Get Started — Step 1: Choose Your Main Profile & Connect It
Goal: Confirm your GenM account is live and connect the main profile where you want your 5 Smart Posts to show up first —
Google Business Profile (Search & Maps) or Facebook Page.
You can sync the other channels later.
1) Log in and confirm your business details
-
Log in: Use the Open GenM Client Login button above.
You can always come back later via genm.online → Client Login.
-
In the left menu, open Settings → Business Profile.
Add or confirm your business name, website or primary link, phone, and (if you have one) your physical address or service areas.
Click Save.
-
Open Settings → Billing and confirm your payment method and Wallet are in place
so your included 5 AI posts can run smoothly during the trial.
-
(Optional) Open Settings → My Staff and add anyone who should have access
to Social Planner or your Google/Facebook integrations.
2) Decide: Is Google or Facebook your “main home” right now?
-
If most people find you on Google Search or Maps, or you rely heavily on your
Google Business Profile, start with Google.
-
If most of your audience comes from Facebook or you’re a 100% online business
that mainly posts on social, start with your Facebook Page.
-
You only need to choose one as your primary profile for this trial. You can connect the second
(and other social channels) later, once you’ve seen GenM in action.
There’s no “wrong” answer here. Pick the place your customers are most likely to see you first,
and we’ll build everything else around that.
3) Connect your main profile inside Social Planner
You’ll connect your Google Business Profile or Facebook Page from one simple screen
so GenM can publish on your behalf.
-
Go to Marketing → Social Planner.
-
In the top-right, click the Settings gear icon, then choose Connect Social.
-
Based on your choice in Step 2:
-
For Google Business Profile:
– Choose the Google / Google Business option.
– Sign in with the Google account that manages your Business Profile.
– Select the correct location (storefront or service-area business).
– Approve permissions so GenM can create and schedule Google posts.
-
For Facebook Page:
– Choose the Facebook option.
– Log in with the profile that owns your Page.
– Select the Page where you want your posts to publish.
– Approve permissions so GenM can manage and schedule posts.
-
Once connected, you should see your chosen profile listed as Connected
in Social Planner Settings.
-
(Optional) While you’re here, you can also connect Instagram and any other social channels —
but you don’t have to do that during the trial. One solid primary profile is enough to get started.
Trial focus: For AI Legacy, you can skip phone numbers, A2P registration, and email sending.
This onboarding is designed so you can win with Google Business Profile or Facebook alone.
Milestone: You’re logged in, your details are saved, and your main profile
(Google Business Profile or Facebook Page) is connected to GenM.
Next, you’ll lock in your branding and generate 5 Smart Posts in that environment.
Step 2 — Brand Boards + Generate & Schedule 5 Smart Posts
Goal: lock in your Design Kit and Brand Voice, then use that branding
to create 3 fast posts from templates and 2 custom AI posts — your 5-post launch kit
on your chosen main profile (Google or Facebook).
1) Set up your Design Kit (required)
- Go to Marketing → Social Planner → Brand Boards → Design Kit.
-
Upload your logo and set your brand colors:
• Primary color (your main brand color)
• Accent color (used for highlights and buttons)
-
Choose your headline and body fonts, and confirm your imagery style.
- Click Save Design Kit to apply this across your Social Planner templates.
2) Define your Brand Voice (required)
Where: Marketing → Social Planner → Brand Boards → Brand Voice
-
Open Brand Voice and click Add Brand Voice.
-
Choose how you want to set it up:
-
Text or URL — fastest if you have a website or public profile.
Paste your website URL or a short “About” paragraph, then click
Continue / Generate and let the system draft your tone and audience.
-
Start from Scratch — if you don’t have a site.
Fill out:
- Tone: e.g., Professional, Friendly, Luxury, Conversational
- Audience: who you primarily serve
- Style & POV: “we” vs. “I”, short vs. detailed
- Key vocabulary: 6–10 “always use” words
- Do / Don’t: phrases to avoid or include
-
Review the suggested tone and language, tweak anything that doesn’t feel like you, then click Save.
