Does Launch Rooster replace GoHighLevel?

No. Launch Rooster is the onboarding and launch-management layer in front of your CRM. Keep contacts, email, SMS and ongoing automations in GoHighLevel. The current synchronization experience is Demo Mode; no live data is sent.

Can I upload a Plaud recording?

Yes. Export your recording or transcript from Plaud and upload the file through Meeting Intake. There is no direct Plaud account connection. Audio uploads are stored; transcription and extraction from arbitrary audio remain a Demo Mode preview until a live service is connected.

Can I upload a transcript instead of audio?

Yes. Upload a text transcript or paste notes from Plaud, Zoom or a call summary. The current demo organizes text using in-browser rules; it is not a live general-purpose AI extraction service.

Does AI automatically save information?

No. Proposed extraction and research must be reviewed by the agency before they become an approved client record. Confirmed details, suggestions and missing answers are presented separately.

Can the client edit the generated brief?

Clients can edit the available brief inputs, approve the brief or request changes. AI-assisted draft content needs review and approval before it guides execution.

Can I customize the onboarding questions?

The demo includes industry-specific question groups. A complete agency question and template editor is planned for early access; discuss your requirements in a demo.

Does it work for different industries?

The workflow includes industry-specific prompts for agencies serving sectors such as dental, med spa, roofing and real estate. Additional templates can be scoped for your team.

Can I use my agency branding?

Agency name, colors, logo initials, welcome message and a domain field can be previewed in settings. Custom logo delivery, connected custom domains and separate agency tenants are planned capabilities, not completed multitenant infrastructure.

Is task management included?

Yes. The demo includes a Kanban board, list view, client and owner filters, due dates, priorities, task creation and client-visibility flags. Dependencies, recurring tasks, subtasks and richer collaboration are planned.

Can I import existing clients?

An agency can capture existing client details through the intake workflow. Bulk client import and migration tooling are planned; bring your existing process to the demo so we can assess the fit.

Is client information secure?

Portal APIs require server-validated sessions and client-scoped access. Files are stored behind authenticated APIs. The current product is an early-access demo, not a certified or fully audited production system; use sample data for evaluations. Do not upload passwords or API keys.

Yes. Explore the guided product walkthrough or request a tailored demonstration. Demo requests are saved in Demo Mode. Calendar booking, email notifications and CRM delivery are not connected yet.

The client onboarding & launch platform

Turn Signed Clients Into
Launch-Ready Accounts—Faster.

Q: Can clients see the agency dashboard?

No. Clients never receive access to the agency command center, internal notes, other clients, team management, or private agency tasks. Client sessions are restricted to their assigned record on the server.

Upload a meeting recording, Plaud transcript, notes, or client documents. Launch Rooster organizes the information, completes the onboarding record, identifies what is still missing, and turns everything into a clear launch plan.

Book a Demo See How It Works

From Signed Client to Launch-Ready.

Launch workspaceIllustrative preview

Client launch / Example account

A clear path from here.

In onboarding

Launch readiness

84/ 100

Two access requests. One approval.

Onboarding progress72%

Missing information

Meta Business accessClient

Google Business accessClient

Marketing brief approvalClient

Next action

Send the Meta access instructions.

Agency tasksLanding page In progressTracking setup Waiting on access

Built for marketing agencies, consultants, fractional CMOs, and client-service teams.

Record the meeting

Capture the details

Find what’s missing

Create the plan

Manage the launch

The gap between signed and started

Client onboarding should not feel like paperwork.

The contract is signed. The energy is high. Then the chase begins.

01Long forms clients do not finish

02Details buried in meeting notes

03Missing passwords and assets

04Repeated follow-up messages

05Information scattered across tools

06Unclear launch responsibilities

07Delayed campaign launches

Launch Rooster turns onboarding
conversations into organized action.

Explore the Platform

Meeting intelligence

Your onboarding meeting can complete most of the onboarding for you.

Bring the conversation. Leave with a structured record, focused follow-up questions, and clear agency tasks.

Saved audioPlaud exportsZoom transcriptsMeeting notesCall summariesClient documents

Extract business details into the right onboarding sections
Keep confirmed facts separate from assumptions and research
Exclude irrelevant personal conversation
Find missing answers and generate follow-up questions
Create tasks after the agency reviews the proposed update

Review is part of the workflow. AI-generated or researched information needs agency approval before becoming an approved client record.

Current availability: text intake uses demo rules. Audio, PDF and DOCX uploads are stored with representative extraction. Live transcription, research and general-purpose AI extraction require a connected service.

Client kickoff transcript.txt

Plaud export · illustrative example

Agency reviewApproval required

Confirmed in meetingPrimary service: residential roofing

“We want to focus on residential roof replacement.”

Suggested · unapprovedEmergency service availability

Needs client confirmation before use in a campaign.

Missing answerWhat is your service radius?

Added to the client’s next question group.

