Run your business from one conversation

Getting Startedschedule4 min readmenu_bookArticle 2 of 6 in Getting Started

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One conversation takes a business from an idea to money in the bank. The seven stages, in order: Your business, Form the business, Website, Campaigns, Leads and bookings, Payments and Reports. Every stage is backed by a real record in Genaya - a company, a filing, a site, a campaign, a published form or booking page, the GenayaPay account, a succeeded payment - so the checklist can never lie: a stage reads Done because the record exists, not because someone said so.

The checklist derives every status from your own records; Genaya always proposes the next open stage.

Start it from the first suggestion pill on the Genaya AI page. On the phone, the same starter opens the Genaya AI sheet.

1
Your business
Genaya asks for the name, the trade, the city, the services, the hours and the phone - or you type them in one line. The Save profile card appears; confirm it and Genaya writes your organization name and phone, your industry, your business hours and your first company through your own settings. Lands on Settings -> My Organization. Example: "Hearth and Horizon Chimney, Dallas - inspections, sweeps and repairs, Monday to Saturday 8 to 6, 214 555 0134."
One sentence becomes the organization profile, the industry and the hours.
2
Form the business
Genaya hands you to Operations -> Business Filings -> Form a company, the live wizard: you pick the entity and the state, choose a package, see the quote, then pay and file. Genaya files the LLC or corporation and gets the EIN; the stage turns Done when the state accepts the filing or the EIN arrives, and reads In progress while a filing is open. Already have one? Say "I already have an LLC" and the Update checklist card records the stage as skipped, already formed - you can still register the existing company for state compliance from Business Filings. Genaya prepares and files documents at your direction. Genaya is not a law firm and does not provide legal or tax advice. Example: Northwind Family Dental already exists, so its owner says so and moves on; Cedar Ledger Advisors is new and files from the wizard.
3
Website
Genaya proposes the Create website card: a site built from your real services, your booking page and your lead form, with a payment button on it. Confirm it, review the draft under Marketing -> Websites, then confirm the Publish website card and the site is live at your public link. Done means a live site. Example: Blue Kite Studio's site lists its three design packages and a "Book a call" page.
4
Campaigns
The Connect ad platform card links your ad account, Create ad campaign writes the first campaign that sends people to your website, and Launch ad campaign is a card you confirm with the budget typed in, because it spends money - the ad platform bills you directly, never Genaya. Lands on Marketing -> Campaigns, where the ad campaign sits in the same list as your email and SMS campaigns. Done means a live campaign. Example: Ridgeline Builders launches "Kitchen remodel estimates" to homeowners within 25 miles.
5
Leads and bookings
The Create form and Create booking page cards, then their Publish cards. Every submission lands in Genaya as a lead or an appointment, in the lead table and on the schedule. Lands on Engage -> Forms and Engage -> Bookings. Done means a published form or booking page. Example: Northwind Family Dental publishes a "New patient" form and a "Cleaning" booking page.
A published booking page - every booking becomes an appointment on the schedule.
6
Payments
Genaya opens the GenayaPay application for the owner - the business, the owner, identity, the bank account. Payments are enabled once the application is approved; the stage reads In progress while it is under review and Done when charges are on. Lands on GenayaPay. Example: Hearth and Horizon takes a card by phone for the inspection deposit the same week.
7
Reports
Ask "Show me how my business is doing" and Genaya answers with your leads, bookings, revenue and what the campaigns brought in. The same numbers sit in the Business snapshot widget on Home and under Analytics. The stage turns Done with the first succeeded payment. Example: Cedar Ledger Advisors sees 14 leads, 9 booked consultations and the first paid invoice in month one.
Reports: the Business snapshot carries the same figures Genaya AI answers from.

lightbulbAsk "Where do I stand?" and Genaya lists the seven stages with a status each (Not started, In progress, Done, Skipped) and proposes the next open one. Mark a stage done or skipped by telling Genaya - a real record always wins over a mark.

infoWebsite and Campaigns need the plan that includes websites and campaigns. When your plan does not, Genaya says so on the card and moves on to the next stage; the row stays in the checklist so you can come back to it.

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