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Priority Task Start -End

# of -Days
Start
# of Days
Date
Before
After
End
Start
Date
Start
of Prelaunch
Notes/Details
of Prelaunch (- numbers represent # of days after
Primary
cart closes)
(Assigned
Secondary
To) (Asigned To)
INSTRUCTIONS: Click "File" >>> "Download as", save to your computer, or just cut and paste this in your favorite spreadsheet
Copyright
software
© 2013-Current
or as a "table"
| Professional
in your word
Coaching
processing
Inc. | software.
All Rights You
Reserved
could also import this into Smartsheet (http://www.smartsh
>>>> Instructional Video #1 >>>> Instructional Video #2
Project Planning 210 15
1 Choose a date for the start of your launch 210 90 This will be the date that your first piece of prelaunch content is released. All of the other dates in this project plan ar
1 Schedule dates for all events 180 30 Including the dates that you will release each pieace of complimentary prelaunch content and any events that might
1 Create a Launch Calendar. This is a proposed time when each piece210 of content
90 will be released during your Thislaunch,
will PDF
be yourdownloads,
roadmapvideos,
to makewebinars,
sure thatcart
youopen,
stay on
close
taskand
andwhen
that your
JV partners
team understands
should mailthe
for order
each and
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timing o
1 Fill in this project plan to the best of your ability 210 90 Think of this project plan as a working document. You'll be referring back to it throughout the planning and implemen
2 Set goals and decide ahead of time how you will celebrate with your team 210 90 This helps you focus and prioritize on what will produce the tangible outcomes that matter most.
2 Plan a downsell for after the cart closes 60 15 This is optional. This is when you make an lower priced offer to prospects who failed to take you up on your original
2 Plan an upsell for after people buy the initial offer 60 15 This is optional. This is when you make a second offer (usually higher priced) to the customers who purchased your
2 Decide on gifts to raffle off during the live events to encourage live attendance
60 15 Optional
Content Planning 60 20
2 Create and send client survey related to new program content and email 60 all past
20 clients Optional. Do this to test the level of interest in your planned content, and to make changes and refinements. It will a
2 Create and send survey related to new program content and email entire 60 list 20 Optional. Do this to test the level of interest in your planned content, and to make changes and refinements. It will a
Advertising 60 15
2 Get an advertising specialist involved if you plan to use advertising as a60part of 15your traffic generation Trying to place ads, measure their results, and tweak the campaign is very difficult if you don't know what you're doin
2 Decide whether and how you are going to include Facebook advertising 60 15 I highly recommend hiring an FB ad specialist to help you develop your ad strategy and budget, and to execute your
Affiliate or JV Partner Enrollment and Support 180 0 This is optional. You won't be enrolling affiliate or joint venture partners if you are simply doing an "interna
1 Create partner prospect list 180 60 This is your brainstorm list of all potential promotional partners that you'd like to invite to promote the launch. It's a g
1 Email partner prospects to schedule phone calls 180 30 Phone conversations are one of the most effective ways to enroll promotional partners.
1 Set up an affiliate account for each promotional partner within your affiliate
60 tracking
15 software Most software will allow the affiliate to enroll and create their own account, or you can create their account for them.
1 Write all swipe copy for email broadcasts and social media 60 15 These are the templates which you will provide to your promotional partners to make it easy for them to promote you
1 Make schedule of email broadcasts to support affiliate partners 45 7 This is a schedule of the emails you will send to your promotional partners to update them on how the launch is goin
1 Send swipe copy and unique affiliate link to all affiliates 14 7 You should send this to them at least one week before prelaunch starts, so they will have time to pre-schedule their
2 Create visually appealing images for embedding in webpages and emails 45 15 Optional. Some promotional partners like to embed images in their emails, blog posts, etc. Also, people who are pro
2 Design affiliate contest & prizes 150 15 Optional. You certainly don't need to have an affiliate contest. However, sometimes a little friendly competition can in
2 Subscribe to partner lists to track the emails they send 45 7 It's a very good idea to subscribe to the email list for each of your partners, so that you can track who follows throug
2 Call partners to confirm receipt of the swipe copy and affiliate link 14 0 It's critical to make sure each of your important affiliate partners receives their swipe copy and affiliate link. So, whe
2 Call partners to confirm dates they will send 14 0 As each partner confirms to promote the launch, ask them what date or dates they plan to send an email to their list.
