Launch Checklists and Standard Operating Procedures

Success isn't about remembering everything – it's about having systems that remember for you. These checklists and SOPs ensure consistency, reduce stress, and let you focus on what matters: creating value for your audience.

The Master Course Launch Checklist

Phase 1: Pre-Launch (4 Weeks Before)

Week 4: Foundation

□ Course content complete and uploaded □ All videos processed and hosted □ Resources and downloads prepared □ Quiz questions written □ Module structure finalized □ Pricing strategy confirmed □ Payment processing tested □ Refund policy documented

Week 3: Marketing Prep

□ Sales page copy written □ Sales page designed and built □ Email sequence drafted (5-7 emails) □ Social media graphics created □ Testimonials collected □ Bonus materials prepared □ Affiliate program setup (if applicable) □ FAQ section completed

Week 2: Technical Setup

□ Cart/checkout tested end-to-end □ Email automation configured □ Analytics tracking installed □ Pixel tracking active □ Mobile experience tested □ Page speed optimized □ SSL certificate active □ Backup systems ready

Week 1: Final Prep

□ Early bird list notified □ Affiliates briefed and equipped □ Support documentation ready □ Team briefed on launch plan □ Customer service templates prepared □ Crisis management plan ready □ Launch day schedule confirmed □ Celebration planned!

Phase 2: Launch Week

Day -1: Last Checks

□ Final test purchase completed □ All links verified □ Email broadcasts scheduled □ Social media posts queued □ Support team on standby □ Backup plans confirmed

Day 1: Launch Day

□ 6:00 AM - Cart opens □ 6:01 AM - Launch email sent □ 8:00 AM - Social media announcement □ 10:00 AM - Check metrics and systems □ 12:00 PM - Mid-day email (if planned) □ 2:00 PM - Affiliate update □ 4:00 PM - Social media update □ 6:00 PM - Address any issues □ 8:00 PM - Evening push email □ 10:00 PM - Day 1 wrap-up analysis

Days 2-5: Momentum

□ Daily emails sent □ Social proof collected and shared □ Questions answered publicly □ Objections addressed □ Bonuses highlighted □ Urgency/scarcity communicated □ Affiliate leaderboard updated □ Metrics monitored

Day 6: Final Push

□ 24-hour warning email □ Countdown timer activated □ Live Q&A or video □ Last chance messaging □ Social media countdown □ Team on high alert

Day 7: Cart Close

□ Final hours email sequence □ Last chance social posts □ Live countdown □ Cart closure at specified time □ Redirect to waitlist □ Thank you message sent

Phase 3: Post-Launch

Week 1 After:

□ Welcome sequence triggered for buyers □ Access instructions sent □ Onboarding support active □ Non-buyers segmented □ Affiliate payments processed □ Metrics analysis complete □ Team debrief conducted □ Lessons learned documented

Email Campaign SOP

Standard Operating Procedure: Weekly Newsletter

Purpose: Maintain consistent communication with subscribers Frequency: Every Thursday Owner: Content Manager

Monday: Planning

1. Review content calendar
2. Select primary topic
3. Gather supporting resources
4. Draft outline
5. Assign writing if needed

Tuesday: Creation

1. Write first draft
2. Source images/graphics
3. Create/find relevant links
4. Draft subject lines (3 options)
5. Write preview text

Wednesday: Review

1. Edit for clarity and grammar
2. Check all links
3. Optimize for mobile
4. A/B test subject lines setup
5. Final approval from owner

Thursday: Deployment

1. Final proofread
2. Schedule send for optimal time
3. Post teaser on social media
4. Monitor initial metrics
5. Respond to replies

Friday: Analysis

1. Review open rates
2. Check click-through rates
3. Note unsubscribes
4. Document lessons learned
5. Plan improvements

Community Management Daily SOP

Morning Routine (30 minutes)

8:00 - 8:10 AM: Queue Check

• Review overnight posts
• Approve pending content
• Flag issues for attention
• Check reported content

8:10 - 8:20 AM: Engagement

• Welcome new members
• Respond to questions
• Like/react to quality posts
• Share member wins

8:20 - 8:30 AM: Content

• Post daily prompt/question
• Share relevant resource
• Update announcements
• Schedule afternoon content

Afternoon Check (15 minutes)

2:00 - 2:15 PM:

• Answer accumulated questions
• Moderate discussions
• Address any conflicts
• Boost engagement on slow posts

Evening Wrap-up (15 minutes)

6:00 - 6:15 PM:

• Final moderation pass
• Thank active contributors
• Set up tomorrow's content
• Note issues for weekly review

Customer Support Response SOP

Ticket Classification

Priority 1 (Respond within 1 hour):

• Payment issues
• Access problems
• Technical breakdowns
• Upset customers

Priority 2 (Respond within 4 hours):

• General questions
• Feature requests
• Minor bugs
• Clarifications

Priority 3 (Respond within 24 hours):

• Feedback
• Suggestions
• Praise
• Non-urgent queries

Response Framework

1. Acknowledge (within timeframe)
2. Empathize with their situation
3. Investigate the issue
4. Resolve or escalate
5. Follow up to ensure satisfaction
6. Document for future reference

