04 / RESOURCES / TOOL
Website checklist: what a lead-capture site needs before launch
A pre-launch checklist for websites that are supposed to bring in business, not just look good. Tick it off on the page, with a how-to-test note for every item.
A website that is meant to bring in business has a job beyond looking good. Before launch, check that it can actually do that job. Tick items off as you go; nothing is saved or sent anywhere.
How a lead should travel
- Visitor fills form
- CRM recordWith source and page
- ConfirmationSent instantly
- Owner notifiedOne named person
The basics
How to test: open the site on your phone over cellular data, not Wi-Fi. Try to contact the business from three different pages without scrolling to the bottom. Share a page link in a text message and check the preview.
Forms
How to test: submit every form yourself with a test name. Confirm the record appears in the CRM with the right source, the confirmation arrives, and the right person is notified. Then delete the test records.
Trust
How to test: search the site for "lorem," "example," and "placeholder." Read the privacy policy against your actual form fields and tracking tools.
Search and sharing
How to test: visit the domain in four ways (with and without www, http and https) and confirm each ends on the same address. Check that yourdomain.com/sitemap.xml loads.
After launch
A site that passes this list will not guarantee leads, but it guarantees that the ones it earns will not be wasted.
Common questions
Do I need a CRM before launch?
You need somewhere every inquiry is recorded and owned. A CRM is the best place, but even a well-run shared spreadsheet beats an inbox.
How many fields should a contact form have?
As few as the first conversation needs. Name, a way to reply, and what they want is often enough.
What if I am building the site myself?
The checklist still applies. If you are deploying it yourself, see how to launch your first project with GitHub and Vercel.