Speed tip: If you already have a website or a strong Google/Facebook description,
the Text or URL option can create a solid starting voice in seconds.
3) Generate 3 Smart Posts from templates
-
Go to Marketing → Social Planner → New Post → Social Planner Templates.
-
Pick three templates that match how you want to show up on your main profile
(Google or Facebook): a simple intro, a value/educational post, and a light offer or invite.
-
For each chosen template:
- Click to Preview then choose Continue.
-
Click Select Socials and choose your connected main profile:
your Google Business Profile location or your Facebook Page
(and Instagram too, if you’d like).
-
Edit the copy to match your brand voice — swap in your business name, details,
and any key phrases your customers recognize.
-
When ready, click Schedule Post and pick a day/time for each of the 3 posts.
Aim for the next few days so you can see live results during the trial.
4) Create 2 custom AI posts in your own voice
-
From Marketing → Social Planner, click New Post → Create New Post.
-
Choose your connected main profile (your Google Business Profile location
or Facebook Page; optionally include Instagram as well).
-
Use the AI tools in the composer to draft:
- Post 4: a short story about why you started or what makes you different.
- Post 5: a simple invitation — how people can book, call, visit, or work with you online.
-
Add one image to each post (a logo, team photo, product, or location shot works great) and preview the post.
-
Choose Post Now or Schedule and lock in times that fit your audience
(for example, your typical busy times or when you know people check their phone).
5) Confirm your 5-post launch is scheduled
-
Open Marketing → Social Planner → Calendar and look at the next few days.
-
Confirm that you see all 5 Smart Posts on your calendar on your chosen main profile
(Google or Facebook).
-
Adjust timing if needed so you have a steady cadence (for example, once per day or every other day).
Milestone: Design Kit and Brand Voice are saved, and your 5 Smart Posts are queued
to your main profile (Google Business Profile or Facebook).
Next, you’ll verify live publishing, spark engagement, and decide how you want GenM
to keep running this for you.
Step 3 — Go Live & Prove It (Results During Your Trial)
Objective: confirm your posts are publishing correctly to your main profile (Google or Facebook),
spark real engagement, and keep your calendar filled so your GenM AI Legacy Engine has
momentum after the trial.
1) Verify your first posts are live
-
Open Marketing → Social Planner → Calendar and switch to the
Published or posts view.
-
Confirm that one or more of your 5 Smart Posts shows a status like Published
along with a timestamp on your main profile.
-
Click the post and use the option to view it live —
on Google (for Google Business Profile posts) or on
Facebook (for Page posts).
2) Spark engagement with a 10-minute playbook
-
Highlight your strongest post:
pin it (if the platform supports it) or make sure it appears near the top of your feed.
-
Share or reshare it where it matters most —
for example, to your Story, to a relevant group, or to your personal profile.
-
Tag a partner, vendor, neighborhood, or relevant topic if appropriate.
-
Reply to any comments with a friendly line and a question
to keep the conversation going.
3) Make posts actionable with a clear CTA
-
Grab your best booking, contact, or checkout link
(calendar link, contact form, or main offer page).
-
In Social Planner, Edit at least one upcoming post and add your CTA link
at the end of the caption or update the button/link field where available.
-
Save the changes so the live post includes a direct way to take the next step.
4) Queue a simple 7-day follow-up cadence
-
In Social Planner, duplicate one of your strongest posts and use AI
to generate 3–5 fresh variations on the same idea.
-
Schedule one of these variations per day for the next week
(weekdays or daily, at your best-performing times).
-
Check your calendar view to confirm at least 7 upcoming posts are queued
on your main profile.
5) Turn on your “insights loop”
-
Open any available Social Planner analytics or insights view
and note Reach, Engagement, and Clicks for your early posts.
-
If available, enable or confirm any weekly social insights
notifications or email summaries.
-
Identify your top-performing topic or time and plan to reuse that pattern in next week’s batch.
You’re live. Your 5 Smart Posts are scheduled, at least one is published,
your CTA is in place, and a simple 7-day cadence is queued on your main profile —
whether that’s Google Business Profile or Facebook.
Your next move is to turn this visibility into reviews and revenue.