L A U N C H C A L L

PRE - LAUNCH CALL CHECKLIST

Check the Website Draft.

  • Do a quick scan of the new website to catch any typos or errors, and familiarize yourself with the site so it will be easier for you to discuss any changes.

Client Preferences & Task Verification

  • Make sure all client preferences and initial requests have been completed. Check Bitrix for this. If there are any pending tasks, create a ticket right away.

Google Business Profile Review & Opportunity

  • Check if the client has a Google Business Profile. If not (and if it’s necessary), advise them to sign up for one. If they already have a profile, make sure it is linked to the new website. This is also a great opportunity to offer our GBP service.

QA CHECKLIST

1

Discuss Domain Connection – Check the domain registrar and current hosting provider to see if they have email hosting services. Depending on the situation, you can offer either domain pointing or a domain transfer (or both, if necessary).

REGULAR & ECOMMERCE WEBSITE

2

Check Google Business Profile (GBP) – If they don’t have one, advise them to sign up. We cannot complete the verification process on their behalf, but we can provide step-by-step instructions to guide them. If they already have a profile, make sure it is linked to the new website.

REGULAR & ECOMMERCE WEBSITE

3

Product Listing – Make sure to ask if all their products are already uploaded to the website or if they are planning to add more. If they are, ask them to send the product details to us. Be mindful of their monthly rate, as the store plan depends on how much they are paying.

ECOMMERCE WEBSITE

4

Payment Gateway – Ask which payment processor they would like to use to receive payments from the website. Discuss the common gateways that are compatible with our platform and confirm whether they already have one of those. If not, check if their preferred gateway is compatible before confirming that we can use it. Request their payment gateway login details so we can integrate it.

ECOMMERCE WEBSITE

5

Shipping Rate – Discuss our three shipping options: default setup, flat rate, and custom shipping.

ECOMMERCE WEBSITE

SUGGESTED SCRIPTS

  • SUGGESTED LAUNCH CALL SCRIPT - REGULAR WEBSITE

Step 1: Introduction

“Hi [Client Name], this is [Your Name] from Simple.

I’m calling regarding the initial draft of your new website. Have you had a chance to review it?

(If yes → great, proceed. If no → briefly walk them through the key sections.)

I’m excited to go over it with you today and make sure everything aligns perfectly with your vision before we finalize it.”


Step 2: Walkthrough & Revision Discussion

“Let’s quickly go through the website together.

  • How do you feel about the overall layout and design?
  • Does the branding (colors, font, images) match what you envisioned?
  • Is all the information accurate?
  • Are there any sections you’d like to revise, remove, or expand?
  • Do you have any additional photos, videos, testimonials, or content you’d like us to add?

(Clarify everything and set expectations for revision turnaround.)

Perfect — I’ll document all requested changes and we’ll implement those for you.”


Step 3: Website Setup Checklist Discussion

“Now I’d like to go through a few important setup items to make sure everything is fully ready for launch. First, can you confirm which

domain you’d like to use for the website? If you’re keeping your current domain, we can point it to the new site, or if you prefer, we can

handle a full domain transfer. Next, we’ve already checked your Google Business Profile and made sure it can be linked to the new website

to keep your business information consistent online. Finally, can you confirm the best email address for your contact forms? We want to

make sure all inquiries from your website go to the right place.”


Step 4: Timeline & Next Steps

Once we complete the requested revisions and finalize setup items, we’ll be ready to launch.

Our next step is:

  • Implement revisions
  • Confirm domain connection
  • Final approval from you


Step 5: Closing

“Thank you for your time today. We’re very excited to get this live for you and make sure it represents your business exactly the way you

want it. If you think of anything else after this call, feel free to email me anytime.”


  • SUGGESTED LAUNCH CALL SCRIPT - ECOMMERCE WEBSITE

Use this version when the client is rushed, distracted, or pushes back early. Keep it tighter and address resistance directly rather than skipping steps.


Step 1: Introduction

"Hi [Client Name], this is [Your Name] from Simple.

I'm calling regarding the initial draft of your new e-commerce website. Have you had a chance to review it?

(If yes → Great! Let's go over it together.)

(If no → No problem! I'll walk you through the key sections and features.)

I'm excited to review everything with you today and make sure your online store looks exactly the way you envisioned before we finalize it."


Step 2: Website Development Process Overview

"Quickly — I looked at [business name]'s current site before this call, and honestly, [specific compliment]. Wanted to mention that before we dive in."


Step 3: Website Process Explanation

"Let's take a quick tour of your online store.

  • How do you feel about the overall design and layout?
  • Does the branding—colors, fonts, and images—match your vision?
  • Is all of your business information accurate?
  • Are your product categories organized the way you'd like?
  • Are the featured products and product descriptions correct?
  • Is there anything you'd like to revise, remove, or add?
  • Do you have additional product photos, videos, testimonials, or other content you'd like us to include?

Perfect! I'll document all of your requested changes, and our team will implement them for you."


Step 4: E-Commerce Setup Checklist

"Before we launch your online store, I'd like to go over a few important setup items.
Domain

First, can you confirm which domain you'd like to use for your website?

If you're keeping your current domain, we can point it to your new website. If you'd rather transfer it, we can assist with that as well.

Google Business Profile

We've also verified that your Google Business Profile can be connected to your new website to help keep your business information

consistent.

Contact Email

What email address would you like to receive website inquiries and order notifications?


Step 4a: Product Listing

Before we wrap up, I'd like to ask about your product listings.

Are all of your products already uploaded to the website, or are you planning to add more?

If they plan to add more:

No problem! Please send us the product details, including the product name, description, price, images, and any other relevant information, and we'll be happy to add them for you.

I'll also check your current monthly plan to confirm how many product listings are included, as the number of products supported depends

on your website package.


Step 4b: Payment Gateway

Next, let's talk about how you'd like to accept payments through your website.

Do you already have a payment processor, such as Stripe, PayPal, Square, Authorize.net, or another provider?

If yes:

Great! We'll first verify that it's compatible with our platform. If it is, please provide your login credentials or send us an invitation to access

the account so we can complete the integration.

If no:

No problem. We can help you choose a compatible payment gateway that best fits your business and assist you with the setup process.


Step 4c: Shipping Options

Lastly, let's go over your shipping setup. We offer three shipping options:

Default Shipping – Shipping rates are automatically calculated based on the carrier's rates.

Flat Rate Shipping – You charge a fixed shipping fee for every order or shipment.

Custom Shipping – You can create your own shipping rules based on factors like order value, product type, weight, quantity, or delivery

location.

Which shipping option would you like to use for your online store?


Step 5: Timeline & Next Steps

"Once we complete your requested revisions and finalize these setup items, we'll be ready to launch your online store.

Our next steps are:

  • Implement your requested revisions.
  • Upload any remaining products (if applicable).
  • Configure your payment gateway.
  • Set up your shipping preferences.
  • Connect your domain.
  • Complete final testing.
  • Receive your final approval before launching."


Step 6: Closing

"Thank you so much for your time today!

We're excited to launch your online store and make sure it provides a great shopping experience for your customers.

If you think of any additional changes after this call, please feel free to email me anytime. We'll be happy to help!"



Want to hear great examples of how our Project Managers handle their calls? Click HERE