ChecklistsChecklists

Launch Readiness Checklist

A pre-launch checklist for users who are about to go live with a project, campaign, or product within your platform. It ensures all critical settings are configured, content is reviewed, and stakeholders are notified before the public-facing launch.

When to Use This Template

Present this checklist when a user clicks "Publish," "Launch," or "Go Live" for the first time, or when they navigate to a launch-preparation page. It acts as a safety net against incomplete or misconfigured launches.

Template Breakdown

1

Review content and copy

Prompt the user to review all text, images, and media for accuracy, typos, and brand consistency. Provide a preview mode that shows exactly what the audience will see.

2

Verify target audience settings

Confirm that audience targeting, segmentation, or access controls are configured correctly so the launch reaches the right people and only the right people.

3

Test on multiple devices

Encourage the user to preview or test the experience on desktop, tablet, and mobile to catch layout issues or broken interactions before the audience sees them.

4

Check integration connections

Verify that all connected tools (analytics, CRM, email, payment processor) are properly linked and will receive data once the launch begins.

5

Set a schedule or go live immediately

Ask the user to choose between launching immediately or scheduling the launch for a specific date and time. If scheduling, confirm the timezone and send a calendar reminder.

6

Notify stakeholders

Offer to send a notification to team members, managers, or external collaborators informing them that the launch is about to happen or has just happened.

Best Practices

  • Make the checklist a required step before publishing to prevent accidental incomplete launches.
  • Highlight any items that are flagged as warnings (e.g., "No audience selected") with a yellow icon and explanation.
  • Offer a "Launch in test mode" option so users can verify everything works before going live for real.
  • Log checklist completion as an audit trail so teams can see who approved the launch and when.

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