2026 Client Launch Flow Chart

Strategic + Technical + Execution System

Client Launch System - Complete Process Flow

Phase 0 – Sale Closed

Trigger: Contract signed + payment received

System Action

•Client marked "Won" in CRM
•Client Onboarding Specialist auto-assigned
•Onboarding Form link auto-sent
•Strategic Alignment Call auto-scheduled (or scheduling link sent)

Phase 1 – Pre-Call Intake

Purpose: Raw intake only

Step 1: Client Completes Forms (HighLevel)

Includes:

NAP info

Services

Cities

Hours

Design preferences

Assets checklist

Status = "Forms Submitted"

Step 2: Client Onboarding Specialist Prepares

Before Strategic Alignment Call:

•Review sales notes
•Review forms
•Review website + GBP
•Identify red flags
•Identify missing data
•Pre-fill Launch Blueprint draft

Now you're prepared.

Phase 2 – Strategic Alignment Call

Clarity + Authority + Expectations

Goal: Alignment, not access.

Outputs Required:

Revenue target confirmed
Priority services confirmed
Capacity clarified
Target service areas validated
30-60-90 expectations aligned
Non-negotiables set
Technical Kickoff scheduled

Deliverable Created:

Launch Blueprint – Strategic Section Updated

Status → "Strategically Aligned"

Phase 3 – Technical Implementation Kickoff

The Access Sprint

Goal: Leave call with working access.

Run the Access Sprint Framework

Big 6 Verified:

1.Domain

2.Hosting

3.WordPress

4.Google Business Profile

5.GA4

6.Google Ads

Output Required:

Each marked:

VerifiedPending (owner assigned + deadline)Blocked (escalation noted)

Optional accounts collected after Big 6.

Deliverable Created:

• Launch Blueprint – Technical Section Updated
• Access Capture Sheet Complete

Status → "Access Secured" or "Access Pending"

Phase 4 – Internal Kickoff

Internal Meeting

Trigger condition:

Strategic Alignment complete

Big 6 secured (or clearly documented pending items)

Client Onboarding Specialist presents:

•Revenue goal
•Service priorities
•Service areas
•Website direction
•Compliance needs
•Access confirmation

Production receives: Final Launch Blueprint only (Not raw forms)

Status → "In Production"

Phase 5 – Quick Wins Activation

Optional but Recommended

Timing: 7–14 days post-technical

Goal: Early momentum + perceived movement

Possible actions:

•GBP optimization push
•Database reactivation campaign
•Tracking validation
•Review system activation
•Simple landing page live
•Retargeting pixel live

Output:

Client sees movement before full website launch.

Status → "Momentum Established"

Phase 6 – Website Build + Campaign Deployment

Production executes:

MockupsWebsite buildSEO structureLanding pagesTrackingAds setup

Client Onboarding Specialist:

•Weekly check-in
•Removes friction
•Chases assets
•Maintains clarity

Phase 7 – Go Live

Conditions:

Website approved

Tracking validated

Ads active

GBP optimized

Status → "Live"

Client Onboarding Specialist transitions client to Account Manager.

Phase 8 – Handoff to Growth Manager

Internal Handoff Meeting Includes:

•Revenue goal
•Service focus
•Known friction
•Personality notes
•Capacity constraints
•Early wins or risks

Client introduced to long-term manager.

Client Onboarding Specialist does not disappear.

They overlap for 30 days.

The 3 Critical Control Gates

There are only three points where a client can stall

Gate 1 – Forms Not Submitted

Fix: aggressive follow-up within 24 hours.

Gate 2 – Access Not Secured

Fix: Access Rescue Call within 48 hours.

Gate 3 – Assets Not Delivered

Fix: 48-hour asset deadline + escalation.

Everything else is execution.

Ownership Map

No overlap confusion

Sales →Owns close

Client Onboarding Specialist →Owns first 60–90 days

Production →Owns build

Account Manager →Owns growth

System Design Principle

Forms collect data.

Calls create clarity.

Blueprint creates truth.

Access Sprint creates speed.

Quick Wins create trust.

That's the system.