14-day messenger lead-capture bot launch checklist

This 14-day messenger lead-capture bot launch checklist is a practical sprint plan to move a Messenger lead-capture bot from sandbox to production. It prioritizes preflight QA, CRM data mapping & field taxonomy for lead capture, consent copy, legal review & messaging compliance, sandbox-to-production promotion steps and rollback procedure, and a Day‑1 monitoring playbook so teams can validate go/no‑go gates and measure success on launch day.

14-day messenger lead-capture bot launch checklist: at-a-glance sprint plan

This 14-day messenger lead-capture bot launch checklist gives you a printable timeline with daily owners, milestones, and go/no‑go gates. Use it as the single source of truth so engineering, QA, product, legal, and CRM teams all know who’s responsible for each task on each day. A one‑page matrix should include owners, required signoffs, and a short smoke‑test for every major step.

Launch objective, success metrics & SLAs

Agree on measurable objectives before you flip the switch: a target conversion rate, acceptable lead quality thresholds, and SLAs for lead delivery to your CRM. Include CRM data mapping & field taxonomy for lead capture in your acceptance criteria so leads arrive with the correct fields, formats, and IDs — for example, map bot variables to Salesforce or HubSpot fields and define required vs optional attributes.

Roles, owners & RACI for a 2-week messenger bot launch checklist

Create a concise RACI that names the product owner, engineering lead, QA lead, legal reviewer, CRM admin, and on‑call support. The RACI should state who approves consent copy, who completes the sandbox-to-production promotion steps and rollback procedure, and who triggers the incident response runbook. Clear ownership reduces delays when a go/no‑go decision arrives.

Phase 0 — Preflight: sandbox signoff, legal & consent copy (Days -3 to 0)

Finish sandbox verification and legal review before scheduling production promotion. Lock the consent copy, legal review & messaging compliance checklist to the release ticket so signoffs are auditable. Include checks for TCPA and GDPR basics, retention policy notes, and a simple consent log that shows timestamped opt‑ins.

Phase 1 — Week 1 (Days 1–7): 14-day messenger chatbot launch plan — core flow QA, conversational edge-case hunting

Use week one to validate core conversational flows. Run scripted happy‑path tests, then expand to negative paths and context switches to surface where the bot drops context or produces malformed payloads. Track every failing case and classify fixes as critical, high, or medium so your week‑two schedule can prioritize integrations and fixes.

Phase 2 — Week 2 (Days 8–14): integrations, scale tests & final go/no‑go

Week two is about integrations and scale. Rehearse the sandbox-to-production promotion steps and rollback procedure: rotate tokens, flip feature flags, and run smoke tests. Perform webhook replay checks and short load bursts to confirm CRM endpoints and webhook handlers stay within latency SLAs under expected traffic.

Preflight QA scripts & acceptance tests (checklist and sample scripts)

Capture acceptance criteria as executable QA scripts. Include explicit assertions (e.g., “lead posted to CRM with external_id and phone_number present”), a list of at least 10 edge cases, and automated smoke tests that run as part of CI. A sample script might assert idempotency by replaying a webhook and confirming no duplicate lead is created.

Data mapping & CRM field taxonomy for reliable lead handoffs

Document CRM data mapping & field taxonomy for lead capture so every bot variable has a clear destination. Provide webhook payload examples, enum-to-dropdown mappings, and guidance for handling missing or malformed values. Note idempotency keys, source tags, and recommended deduping logic so downstream teams can reconcile leads reliably.

Consent copy, privacy checklist & legal signoff workflow

Write a short, explicit consent line and attach the consent copy, legal review & messaging compliance checklist to your release ticket. The checklist should include storage/retention rules, where audit trails are kept, and what evidence legal requires for opt‑in. For example: retain consent logs for the contested period required by local law and link them to the lead record.

Sandbox-to-production promotion steps & rollback procedure

Follow a feature‑flag checklist during promotion: rotate app tokens, switch environment variables, update routing, and run post‑promotion smoke tests. Document the rollback procedure so engineers can revert flags, revoke keys, and restore previous routing within your defined SLA window. Rehearse the rollback once in staging so the steps are familiar under pressure.

Day‑1 monitoring playbook: dashboards, alerts & escalation paths

Publish a Day‑1 monitoring playbook and watch these dashboard KPIs closely: message failure rate, webhook error rate, lead delivery latency, and conversion anomalies. Use the Day‑1 monitoring playbook for messenger bots: dashboards, alerts, escalation paths, and rollback triggers as your day‑one checklist — include alert thresholds, who gets paged (PagerDuty or Slack), and a simple runbook for common failures.

Rollback, incident response & post-launch retrospective

Define clear rollback triggers and immediate mitigation steps in the incident response runbook. When you trigger a rollback, notify stakeholders with a short, templated message describing impact, action taken, and expected recovery time. After launch, run a 48–72 hour retrospective to capture root causes, prioritize fixes, and update the checklist for the next rollout.

messenger lead-capture bot go-live checklist (14 days)

Include this compact go‑live checklist as a sub‑artifact: token rotations, consent log attached, CRM mapping verified, smoke tests green, monitoring dashboards active, and a named escalation contact. Keep this messenger lead-capture bot go‑live checklist (14 days) attached to the production ticket so the ops team can verify each gate quickly.

Printable quick checklist + reusable templates

Bundle a one‑page printable checklist, QA script snippets, sample consent copy, a CRM mapping template, and a production ticket template. These reusable artifacts shorten future launches and make the 14-day messenger lead-capture bot launch checklist repeatable across teams and campaigns.