The Hidden Steps Most Coaches Skip When Planning a Launch (And Why It’s Costing Them Sales)

by | Dec 5, 2025 | SYSTEMS, LAUNCHES, TECH & TOOLS

If you’ve ever gone into a launch feeling hopeful and excited… only to end up exhausted, confused, and disappointed by slow sales, you’re not alone.

Launching a coaching program, course, digital product, or service isn’t just about posting more, sending a few emails, or building a cute sales page. A high-converting launch requires strategy, systems, preparation, and a strong backend that supports every step of the customer journey.

Yet when I audit launches for coaches and online business owners, I see the same pattern again and again:

👉 They’re not failing because their offer is bad.
👉 They’re not failing because their content is bad.
👉 They’re not failing because they don’t have enough followers.

They’re failing because they’ve skipped key launch planning steps that most people don’t even know exist.

These are the hidden parts of a launch — the behind-the-scenes decisions, systems, workflows, and pre-launch tasks that directly impact conversion rates, sales performance, and overall momentum.

So today, we’re going deep into the hidden steps most coaches skip when planning a launch, and how skipping them silently sabotages your results before you ever open the cart.

Let’s dive in.

1. Not Setting Clear Launch Goals (and the Metrics Behind Them)

One of the most common launch mistakes I see is jumping into execution mode without any real launch strategy behind the scenes.

Most coaches say,

“I’m launching this month,” but they can’t answer simple launch planning questions like:

  • What is your revenue goal?
  • How many sales do you need to hit that goal?
  • How many leads do you need based on industry-standard conversion rates?
  • What are your traffic sources?
  • What KPIs are you measuring?

This is where your launch workflow begins.
Your numbers guide every decision — your messaging, visibility plan, ads strategy, email sequence, warm-up content, and more.

Without goals, you’re launching on vibes.
With goals, you’re launching with data-driven confidence.

2. Not Clarifying Your Ideal Client for This Specific Offer

Even if you already know your ideal client, each offer solves a different problem and attracts a different stage of the client journey.

This step — customer journey mapping — is one of the hidden keys to increasing launch conversions.

Ask yourself:

  • What problem is this offer solving right now?
  • What transformation are they seeking?
  • What objections do they have?
  • What beliefs must they hold before buying?
  • What mistakes are they currently making that this offer addresses?

When coaches skip this, their messaging becomes broad, vague, and generic — and generic messaging guarantees your launch won’t convert.

3. Skipping the Warm-Up Phase (Your Audience Is Too Cold)

Most coaches think their launch starts the day they announce the offer.

In reality?

👉 Your launch starts weeks before you ever talk about your offer.

This is your pre-launch warm-up phase, and it’s one of the biggest factors in launch success — yet it’s the step most people skip entirely.

Your warm-up phase should include:

  • Belief-shifting content
  • Value-driven tips related to your offer
  • Personal stories related to the transformation
  • Social proof
  • Behind-the-scenes content
  • Email nurture sequences
  • Lead magnets aligned with the offer
  • Consistent visibility

If you don’t warm your audience, you’re trying to launch to people who are:

❌ Not problem-aware
❌ Not solution-aware
❌ Not aware of why it matters now
❌ Not emotionally ready to buy

Warm audiences convert.
Cold audiences don’t.

4. Building the Funnel Before Mapping the Customer Journey

Here’s a mistake nearly every coach makes the first few times they launch:

They build the funnel first – instead of mapping the customer journey first.

That means:

  • They build the sales page before clarifying messaging.
  • They write emails before understanding objections.
  • They create content without knowing the beliefs they need to shift.
  • They choose bonuses without knowing what incentives matter most.

Your customer journey mapping should happen BEFORE you build anything.

This includes:

  • Awareness stage → What do they need to believe?
  • Consideration stage → What questions do they need answered?
  • Decision stage → What objections need to be addressed?
  • Post-purchase stage → How will onboarding create trust?

Once you know how someone will move from “just found you” → “I’m ready to buy,” THEN you build your funnel around THEIR journey.