1 Send final affiliate report -1 -30 It's a good idea to email a final report to all of your promotional partners to report on how the launch turned out, cele
1 Pay all affiliates who earned commissions -30 -60 If you have a moneyback guarantee, then it is advisable to pay your affiliates after the guarantee is over so that you
Bonuses 120 15
1 Consider what bonus or bonuses you could provide with your offer 90 15 A high value bonus package can really increase your conversion rate and help to make your launch successful. Bon
1 Email promotional partners and colleagues to invite them to contribute120 a bonus 15 Partners and friends can also contribute bonuses that will either be given to everyone who buys the offer, or only to
1 Choose bonuses and get brief descriptions for the sales page from the30 providers
15 You will be including brief descriptions of each bonus on your sales page, so you'll need to ask the people who volun
1 Get product images to accompany bonus descriptions on the sales page 30 15 Images can make the bonuses feel more tangible, and valuable. So when you ask your partners for brief description
1 Schedule "disappearing benefits" 60 15 These could be bonuses, or early bird pricing, or a special payment plan, or anything you can think of that would add
1 Send the bonuses after the refund period ends -30 -60 Typically, it's best to wait until the money back guarantee period is over before delivering the bonuses. There are tw
Email Broadcasts 60 0
1 Email current and past customers early to start building anticipation for60 the launch
15
1 Email entire subscriber list to start building anticipation 60 15
1 Create welcome autoresponder that asks new sign ups to invite their friends60 to
15enjoy the free content (the prelaunch
You might content)
also consider inviting people who register for the free content to also become affiliate partners. This can s
1 Write 3 or more broadcasts to send to your own list to invite them to register
60 for
30 the prelaunch content
1 Write the emails for the "launch list" that informs them of the release of60each piece
15 of pre-launch content You will typically be releasing a new piece of free pre-launch content every 2-3 days. You'll want to write a very com
1 Write and schedule "reminder" emails for each event 60 0 If you're doing any live events such as a webinar, write the reminder emails that will support people to show up.
1 Write your "cart open" email and 1-3 "cart is closing" broadcasts 60 15 These are the emails you will send the day before the cart closes, and on the final day.
2 Write and schedule "follow-up email broadcasts" for after the launch 60 15 These emails can be designed either to offer a downsell, or simply to provide additional value and build the relations
Delivering the Paid Product or Service 60 15
1 Decide on price point for the paid product or service 120 90
1 Schedule any events that may be included in the paid offer 60 15 This is would be the schedule of dates you intend to deliver each piece of paid content. In some cases you might giv
1 Create the welcome packet 60 15 This includes any emails, pages, links or downloads they will receive when they first sign up.
1 Create and schedule any autoresponders or email broadcasts that might 60 be a 15part of delivering the paid product or service.
1 Set up the order fulfillment process if you'll be shipping a physical product
60 15
Customer Service 60 15
2 Prepare for more customer service issues as a result of enrolling a rush60of new 15clients For example, you may want to hire a virtual assistant, or ask your current virtual assistant to prepare for more hours
2 Create templates and a set of Frequently Asked Questions and their answers 60 in order to respond efficiently to the most common customer service issues
15
Prelaunch Content 90 15
1 Create prelaunch content piece #1 90 15 As you know, your prelaunch content can take many forms, including but not limited to written content, live in person
1 Create prelaunch content piece #2 90 15
1 Create prelaunch content piece #3, 4, 5, and so on 90 15 You only need one piece of prelaunch content, but more is usually better. However, you don't want to overwhelm pe
Social Media 45 15
1 Make a plan for social media - include types and dates of postings and90 management
15 of interraction You may consider hiring someone to prepare and oversee this.
1 Write social media swipe copy for affiliate partners 45 15
2 Write social media posts for your own followers 45 15
2 Consider delegating the task of monitoring and responding to social media 45 mentions
15 during the launch, especially if you are expecting a lot of comments
2 Preschedule social media posts 45 15 I recommend using HootSuite.com to preschedul posts to multiple social media accounts at once. It's a wonderful fr
2 Create a Facebook Event 45 15 Clearly this is optional. You may want to create a Facebook "Event" for your launch. The benefit of creating an "even
Software 60 15
1 Secure Project Management software 210 90 Optional but recommended. This will help you to stay on task and allow communication with your team. You can use
1 Enter tasks and start/due dates from this spreadsheet into project management
180 30 software Optional but recommended.
1 Secure email marketing software 60 15 This is pretty much essential for doing a proper launch. See Ryan's Rolodex of Resources for recommendations. M
1 Secure affiliate tracking software 60 15 Optional. Only needed if you are including affiliates as part of your traffic generation strategy. See Ryan's Rolodex o
1 Secure a merchant account 60 15 Optional but highly recommended. The merchant account will allow you to take payment via credit card. See Ryan's
1 Secure adequate web hosting 60 15 A launch can sometimes generate a massive spike in traffic to your webpage. Call your web hosting provider, and m
1 Test the registration process, as well as the purchase process, and make 15 sure 1everything is running smoothlyYou should try registering yourself on your opt-in pages, and make sure you receive the correct welcome page and a
2 Secure tracking/analytics software 60 15 Optional but highly recommended. Your email marketing and affiliate tracking software will likely have some built-in
2 Secure teleclass and/or webinar software 60 15 Optional. Only needed if you are doing teleclasses or webinars as part of your launch. See Ryan's Rolodex of Resou
2 Secure membership site software 60 15 This is optional and only necessary if you think you truly want and need a membership site.
