🚀 Module 3: Business Pre-Launch Checklist

Confirm critical ops, tech, and marketing items.

⏱️ 60–90 minutes Difficulty: Beginner
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By the end of this module, you will have verified your legal/financial basics, set up your professional presence online, enabled booking & payments, and prepared a launch-ready marketing starter kit.

2. Why It Matters

A health practice without strong basics risks looking unprofessional, losing leads, or facing avoidable legal/financial issues. This checklist ensures you’re protected, discoverable, and bookable from day one.

3. Step-by-Step Guide

1

Confirm Legal & Financial Basics

Register your business, open a separate bank account, and draft simple service policies.

Pro Tip: Use free templates for Terms & Policies and adjust them to your niche.
2

Secure Domain & Email

Buy your domain and create a professional email (you@brand.com) to build trust.

Pro Tip: Google Workspace keeps your calendar, email, and drive all in one. Purchase your domain when creating your site through (Sqaurespace, Wix). Use UltraLyfe to craft a professionally designed site that presents your business in the best way.
3

Set Up Booking & Payments

Clients should book and pay in under 2 minutes. Connect Calendly with Stripe.

Pro Tip: Add buffers in Calendly to avoid back-to-back burnout.
4

Website Launch Readiness

Make sure your site has clear CTAs, an “About You,” and a simple offer page.

Pro Tip: Keep only one button above the fold: “Book Your Session.”

4. Examples & Options

Example: A wellness coach launches with Calendly + Stripe and embeds the booking link on her homepage. Clients schedule in 2 clicks.

DIY

Use free Google Docs for policies, free Wix/WordPress, and Calendly free tier.

Mid-Level

Squarespace + Google Workspace + Calendly Pro ($12/mo).

Advanced

Custom site + premium CRM (Kajabi, Practice Better) + legal templates.

5. Common Mistakes to Avoid

  • ❌ Launching without policies → ✅ Have at least basic refund & cancellation terms.
  • ❌ Using Gmail/Yahoo → ✅ Use you@domain.com for credibility.
  • ❌ Confusing website with too many offers → ✅ Keep 1 clear CTA.
  • ❌ Only taking payments offline → ✅ Connect Stripe/PayPal for instant payments.

6. Quick Win Highlight

💡 Quick Win: Buy your domain and create a professional email alias in <10 minutes.

💬 DM Prompt

“Excited to share my new practice is launching! Clients can now book with me online here: [link].”

Mark Complete ✅

7. Mini-Implementation Exercise

Fill out this quick table:

ItemStatus (Done/Not Yet)
Business registered___
Bank account opened___
Domain & email set up___
Booking + payment live___
Website CTA working___

8. Tools & Resources

Google Workspace

Professional email & calendar in one place.

Calendly

Simple client booking with payment integration.

Stripe

Industry-standard online payment processor.

Squarespace

Easy all-in-one website builder.

LegalZoom Templates

Affordable starter contracts & policies.

9. Checkpoint / Success Criteria

✅ Domain + email active
✅ Booking link works
✅ Payments tested
✅ Website CTA directs to booking
✅ Policies uploaded

10. Summary & Next Step

  • Legal & financial basics protect you early.
  • Domain/email give credibility.
  • Booking + payments = frictionless client onboarding.
  • Simple website + CTA ensures conversions.
Next → Module 4 Legal & Compliance Basics