Business Resources

Product Business Launch Checklist

Eleven steps, in the order that keeps capital decisions behind evidence. Work through them, tick them off, and print or save the result. No email address is required and nothing you tick is stored.

Checklist

Work Through the Steps.

0 of 11 steps complete

Step 1Define the customerWrite down who buys this product, why they buy it and what they are doing when the purchase decision happens. If you cannot describe the moment of purchase, the rest of the plan is guesswork.
Step 2Choose an inventory modelDecide whether you will own inventory or operate a fulfillment-led or storefront model. This decision determines capital, storage, staffing and pricing latitude.Compare the models
Step 3Determine the product mixChoose a small, defensible starting assortment. Depth in a few products usually outperforms breadth across many when demand is unproven.
Step 4Model the economicsWork out gross profit per unit, contribution, inventory investment, inventory ROI and break-even volume before committing capital.Open the economics framework
Step 5Review MAP and pricing policyRead the supplier's current advertised-pricing policy and confirm how it affects your intended pricing and promotions.Read the MAP guide
Step 6Establish retail pricingSet prices from landed cost with a deliberate margin, confirm the margin-versus-markup arithmetic, and check the price against policy and local market expectations.Open retail margin calculator
Step 7Plan the opening inventoryChoose a coverage window, add safety stock, and convert the requirement into whole cases. Confirm you have the space and the cash.Open inventory planner
Step 8Prepare staffAgree who recommends the product, what they say, and how it is handled at the point of sale. Product participation is driven by staff behaviour more than by shelf placement.
Step 9Prepare marketingPrepare the in-location presentation, the online listing where relevant, and the messaging — checked against any advertised-pricing policy before publication.
Step 10LaunchSet a start date, confirm stock is received and counted, and make sure everyone knows the product is live and why it is being offered.
Step 11Measure resultsTrack units sold, participation rate, sell-through against the coverage window and realised margin. Compare against the model and revise the assumptions, not the ambition.

Before you commit capital

The Three Checks That Matter Most.

Written and reviewed by the InstaMed Wholesale business team. Last reviewed September 2026. This is general business education, not legal, tax or financial advice.

FAQ

Common Questions.

Do I need to give an email address to use this checklist?

No. The checklist is fully usable on this page and can be printed or saved as a PDF without providing any contact details.

How do I save my progress?

Use the print button and save as a PDF. Ticked items are reflected in the printed version. Nothing is stored or transmitted.

What order should the steps be completed in?

Broadly top to bottom — customer, model and economics should be settled before inventory is purchased — but pricing, MAP review and staff preparation often run in parallel.

Related resources

Keep Building the Model.

GUIDEHow to Model the Economics of a Product BusinessUnit economics, gross margin, inventory investment and ROI, case quantities, participation, repeat purchase, multi-location scaling, break-even and operating costs.Open resource CALCULATORInventory Planning CalculatorTurn monthly demand, case size, desired months of coverage and optional safety stock into a purchasable case quantity.Open resource GUIDEMAP Pricing GuideWhat Minimum Advertised Price means, how it differs from MSRP, what it controls, what it does not control, and how it affects promotions.Open resource COMPARISONWholesale vs Direct FulfillmentA neutral side-by-side of inventory ownership, upfront investment, warehousing, fulfillment, shipping, customer relationship, control and scaling.Open resource

Industry context: Med Spas & Wellness Clinics, Gyms & Fitness Professionals, Supplement & Wellness Retailers, Ecommerce Wellness Businesses.

Calculating margins?

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The Business Path Finder walks through your business type, volume and operating preferences, then shows which model fits.

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