P
PORTL / INTERNAL
Launch Playbook · v1
LAUNCH STRATEGY · 4-6 WEEK PLAN

Sign Up Tax Pros
at Scale.

The internal playbook for launching PORTL, from TSG mentor soft launch to a Top 5 Product Hunt day. 100 paid customers in 90 days. Aggressive, but doable if we execute.

90-day goal
100
paid customers
Launch window
6 weeks
soft to public
TSG mentors
15-20
as affiliates
PH target
Top 5
Product of the Day
ASSESSMENT

Where we are right now

Based on the “finishing touches” status, we’re at Phase 4 - Early Access - transitioning into Phase 5: Full Launch. Everything below is built around that reality.

Phase 4
Early Access

Active phase - finishing touches

Phase 5
Full Launch

Public + Product Hunt push

Phase 6
Post-Launch

Momentum, case studies, scale

TIMELINE

6-week launch sequence

Each phase has its own audience, channel mix, and success target. We move only when the previous phase clears.

Week 1-2May 18 - May 31

Pre-Launch Prep

· Infrastructure + Buzz
  • Landing page optimized for conversion (portl.tax)
  • Onboarding flow tested + polished, GA4 and pixels live
  • Demo video (2 to 3 min), screenshots, GIFs, one-pager PDF
  • Comparison pages: PORTL vs. TaxDome / SafeSend / Liscio
  • Rewardful affiliate program configured (10% / 15% / 20%)
  • TSG mentor list finalized, 20 to 30 warm contacts
Week 3June 1 - June 7

Soft Launch, TSG Mentors

· Exclusive Early Access
  • Day 1-2: Carlos sends invite-only beta email to TSG mentors
  • Day 3-5: Group onboarding call + private affiliate Slack
  • Day 6-7: First referrals roll in, monitor & celebrate wins
  • Target: 15 to 20 mentor signups, 20 to 40 customers from network
  • Conversion goal: 30 to 40% on TSG invite email (warm audience)
Week 4-5June 8 - June 21

Controlled Expansion

· Owned + Rented Channels
  • Blog: "Introducing PORTL, the portal tax pros actually use"
  • Email to ULP / Centro contacts cross-promoting PORTL
  • Case study featuring an early TSG mentor adopter
  • LinkedIn posts from Luis + Carlos, Facebook tax pro groups
  • Outreach to 3 to 5 tax YouTubers / bloggers with free access
  • Target: 30 to 50 new signups in this phase
Week 6June 22 - June 28

Full Launch + Product Hunt

· Open the Floodgates
  • 12:01 AM PST: Product Hunt submission goes live
  • Email blast to ULP / Centro / PORTL waitlist
  • Synchronized LinkedIn posts from Luis & Carlos
  • In-app Centro banner cross-promoting PORTL
  • Optional paid boost: $1K to $2K on LinkedIn + Google Search
  • Target: 50 to 100 signups in launch week, Top 5 on PH
ORB FRAMEWORK

Owned · Rented · Borrowed

The channel architecture behind every launch motion. We build owned assets first, dominate one rented channel, and accelerate with borrowed trust.

Owned channels

Highest leverage. Build the asset you control.

  • Email list + 7-step welcome sequence
  • Blog for SEO and thought leadership
  • Private TSG affiliate Slack community
Rented channels

Pick 1-2 channels and dominate them.

  • LinkedIn - Luis posts 3-5x/week, video-first
  • Carlos posts as power user with affiliate link
  • Facebook groups: provide value, mention naturally
Borrowed channels

Shortcut to trust through other people's audiences.

  • TSG ProAdvisor mentors as trojan horse
  • Tax pro influencers (20% recurring affiliate)
  • Tax software communities: Drake, Lacerte, ProSeries
PRODUCT HUNT

Launch day, hour by hour

The first two hours determine front-page ranking. Everyone is on deck - comments answered within 5 minutes.

  1. 112:01 AM PSTSubmit to Product Hunt
  2. 27:00 AMEmail blast to ULP / Centro / waitlist
  3. 38:00 AMLinkedIn post from Luis - launch announcement
  4. 49:00 AMLinkedIn post from Carlos - power-user proof
  5. 510:00 AMFacebook tax pro group posts
  6. 6All dayRespond to every PH comment within 5 minutes
  7. 75:00 PMCheck PH ranking, mobilize for Top 5 push
Top 5 = HUGE

500-1K+ visitors, real backlinks, instant credibility.

Top 10 = solid

300-500 visitors and a credibility halo.

Even outside top 10

Backlinks, early adopters, and a moment of compounding social proof.

GROWTH ENGINE

The TSG affiliate flywheel

Carlos is our trojan horse. TSG mentors are a pre-qualified, warm, trusted audience - and the multiplier that turns 20 mentors into 200 customers.

Step 1
Carlos invites

20-30 TSG mentors get exclusive beta access

Step 2
Mentors sign up

15-20 join as affiliates AND customers

Step 3
Mentors refer

Each refers 5-10 tax pros in their network

Step 4
Compound

75-200 new customers from the TSG branch alone

Commission structure

Tiered recurring commissions: 10% standard, 15% high performers, 20% for influencers and early TSG adopters - tracked end-to-end through Rewardful on Stripe.

METRICS

What we track at 30 / 60 / 90 days

If it isn’t on this board, it isn’t a launch metric. Reviewed weekly with Luis + Carlos.

Traffic & Awareness

Metric30 days60 days90 days
Website visitors1-2K2-4K4-8K
Email subscribers200-400500-1K1-2K
LinkedIn followers+100+300+500
Blog traffic500-1K1-2K2-4K

Conversion & Revenue

Metric30 days60 days90 days
Trial signups50-100100-200200-400
Paid conversions30-6070-140150-300
MRR$3.5-7K$8-17K$18-36K

Affiliate Program

Metric30 days60 days90 days
Active affiliates15-2030-4050+
Affiliate referrals20-4050-100100-200
Affiliate-sourced MRR$2-5K$6-12K$12-24K
POST-LAUNCH

The best companies launch again and again

Launch week is the kickoff - not the finish line. Monthly tactics keep momentum compounding.

Feature announcements

Every 4-6 weeks. Even small updates become marketing moments - email, blog, social.

Monthly case studies

One success story per month. Video testimonials wherever possible.

Comparison pages = SEO gold

PORTL vs. TaxDome / SafeSend / Liscio. High-intent traffic converts at 15-25%.

Tax season campaigns

January-April is our Super Bowl. Survival kits, webinars, urgency messaging.

THIS WEEK

Immediate next steps

Concrete actions, by day. If something here slips, the launch date slips.

Mon-Tue
Finalize landing copy, record 3-min demo, Carlos drafts TSG invite
Wed-Thu
Set up Rewardful, build affiliate resource kit, draft PH listing
Fri
End-to-end onboarding test, lock launch date, Carlos sends TSG invites
Next Week
TSG mentors onboard & refer; polish; prep public launch
THE GOAL

100 paid customers
in 90 days.

Aggressive - but doable if we execute. Soft launch with TSG, expand through owned and rented channels, then open the floodgates with Product Hunt.