BOS

Business Operating System

Business Growth, Made Simple

Menu
DashboardAI WizardPipelineOrganizationsContactsTasksCalendarLeadsLead SearchAI DiscoveryImport / FunnelsFunnelsPlaybooksCampaignsTemplatesAssetsVideo CreatorLearning CenterLaunch ChecklistCommunicationGoogle WorkspaceSettings

Launch Checklist

Track the most important readiness items before taking BOS into a soft launch, demo, or early customer testing.

Code Health
  • npm run lint passes
  • npm run build passes
  • GitHub is clean and synced
  • Main routes load without runtime errors
Branding
  • BOS branding is visible in sidebar and mobile header
  • Business Operating System is the product name
  • Business Growth, Made Simple is the tagline
  • Old working-name references are cleaned from launch-facing pages
Core CRM
  • Pipeline loads
  • Organizations load
  • Contacts load
  • Tasks load
  • Calendar shell loads
  • Leads can be added manually
Growth Workflow
  • CSV lead import works
  • Lead Search page loads
  • AI Discovery page loads
  • Funnels page loads
  • Assets page loads
  • Video Creator paid ads/revenue engine is visible
Deployment
  • DATABASE_URL is set in production
  • DIRECT_URL is set in production
  • .env.example documents required variables
  • Production deployment build succeeds
Soft Launch Review
  • Demo data is ready
  • Mobile navigation is usable
  • Sidebar order is correct
  • Public-facing language feels polished
  • Known limitations are documented clearly