PractitionerPro setup checklist

A practical implementation tracker for the launch build.

Use this page to track the core GoHighLevel/PractitionerPro assets needed to launch The Lifestyle Physician website, lead magnet funnel, masterclass, SUSTAIN course and community portal.

Build progress

This tracker saves progress locally in this browser, making it useful for review sessions and internal implementation check-ins.

Phases6
Items24
Complete0%

Implementation checklist

Track the platform build by launch phase, not by random tasks.

Each item includes the practical reason it matters, so the build stays connected to Rachel’s launch strategy rather than becoming a technical checklist for its own sake.

Phase 01

Foundation and account setup

Owner: PractitionerPro team

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Phase 02

Public website build

Owner: Web/content team

0/4

Phase 03

Lead magnet and segmentation

Owner: Funnel/automation team

0/4

Phase 04

Masterclass and conversion funnel

Owner: Launch team

0/4

Phase 05

Course and community delivery

Owner: Course delivery team

0/4

Phase 06

Reporting, proof and continuity

Owner: Growth team

0/4

Launch order

Build trust, capture leads, segment interest, invite applications, then deliver the course.

Automation role

Use workflows for reminders, delivery and follow-up; keep human contact for high-trust moments.

Community role

Open community access once the participation promise and moderation rhythm are clear.

Compliance role

Keep approved wording, disclaimers and testimonial guidance visible in the build workflow.