Creating a new product or service can be super exciting. So take a moment to celebrate! But before you open that cart, it’s time to create a launch plan.

We know – launching can feel stressful. You’ve put so much effort into bringing your idea to life. Actually launching so it can reach your audience seems like just another huge task. 

But it doesn’t have to be that way. You can enjoy a smooth and successful launch when you have the right launch plan. 

Let’s walk through 12 simple steps to plan and execute your own successful launch. 

12 Step Plan For A Successful Launch

1. Clearly define your offer and terms

Step one? Get clear on exactly what you’re launching and the terms surrounding it. 

Offer clarity makes everything easier throughout the entire princess, including:

  • Creating marketing assets
  • Answering customer enquiries
  • Communicating to your ideal customers (so you attract the right buyers)
  • And even refining and changing aspects of your offer later, if needed

If there is any muddiness around exactly what your offer includes (or doesn’t), the refund policy (or lack of one), etc. – it will make the whole launch more complicated.

So trust us – make sure you and your team are crystal clear on what your offer includes, what it doesn’t, and exactly what the terms are.

2. Define your launch goals

What are you actually working toward with this launch? 

  • Would you like to break even? 
  • Are you aiming to sell a certain number of units?
  • Do you have a stretch goal you’d like to hit?
  • Or do you just want to run a beta test to refine your offer? 

By identifying what your end goal is for your launch, you can easily reverse engineer a plan to achieve it.

3. Outline key launch dates 

Take some time to outline important dates and create a clear timeline for you and your team, including pre-, during, and post-launch. Such as:

  • Development dates
  • Sales dates
  • Check-ins 
  • Any other dates that apply to your specific launch

Also, make sure to detail expectations and key understandings for your team before, during, and after the launch (don’t forget the sales and development portion).

Implement check-ins at regular intervals to ensure you’re on track to meet these deadlines and keep your team accountable. Support them in any way they need along the way so you can have the most successful launch possible.  

Let’s get real – unexpected events do happen and having check-ins already scheduled in will help you and your team stay on track.

4.Plan sales event tasks, functions, & checkpoints 

Use the key dates you outlined in step three and work backwards to get specific on what needs to be done and by whom. 

This is where you get right into detail about the micro-tasks that are important parts of keeping progress happening during the launch. 

As you create this guide, remember to allow time for not only creation but also review and testing. These can easily eat away at valuable time without you realising. 

So be sure to include plenty of time for all of these phases to avoid problems down the track. 

5. Gather basics – team, access, existing assets

Gather up all of the assets your team will need to complete the tasks. 

You created a detailed plan in Step 4. Now it’s time to go through each task and figure out what assets, access, and team members you will need to complete it. 

Have all of these basics ready to go so time isn’t wasted trying to locate, create, or outsource them. 

6. Action your planned deliverables (create, develop & build-out)

This is where the rubber hits the road! If you’ve completed all the previous steps, you should now be fully prepared to actually create and build-out your launch funnel. 

  • Write all the content for your sales page, emails, social posts, etc.
  • Set up all needed automations
  • Anything else that needs to be in place before your launch goes live should be created  or set up now.

7. Test Test Test!

As soon as each section of the launch is complete, test it out. Make sure every aspect of it works correctly before you move on. 

Then, once you think everything is up and ready to go, test it again. And again. And once more for good measure. 

It’s far better to iron out any creases early on so your customers don’t experience any difficulties or error messages when trying to purchase. 

The buying process needs to be as smooth as possible to ensure you get those hard-earned sales.

8. Time to launch!

It’s finally here – launch day! But hold up – it’s not time to celebrate yet (okay, a quick fist pump is allowed. But save the true celebration for when the launch is complete).

During this time, you need to monitor your emails, website, and sales funnels to keep track of everything that’s going on. 

Have your team on standby to deal with any little (or big) issues that arise. Sometimes they just can’t be planned for but you can deal with them ASAP. 

Work on making customers and potential customers feel nurtured and help to gently push them through that sales funnel right into check-out. 

9. Finalise launch and close cart actions

Whew! You made it. It’s time to wrap up your launch. Even the most organised launch will require a few final clean up actions, such as:

  • Send out the last call emails and social posts
  • Help any stuck customers (respond to potential customer emails, DMs and comments and make sure no one is waiting on YOU to make their purchase)
  • And finally, close up that cart

It’s finally done – BUT not all of your steps are complete yet. Read on.

10. Analyse results

Once your cart is closed and your launch is over, it’s time to review. 

Look through your Google Analytics, CRM, and email marketing statistics to see:

  • Where your customers came from
  • If you lost them, where that happened in the funnel
  • Where they may have gotten stuck

All of this data is absolutely invaluable for your next launch. It will help you refine your processes and let you know if you achieved your goals from Step 2.

11. Debrief & Celebrate

Woo-hoo! You did it! Your launch is complete and NOW it’s time to celebrate all the hard work that went into it. 

Have a breather, remember that this was a huge task and thank your team for their hard work. Even if you didn’t achieve the results you wanted, you all worked hard. 

Don’t forget to debrief.  Take a little time to discuss the results (Step 10) against the goals you set (Step 2) with your team. 

12. Refine and optimise to grow and do better next time

At the end of the launch sit down with the results from step 10 and see how you can improve for your next launch: 

  • Send out feedback forms to buyers and take on their feedback. 
  • Do you need to refine aspects of your offer? 
  • What about your sales funnel, where did people get stuck the most or have problems? 

Think about the key dates and tasks that you planned. 

  • Did the timeline work or were you pressed for time? 
  • What tasks popped up that you hadn’t planned for? 
  • Were you hunting for assets that could have been located in the beginning?

Don’t forget to talk to your team:

  • What did they think went well or could use improvement? 
  • Did they feel overly stressed and pressured? 
  • Was their workload too high?

All of this information will help you optimise and grow not only your product but your systems, processes, and team, as well. 

All of which will prepare you for an even better launch next time.

The Key To A Successful Launch – Your Launch Plan

Launching can be in equal parts exciting and exhausting. But when you create a launch plan ahead of time, you’re setting yourself up for success. 

As with any detailed undertaking, taking time to consider carefully before beginning can make all the difference between stressful chaos and an enjoyable experience. 

Use these 12 Steps to help you create your own launch plan so your next (or first) launch can be as fun and exciting as it should! 

On the other hand, if you’re ready to outsource your day-to-day marketing operations, we’re here to support you. Stay focused in your zone of genius and providing value to your clients and let us work in the background to make sure everything else runs smoothly. 

Learn more about how we can help take your business launch and grow by booking a consultation here