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1-To-1 - 1. Prepare Assets

This helpdesk article is meant to guide team members in gathering marketing materials for the 1CallClose™ Funnel. It involves preparing assets like images, videos, and copy that will be used in building and launching the funnel. The current article is incomplete and lacks structure, making it unclear what specific assets are needed, where to upload them, or how to ensure they're ready for the next steps.

Ferdinand Callueng·September 7, 2026

STEP-BY-STEP TUTORIAL

Step 1 :  Login your Intellia Account, Using this link : app.theintellia.com

 

Step 2 : On the dashboard, you'll see a left menu bar.

Step 3 :  Click Sites.

Step 4 : On top Menu bar.

Step 5 : Click Funnels.

Step 6 : In the content area, you'll see "1CallClose™ Signature Template [𝚃𝙴𝙼𝙿𝙻𝙰𝚃𝙴 𝙾𝙽𝙻𝚈 𝙳𝙾 𝙽𝙾𝚃 𝙴𝙳𝙸𝚃 - 𝙲𝙻𝙾𝙽𝙴 𝚃𝙾 𝚄𝚂𝙴]"

Step 7 : Hover your cursor to the right, click on the 3 little dot.

Step 8 : Click Clone.

Step 9 : Edit the Funnel name accordingly.

Step 10 : Once completed renaming the "Funnel Name Field"

Step 11 : Click "Confirm".

Step 12 : On the top right corner, you'll see a notification that the Funnel Page is In-progress.

How To Purchase The Domain On The Intellia

 

You can refer to this article on how to purchase the domain :

Click this link to be directed to another site.

How To Connect The Domain To The Funnel

 

Step 1: Go to Settings > click the "Domains"

Step 2 : click the"+ Add" then add your domain name > once you added, you will having the DNS Record

Step 3 : you will add the DNS Record to your Domain provider (example : GoDaddy, CLDY, Cloudflare, Google Domain etc.) 

Step 4 : once added the DNS Record to your Domain Provider  

 

Step 5 : kindly go back to your Account > Go back to the Sites > click the Funnel > click the 1 Call Close Funnel You Clone > on the Funnel Builder, you will see the Settings

Step 6 : click the Settings > then select the Domain.

Step 7 : then Save.

 

How To Add The Stripe To The Account (Optional - Complete this step if you would like to collect payments through Intellia)

What is Stripe?

Stripe - is an integrated payment gateway that allows users to manage and process payments directly through the platform. By connecting a Stripe account to Intellia, users can set up one-time and recurring payments, create products, handle invoices, and track transactions, all within the CRM. This integration is especially useful for the businesses offering paid services, courses, or subscriptions, as it streamlines payment processing and automates billing for clients.

 

Step 1 :  Go to Payments.

 

Step 2 : click the Integrations 

 

Step 3 : Find the Stripe > click the Connect.

 

Step 4 :  once added the Stripe Account, it will see the Stripe that says Connected.

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