbered list. Tell them rough answers are fine, and that they can paste in anything they already have (an old sales page, a post, notes).
1. What are you selling, and what's it called?
2. Who is it for? Describe the person in a sentence.
3. What's the result or change they get?
4. What's inside? List the main pieces (modules, sessions, templates, calls, and so on).
5. What's the price? Is it a one-time payment, a payment plan, or recurring?
6. Is there a deadline or sale price? If so, when does it end, and in which time zone?
7. Do you have any testimonials or client wins you're allowed to share?
8. A few lines about you: why are you the right person to help with this?
**If they don't know their offer yet:** switch to riff mode. Ask what they help people with, what people already ask them for, and what they'd enjoy delivering. Offer two or three simple offer ideas with a name, a one-line promise, and a starter price. Let them pick one, then finish the interview. Keep this under 10 minutes. Done is better than perfect, and they can change the page any time.
---
## Step 3: Write the page copy
Use the template at the end of this file. Keep its structure and design, and replace all of the example content (it's an example offer called the "Threads Sales Toolkit").
Sections, in order:
| Section | What to write |
|---|---|
| Hero | Small label naming who it's for, a headline promising the result, one or two supporting sentences, and the buy button |
| Product image | Leave the placeholder image for now. They can swap in a mockup later (Step 11). |
| "Sound familiar?" | Three short lines describing what their buyer is struggling with, plus one line that leads into the offer |
| "What's inside" | Three cards: the main pieces of the offer, each with a short benefit |
| Testimonials | Two real quotes with names, or remove this whole section if they have none yet |
| "Meet your guide" | Their name and two or three sentences about them. Leave the photo placeholder. You'll add their photo in Step 5. |
| FAQ | Four questions their buyers actually ask. Always include one about access (how long they have it) and one about refunds. Ask them about their refund policy rather than guessing. |
| Countdown timer | Only if they have a deadline. You set it up in Step 4. |
| Final call to action | Headline, price (show a regular price crossed out only if there really is one), one line about what happens after they buy, and the buy button |
Copy rules:
- Lead with outcomes, not features. Every section should answer "what do I walk away with?"
- Write the way they talk. Short sentences. No hype.
- Don't use em dashes.
- Show them the copy in plain text first, and get a quick "looks good" (or their edits) before building. This is the main moment for their input.
---
## Step 4: Build the sales page (before anything else)
They should see their page as fast as possible. Build it now, with the buy buttons as placeholders. The product, payments, and email come later, and only if they want to start selling.
### Prepare the code
1. Take the template from the end of this file.
2. Replace the example copy with the approved copy from Step 3.
3. Replace both `CHECKOUT-LINK` placeholders with `#` for now. You'll swap in the real purchase link in Step 8.
4. **If there's a deadline:**
- Replace `SALE-DEADLINE-MS` with the deadline as a JavaScript timestamp in milliseconds (for example, Nov 30, 2026 at 9:00PM Pacific = `1796101200000`). Double-check the time zone. Pacific is UTC-8 in winter and UTC-7 in summer.
- Replace `SALE-END-TEXT` with a readable version, like `Monday, November 30 at 9:00 PM PST`.
- Update the sale headline and prices in the timer section.
5. **If there's no deadline:** delete everything from the ``, including the script.
### Put it in MV
1. Go to **Content > Pages > Add Page**. Enter a page name and click **Add Page**. (New pages start as Inactive.)
2. In **Page Settings**:
- **Status:** Invisible (it works by link but isn't listed in menus).
- **Hide Page Header:** Yes. **Hide Page Breadcrumbs / Title:** Yes. **Hide Page Footer:** Yes. This gives the sales page the whole screen.
- The page URL is filled in from the name. Shorten it if they like (for example `workshop`).
- Click **Save**.
3. Under **Page Content**, leave the layout on **Full Width** and click **Add Layout Block**.
4. In the new block, change the content type dropdown from Header to **Custom** and click **Add Content**. A block labeled "custom code" appears.
5. Click the **pencil icon** on that block to open its editor. Switch the editor to its code view (the **<>** / Source code button) and replace "custom code" with the page code, **without** the `` part. Click **Save Block**.
6. Open the **Advanced** section near the bottom of the page and paste the `` part (including the `","seo_title":"","seo_description":"","seo_image":null,"comments":0,"hide_header":1,"hide_breadcrumbs":1,"hide_footer":1,"tailwind":null}}
```
Status values: 0 = Inactive, 1 = Active, 2 = Invisible.
