a thorough checklist to launch a new sales & marketing Saas agency (built on GHL)

Business Planning

Define your business model and target market

Conduct a competitive analysis

Outline your unique selling proposition (USP)

Develop a pricing strategy

Create a business plan documenting your goals, strategies, and financial projections

Branding

Choose a memorable business name

Design a professional logo and brand identity

Develop brand guidelines (colors, fonts, tone of voice)

Create a mission statement and value proposition

Product Development

Identify key features and functionalities of your SaaS platform

Create a minimum viable product (MVP)

Develop an onboarding process for new users

Test the platform for bugs and usability issues

Gather feedback and make necessary improvements

Website Development

Choose a domain name and hosting provider

Design a user-friendly website with clear navigation

Create landing pages for services and lead generation

Optimize website for SEO

Ensure mobile responsiveness

Marketing Strategy

Define your marketing goals and objectives

Identify your target audience segments

Develop a content marketing plan (blogs, videos, etc.)

Plan social media marketing strategies

Consider paid advertising options (PPC, social ads)

Sales Strategy

Develop a sales funnel and lead nurturing process

Create sales materials (presentations, brochures, case studies)

Train your sales team on the product and sales techniques

Set up a CRM system to manage leads and customers

Launch Preparation

Create a launch timeline with key milestones

Prepare marketing materials for the launch

Set up analytics and tracking for website and campaigns

Develop a customer support strategy

Launch Day Activities

Announce the launch via email, social media, and press releases

Engage with early users and gather feedback

Monitor website traffic and user engagement

Address any immediate issues or feedback

Post-Launch Review

Analyze launch performance against goals

Gather user feedback for future improvements

Adjust marketing and sales strategies based on initial results

Plan for ongoing customer support and engagement

Growth Strategy

Develop a plan for scaling the business

Explore partnerships and collaborations

Consider additional features or services to offer

Set long-term goals for customer acquisition and retention