Example extraction. Agency reviews before saving.

1Upload meeting

2Extract details

3Agency reviews

4Client fills gaps

5Create launch plan

Your launchSaved

Next question group · Offers & services

We already handled what we could.

Here is what we still need from you.

Which service should we promote first?Residential roof replacement

Continue to missing assets

Illustrative preview · Pick up where you left off

Express onboarding

Busy clients only answer what is still missing.

We already handled what we could. Here is what we still need from you.

Pre-fill details already captured and reviewed
Keep suggested public research separate from confirmed facts
Focus on the highest-priority unanswered questions
Show one logical question group at a time
Autosave progress and return from a phone

Express onboarding is available in the demo. Live public research and fully automated pre-filling remain planned integrations.

Explore the workflow

Missing information

Know exactly what is keeping every client from launching.

A missing logo is a request. Missing ad-account access is a blocker. Give your team and client a clear next action for both.

Keep received, missing and optional items distinct
Connect access requests and assets to the client record
Use launch blockers to prioritize the next task

Our expanded checklist design connects status, owner, due date, instructions, client visibility and launch-readiness impact for each request.

The preview illustrates the expanded checklist. The current demo includes asset categories, access requests and readiness blockers; full per-item controls are planned.

What is holding up launch?

Example checklist

LogoClient · Complete

Received

WebsiteAgency · Complete

Confirmed

Google Business accessClient · Before tracking setup

Still needed

Meta Business accessClient · Before campaign build

Still needed

Customer testimonialsClient · Before creative approval

Missing

Team headshotsClient · No launch impact

Optional

Access request instruction: invite the agency using platform permissions. Never send a password.

Client-visible example. Detailed due dates, instructions and per-item score effects are part of the expanded checklist roadmap.

Interactive score example

Launch Readiness

84/100

Business information15/15

Offers and services15/15

Brand assets10/10

Marketing access10/20

Technology access10/10

Sales process10/10

Content assets10/10

Client approvals4/10

Try the next actions. Illustrative weights; the current portal uses its own demo scoring rules.

Launch readiness

One score. A clear path to launch.

Readiness should tell you what to do next. See what is complete, what is missing, and what moves the client forward.

The model spans business information, services, brand assets, marketing and technology access, sales process, content and approvals.

Try the score. Confirm access and approve the brief in the example to see exactly where the remaining 16 points come from.

The interactive example demonstrates the planned category breakdown. It does not update an actual client record.

AI marketing brief

Turn onboarding information into a usable strategy brief.

Give your strategy, creative and delivery teams a starting point grounded in approved client information.

ApproveEdit inputsRequest changes

The current brief is a structured demo draft. AI-generated content and channel recommendations require review and client approval. The complete expanded brief below is the product direction.

Marketing briefDraft · review required

A shared direction.
Before the first deliverable.

The business

Company summary

Business model

Core services

Ideal customer profile

The positioning

Value proposition

Competitive advantages

Brand voice

Primary offer

The customer

Marketing goals

Customer pain points

Customer objections

Recommended channels

The execution

Content pillars

Funnel recommendations

Follow-up recommendations

90-day priorities

Built-in task management

Onboarding and execution finally live in the same workflow.

A focused agency workboard for the work between kickoff and launch. Keep the client, onboarding record, missing assets and next action close to every task.

Example account · Launch tasks

From collected to completed.

To do4

Example account

Create email automation

CRM teamLaunch week

Example account

Import contact database

CRM teamLaunch week

Example account

Build review campaign

CRM teamLaunch week

Example account

Complete quality assurance

Account managerLaunch week

In progress2

Example account

Build landing page

Web teamLaunch week

Example account

Create social templates

Creative teamLaunch week

Waiting2

Example account

Request Meta Business access

Account managerAccess needed

Example account

Connect Google Analytics

Web teamAccess needed

Illustrative task preview · Board and list controls work here. Manage records in the agency portal.

Available in the demo

Kanban board, list and team-member views
Client and owner filters, priorities and due dates
Task creation, status updates and owner assignment
Client-visibility flags and internal-only tasks
Launch checklist tasks and meeting-generated follow-ups

Planned workboard expansion

Dedicated table view, status and priority filters
Dependencies, recurring tasks and subtasks
Comments and task attachments
Client task delivery and per-item readiness connections
Overdue indicators and workload overview
Configurable launch checklist templates

Bring launch coordination out of scattered spreadsheets and disconnected Monday.com boards. The advanced features above are roadmap items; no feature is presented as live simply because it appears in a preview.

Two experiences. One launch.

Simple for the client. Complete for the agency.

Client portal

A focused place to answer, upload, review and keep moving.

Their onboarding and business information
Their uploads and missing items
Their marketing brief and approvals
Their launch plan and next requested action
Demo messages; live messaging is planned
Approved client-visible tasks — planned expansion

Agency command center

The context your team needs to coordinate each launch.

