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By Amanda Larson Outreach

Website Launch Checklist: Top 7 Things To Do Before Going Live

11 minute read
Website Launch Checklist: Top 7 Things To Do Before Going Live Featured Image

We love checklists.

And we know that launching a new website can be a stressful endeavor for anyone – experienced or not. Instead of worrying about a handful of things that could go terribly wrong when launching your site, wouldn’t it be nice to have a handy checklist to reference before going live? You’re in luck!

We understand that most financial advisors have little or no experience with website design, which can make building your own site a very intimidating idea. Even if you have a basic idea of how the web works, it can often be expensive and time consuming to undertake a website build on your own.

That’s why we developed the Twenty Over Ten platform not only with the end user in mind but also the builder – you! Our intuitive CMS (Content Management System) gives you the tools to autonomously manage your website like a pro. It’s easy to use, user-friendly and packed with powerful features for beginners and experts alike!

Pre-Launch Checklist

#1 Add a Site Title

Your website’s homepage is by far the most heavily weighted page on your entire website. Therefore, it’s crucial you choose a standout title for your new website. The title of your website will appear in search results, browser bars and form notifications. We get it – coming up with a website title can be a scary thing to do. This is the first thing prospects will see when they land on your website.

Your website’s title is your brand. Be clear about the purpose of your website and take your time to develop a well-crafted site title in order to help your financial planning firm stand out from your competition. Choosing a good site title will also help tell visitors what your site is about and what they can expect to find once landing on your site.

how to add a site title

#2 Add Page Titles

Title tags appear at the at the top of the browser your using and is important to both user experience and search engine optimization (SEO). Adding and customizing your page titles will not only give site visitors more information but doing so can also help give search engines like Google more information about the pages on your site and the information they contain.

adding page titles to website

The title tag of a web page is meant to be an accurate and concise description of a page’s content. In the example below, “Cornerstone Wealth Management | Investment Advisor | Financial….” is the title tag. From an SEO perspective, title tags should be formatted as such: Primary Keyword – Secondary Keyword | Brand Name.

example of SEO title tag

#3 Add Metadata to All Pages & Blog Posts

Meta descriptions explain to search engines and searchers what your site is about. Including compelling meta descriptions on your site can often times be the determining factor if someone clicks on your site or not from the SERP (search engine results page), especially if you’re including keywords the searcher is looking for.

title tags vs. meta descriptions

Here’s the catch and where we see most advisors slip-up. Metadata needs to be added to each page of your website. This includes main pages, landing pages, and blog posts too!

adding metadata to your site for SEO boost

#4 Connect Forms

Do you have a form on your contact page? It’s important to fill each one out to make sure each field within the form is working properly. When you click submit or send, you should also verify that the correct confirmation or thank you page comes up. Lastly, check your email that you signed up with to make sure that your request was submitted successfully. There’s nothing more maddening for your site visitors then to fill out a form that does not work and as a business owner you want to ensure you’re capturing those leads too!

#5 Add a Favicon

Favicon (short for favorite icon) is essentially a small icon associated with a particular website. Browsers that support favicon’s will typically display the icon in the browser’s address bar, in bookmarks and in the history as well. Favicon’s that are well-designed will typically match your your firm’s logo or the theme of your website. Adding a favicon to your website gives visitors a quick way to recognize your website with a single glance.

what is a favicon?

We recommend creating a favicon that is at minimum, 16x16px in size. Within the Twenty Over Ten platform adding your own favicon is easy. When uploading your favicon please note that PNG or ICO filetypes are preferred.

adding a favicon to your website

#6 Add Analytics

Tracking and monitoring your website analytics is crucial and is the foundation of a performance-driven website. Google Analytics offers users a huge amount of data and can easily be integrated into your Twenty Over Ten website. If you don’t have a Google Analytics account setup you can set one up here.

adding google analytics tracking code to website

In order to integrate your Google Analytics account with your Twenty Over Ten website you’ll need your Google Analytics account number. The tracking ID provided by Google Analytics is a string of letters and numbers like UA-000000-2. This must be included in your tracking code to tell Analytics which account and property to send data to. The first set of numbers (-000000, in the example above) refers to your account number, and the second set of numbers (-2) refers to the specific property number associated with the account. Here are basic instructions on where to find your tracking ID within your Google Analytics account.


We can’t say it enough – test, test, and test again! When your website is performing well, it will help grow your business exponentially. However, without the use of analytics and testing you will never know how your website is performing and how to improve your site’s performance. Testing your website before launching is incredibly important in order to find any issues and fix any bugs that could potentially harm user experience.

Rest assured our team is always testing, squashing bugs and improving our platform but there are some additional on-page items that we recommend our users review for quality assurance before launching your new website, such as:

  • Links: We don’t think there’s anything worse than clicking a link that goes nowhere or takes you to a completely irrelevant page. Click on each link on your site to test and be sure they’re going where you intended them to go.
  • Grammar and spelling: You’ve spent a great deal of time developing solid content for your website. Don’t let it go to waste by missing silly errors. After looking at your site for hours (maybe even weeks) on end it can be easy to miss errors. Consider asking a colleague or partner to take a look at your test site before launching to catch any spelling and grammatical errors.
  • Look and feel: Step back and take a look at your images and blocks of content. Is there enough white space or does everything look smooshed? Make sure your spacing is adequate, your color palette reflects your brand identity and the overall styling is on-par. Additionally, make sure your website flows well. Most advisory firm’s websites have an average visit duration of just over one minute. Keep it simple and easy to navigate. There’s no reason you need to tell your message with more than five pages.


We’ve got you covered

Still have lingering questions? Get personalized support from our support team via email or live chat, or join a live webinar. We’re here to help!


You may also like: 5 Easy Ways to Take Your DIY Website to the Next Level5 Easy Steps to Creating a Website on Your Own Using Twenty Over Ten and Top Website Questions Answered: Advisor Workshops

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