Post-Sale Implementation

Launch success is designed before go-live.

The deal closes, everyone celebrates — and then the launch stalls on a missing phone number, an unowned dashboard, or a fallback path nobody designed. This is the moment most AI vendors go vague. It's where we get specific.

PLAYBOOKThe Post-Sale Success Readiness Checklist
12 GATES
Master intake sheet confirmed — one source of truth for every field the launch depends on.
Required custom values confirmed — no blank fields discovered on launch day.
Public number & fallback path per location — verified live, not assumed.
Text & coupon ownership confirmed — who owns offers, and what the agent may send.
A2P / SMS registration decided — if texting is in scope, carrier approval is tracked; voice ships regardless.
Dashboard fields confirmed — the numbers leadership will actually look at.
Manager access model confirmed — who sees what, per location or team.
QA sample size confirmed — how much gets scored, from day one.
Launch communications ready — staff and locations know what changes, and when.
Success metrics locked — the baseline you'll be measured against, agreed before go-live.
7 / 14 / 30-day review rhythm scheduled — stabilization reviews on the calendar before launch.
Support escalation path confirmed — who to call when something breaks, with a response window.
Every gate confirmed before go-live — or the launch date moves.Get the checklist as a working doc →
AFTER GO-LIVE

The first 30 days are scheduled, not improvised.

Stabilization reviews at day 7, 14, and 30 — each one an artifact: what held, what leaked, what changed. Then the monthly executive briefing takes over.

DAY 7
DAY 14
DAY 30
STEADY
Stabilization report

First week live — gaps found and fixes pushed.

Trend check

Against the baseline locked at kickoff.

Closeout

Stabilization ends; monthly executive briefings begin.

Common questions

Questions about the checklist.

It's twelve gates to confirm before an AI deployment goes live — from a master intake sheet and required custom values to the public number and fallback path per location, dashboard fields, QA sample size, locked success metrics, and a confirmed support escalation path. Every gate is verified, not assumed.

Before go-live. The deal closes, everyone celebrates, and then the launch stalls on a missing phone number, an unowned dashboard, or a fallback path nobody designed. Walking the twelve gates before launch day is how you catch those gaps before they find you.

Every gate is confirmed before go-live — or the launch date moves. The checklist is deliberately strict because launching on a blank field or an unowned dashboard is how a celebrated deal turns into cleanup. Confirming beats assuming, even when it costs a few days.

After launch, the first thirty days are scheduled, not improvised. Day 7 is a stabilization report of gaps found and fixes pushed, day 14 is a trend check against the baseline locked at kickoff, and day 30 is closeout — where stabilization ends and monthly executive briefings begin.

Is your next launch actually ready?

Walk the 12 gates with us — before go-live day finds the gaps for you.