Go-Live Deployment Checklist

47 items across seven categories. Everything your team needs to check before launching an AI sales automation deployment.

Nothing missed

Every step from pre-deployment testing to go/no-go criteria. Built from dozens of real automation launches.

Team alignment

Clear ownership for every checklist item. Everyone knows their responsibilities before launch day.

Rollback ready

Detailed rollback procedures so you can reverse any deployment quickly if something goes wrong.

Monitoring from day one

Set up alerts and dashboards before you go live. Catch issues in minutes, not days.

Seven categories, 47 items

1. Pre-deployment testing (12 items)

Unit tests passing for all AI flows
End-to-end qualification flow tested
Edge case scenarios verified
Load testing completed

2. Data validation (8 items)

CRM field mapping confirmed
Lead scoring rules verified
Duplicate detection active
Data backup completed

3. Integration checks (9 items)

CRM sync tested
Email platform connected
Webhook endpoints live
API rate limits confirmed

4. Monitoring setup (7 items)

Error alerting configured
Response time dashboards live
Conversion tracking active
Daily summary reports scheduled

5. Team readiness (6 items)

Team trained on new workflows
Escalation procedures documented
Support contacts listed
Feedback channels open

6. Rollback procedures (5 items)

Rollback triggers defined
Manual fallback process documented
Data restoration plan tested
Communication templates ready

7. Go/no-go criteria (6 items)

All critical tests passing
Stakeholder sign-off received
Monitoring confirmed active
Team availability confirmed

Go/No-Go decision

Every item in the checklist maps to a go/no-go criterion. If any critical item fails, the deployment should be paused until resolved. Non-critical items can be addressed post-launch with a defined remediation timeline.

47

checklist items

7

categories

0

missed steps

Planning a deployment?

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