New account launch readiness review
Decide whether a new paid media account is ready to launch, gate by gate, and record a go or no-go recommendation.
- Industry
- Agencies
- Team
- Client services, Operations
- Use case
- Client onboarding
- Tags
- Approval workflow
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (c-launch-meter) · Requires sign-in
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Client onboarding and access tracker
Database · Embedded view: Workflow (Onboarding items dashboard) · Requires sign-in
Overview
What this template supports
An internal readiness review for a paid media lead and onboarding coordinator before a new client account launches. It shows how many onboarding items are verified, checks each launch gate, embeds the onboarding workflow board from the onboarding tracker, explains a blocked item, and gives a launch decision checklist, a recommendation with the earliest realistic date, the conditions that would change it and why each gate matters, with a launch block from the Dashboards app. A gate counts as met only after the team verifies it.
- Readiness progress bar
- Gate criteria table
- Embedded onboarding workflow database view
- Blocked item callout
- Launch decision checklist
- Recommendation and conditions to change it
- Gate rationale and verification notes
How to use this template
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List the required gates
Map the account's launch requirements to access, data, people and process items.
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Check each gate
Record whether each gate is met, on watch or blocked, verified by your own test.
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Write the recommendation
State go or no-go with reasons and the earliest realistic launch date.
Frequently asked questions
What does New account launch readiness review help me do?
Decide whether a new paid media account is ready to launch, gate by gate, and record a go or no-go recommendation.
What is included in this template?
It includes Readiness progress bar, Gate criteria table, Embedded onboarding workflow database view and Blocked item callout.
Who is this template designed for?
It is designed for Client services and Operations teams working in Agencies.
What should I review before using this template?
Map the account's launch requirements to access, data, people and process items. Record whether each gate is met, on watch or blocked, verified by your own test.
When does a gate count as met?
Only after the team verifies it, for example with a test campaign draft; a client saying it is done is not enough.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.