Client Onboarding/Launch Checklist
Pre-launch approval

Launch checklist

Confirm access, billing, pages, numbers, tracking, workflows, reporting, and feedback loops before turning on spend.

Before spend

Access and billing ready

Google, Meta, tracking, CRM, domain, and payment methods must be ready before launch.

Before traffic

Pages and phones tested

Every ad destination, phone number, form, thank-you state, and CRM workflow must be tested.

Before scaling

Feedback loop active

We need call quality, booked inspections, missed calls, spam, and bad-fit reasons.

Approval flow

Final approval steps.

  1. Access confirmed
    Google, Meta, GHL, tracking, domain, and reporting accounts are connected.
  2. Billing confirmed
    Client-owned ad accounts have active payment methods and no policy/payment holds.
  3. Landing pages approved
    Client approves copy, offer, service area, phone number, legal links, and consent language.
  4. Tracking tested
    Test form submissions, phone clicks, live calls, call recordings, source attribution, and CRM stages.
  5. First-week feedback scheduled
    Client confirms who will review call quality, booked status, missed calls, and lead outcomes.
Checklist

Launch blockers.

Blocks launch

  • No Google Ads admin/billing access
  • No Meta admin or ad account billing
  • Landing page DNS unavailable
  • Call routing untested
  • Conversion events not firing
  • Missing privacy/terms/SMS consent for texting workflows

Can wait

  • Extra jobsite photos
  • More testimonial screenshots
  • Advanced dashboard cleanup
  • Retargeting creative versions
  • Non-critical SEO assets
  • Long-term nurture workflow expansion
Copy/paste

Message to send the client

We are ready for launch review. Please confirm the landing page copy, offer, phone routing, business hours, service area, and who will review first-week lead quality. Once billing, access, call tracking, forms, and CRM workflows pass QA, we can turn on spend.