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Launch ReadinessLaunch Readiness

Launch Readiness Checklist

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Launch and support deskChecks, symptoms, source-of-truth records, and production readiness

Use this page when a workspace is close to launch, relaunch, domain cutover, paid-flow enablement, booking enablement, or major integration change.

Launch Decision

A workspace is ready for live traffic when:

  • The public site accurately represents the business.
  • The primary customer action works.
  • Payments are connected if money is collected.
  • Notifications reach the right recipients.
  • Operators know where incoming work appears.
  • Legal, consent, and email settings match the configured integrations.

Decide launch status with evidence, not confidence. A launch packet should name the workspace, launch owner, launch date, public URL, enabled customer actions, payment posture, integration posture, known risks, and rollback owner. If one critical customer path is not ready, launch a narrower experience instead of pushing the full workspace live.

Required Checks

Workspace

Check: General settings, team, site status, timezone, currency

Domain

Check: DNS verified, production host correct, links use final URL

Email

Check: Sender identity, reply-to, notification templates, unsubscribe

Branding

Check: Logo, colors, typography, navigation, footer, mobile

Content

Check: Homepage, policies, contact, help, product/service pages

Commerce

Check: Stripe, products, checkout, tax, shipping, order portal

Bookings

Check: Services, availability, deposits, calendar sync, confirmation

Customers

Check: Portal login, profile, orders, bookings, billing, tickets

Growth

Check: SEO, redirects, sitemap, reviews, GA4, Google Ads, GBP

Operations

Check: Inbox, customers, scheduling, sales, shipping, support owner

Readiness Score

Score each launch area from 0 to 3. The goal is not a vanity number; it is a shared way to decide what can ship and what must wait.

0

Meaning: Not configured or unknown

Launch posture: Do not launch this path

1

Meaning: Configured but unverified

Launch posture: Internal preview only

2

Meaning: Verified with minor known risk

Launch posture: Launch if risk is owned

3

Meaning: Verified, monitored, and reversible

Launch posture: Ready

Minimum launch standard:

  • Primary customer action: 3.
  • Payments, if enabled: 3.
  • Domain and sender identity: 2 or 3.
  • Notifications: 2 or 3.
  • Legal and consent: 2 or 3.
  • Operations ownership: 3.

If the primary customer action is commerce, checkout must be the primary score. If the primary customer action is bookings, service availability and confirmation must be the primary score. If the site is content-first, navigation, contact, search previews, and inbox ownership become the primary score.

Risk Levels

Use these levels to decide whether a finding blocks launch:

Level

Critical

Example: Checkout cannot collect payment, booking confirmation fails, wrong domain, wrong recipient, customer data exposure

Action: Block launch or disable the affected path

Level

High

Example: Tax/shipping uncertain, staff calendar wrong, ads fire without consent, support inbox unowned

Action: Launch only with owner approval and mitigation

Level

Medium

Example: Copy gap, non-primary page incomplete, reporting delay, cosmetic mobile issue

Action: Track and launch if primary path is healthy

Level

Low

Example: Nice-to-have content, extra automation, secondary dashboard polish

Action: Schedule after launch

Every Critical or High issue needs an owner, mitigation, and retest note. Do not bury launch blockers in a general task list.

Payment Readiness

Do not launch paid flows until:

  1. Stripe account is connected.
  2. Requirements and payouts are understood.
  3. Product checkout or booking payment is tested.
  4. Refund and cancellation behavior is understood.
  5. Taxes and shipping are intentional.
  6. Notification emails are correct.

Payment scoring details:

Account health

Evidence: Stripe Connect status is clear enough for the expected charge type and payout plan

Checkout path

Evidence: Product or booking checkout reaches confirmation and writes the expected record

Tax and shipping

Evidence: Customer-facing totals match the operator's launch intent

Refund path

Evidence: Operator knows where refund, cancellation, or amendment happens

Customer portal

Evidence: Order, invoice, booking, or billing state appears only for the right customer

Notification path

Evidence: Customer and operator notifications reach the intended recipients

If payments are not ready, launch content and inquiry flows only. Hide paid products, disable checkout, or keep booking deposits disabled until the payment path is tested.

Booking Readiness

Do not launch booking flows until:

  1. Services are visible.
  2. Availability shows real times.
  3. Staff and calendar sync are correct.
  4. Deposits or final payment rules are correct.
  5. Confirmation and reschedule paths work.
  6. Operators know how to amend, cancel, no-show, complete, and refund.

