Kick-off Checklist | Notion

Pre-Launch Planning

Email Marketing

Launch Content

Metrics & Debrief

Kick-off Checklist

OFFER SETUP

[ ] Free giveaway is finalized, uploaded, and linked
[ ] Email automation for freebie is active and tested
[ ] Landing page for Milestone 1 is live and mobile-friendly
[ ] Thank You Page redirects to next offer or bonus (e.g., Milestone 2 freebie or upsell)

TEST & OPTIMIZE

[ ] Pop-up/announcement bar is visible on your website
[ ] Promo banner or CTA bar directs to the correct opt-in
[ ] All links in your funnel (emails, pages, socials) are working
[ ] Test opt-in with a dummy email (ensure delivery)
[ ] Mobile + desktop views tested (no broken elements)

PLATFORMS — VISIBILITY CHECK

[ ] Instagram bio updated with CTA or Link-in-bio
[ ] Facebook page/group is active and announcement pinned
[ ] Pinterest visuals scheduled or optimized
[ ] LinkedIn banner, profile, or post updated

TECH STACK — PROGRAMS

[ ] Canva graphics are finalized and accessible
[ ] Email marketing software is connected to opt-ins
[ ] Website or landing page builder is functioning + backed up

COLLABORATIONS & PARTNERS

[ ] Reach out to warm leads or affiliate partners
[ ] Finalize contracts (if working with collaborators)
[ ] Pre-scheduled email copy and graphics shared
[ ] Terms and Conditions reviewed and confirmed
[ ] Launch dates communicated clearly
[ ] Affiliate tracking links tested

CONTENT STRATEGY — WARMUP SEQUENCE

[ ] Brand awareness post(s) scheduled
[ ] Warm-up content shared via email or social
[ ] Conversion-focused content ready (leads → opt-in)

INSTAGRAM CONTENT

[ ] Stories prepared (launch reminders, behind-the-scenes)
[ ] Live topic outlined + time scheduled
[ ] 1–2 Reels edited and queued
[ ] Carousel post ready to go with strong CTA

ADS & PROMOS — FREEBIE

[ ] Ad creatives (images or video) finalized
[ ] Ad copy reviewed with clear offer hook
[ ] Landing page for ad linked + tested
[ ] Facebook pixel integrated and tested
[ ] Conversion API installed (if applicable)