Launch Checklist Template

Not too long ago, I released a video overview of what to think about when kicking off a digital product launch. While it’s been helpful, it sounds like pairing it with a product launch template will help make the dive into planning a lot easier! 


I cover five stages of the launch process in this template. 

  1. Kick-off
  2. Pre-Launch
  3. Cart Open
  4. Fulfillment
  5. Wrap-up

Let’s briefly talk about each of those.



The kick-off stage is where many decisions are made, and I go into these in the overview I spoke of above. The most significant step here is the timeline. This helps give yourself goals… or deadlines, whichever term helps you get the motivation. 

I’ve also included goals and other metrics to reach for and revisit at the end of the launch and post-fulfillment. 


Pre-launch is the stage before your open cart. Sometimes, I often involve a lead magnet and a trip magnet, depending on the range of offerings. There are many nurturing emails and attention getters to be created while preparing your audience for the main event!

Cart Open

The pipeline is coming down to those most interested! You’ll have more nurturing emails and ideas on how to personalize your outreach. 


Keeping everyone on track to ensure the success of your participants and the program, there are many pieces to organize. And you don’t want to forget to send out any bonuses you promised. 


Time to look at those KPIs! Were your numbers where you expected? What other discussion topics should you focus on to make the next launch and fulfillment even better? 


Access this template now and take out a lot of the guesswork. I’m happy to chat it out if you have any questions. 



What’s behind a lead magnet?

If you’re an entrepreneur, you’ve been told you need a lead magnet. Leads lead to clients, but it’s an easy thing to procrastinate on because there are several parts to it. Some people have more trouble coming up with an idea for a lead magnet, and some are overwhelmed by the mechanics behind the scenes of the lead magnet, aka freebie. In this article, we’ll explore the ideas behind a lead magnet.


You need a lead magnet

Here’s a quick review of why you need a lead magnet – it’s how you build your audience. 

A lead magnet is like a handshake that you have out in the world to meet new people. It’s a bartering tool, exchanging your knowledge for an email address. With this bartering chip, you are building a list of warm leads. This is a list you own and something you should continuously be working to grow. 

Those who sign up for your lead magnet are getting a free sample of your work. It is a valuable tool to introduce yourself.



One of the main reasons to procrastinate is you just don’t know what topic to focus on. This isn’t something that needs to be the answer for everything, and it shouldn’t. When you think of the one thing that each of your clients need – what do you think of? It can be anything from something that a beginner in your target market should know or it could be a sample of something that you teach on a larger scale in one of your courses. 

Grab an idea and run with it! 


Where do we run to? It’s time to decide how to present it. There are a wide variety of media options, but how best can you convey the topic to your audience? Should it be written or wold it be best in a video? Can it be a checklist or a report? 

Here are some ideas for your lead magnet:

  • Checklist
  • Educational video(s)
  • Webinars
  • Templates
  • Tutorial
  • Consultation
  • eBook

Time to Barter!

OK, you have the topic and you know what media you are going to create. Let’s dig into what you need on the backend. 

Number 1 is that you need an email marketing tool and if you don’t have one, there are thousands to choose from. To get started, a great option is MailerLite. It’s free up to 1,000 subscribers with a great range of functionality. 

In the simplest form creation of a lead magnet, you can do it all with just MailerLite. When you pair MailerLite with WordPress you can build a great experience for your lead with a full landing page, signup form, and automated emails, which can also be done in all-in-one platforms like Kajabi.  

Here are the common pieces in play behind the scene of a lead magnet. 

  • Landing page
  • Signup form
  • Value page
  • Email notification
  • Nurture email(s)


The Flow

The overall process goes like this. 

  1. You’ll want to build a landing page with an opt-in form. This page needs to give short and descriptive outcomes that your work provides, how this valuable media fits into your process, and what return they will receive when give you their email. 
  2. The submission of the form redirects your visitor to the value page, the place where they get the return on giving you their email address. The form submission also triggers an email notification to make sure they have the link to get back to the valued media.
  3. Over the next few week, they’ll receive automated nurture emails asking if they have any questions, along with other helpful pieces of information. These can be existing blog posts or new insights.

What’s next?

Build it and they will come!

As I’ve mentioned, there are many ways to build it out. Maybe soon, I’ll document how to build it out on various services. 

I’m happy to chat with you about getting your lead magnet moving. Let’s hop on a quick call to discuss your next steps. Book a free 15-minute call right here.


The Coach’s Onboarding Process

Having an easy payment experience for your clients is so important, especially when it’s the initial signup.

