Answers and guides for LaunchIQ, in the open. Every article answers one question, and the first lines give the answer. Nothing here requires an account.
Getting started
What LaunchIQ is, and how you get from signup to a working workspace.
What is LaunchIQ, and who is it for?
LaunchIQ is a project-implementation workspace for consulting and client delivery teams. It gives every implementation the same turn-key methodology from day one: a phased project plan, an issues log (the RAID log), meeting minutes with extracted actions and decisions, and a stakeholder registry, all checked continuously by a data quality engine.
It is built for the people who run implementations: delivery leads, project managers, consultants, and the client stakeholders who work with them. If your team tracks implementations in spreadsheets and meeting notes today, LaunchIQ is the workspace those feed into.
Related: What is the live demo? · What methodology does LaunchIQ use?
How do I get access after I sign up?
You do not create a password at signup. After checkout, we email your admin a secure setup link; that link sets the password and opens the workspace.
- On the signup page, enter your organization name, your name, and your work email, and choose a plan.
- Complete secure checkout. The 14-day free trial starts at checkout and no charge runs that day.
- Check your email for the setup message (it usually arrives within a minute) and open the link in it.
- Set your password on that page. You land in your workspace, where the setup checklist takes over.
- From then on, sign in at launchiq.wicked-oaks.com with your email and the password you set.
Related: How does the free trial work? · How do I invite my team?
I cannot sign in. What do I check?
If your sign-in link has expired, write to contact@wicked-oaks.com from the same email address and we will send a fresh one; links are valid for 7 days, and only the most recent link works. If your password is not accepted, use the reset link on the sign-in screen. If you were invited, sign in with the exact email address the invitation was sent to; an invitation will not open under a different address. Still stuck: email us the address you are using and when you last signed in, and we will check the account state.
Related: How do I get access after I sign up? · A teammate's invitation did not arrive. What now?
What happens in the setup checklist?
The setup checklist inside the workspace walks you through the first-run steps in order: create your first project, bring in your data (import a file or connect a source), and invite your team.
Nothing in the checklist is a gate. You can skip steps and come back; the workspace works with whatever you have added so far, and the data quality engine tells you what is missing.
What do I need to run LaunchIQ?
A current web browser and an internet connection. LaunchIQ is a web app: there is nothing to install, for you or for your IT team.
Current versions of Chrome, Edge, Firefox, and Safari all work. Your data sources (Google Sheets, Excel Online, Smartsheet, SharePoint/OneDrive) connect from inside the workspace with your own accounts for those services.
Evaluating LaunchIQ
The demo, the prices, and the trial, stated plainly before you pay anything.
What is the live demo, and what can it not do?
The live demo is the real LaunchIQ workspace, preloaded with a sample implementation project and running on the Pro plan. It needs no signup, and you can open it from the “Explore the live demo” button on the home page.
The demo data is sample data, labeled as such in the banner at the top. You can click through every screen, edit plan percentages and item statuses, and review meeting extractions, but nothing is saved: reload the page and the sample workspace resets. Account-level actions (inviting users, connecting sources, changing billing, deleting the project) are locked in the demo; clicking one explains what it does in a real workspace.
Nothing carries into a trial. If you start a trial after exploring, your workspace starts empty and the demo stays available to revisit.
Related: How does the free trial work? · How do meeting extractions work?
How much does LaunchIQ cost?
Three plans, priced per workspace: Starter $149/month, Pro $349/month, Enterprise $899/month. Annual billing is $1,490, $3,490, and $8,990 per year, which is two months free on every tier.
Every plan starts with a 14-day free trial. The full comparison, including what each tier adds, is on the pricing page.
Related: What are the plan limits? · How does the free trial work?
How does the free trial work, and when am I charged?
The trial runs 14 days from checkout and you are charged nothing on the day you sign up. We collect a payment method at checkout so the trial can convert without interrupting your workspace.