Booking scoring details:

Service catalog

Evidence: Public service list and detail pages show the right duration, price, staff, and instructions

Availability

Evidence: Public availability reflects hours, buffers, staff assignment, and external conflicts

Payment rule

Evidence: Deposit, final payment, or pay-later behavior matches the business rule

Confirmation

Evidence: Customer confirmation, operator notification, and customer portal history are correct

Management links

Evidence: Reschedule, cancellation, and final-payment links are scoped to the intended booking

Operations queue

Evidence: New bookings land where staff actually works during the day

If booking readiness is mixed, launch only the ready services. Hide services with uncertain capacity, missing staff assignment, or unclear pricing.

Site Readiness

Do not launch public traffic until:

  1. Homepage and navigation are complete.
  2. Legal pages are reachable.
  3. Contact path is monitored.
  4. Search previews are acceptable.
  5. Mobile layout is checked.
  6. Custom domain works.

Site scoring details:

First impression

Evidence: Homepage explains the business and offers the primary action above the fold

Navigation

Evidence: Header, footer, policies, contact, shop, bookings, help, and account links match enabled features

Mobile

Evidence: Primary action, menu, cart, forms, and booking steps work on a narrow viewport

Search previews

Evidence: Title, description, favicon, and social image match the final domain and brand

Content freshness

Evidence: Products, services, stories, help articles, and forms reflect the latest console state

Protected state

Evidence: Draft or internal-only sites are not reachable by public traffic

Use a protected or preview-only state when content is not ready but operators still need to verify configuration.

Integration Readiness

Only enable integrations that have an owner:

  • GA4: Measurement ID valid and consent posture understood.
  • Google Ads: Conversion ID valid, conversion label configured if explicit event tracking is needed, legal acknowledgements complete.
  • Google Business Profile: connection status healthy and review sync expectations clear.
  • Calendar: connected provider and conflict behavior tested.
  • Shipping: origin, packages, zones, rates, labels, and tracking tested.

Integration scoring details:

Stripe Connect

Required evidence before launch: Account status, charge path, payout awareness, refund owner

GA4

Required evidence before launch: Measurement ID, consent behavior, public tag load, reporting expectation

Google Ads

Required evidence before launch: Conversion ID, consent mode, booking conversion label if used, no sensitive token leakage

Google Business Profile

Required evidence before launch: Connected account has listing access and review/listing sync is understood

Calendar

Required evidence before launch: Provider token, selected calendar, staff assignment, conflict test

Domain and email

Required evidence before launch: DNS verification, final host, sender identity, callback links

Shipping

Required evidence before launch: Origin, package presets, rates, labels, tracking, exception owner

If an integration is useful but not ready, disable it and record the exact missing evidence. A disabled integration with a clear owner is safer than an enabled integration nobody can support.

Launch Packet

Before moving a workspace into live traffic, write a short packet with:

  • Workspace name and slug.
  • Public URL and launch date.
  • Launch owner and backup owner.
  • Primary customer action.
  • Enabled features.
  • Disabled or intentionally hidden features.
  • Readiness score by area.
  • Critical and High issues with mitigations.
  • Rollback steps.
  • Post-launch watch owner and check times.

The packet should be short enough to read in a handoff, but specific enough that another operator can tell what was launched and what was deferred.

Rollback And Narrow Launch

Prefer narrow rollback over taking down the whole site. Examples:

Checkout failure

Disable checkout, hide paid products, keep informational pages live

Booking failure

Hide affected services, pause online booking, keep contact and help live

Domain issue

Return to verified host while DNS is corrected

Ads or analytics issue

Disable tag integration and pause paid campaigns

Email issue

Pause notifications that use the broken sender and switch to manual outreach

Shipping issue

Disable carrier labels or rates and use manual fulfillment guidance

After rollback, retest the exact failed path before re-enabling it. Do not relaunch based only on a config change.

Post-Launch Watch

For the first day after launch, watch:

  • Insights.
  • Sales.
  • Scheduling.
  • Payments.
  • Shipping.
  • Inbox.
  • Customers.
  • Error reports.
  • Public site conversion paths.

If a critical path fails, pause the narrow path first: disable checkout, set a site to protected, pause ads, or hide a feature while preserving the rest of the workspace when possible.

Relaunch Triggers

Run this checklist again when:

  • A custom domain changes.
  • Checkout, tax, Stripe Connect, PayPal, or shipping changes.
  • New booking services, staff, deposits, or calendar sync are introduced.
  • Google Ads, GA4, or consent settings change.
  • A workspace adds customer portal, tickets, billing, or subscriptions.
  • Legal, policy, sender identity, or notification templates change.
  • A major content migration, template migration, or rebrand ships.

Treat relaunches as smaller launches. The work is lighter, but the customer risk can be just as real.

Launch Readiness Checklist | Sophosic Platform