### Show it to them
Open the page link and say something like: "Here's your sales page. Take a look, on your phone too." Then check together:
- The copy is theirs, with no "Threads Sales Toolkit" text left anywhere.
- The timer counts down to the right date, or is gone if there's no deadline.
Ask for any changes and make them before moving on.
---
## Step 5: Make it look like theirs
Ask for:
1. **A photo of them** for the "Meet your guide" section. If they have one online already (website, LinkedIn), the image address works. Otherwise, upload it through the page itself (MV doesn't have an image library yet, so this is the best way): add an **Image** block to the page, have them upload the photo, copy the uploaded image's address into the template's photo `src`, then remove the Image block and save. In Build mode you do this with them (they choose the file); in Guide mode, walk them through it.
2. **Their brand colors** (two or three, as hex codes like `#2f6f5e`, or a link to their website so you can pick them out). Swap the template's colors for theirs:
- `#3cacae`, `#1d6e70`, `#e7f5f5` (teal family): their main color, a darker version for text labels, and a very light version for backgrounds
- `#f59a3d`, `#fdf1e4` (orange family): their accent color for buttons, and a very light version for backgrounds
- Keep text dark (`#111827`, `#1f2937`) for readability. Check that button text stays easy to read on the new button color.
3. **A product mockup.** Offer to make one: most people find this part hard, and it makes the page look finished. Ask what the offer includes, then create a simple cover-style graphic in their colors with the offer name, their name, and two to four of the key pieces (for example a checklist of the plan, or the module names). Make it 600 x 800 pixels (portrait), since it sits in the hero's tilted phone frame. If you can create an SVG, you can embed it directly in the template's mockup `src` as a data URI (`data:image/svg+xml;base64,...`), so there's nothing to upload. Otherwise, give them the image file and upload it the same way as the photo.
Note: the photo always displays as a circle, cropped to fill, so a square or rectangular photo works fine. A face centered in the photo works best.
Save, and show them the updated page.
---
## Step 6: Show them what selling through MV gets them
This is awareness only. Don't plan any of it with them yet. Mention these briefly, in plain language, as what happens when someone buys through their page:
- **A checkout with an order bump and an upsell.** Buyers can add a small extra at checkout, and see one more offer right after, so each sale can be worth more.
- **Branded confetti** when someone buys or finishes something.
- **Intake forms**, so they learn about each buyer from day one.
- **Custom links** that are easy to share and track.
- **Tracking who's doing what**: who signed up, who's engaged, who's stuck.
- **Instant access**: buyers pay and land right in the content. No manual delivery.
---
## Step 7: Ask if they want to start selling
Ask: "Do you want to actually use this page and start selling? I can help you get it all the way there."
**If yes**, share this, briefly and warmly:
- Every feature is on every MemberVault plan. No holding the good stuff back.
- Paid plans come with extra perks to keep them moving forward: Your MV Sidekick (an AI advisor for their account), more templates and trainings, fun community activities in the Collab, and amazing support from a real human who cares.
- It's easy to cancel, right inside their account.
- MV connects with their email tool (Kit, Flodesk, MailerLite, ActiveCampaign, Mailchimp, Keap, Drip, Ontraport, AWeber), PayPal and Stripe (and through Stripe, Apple Pay, Google Pay, Afterpay and Klarna), and Hello Audio. It's embed friendly and AI friendly, and connects with Zapier for even more.
- **To keep things seamless:** they can start the 5-product plan for $1 for the first month with the code **FUN**. The upgrade is instant, so there's no gap. They can upgrade further or cancel inside their account at any time. In the admin, the plans are under **View Plans & Upgrade** (Account Plans).
Then continue to Step 8. Plan choice is theirs to make and pay for; you never enter card details.
**If not yet**, that's fine. Tell them their page is saved, and their trial gives them time to play around. Offer to pick this back up whenever they're ready, and stop here.
---
## Step 8: Connect payments, create the product, and connect the buy buttons
### Connect payments first (their turn)
MV won't let them set a price until a payment method is connected, so start here. In the admin, go to **Integrations > Payment** and connect **Stripe** and/or **PayPal**. They sign in (or create an account) themselves. You never handle their logins. Answer their questions as they go:
- Stripe is recommended. Apple Pay, Google Pay, Afterpay, and Klarna come through Stripe.
