Launch Call Checklist: Step-by-Step Guide

Overview

The Launch Call is a critical step in ensuring a smooth onboarding process for clients. This checklist outlines the steps to follow before, during, and after the call, depending on whether the call is held or not.

1️⃣ When Launch Tickets Are Assigned

• Check the scheduled call time.
• Review Action Items and update tickets accordingly.
• Adjust the resolution due date based on the scheduled call.
• Review last notes from CCS for any important updates.
• Confirm the vCita appointment has been held or is scheduled.

2️⃣ Before the Call

• Ensure all action items and pending tickets are prepared.
• Review the client’s account for any necessary updates.

3️⃣ During the Call

Key Discussion Points:

✔ Review open action items, including:

• Google Business Profile (GBP): Verified, no listing, access needed, confirm access, etc.
• Domain setup.
• Facebook access.
  ✔ Confirm app download for the client.
  ✔ Ensure the first reporting meeting is scheduled.
  ✔ Submit necessary tickets, including:
• GBP Optimization
• Tech Requests
• Edits

? Mark the call disposition before hanging up.

4️⃣ After the Call

? If the Call Was Held:

✅ Send the "Intro Held" email template.
✅ Update the launch call ticket to "Intro Held" and mark it as Resolved.
✅ Confirm that the first reporting meeting has been added to the calendar.
✅ Update action items tickets as needed.

? If the Call Was NOT Held:

❌ Send the "Not Held" email template.
❌ Send a text using the "Intro Not Held" template.
❌ Update the launch call ticket to "Not Held".
❌ Change the resolution date to the next day.
❌ Mark "No Show" in the TSI Business Management Platform (BMP).

Key Takeaways

✔ Always review action items and notes before the call.
✔ Ensure the client’s Google Business Profile, domain, and social media access are discussed.
✔ Schedule the first reporting call during the launch call.
✔ Update ticket statuses and send necessary follow-ups after the call.

Next Steps

If there are any pending issues or follow-ups after the call, submit necessary tickets and communicate updates to the client as needed.

For further assistance, reach out to your support team!