Note the Go Live date (usually the following Monday)
Fill in the VA’s email address
Check off everything remaining, having to do with the Launch
Assign the “Zapier Set-Up” & “Sent Machine Board Training Text” to Making Business Easy (Alexander) with tomorrow’s date.
Assign the “Daily/Weekly Tasks Assigned On VA Hubstaff” & “Sent Live” with the upcoming Monday’s date to Making Business Easy (Alexander).
Assign to AM101 & Schedule the AM “Check-In With The Founder” message 1: 5 weeks from launch date.
Assign to AM101 & Schedule the AM “Check-In With The Founder” message 2 to 4: two days apart following Message 1, avoiding Saturday & Sunday.
Move the Card to “LL Launched But NOT Live” only if they’re going successfully launched today (bottom of the list)
Go to the SMB Board:
Mark “Final Project Approved” in checklist
Move Card to top of “SMB Completed Projects” list
Go to the Client Care Board
Move the client’s card from “Not Yet Active” to “LL Program Live” List.
Open the card and make a comment to update client care of any pending items for approval, if the Launch date was rescheduled, if there are any special instructions e.g. Leads for recruitment or any additional details that must be passed on to the next step and tag the Success Manager.