- PayPal needs a PayPal Business account (upgrading from a personal account is free) and API credentials, which the screen explains how to get.
### Create the product
1. Go to **Content > Products > Add Product**.
2. Set **Status** to **Invisible** for now (it works by link, but isn't listed in their shop). Leave **Type** on **Regular** unless they want content to drip out over time.
3. Enter the **Product Name** and click **Add Product**. (That screen also has product templates, like "Workshop + Limited Access Replay", if they'd like a starting structure for the content.)
4. In the product settings, under **Sign Up Options**:
- **Sign Up Type:** Payment (allow users to buy product)
- **Allowed Payment Types:** Stripe Only is recommended (MV's PayPal integration still works, but new payment features are Stripe only). Use Both if they want PayPal too.
- **Payment Options:** click **Add Payment Option**, then add a Name (for example "Early-bird price"), the Type (One Time, or a recurring option), the Price, and the Currency.
5. Optionally add a short **Product Description** and the sign up button text (for example "Buy now").
6. Click **Save**.
7. Copy the direct purchase link from the product settings. It's listed with the **Product Link** once Sign Up Type is Payment, and ends in `/?action=signup`, for example `https://yourname.mvsite.app/products/courses/view/123/?action=signup`.
8. Back on the sales page, replace both `#` buy button links with the direct purchase link. Save.
The product can be empty for now. Tell them they can add their content (lessons, files, videos) whenever they're ready. Buyers only see it after paying.
---
## Step 9: Set up what happens after someone buys
Don't let them start selling until this is done. Without an email tool, buyers won't get a welcome email.
1. **Connect their email tool** under **Integrations > Email**. If they don't have one: recommend **Kit**, or **MailerLite** if they want a free plan. They create that account and connect it themselves.
2. **Add buyers to their email list.** On the product, under **Actions**, add one: **When this happens: Added to Product** > **Do this: Add a Tag** (name it after the offer, like `bought-workshop`). Depending on their email tool, the product settings may also have a list to add new buyers to.
3. **Write the welcome email** with them: a warm thank you, how to log in and find what they bought, what to do first, and how to reach them. They set it up in their email tool to send when the tag is added.
4. **Intake form.** Help them add a short intake to the product:
- Open the product, add a **Module**, then a **Lesson** inside it with the same name as the module (MV then skips the module page and opens the lesson directly). "Start Here" works well.
- Add 3 to 5 questions using the lesson's quiz/question feature. Mostly multiple choice (faster to answer, and easy to tag). Good topics: why they signed up, how they heard about it, where they are with the topic, their biggest challenge. If there's one open-ended question, put it last.
- Under the product's **Actions**, add: **When this happens: Completes Lesson** (the intake lesson) > **Do this: Add a Tag** and/or **Show Celebration**, so finishing the intake feels like a win.
- Add a one-line prompt with the intake lesson's link to the product's **Sign Up Confirmation** message. Get the link from the gear icon next to the lesson name > **Lesson Link**. (Use the **One-Click Link** in emails sent from their email tool, like the welcome email.)
- Answers show up under **Activity > Quiz Answers**.
5. **Confetti.** On the product, under **Actions**, add one: **When this happens: Added to Product** > **Do this: Show Celebration**.
6. **Brand colors for the whole account.** Under **Appearance > Branding**, add their logo and the colors from Step 5, so the checkout and product match the sales page.
---
## Step 10: Go live and test
1. Ask: "Ready to make it live?" Wait for a yes.
2. Set the **product** to Active or leave it Invisible (both work for selling through the page; Active also lists it in their MV shop).
3. Set the **page** to Active or Invisible. Invisible is fine if they only share the link.
4. **Test purchase:** add a one-time 100% off coupon on the product (under the payment options), have them buy with it in a private browser window, and check that the confetti shows, they land in the product, and the welcome email arrives. Then delete the coupon.
5. Give them the page link, and suggest the first place to share it: their email list, a social post, or a direct message to someone who has asked about this offer.
---
## Step 11: What's next (offer, don't push)
Offer a short menu and let them pick, or stop here:
- Add the offer's content to the product.
- Write a short email announcing the offer.
- Plan an order bump or upsell for this offer (a good next step once the first sales come in).
---
## MV HTML notes (for you)
- Use **inline styles** only. MV strips `