Launching a digital product can feel like a big undertaking, especially if you’re new to the world of funnels and email sequences. But don’t worry—we’ve broken it all down into one simple, step-by-step checklist optimized for Oh My Hi users.

Use This Checklist to Simplify Your Launch

This isn’t just another to-do list. The Oh My Hi digital product launch checklist walks you through everything from choosing your offer to testing your payment form. You’ll not only feel more organized but also more confident as you take your offer live.

Here’s a look at each step in the checklist, along with some friendly guidance to help you through it.

Step 1: Clarify Your Offer

Start with the heart of your launch: your offer. The checklist reminds you to choose between a freebie (to grow your email list) or a paid product (to monetize your expertise). Either way, give it a clear name and define 2–3 benefits that make it irresistible.

Tip from the checklist: If it’s a digital file like a PDF or eBook, upload it to your Oh My Hi Media Library so it’s ready to go.

Step 2: Build Your Delivery System

Next up on the checklist: CRM tags. Tags help you organize your contacts so you know who downloaded your freebie and who made a purchase. The checklist recommends keeping it simple with just one or two tags. That way, you can send the right follow-up without overwhelm.

And if you’re not using the CRM yet? No problem. Our tutorials will show you how to deliver digital products directly through your form.

Step 3: Create Forms That Convert

Forms are essential—and Step 3 of the checklist makes sure you’ve got them set up right. Create:

• A freebie opt-in form
• or, A product purchase form

Make sure these forms are tied to your CRM tags, or that your Customer Notification Emails are set up to deliver your digital product.

Step 4: Design Pages That Work for You

The checklist places landing pages in Step 4, and there’s a reason: you need a clear and inviting space to showcase your offer. The formula here is simple:

• Headline
• Eye-catching visual
• 3–5 benefit-driven bullet points
• A strong CTA (Call to Action)

Your thank-you page can also do double duty—confirming their action and inviting them to engage further (follow you on social, explore another offer, etc.).

Step 5: Add the Magic with Email Sequences

Once someone takes action, keep the momentum going with email! Step 5 of the checklist walks you through setting up two kinds of email flows:

• Nurture sequence for new subscribers
• Pitch sequence for non-buyers

This is where the magic happens: connect your email sequences to your forms using automations—so your system runs without you lifting a finger. (Yes, please!)

Step 6: Walk Through Your Customer Experience

Before you hit “publish,” the checklist recommends testing everything. This means:

• Signing up for your own freebie
• Purchasing your product (set up a coupon)
• Making sure your tags, emails, and pages all work smoothly

And don’t forget—double check that Stripe is in Live mode so your payments actually process.

Step 7: Spread the Word with Confidence

Promotion is Step 7 on the checklist and it’s your time to shine. Start sharing your offer across all your platforms:

• Email your list
• Post on Instagram or Facebook
• Send a quick text
• Try a paid ad (if it fits your strategy)

Use clear, engaging copy that highlights the transformation your product delivers.

Step 8: Keep the Momentum Going

Post-launch, the checklist reminds you to circle back. Send follow-up emails, check your CRM analytics, and tweak anything that isn’t converting well. Your landing page might just need a better headline or a new image to improve results.

Final Thoughts & Your Next Step

The Oh My Hi digital product launch checklist takes the guesswork out of launching. Follow each step, test as you go, and you’ll have a funnel that runs beautifully behind the scenes.

Not yet an Oh My Hi user? Find out why you need it in your life—watch the replay of “How to Build a Website That Works While You Sleep”. It’s packed with info to help you visualize your own success.