If you want to launch Productized Services fast without skipping critical steps, use this checklist.

It is designed for agency owners and freelancers who want a clean, low-risk setup they can complete in one focused session.

How to use this checklist #

• Work top to bottom
• Do not skip validation steps
• Mark each item complete before moving on
• If something fails, fix that item first, then continue

Goal:

• One complete, working purchase-to-delivery workflow

Phase 1: Environment readiness #

• [ ] WordPress is updated and admin access is available
• [ ] WooCommerce is installed and active
• [ ] Permalinks are enabled and functioning
• [ ] Transactional email sending is working
• [ ] You have one test customer account
• [ ] You have one service product ready in WooCommerce

Success check:

• [ ] Store can accept a normal test order without checkout errors

Phase 2: Plugin installation and activation #

• [ ] Productized Services is installed
• [ ] Productized Services is activated
• [ ] Plugin menu appears in WordPress admin
• [ ] No dependency warnings are present

Success check:

• [ ] You can open Productized Services settings screen

Phase 3: Core settings baseline #

• [ ] Order trigger status is configured
• [ ] Default assignee is set (or ownership model is documented)
• [ ] Essential notifications are enabled
• [ ] Non-essential noisy alerts are limited

Success check:

• [ ] Team agrees on the chosen trigger status and ownership rule

Phase 4: Delivery template setup #

• [ ] One template is created for your primary offer
• [ ] Template includes core task list
• [ ] At least one task is client-visible
• [ ] Internal-only tasks are marked appropriately
• [ ] Onboarding form includes only kickoff-critical questions

Success check:

• [ ] Template is ready to deliver one real client project end to end

Phase 5: Product-to-template mapping #

• [ ] Primary WooCommerce service product is mapped to template
• [ ] Mapping is saved and reviewed for conflicts

Success check:

• [ ] You can identify exactly which template will run when this product is purchased

Phase 6: End-to-end workflow test #

• [ ] Place a test order as customer
• [ ] Confirm project is created automatically
• [ ] Submit onboarding as customer
• [ ] Confirm onboarding appears in admin
• [ ] Send admin-to-client message in-thread
• [ ] Send client-to-admin reply in-thread
• [ ] Update one client-visible task and verify customer view

Success check:

• [ ] Full journey works from checkout to active project communication

Phase 7: Notification and deliverability test #

• [ ] New project notification is received internally
• [ ] Onboarding-related notifications are received correctly
• [ ] New message notification is received correctly
• [ ] Sender name/email appears professional
• [ ] Test messages land in inbox (not spam)

Success check:

• [ ] Critical notifications are reliable for both team and client

Phase 8: Go-live readiness #

• [ ] Ownership is clear for onboarding, messaging, and status updates
• [ ] Team knows where to manage projects and messages
• [ ] Client-facing wording is clear and professional
• [ ] Internal comments/tasks are not exposed to customers
• [ ] One rollback/support contact plan exists for launch day

Success check:

• [ ] You can confidently process your first live client order

10-minute pre-launch final pass #

Before opening to paid traffic, confirm:

• [ ] Product mapping is still correct
• [ ] Trigger status still matches live order behavior
• [ ] Onboarding path is obvious in customer account flow
• [ ] Messaging works in one project thread
• [ ] Notification delivery still passes test

If all five pass, you are launch-ready.

What to do right after launch #

• [ ] Monitor first 3–5 live orders closely
• [ ] Log any friction points and immediate fixes
• [ ] Adjust only one setting at a time
• [ ] Re-test after each adjustment

This keeps early optimization controlled and safe.