The best plan is to have the registration, payment, and onboarding simple for everyone so you can put all your energy into what matters most – helping your clients. 

There are several steps in most onboarding processes. There are many different apps you can involve, hopefully having them well integrated or finding a service that suits you that does them all. It depends on your personal processes needs. For my clients, it can depend on the coach’s favorite apps and the processes needed, such as coaching 1:1, a couple, or group coaching. 

Because onboarding processes are so important and touch the core of your processes, you need to break it down and ask yourself a lot of questions. In this article, I am breaking down the most common onboarding pieces and bringing up the beginning of several rabbit holes about your process and how your business is set up internally. This is a great thing! It’s likely been a while since you have thought about this or may you know it’s something you need to clean up. Either way, I hope this breakdown helps streamline your onboarding and overall business processes.

You may not have all these steps, or maybe they work out in a different order than what I have listed below – sometimes the overall flow works better another way depending on what apps you are using. 

Common pieces to an onboarding flow are

  1. Discovery call
  2. Link to product or package
  3. Payment
  4. Agreement
  5. Intake form
  6. Intake Session scheduling
  7. Coaching sessions 
  8. Prompt to repurchase

This process takes a variety of functionality when you look at the tech needed. So let’s look at those pieces and review the handy features to help automate the process and ensure the good experience you are looking for. 

I note several different services, and there are many more that could work. These are the ones that I have found work well for most of my clients because of their needs.


Discovery call

You’ll need a scheduling system with calendar integrations, that creates the meeting link for you (so integrates with Zoom or whichever video call service you use) and will embed into your website.

Apps I find helpful

It depends on your specific needs, but common scheduling apps are Calendly and Acuity/Squarespace. Sometimes all-in-one systems can simplify your need and few of them have scheduling functionality within them. One platform that does have scheduling, along with several other great features for coaches, is CoachAccountable. 

Link to the package-payment page

After your discovery call, you’ll want to quickly point your new client to the package which best fits their needs. For instance, if you offer a monthly payment plan and a pay-in-full option for the same package, you’ll want a system that can present multiple payment options.

I like to embed the payment into the website when possible making it easy to send them to the exact page they can register and make the first payment.

Apps I find helpful

You can often use your scheduling app to take payment – Calendly and Acuity both offer a payment-upon-scheduling option, and Acuity offers it for group classes. 

CoachAccountable works well for this, too, and a big plus for having the scheduling system to keep the process together. 

However, if you want to sell digital courses, you could choose an all-in-one platform like Kajabi, which does everything except scheduling. 


Agreements are important, to say the least. Sometimes a checkbox on the terms and conditions will suffice. Or do you need a real signature? How many signatures do you need – do you do couples coaching? 

Apps I find helpful

CoachAccountable has agreements with signatures, I like their service a lot, but they don’t do multiple signatures. 

Kajabi just has the ToC checkbox, and it only works for a single person agreeing. 

I’ve used JotForm, which has a free version and is simple to use – but only for one signature.

If you need an app that will make each document professional, has a lot of integrations, and does multiple signatures like a pro, I like Docusign

Intake form and session scheduling

You’ve got to get to know your client before you start coaching them, so if you don’t have them fill out a questionnaire before you begin coaching them, you should.  Often the intake session is in addition to the 8 sessions of the ‘8-session package’, so you’re not cutting into the package yet in terms of tracking, right?

Apps I find helpful

I’ve mentioned JotForms already and have no problem going with it for almost any form needed. You could even use it to host the single-signer agreement and take the payment. After the form is submitted, send a notification with the link to the intake scheduling page.

CoachAccountable can bring this, and all the pieces mentioned so far together, except for a multi-signer agreement. 

Coaching sessions 

There are several aspects to this stage, and what tool(s) you choose is totally up to your priorities and preferences. 

  • You’ll want to have sessions counted down automatically
  • Do you want a more centralized location to keep notes?
  • Do you want to give access to the session recording?
  • Are there worksheets or homework?
  • Do you need a shared agenda? 
  • Engagement – Make sure they don’t go too long without scheduling the next session.

Apps I find helpful

You really need to go through and rate your priorities for this one. 

CoachAccountable handles a lot of this well in a 1:1 coaching scenario and can be set up to alert you and the client when it’s time to re-purchase. There are workarounds to make it work with couples’ coaching. 

Kajabi can handle a lot of this as well in a 1:1 setting through their coaching functionality and automations. 


I hope this breakdown helps! I know there are a lot of options, there are a lot of apps, and it can take a lot of questions, time, and planning to get the right setup. If you need to chat, let’s talk it out. I’m happy to do a free 15-min call to help you chat it out.