---
title: Finwell U Launch Checklist
type: article
created: '2026-02-17'
updated: '2026-02-17'
source_docs:
- raw/2026-02-17-nextlevel-website-launch-123006456.md
tags:
- website-launch
- fenwell
- finwellu
- checklist
- gtm
- analytics
- accessibility
- legal
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Finwell U Launch Checklist

Checklist of technical and compliance tasks required to launch the Finwell U website to production. Derived from the [[wiki/meetings/2026-02-17-asymmetric-internal-sync-fenwell-doodla|2026-02-17 internal sync]] between Mark Hope and Karly Oykhman.

---

## Launch Process

- [x] Switch primary domain to `finwellu.com` in hosting environment
- [ ] Push staging site to production (~1-hour process)
  - All internal links rewrite automatically (e.g., `nextlevelproduction` → `finwellu.com`)
  - Do **not** push while Jeff is actively editing staging
- [ ] Set up redirects from old staging URLs
- [ ] Notify Jeff: pause staging work during push; all future edits go directly in **production**
- [ ] Run full post-launch site audit (settings, tags, broken links)

---

## Analytics & Tag Management

- [ ] Create **Google Tag Manager (GTM)** account — name: "Finwell U"
- [ ] Create **Google Analytics 4 (GA4)** property — name: "Finwell U"
- [ ] Connect GTM container to live site
- [ ] Verify GA4 tag is firing correctly post-launch

---

## Legal Policies

All four core policies are drafted and ready to be linked in the site footer:

- [x] Privacy Policy
- [x] Cookie Policy
- [x] Terms & Conditions
- [x] Disclaimer

> Jeff adds these to the footer by inserting the policy name as a linked label pointing to the provided URLs.

---

## Accessibility

- [ ] Add standard **Accessibility plugin** to the site (Jeff to install — he knows the preferred plugin)
- [ ] Generate and publish **Accessibility Statement** page
  - Required for regulatory compliance given Finwell U's financial services context

---

## Email & Client Actions

The following items require action from the **Finwell U client (Jeff/team)**:

- [ ] Client creates `info@finwellu.com` — used as the contact address throughout all legal policies
  - Recommended setup: configure as a catch-all address on the `finwellu.com` domain
  - **Owner:** Karly to communicate this requirement to the client

---

## Post-Launch Verification

- [ ] Confirm all policy pages are live and linked correctly in footer
- [ ] Confirm Accessibility Statement page is published
- [ ] Confirm `info@finwellu.com` is live and referenced correctly in policies
- [ ] Confirm GTM and GA4 are tracking
- [ ] Notify Karly when production push and audit are complete

---

## Owners

| Task Area | Owner |
|---|---|
| Production push, redirects, audit | Mark Hope |
| GTM + GA4 setup | Mark Hope |
| Notify Jeff re: staging freeze | Karly Oykhman |
| Client email setup instruction | Karly Oykhman |
| Accessibility plugin install | Jeff (client-side) |

---

## Related

- [[wiki/clients/fenwell/index|Fenwell Client Index]]
- [[wiki/meetings/2026-02-17-asymmetric-internal-sync-fenwell-doodla|Meeting: Asymmetric Internal Sync — Fenwell Launch & Doodla Review (2026-02-17)]]