Create email automation
CRM teamLaunch week
The Launch Rooster platform
One conversation. A coordinated launch.
Meeting intake, client answers, assets, strategy and agency tasks—with a clear next action at every handoff.
Kickoff transcript → Meeting Intake
Step 1 of 5
Bring the conversation.
Upload an exported Plaud or Zoom transcript, paste meeting notes, or save an audio file. Arbitrary audio transcription is Demo Mode.
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 launchSavedNext question group · Offers & services
We already handled what we could.
Here is what we still need from you.
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 workflowMissing 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 checklistLogoClient · Complete
ReceivedWebsiteAgency · Complete
ConfirmedGoogle Business accessClient · Before tracking setup
Still neededMeta Business accessClient · Before campaign build
Still neededCustomer testimonialsClient · Before creative approval
MissingTeam headshotsClient · No launch impact
OptionalAccess 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
84/100Launch Readiness
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.
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
Import contact database
CRM teamLaunch week
Build review campaign
CRM teamLaunch week
Complete quality assurance
Account managerLaunch week
In progress2
Build landing page
Web teamLaunch week
Create social templates
Creative teamLaunch week
Waiting2
Request Meta Business access
Account managerAccess needed
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.
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
informationDemo Mode
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 AccessPlanned 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
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?
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.
From Signed Client to Launch-Ready.Stop chasing onboarding details.
Stop chasing onboarding details.
Start launching clients.
Turn every client conversation, document, answer, and asset into a clear, organized path to launch.
Already a client? Client Login →