Response Templates

See Email Template Gallery for specific templates

Webinar/Live Event Checklist

2 Weeks Before

□ Topic finalized □ Registration page live □ Email invitations sent □ Social media promotion started □ Slides/content created □ Technology tested □ Co-host briefed (if applicable)

1 Week Before

□ Reminder email #1 sent □ Attendance incentive announced □ Q&A questions solicited □ Replay strategy confirmed □ Backup plan ready □ Calendar invites sent

24 Hours Before

□ Final reminder sent □ Tech check completed □ Slides finalized □ Environment prepared □ Notes printed □ Water ready

1 Hour Before

□ All equipment tested □ Do Not Disturb activated □ Backup internet confirmed □ Waiting room message set □ Recording enabled □ Deep breath taken

During Event

□ Start recording □ Welcome message □ Housekeeping items covered □ Content delivered □ Q&A managed □ CTA presented □ Next steps explained □ Thank attendees

After Event

□ Thank you email sent □ Recording processed □ Replay link distributed □ Follow-up sequence triggered □ Feedback survey sent □ Metrics analyzed □ Improvements noted

Content Creation Batch Day SOP

Preparation (Day Before)

1. Review content calendar
2. Gather all resources
3. Prepare equipment
4. Clear schedule
5. Set environment

Batch Day Schedule

9:00 - 9:30: Setup

• Equipment check
• Lighting setup
• Audio test
• First coffee

9:30 - 12:30: Video Recording

• Record 4-6 videos
• Quick reviews only
• No perfectionism
• Stay in flow

12:30 - 1:30: Lunch Break

1:30 - 3:30: Written Content

• Blog posts
• Email drafts
• Social media posts
• Course materials

3:30 - 4:30: Editing

• Quick video edits
• Content review
• Scheduling
• File organization

4:30 - 5:00: Wrap-up

• Upload files
• Update calendar
• Plan next batch
• Celebrate completion

Monthly Business Review Checklist

Financial Review

□ Revenue vs. goals □ Expense analysis □ Profit margins □ Cash flow status □ Upcoming investments □ Tax obligations

Marketing Metrics

□ Email list growth □ Social media analytics □ Conversion rates □ Traffic sources □ Campaign ROI □ Content performance

Customer Insights

□ New vs. returning □ Support ticket trends □ Satisfaction scores □ Testimonials collected □ Churn analysis □ Lifetime value

Product Performance

□ Course completion rates □ Student feedback □ Content updates needed □ New product ideas □ Competitive analysis

Team & Operations

□ Team performance □ Process improvements □ Tool evaluation □ Training needs □ Capacity planning

Planning

□ Next month's goals □ Content calendar □ Campaign planning □ Resource allocation □ Risk assessment

Year-End Checklist

Q4 Preparation (October)

□ Annual goals review □ Tax preparation started □ Black Friday/holiday planning □ Year-end sale strategy □ Content archive organized □ Team bonuses planned

November

□ Black Friday campaign launched □ Customer appreciation planned □ Annual survey prepared □ Next year's planning started □ Tool subscriptions reviewed □ Course updates scheduled

December

□ Year in review content □ Customer thank yous □ Team appreciation □ Tax documents gathered □ Goals for next year set □ Vacation responder set

Emergency Response Procedures

Website Down

1. Check hosting status
2. Contact support immediately
3. Post on social media
4. Email if extended downtime
5. Implement backup plan
6. Document incident

Payment System Failure

1. Identify scope of issue
2. Contact payment processor
3. Communicate with affected customers
4. Provide alternative payment methods
5. Track failed transactions
6. Follow up with resolution

Data Breach

1. Contain the breach
2. Assess damage
3. Notify authorities (if required)
4. Inform affected users
5. Implement fixes
6. Document everything

Creating Your Own SOPs

SOP Template

Title: [Process Name] Purpose: [Why this exists] Frequency: [How often] Owner: [Responsible person] Last Updated: [Date]

Steps:

1. [Action] - [Details]
2. [Action] - [Details]
3. [Action] - [Details]

Resources Needed:

• [Tool/Resource]
• [Tool/Resource]

Common Issues:

• Problem: [Issue] Solution: [Fix]

Quality Checklist: □ [Verification item] □ [Verification item]

Your SOP Implementation Plan

Week 1: Document

• List all repeated processes
• Prioritize by frequency/importance
• Document top 3 processes

Week 2: Test

• Follow your own SOPs
• Identify gaps
• Refine steps

Week 3: Delegate

• Train team on SOPs
• Assign process owners
• Set review schedule

Week 4: Optimize

• Gather feedback
• Update based on use
• Plan next SOPs

Remember This

Checklists and SOPs aren't about rigidity – they're about freedom. When you don't have to remember every step, you can focus on creativity and connection.

Start with one process. Document it. Use it. Refine it. Then move to the next.

Your future self will thank you every time you use these instead of trying to remember what worked last time.

The goal isn't perfection – it's consistency and continuous improvement. Let these systems be your foundation for scalable success!