Alani Skin MD New-Location Launch Playbook

Execution checklist

Tasks by workstream

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Overall progress0 of 55 tasks complete

01 Data migration & location setup 02 HubSpot sales setup 03 Email & SMS launch cadence 04 Opening event communications 05 Paid media 06 Location page & booking path 07 Launch QA, reporting & handoff

Data migration & location setup

Move inherited client and appointment data into Alani’s systems without triggering premature outreach.

0/8

CompleteTaskOwnerTimingApproval / dependency

Confirm final data export fields, consent fields, source location name, and record countSharedT–5 weeks—Add a temporary Zapier filter excluding the new location during the Boulevard importAgencyBefore import—Add the new location to the HubSpot Location dropdown propertyAgencyT–4 weeks—Import existing contacts with the new Location value and acquisition-source tagAgencyT–4 weeks—Import past appointments into a new, separate HubSpot pipelineAgencyT–4 weeks—Add the location branch to workflows that set phone number and locationAgencyT–4 weeks—Reconcile record totals, duplicates, consent status, and sample recordsAgencyWithin 1 business day of importAlani confirms sample recordsRemove the temporary Zapier filter after import QA is completeAgencyAfter QA approval—

HubSpot sales setup

Create the approved task and outreach system for the new location’s existing clientele.

0/9

CompleteTaskOwnerTimingApproval / dependency

Confirm whether sales outreach to existing clientele is desired at launchAlaniT–4 weeks—If yes, confirm cadence, outreach type, message guidance, and responsible sales teamSharedT–4 weeks—Create the new-location task queue and assignment rulesAgencyT–3 weeks—Create the launch-specific sales workflow when outreach is approvedAgencyT–3 weeksAlani approves cadenceConfirm cadence and outreach type for all existing task-creation workflowsSharedT–3 weeks—Add the location branch to applicable task-creation workflowsAgencyT–2 weeks—Exclude imported contacts from sales workflows until the approved release dateAgencyAt import—Test enrollment, task ownership, timing, copy, and exit criteriaAgencyT–1 week—Add the location to sales and booking-conversion reporting dashboardsAgencyT–1 week—

Email & SMS launch cadence

Welcome inherited clients, explain the transition, introduce the location, and drive bookings.

0/11

Opening event communications

Support event attendance with a short, audience-specific reminder sequence.

0/6

CompleteTaskOwnerTimingApproval / dependency

Confirm event date, capacity, RSVP link, parking, offer, and run of showAlaniT–3 weeks—Build event reminder emailAgencyT–2 weeksAlani approves final detailsSend event reminder emailAgency7 days before event—Send last-chance-to-RSVP email and SMS to eligible non-RSVPsAgency1 day before event—Send event and location-details email to confirmed RSVPsAgencyEvent day—Monitor replies, RSVP issues, and capacity; route operational questions to AlaniSharedEvent week—

Paid media

Generate qualified local demand only after booking, tracking, creative, and capacity are ready.

0/7

CompleteTaskOwnerTimingApproval / dependency

Confirm geography, budget, service priorities, offer, and capacity guardrailsAlaniT–4 weeks—Create pre-launch, opening, and evergreen media planAgencyT–3 weeks—Build location audiences, exclusions, naming conventions, and budget controlsAgencyT–2 weeks—Create location-specific paid copy and creativeAgencyT–2 weeksAlani approves creativeValidate pixels, UTMs, conversion events, phone tracking, and booking attributionAgencyT–1 week—Complete launch-day media activation checkAgencyOpening day—Review spend, lead quality, cost per booking, and capacityAgencyDaily opening week; weekly through T+30—

Location page & booking path

Ensure every campaign lands on accurate location information and a working booking experience.

0/6

CompleteTaskOwnerTimingApproval / dependency

Provide final address, hours, phone, map pin, parking, services, providers, and imageryAlaniT–4 weeks—Publish or update the location page and navigationAgencyT–2 weeks—Confirm Boulevard inventory, appointment types, providers, and booking links are liveAlaniT–2 weeks—Validate location selector, phone links, map, forms, CTAs, and campaign destinationsAgencyT–1 week—Test desktop and mobile from discovery through booking confirmationAgencyT–1 week—Recheck live facts, booking availability, and trackingAgencyOpening morning—

Launch QA, reporting & handoff

Control the release, surface issues quickly, and document the move into evergreen operations.

0/8

CompleteTaskOwnerTimingApproval / dependency

Run integrated QA across data, workflows, audiences, messages, ads, pages, and reportingAgencyT–1 week—Confirm location operations, staffing, phones, schedules, and escalation contactsAlaniT–2 business days—Hold final go/no-go review and record approvalsSharedT–1 business day—Monitor sends, replies, tasks, spend, leads, bookings, and launch issuesAgencyOpening day—Deliver initial launch readoutAgencyWithin 72 hours—Deliver optimization reviewAgencyT+2 weeks—Deliver 30-day report and evergreen recommendationsAgencyT+30 days—Remove launch-only suppressions after approval and assign ongoing ownersAgencyT+30 daysAlani approves handoff

Alani Skin MD
New-Location Opening Playbook

Eight launch checkpoints

Kickoff & access

Data & HubSpot setup

Campaign production

Approvals & QA

Launch lock

Activate & monitor

Optimize

Handoff

Required launch inputs

Tasks by workstream

Data migration & location setup

HubSpot sales setup

Email & SMS launch cadence

Opening event communications

Paid media

Location page & booking path

Launch QA, reporting & handoff

Ready for evergreen operations.

Alani Skin MDNew-Location Opening Playbook

Eight launch checkpoints

Kickoff & access

Data & HubSpot setup

Campaign production

Approvals & QA

Launch lock

Activate & monitor

Optimize

Handoff

Required launch inputs

Tasks by workstream

Ready for evergreen operations.

Alani Skin MD
New-Location Opening Playbook