The Ultimate Launch Tech Checklist: 7 Things to Double-Check Before Launch Day

 
 

Launching a new product, course, or service is one of the most exciting (and profitable) parts of running an online business. But the tech setup that goes into a successful launch can quickly turn all that excitement into stress and overwhelm. 

There’s nothing more frustrating than broken links or emails sent at the wrong time. Tech headaches like these can cost you sales and break trust with potential clients or customers.

That’s why having your tech in place (and double-checking it!) before launch day is key to success! 

In this post, I’ll give you my complete, must-have tech checklist so you can feel confident heading into your next launch and prevent any costly mistakes. 

Your Must-Have Tech Checklist

 #1: Tech Check Your Webinar Registration

Free webinars are a great way to capture leads, build excitement around your launch topic, and move people into your sales funnel. To ensure your webinar goes smoothly, make sure:

Your registration landing page is working correctly: Is the form easy to find and fill out? Do all the buttons and links work? Is there a confirmation message people receive after they sign up? Don’t forget to check how the page looks on mobile, since a lot of sign-ups will come from phones! 

Your email tags are working correctly: Once someone registers for your webinar, they should receive a confirmation email giving them all the details. 

You can accomplish this by creating a ‘tag’ in your email marketing platform and connecting it to your landing page. Make sure your tags are labelled clearly (ex: NAME OF WEBINAR, DATE) and working correctly before promoting your webinar. 

Your email reminders are scheduled: People are busy, and while you care a whole lot about your webinar, others will forget! It doesn't mean they aren’t excited, but they will need reminding. Schedule at least two email reminders: one the day before and one an hour before your webinar starts, with a link for them to join live.

Once you have your landing page, tags, and email reminders set, test the entire sequence to make sure everything’s working as it should. 


#2: Tech Check Your Email Funnel

Your email list is one of the most powerful sales tools you have, but if your automations aren’t set up correctly, you risk losing people’s attention…fast. 

Here’s what to check to make sure your emails are as effective as possible:

Your automations are set up right: Make sure your launch emails are being triggered and scheduled for the right times. Test the sequence from start to finish to ensure tags are working correctly and everything is being sent.

Every link inside your emails is functional: It may feel tedious, but go through every single email and click on every single link. A broken sales page or checkout link inside an email could cost you customers.

Your link triggers are working correctly: You can use something called ‘link triggers’ to track your subscribers' behavior during the launch. For example:

  • When someone buys your offer, tag them so they stop receiving “buy now” emails.

  • When someone clicks a sales page link but doesn’t buy, tag them and follow-up towards the end of the launch.

Most email marketing platforms make it easy to set these triggers up. Do a little research and learn the simplest way to accomplish this, or you can always hire us to do it for you


#3: Tech Check Your Sales Page

Your sales page is where all your marketing efforts pay off, so make sure it’s optimized for success! If the page doesn’t load correctly or looks messy on mobile, you could miss out on sales.

Here’s what to check:

All images and videos load correctly: Blurry visuals and slow load times can make your page look unprofessional and cause people to click away. For best results, upload all images as jpegs and under 500 KB when possible. There are plenty of tools to compress image sizes; you can even do it in Canva! 

Mobile responsiveness: Even though you spent a ton of time designing your sales page on a desktop, most people will view it on their phones. Make sure the design still looks good on mobile, and words or images aren’t cut off.  Many sales page tools (like Thrivecart) have options to design a mobile version of your sales page, so add it to your to-do list now!

Forms and buttons working: Make sure every button and form is tested before hitting publish. Do they take people to the right place (like a checkout page)? Ask a friend to test it for you, as they may catch things you failed to see. 


#4: Tech Check Your Payment Processor

Ensuring a smooth checkout experience is essential for turning all that hard work into actual profit!

Here’s what to check:

Your payment processor is connected and tested: Make sure your payment processor (Stripe, PayPal, etc.) is properly linked to your checkout page. Run a test transaction and double-check that the correct price, currency, and taxes (if applicable) are applied. 

Order confirmations: After completing a test transaction, confirm that your customer receives an email receipt and that any post-purchase automations are triggered.

Discount codes & promotions: Check that any promo codes or special discounts can be applied correctly at checkout. 

 
 

#5: Tech Check Your Deadline-Based Offers & Expiring Bonuses

Creating urgency with limited-time offers can dramatically increase conversions, but only if the tech behind it actually works! Creating ‘fake urgency’ without the right tech (even accidentally) is the fastest way to lose trust, so let’s make sure you get this part right. 

Here’s what to check:

Countdown timers: Ensure any timers on your sales page and emails display correctly and count down to the exact end time of your promotion.

Automatic bonus application: If you’re offering special early-bird bonuses, test that they’re automatically added to checkout when people buy on time. 

Expiring bonuses/pricing: Confirm bonuses or special pricing disappear at the correct time. Nothing kills urgency faster than a bonus that stays available past its deadline. If you aren’t using a tool that automatically expires or removes early bonuses, you may need to set a reminder to do this manually.

#6: Tech Check Your Deliverables

The launch isn’t over once someone makes a purchase! Now you have to make sure they can access what they bought without any hiccups. 

Here’s what to check:

Course Platform or Membership Site: Make sure all content is uploaded and accessible once people activate their accounts.

Digital Downloads: Test any downloadable files to confirm links work and files open correctly.

Scheduling: If your offer includes one-on-one or group coaching or events, ensure your calendar is integrated properly with your hosting software (like Zoom), time zones are accurate, and invitation/reminder emails are sent. 

#7: Tech Check Your Onboarding Emails

Onboarding emails are another important piece of your post-launch strategy. They’re a logistical and strategic way to make sure your customer has everything they need to enjoy their purchase, or start working with you. 

Here’s what to check: 

Your welcome emails trigger correctly: Similar to your sales emails, make sure your tags are set up correctly, and every link in the emails is working. Send test emails, and have someone else make a purchase to test everything for you from the client or customer’s perspective. 

Troubleshooting: Prepare for common issues like customers not being able to log into their accounts or access their purchase. Have clear instructions and support options ready in your onboarding emails, or even someone on standby to tackle these issues. 

Pro Tech Tips for a Successful Launch

Test Everything Twice

Don’t just assume your tech works after setting it up…double check! Test everything from start to finish—click every link, fill out every form, and even make a test purchase. Then ask a friend or team member to do the same to catch issues you might have missed.

Have a Backup Plan

No matter how prepared you are, sometimes tech can go haywire. Keep alternate payment links or file delivery methods on hand. You can even draft a few canned responses in case customers run into issues, making everyone’s experience a lot less stressful.

Get Expert Support

Running a successful launch is A LOT of work. There are different strategies to consider, a ton of content to create, and many moving parts to juggle. You can’t expect to do it all yourself like a pro. 

That’s why there are businesses like BizMagic that support you with everything from the strategy and tech setup to the copywriting and customer service. If you’re feeling overwhelmed by the enormity of your to-do list, figure out where you need support and go after it!

Ready to Launch With Confidence?  

If tech is something you consistently struggle with in business, or you simply don’t have the bandwidth to test everything yourself, BizMagic Tech Check has you covered.

A BizMagic Tech Check is a one-off service where a BizMagic tech pro will double-check any tech that you (or someone else) have set up in your business.

And if we see anything that’s not working properly, we fix it for you! That way, your tech is ready to go public in time for your next launch.

It’s time to stop leaving your revenue goals to chance. Book your Tech Check today and start your next launch knowing every moving piece is working exactly as it should.

Next
Next

Hiring Tips for Small Business Owners: How to Find the Right Support Without the Stress