Who should own this checklist?

Typically one implementation owner leads setup while growth/ops validates analytics and activation criteria before launch.

Should we launch without full analytics?

It is better to launch with baseline funnel instrumentation in place so you can quickly identify what is working and what needs adjustment.

Run a daily check during week one, then shift to weekly optimization once behavior stabilizes.

AI booking setup checklist

Use this rollout checklist to move from blank setup to a production-ready AI booking assistant with proper QA, analytics, and operational guardrails.

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Configuration sequence that avoids common integration and policy mistakes.

QA scenarios for booking, reschedule, cancellation, and escalation flows.

Attribution checklist for organic signup-to-activation reporting.

Post-launch operating cadence for weekly optimization.

A clear path from setup to production-grade performance.

Map services, durations, and policy boundaries before connecting integrations.

Validate all critical booking paths in staging and production test tenants.

Configure analytics events: sign_up, tenant_provisioned, tenant_activated.

Run first-week transcript and conversion review loop.

Launch reliability

Higher

Fewer missed steps and cleaner handoff from setup to operations.

Debug time

Lower

Predefined QA scenarios catch failure modes before real traffic.

Attribution readiness

Strong

Funnel events are in place from day one.