5. Underestimating the Importance of Tech + Automation Setup

Let’s be honest:
Tech breaks.
Email automation misfires.
Tags don’t apply.
Payments fail.
Links break.
People get frustrated and don’t buy.

Launch tech setup is one of the most ignored (and avoided) parts of launch planning — and it’s also one of the most important for increasing conversions.

Your launch tech system should include:

  • CRM setup (GHL, Kajabi, Systeme, Kartra, etc.)
  • Automated tagging
  • Segmentation rules
  • Email sequences
  • Sales page testing
  • Checkout testing
  • Abandoned cart emails
  • Upsell + order bump setup
  • Onboarding workflows
  • Calendar link testing
  • Login + access delivery

If even ONE of these breaks during launch week, you lose money.
And worse — you lose trust.

Your tech should feel like a smooth runway, not a pothole-filled backroad.

6. Not Having a Strategic Content Plan (Posting Randomly Isn’t a Strategy)

Content is one of the most important components of a profitable launch — yet most coaches create content reactively, not strategically.

During launch planning, your content should be:

  • Intentional
  • Strategic
  • Belief-shifting
  • Educational
  • Proof-driven
  • Aligned with the buying journey
  • Repurposed across platforms

Your content workflow should include:

Pre-Launch Content

To warm up your audience.

Launch Content

To highlight your offer and increase conversions.

Objection Busting Content

To help people feel confident in their decision.

Social Proof + Story Content

To build trust and credibility.

Urgency Content

To increase conversions at the end of cart open.

If your content is random, your results will be random.

7. Not Conducting a Launch Debrief (Missing the Gold)

Here’s a hidden step most business owners never take:

👉 They don’t track or analyze their launch.

Your post-launch debrief is where the MOST valuable information lives — the information that increases your profit, improves your messaging, and turns each launch into a repeatable, scalable system.

Your launch debrief should track:

  • Conversion rates
  • Email engagement
  • Click-through rates
  • Sales page performance
  • Lead source performance
  • Warm-up content performance
  • Objections that came up
  • Questions customers asked
  • Sales patterns
  • Revenue per day

Skipping this step forces you to guess every time you launch — and guessing kills growth.

8. Not Having Backend Systems That Support the Launch

Here’s the truth most coaches don’t realize until they’ve been through a few launches:

👉 Your backend systems determine your launch success.

If your systems are messy, scattered, disorganized, or nonexistent, your launch will reflect that.

Systems you need BEFORE you launch:

  • A project management system
  • A content planning system
  • A launch workflow checklist
  • A tech & automation system
  • A customer journey map
  • A content calendar
  • A sales pipeline
  • An onboarding automation system
  • A metrics tracking dashboard

Systems = smoother launches.
Smooth launches = higher conversions.

The Bottom Line: These Hidden Steps Make or Break Your Launch

Most coaches think their launch is failing because:

❌ “I don’t have enough followers.”
❌ “My audience doesn’t buy.”
❌ “Maybe my offer isn’t good enough.”
❌ “I need better graphics.”

But the truth is much simpler:

👉 Your launch isn’t failing because of the surface-level stuff.
👉 It’s failing because of the hidden launch planning steps that were skipped.

When you have:

✨ A clear launch strategy
✨ A strong warm-up phase
✨ Clear messaging
✨ A mapped customer journey
✨ A functioning tech system
✨ A content plan
✨ Strong follow-up systems
✨ Metrics tracking

…your launch becomes predictable, scalable, repeatable, and yes — profitable.

Launching doesn’t have to feel chaotic.

Your backend can support you, not stress you out — and when it does, everything about launching feels lighter, easier, and more aligned.

Please note that some of the links within this blog post may be affiliate links. This means that I may earn a commission if you click on the link and make a purchase. However, rest assured that I only recommend products, services, or companies that I genuinely believe will add value to my readers.

HEY THERE, I´M STEPHANIE

I am the tech nerd that you can have in your back pocket.  helping female business owners launch and scale their business, manage their team and letting them get back to doing the things that they love doing.

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