2 Make sure your webpage is secure 60 15 Web pages can occasionally get hacked into, and you are especially vulnerable if you are using WordPress. If you a
Testimonials, Case Studies, Guest Speakers and Hosts 120 30
1 Enroll and schedule testimonial providers 120 30 Testimonials are short endorsements. Case studies are longer more in-depth stories of success from your clients. B
2 Enroll and schedule case study providers 120 30
2 Enroll and schedule expert guest speaker and/or hosts 60 30 Guest speakers are great for longer live events because they can provide value while giving you a break from being
2 Make appointments with each provider to prepare, especially if they will60be speaking
30 on a live event or call
Videos - optional 210 15
1 Create promotional partner invitation video 210 150 This is a video to invite new joint venture and affiliate partners to promote the launch. People do business with peop
1 Script and shoot pre-launch content videos Optional. This is could be the main free content of your launch, if you're providing your content via video. However, v
1 Create a "sales" video 60 15 You might consider creating a video that is highly engaging and provides all of the detail that people need in order to
2 Create a video for your registration or opt-in pages 60 15 Sometimes having a video on your registration pages can help, but it better be good, and I recommend testing one r
2 Create welcome video for people who register for the prelaunch content 60 15 If your pre-launch content is not video based, and people are not going to get access to video #1 immediately, then y
2 Create a welcome and orientation video for new paying clients or customers 60 15 This is optional, and I only just started doing this myself recently, but I think it helps new clients to feel comfortable w
2 Create short teaser videos that get people excited for the main event or60events 15 Providing short teaser videos could be especially helpful to keep people engaged if you are coming out with prelaun
2 Test to make sure your videos play properly on Mobile (phones and tablets) 30 and 15 on various browsers (Chrome, Firefox, IE, and Safari)
Web Pages - Registration, Sales, Etc. 210 15
1 Make a comprehensive list of all the web pages you'll need 210 150 Include pages for opt-in or registration, sales, checkout, thank you, welcome, free content delivery, and paid content
Priority Task Start -End
# of -Days
Start
# of Days
Date
Before
After
End
Start
Date
Start
of Prelaunch
Notes/Details
of Prelaunch (- numbers represent # of days after
Primary
cart closes)
(Assigned
Secondary
To) (Asigned To)
INSTRUCTIONS: Click "File" >>> "Download as", save to your computer, or just cut and paste this in your favorite spreadsheet
Copyright
software
© 2013-Current
or as a "table"
| Professional
in your word
Coaching
processing
Inc. | software.
All Rights You
Reserved
could also import this into Smartsheet (http://www.smartsh
>>>> Instructional Video #1 >>>> Instructional Video #2
2 Create a "Partner Invitation" page 210 150 This is a simple page that invites potential joint venture partners, and affiliate partners, to promote your launch. It is
1 Create a "Registration Page" AKA "Opt-in Page" for each piece of pre-launch
60 content
15 These pages are really important so put the time and effort necessary into making them good. An effective registrati
1 Create a "Welcome Page" people will land on when they first register 60 15 This delivers the first piece of prelaunch content and builds anticipation for anything you have planned. If they've reg
1 Create "Delivery Pages" to deliver each piece of pre-launch content The first "delivery" page is your "welcome" page. However, if you plan to deliver additional pieces of content (such a
1 Create a "Replay Page" or "All Access Page" 60 15 This is the page that will host all the free content from your launch. For example, I often do live webinars as part of m
1 Create a "Sales Page" for the paid product or service 60 15 This page is extremely important. You may want to get the help of a copywriter to make sure it's really good. You ma
1 Create a "Checkout Page" for the paid product or service
1 Create a "Thank You Page" people will land on when they buy your product 60 15
2 Create a "Comments and Questions Page" 60 15 This is an optional page. This might be a separate page like I do with my launches, where people can post commen
2 Create a "Product Delivery" page (hidden and/or password protected) 60 15 This page could possibly be the same as your "Thank You Page". This page is optional, and is only necessary if you
2 Test to make sure web pages look good in various browsers 60 15 Web pages often look different in different browsers. I highly recommend downloading and installing each of the ma
2 Test all pages on mobile devices 60 15 Make sure you web pages look good on phones and tablets.
Evaluation 1 30 1-30 days after the launch be sure to evaluate and capture your learning.
2 Evaluate results of any advertising - cost per lead, conversion rate, sales/lead,
1 30income per client, etc. Calculate the ROI of your advertising.
2 Notice which traffic sources, affiliate partners, etc. produced the most results,
1 and plan to build upon this next time.
30
2 Take good notes on what worked, and what didn't, and plan to apply your 1 learning
30 to your next launch.
2 Do something to celebrate 1 45
Options to Consider
2 You may want to offer one or more QA calls while the cart is open for people
60 who
7 are interested but have questions
2 You may want to offer private calls (Clarity Calls) with people who are undecided
60 0 You may want to secure and train a team to assist with these calls
2 You may want to provide "Chat" on your sales page using Chat software 60 0 Optional. You may need additional trained team members to monitor this. See Ryan's Rolodex of Resources for the

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