Go-live readiness checklist
Verify end-to-end connectivity across the CRM, cloud voice engine, and DNS registrar before handing the practice owner their dashboard login. Check each item off — your progress is saved on this device.
Overall readiness
In progress0%
0 of 23 verification items complete
0/8
Phase 1
0/3
Phase 2
0/6
Phase 3
0/3
Phase 4
0/3
Phase 5
Five-phase verification
Work top to bottom. Each phase must be fully green before the practice sub-account is flipped to Live Mode.
Infrastructure & Domain Verification
Confirm the foundation is live and secure before anything else.
AI Agent & Telephony Audit
Validate the voice agent speaks, routes, and triages correctly.
Funnel & Lead Flow End-to-End Test
Walk a real lead from widget submission to booked calendar slot.
Client Hand-Off (Practice Access)
Make sure the practice owner is ready to receive leads on day one.
IP Protection & Security Audit
Confirm proprietary assets are locked down and client access is restricted.
Final go-live protocol
Once every checklist item above is marked complete, run these three steps to flip the switch and hand off access.
- 1
Set the practice sub-account from Draft / Testing Mode to Live Mode.
- 2
Clear the website cache and hard-refresh the live domain.
- 3
Hand off the dashboard access credentials to the practice owner.
Not yet ready. Complete all 23 verification items first. The go-live steps unlock once overall readiness hits 100%.
Need help verifying?
Run through the checklist with our deployment team before flipping the practice to Live Mode.