Docs / Go-live checklist

Go-Live Checklist

Use this checklist before publishing your funnel to make sure everything is set up for success.

Funnel setup

All steps and fields are configured and in the right order
Required fields are marked — don't require too much too early
Conditional logic tested with different answer paths
Thank-you / confirmation step has a clear next action
Preview your funnel end-to-end on desktop and mobile

Design & branding

Brand colors, logo, and fonts match your website
Button text is clear and action-oriented ("Get my quote" > "Submit")
Layout mode chosen (fullpage or card) based on your use case
Trust badges or social proof added where relevant
Dark mode looks correct (if your audience uses it)

Domain & publishing

Custom domain configured and SSL verified (if using one)
Embed code added to your website (if embedding)
Shareable link tested in an incognito browser
Page title, favicon, and meta description set
Open Graph image configured for social sharing

Integrations & notifications

Webhook URL configured and receiving test submissions
Google Sheets connected (if using) and columns match your fields
Email notifications enabled for new leads (if desired)
CRM integration tested with a test lead
Zapier / Make automation triggered and verified end-to-end

Tracking & analytics

Meta Pixel ID added (if running Facebook/Instagram ads)
UTM parameters tested — check they appear in lead data
Google Analytics or other tracking scripts added
A/B test configured (if testing variants from day one)
Conversion goals defined so you know what success looks like

Compliance & privacy

Privacy policy linked in your funnel or website footer
Consent checkbox added for marketing communications (GDPR)
Data retention settings reviewed in your account settings
Cookie banner in place on your website (if required)
CAPTCHA enabled to prevent spam submissions

Final launch tests

Submit a test lead and verify it arrives in your inbox / CRM / spreadsheet
Test on a real phone (not just browser device mode)
Ask a colleague or friend to complete the funnel and give feedback
Check your analytics dashboard shows the test submission
Verify the thank-you page and any redirect URLs work correctly

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