Excerpt, pages 4 to 7 of 15. Fictional brand, written to show the format.
Launch at a glance
- Launch day: Tuesday of week 4. Public sign-up opens and paid plans go live.
- Primary target: 1,500 trial sign-ups by the end of week 6.
- Secondary target: 12% trial-to-paid conversion for the first cohort, measured at day 30.
- Budget: $9,000 across six weeks, not including salaries.
- Team: Dana (founder), Ravi (product designer), Jo (part-time content writer).
These are planning targets, not forecasts. We review them at the end of week 2 against the size of the waitlist and adjust spend in week 3 if needed.
Week-by-week plan
| Week | Stage | Message | Key actions | Owner |
|---|---|---|---|---|
| 1 | Pre-launch | Freelance taxes should not take a weekend | Open waitlist page, set up GA4 sign-up events, draft launch email | Dana |
| 2 | Pre-launch | See what you owe before the quarter ends | 3 LinkedIn posts, 2 short demo videos, ask 40 beta users for public reviews | Jo |
| 3 | Pre-launch | Launching Tuesday, waitlist gets 2 months free | Waitlist reminder email, 3 newsletter swaps, test ads at $40 a day | Ravi |
| 4 | Launch | Ledgerfox is live: your books in 10 minutes a week | Launch email, founder posts, launch directory listings, ads up to $120 a day | Dana |
| 5 | Post-launch | Invoices, receipts and quarterly taxes in one place | Onboarding emails, tutorial posts, pause ad sets above target cost | Jo |
| 6 | Post-launch | Close your first quarter with no surprises | New user webinar, referral offer, launch review and next quarter plan | Dana |
The message column is the line every channel uses that week, from the email subject to the ad headline. Owners are accountable for the week, not for every task. The full task checklist with owners and due dates is on pages 8 to 10.
Suggested budget split
| Channel | Budget | Share | Notes |
|---|---|---|---|
| Meta and Instagram ads | $3,600 | 40% | Waitlist retargeting and lookalikes built from beta users |
| Newsletter sponsorships | $2,250 | 25% | Two freelancer newsletters, booked for weeks 3 and 4 |
| LinkedIn ads | $1,800 | 20% | Freelance designers and developers, launch week only |
| Creative and tools | $900 | 10% | Demo video edit, ad templates |
| Reserve | $450 | 5% | Released in week 5 to the best-performing channel |
Risks and responses
- Waitlist below 800 at the end of week 2. Likelihood: medium. Impact: high. Response: move $600 from LinkedIn to Meta retargeting and add a referral reward to the waitlist page. Owner: Dana.
- Bank connections fail for some users on launch day. Likelihood: medium. Impact: high. Response: keep CSV import visible in onboarding, publish a help article before week 4, and check connection errors twice a day during launch week. Owner: Ravi.
- Users start a trial but never connect a bank account. Likelihood: high. Impact: high. Response: add a day 1 email with a two-minute setup video and track "bank connected" as its own GA4 event so the drop-off is visible. Owner: Jo.
- The launch date slips past week 4. Likelihood: low. Impact: medium. The quarterly tax angle loses urgency after the filing deadline. Response: lock the date at the end of week 2. If it slips, lead with invoicing instead of taxes. Owner: Dana.
- Support inbox overloads in launch week. Likelihood: medium. Impact: medium. Response: Jo handles the first reply using saved answers to the 10 most likely questions. Dana handles billing and refunds. Owner: Jo.
- Cost per trial stays above $12 after five days of ads. Likelihood: medium. Impact: medium. Response: pause the weakest ad sets and move spend to newsletter slots and retargeting. Owner: Ravi.
Risks 2 and 3 have the most effect on the paid conversion target, so both get a named check in the launch day run sheet on page 11.