All clients in the current agency workspace
Pipeline, onboarding progress and readiness
Blockers, meeting intake and missing information
Internal tasks, launch checklists and notes
Activity and demo automation rules
GoHighLevel demo sync status and admin settings

Clients never receive access to the agency command center, internal notes, other clients, team management, or private agency tasks.

The current demo separates client and agency sessions. Assigned-client team roles, advanced permissions and workload controls are planned.

Works with your operating system

Keep GoHighLevel. Make onboarding smarter.

Launch Rooster is the intelligent onboarding and launch-management layer in front of GoHighLevel. Keep the CRM and automation workflows your agency already uses.

Before the CRM handoff

Launch Rooster

Capture onboarding information and meeting intelligence
Track missing assets and create briefs
Measure launch readiness and manage launch tasks
Collect client approvals

Approved
informationDemo Mode

Your ongoing CRM

GoHighLevel

Store CRM records, contacts and companies
Manage pipelines and opportunities
Send email and SMS
Execute automations and ongoing lead follow-up

Explore the planned synchronization fields

ContactsCompaniesCustom fieldsTagsOpportunitiesPipeline stagesNotesTasksIndustryServicesMarketing goalsLaunch dateOnboarding completionLaunch-readiness scoreApproved asset references

GoHighLevel: Demo Mode. Connection, mapping and sync status are simulated. No records are transmitted, and no live integration is claimed.

White-label direction

Built for your agency—and your brand.

A client experience that feels like a natural extension of your agency, from the welcome message to the launch checklist.

Preview agency name, colors, logo initials, welcome message and a domain field in the current settings. Custom pipeline stages can be edited.

Explore Early Access

Planned agency SaaS capabilities

Custom agency logo and connected custom domain
Custom onboarding questions and industry templates
Custom launch checklists and branded communication
Separate client databases and separate team users
Separate GoHighLevel connections per agency
Agency-specific email and SMS templates

Brand settings previews are available today. Tenant isolation, advanced permissions and custom-domain delivery are not completed multitenant infrastructure.

Industry intelligence

Onboarding that understands the client’s industry.

Go beyond the same generic form. Use the business type to guide the next questions, assets and approvals.

Real estateMortgageTitleDentalMed spaLaw firmsRoofingHVACPlumbingHome servicesRestaurantsFitnessProfessional servicesMarketing agencies

Example conditional questions

Med spa

Which injectables, laser services and body treatments do you offer?
Do you offer memberships?
Are before-and-after photographs approved for use?
What provider credentials and advertising restrictions should the team review?

Example conditional questions

Roofing

Residential, commercial or both? Which roof types?
Do you handle insurance claims or storm restoration?
What is your service radius?
Do you offer financing or emergency service?

Examples illustrate the template direction. The current demo includes a subset of industry-specific prompts; the full template library and editor are planned.

Good questions

Before your first launch.

What to expect from the platform, the portals and early access.

From Signed Client to Launch-Ready.

Stop chasing onboarding details.
Start launching clients.

Turn every client conversation, document, answer, and asset into a clear, organized path to launch.

Book a Demo Agency Login

Already a client? Client Login →

Turn Signed Clients Into Launch-Ready Accounts—Faster.

A clear path from here.

Client onboarding should not feel like paperwork.

Launch Rooster turns onboarding conversations into organized action.

Your onboarding meeting can complete most of the onboarding for you.

We already handled what we could.

Busy clients only answer what is still missing.

Know exactly what is keeping every client from launching.

What is holding up launch?

Launch Readiness

One score. A clear path to launch.

Turn onboarding information into a usable strategy brief.

A shared direction.Before the first deliverable.

The business

The positioning

The customer

The execution

Onboarding and execution finally live in the same workflow.

From collected to completed.

To do4

Create email automation

Import contact database

Build review campaign

Complete quality assurance

In progress2

Build landing page

Create social templates

Waiting2

Request Meta Business access

Connect Google Analytics

Available in the demo

Planned workboard expansion

Simple for the client. Complete for the agency.

Client portal

Agency command center

Keep GoHighLevel. Make onboarding smarter.

Launch Rooster

GoHighLevel

Built for your agency—and your brand.

Onboarding that understands the client’s industry.

Med spa

Roofing

Before your first launch.

Does Launch Rooster replace GoHighLevel?

Can clients see the agency dashboard?

Can I upload a Plaud recording?

Can I upload a transcript instead of audio?

Does AI automatically save information?

Can the client edit the generated brief?

Can I customize the onboarding questions?

Does it work for different industries?

Can I use my agency branding?

Is task management included?

Can I import existing clients?

Is client information secure?

Can I try a demo?

Stop chasing onboarding details.Start launching clients.

Turn Signed Clients Into
Launch-Ready Accounts—Faster.

Launch Rooster turns onboarding
conversations into organized action.

A shared direction.
Before the first deliverable.

Stop chasing onboarding details.
Start launching clients.