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Partner Guide

The setup & installation guide

A written guide the buyer sees after purchase, next to the download. It is required for technical types (no-code workflows, AI & Claude Code, chat & messaging automation, marketing & sales automation, and bundles) and optional for self-contained digital products and courses.

A good setup guide covers:

  • Prerequisites: accounts, plans, tools, versions the buyer needs first.
  • Step-by-step install / import, in order.
  • Every credential or environment variable it needs: describe them, never paste real secrets.
  • A quick test that confirms it’s working.
  • Common errors and how to fix them.

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