On day 15, the trial converts to the plan you chose at the price shown on the pricing page, and renews monthly or annually until cancelled. Cancel before day 15 and you pay nothing. Cancel later and the workspace stays active until the end of the current billing period.
Related: How do I cancel my subscription? · How do I get access after I sign up?
What methodology does LaunchIQ use?
LaunchIQ ships with a turn-key implementation methodology built in: phased project plans with milestones, a RAID log for risks, assumptions, issues, and decisions, meeting minutes, and a stakeholder registry. The phases and plan structure are specific to the implementation type (for example, an ERP rollout and a budgeting-system implementation do not share one generic plan).
The methodology is working structure, not a poster. The data quality engine validates your project against it as you go, and closed projects become benchmark history that Pro forecasting learns from.
Related: What is an implementation type? · Glossary
Working with your data
Connecting sources, importing files, and what the quality engine and meeting extractions do with them.
Which tools does LaunchIQ sync with, and in which direction?
LaunchIQ reads from Google Sheets, Google Drive, Excel Online, Smartsheet, and SharePoint/OneDrive. Updates you make in LaunchIQ can be pushed back to Google Sheets and Excel Online; the other sources are read-only, so Drive, Smartsheet, and SharePoint files are never written to.
Each dataset (Project Plan, Issues Log, Stakeholders, Meeting Minutes) connects to the exact file and tab you choose. Sync Center shows, per dataset, the source, the time of the last sync or last attempt, the row count, and its status, so freshness is visible rather than assumed. Automated source sync is a Pro feature; every plan can import files manually.
Related: How do I connect a source? · What do sync errors mean? · How does manual import work?
How do I connect a source and sync it?
Open Connections (the Sync Center tab) in the workspace, choose Connect on the source, sign in to that service, and pick the file and tab for each dataset. Then run Sync Now, or let scheduled sync keep it current on Pro.
You stay in control of scope: LaunchIQ only reads the files you pick, and you can disconnect a source at any time from the same screen. Connecting Google uses the file picker, so LaunchIQ sees the files you select rather than your whole Drive.
What do sync errors mean, and how do I retry?
When a sync fails, the dataset row in Sync Center shows Failed, the exact time of the attempt, the time of the last successful sync, and the error the connector returned (for example, a file that was moved or a permission that changed). It never fails silently.
Fix the cause in the source (restore the file, re-share it, or reconnect the account) and use the Retry button on that dataset; it re-runs the sync for the project’s connected sources. One failed source does not block the others.
How does manual import work, and what file do I need?
Manual import takes one Excel workbook (.xlsx) whose tabs carry your datasets. The tab names are the contract: “Project Plan”, “Open Items”, “Stakeholders”, and “Meeting Minutes”. A tab that is missing is simply not imported.
One naming note, stated once: the workbook tab is called Open Items, and the same dataset appears in the app as the Issues Log. They are the same list.
- In Sync Center, use Manual Import and choose the dataset and the file.
- LaunchIQ analyzes the file in your browser and shows a preview: how many rows are new, changed, or removed compared with what is already loaded.
- Confirm to update the project record. Rows are matched by their ID columns first, so re-importing an edited workbook updates rows instead of duplicating them.
Related: Which tools does LaunchIQ sync with? · What does the data quality engine check?
What does the data quality engine check?
The engine validates every project against the standardized schema continuously, and reports findings as errors, warnings, and notes in the Data Quality tab of Connections. Every finding names the rows involved and links to the screen where you fix them.
On the project plan it checks for tasks and milestones with no owner, tasks missing dates, end dates before start dates, duplicate task names, owners who are not in the stakeholder registry, and rows whose status and percent complete disagree. On the issues log it checks for items with no owner, open items with no due date, overdue items still open, and high-priority items that have gone stale. On stakeholders it checks for missing email addresses and confirms the project has a decision-maker. On meetings it flags minutes with no attendees recorded.
An item counts as open until it is Resolved or Closed; both remove it from the active list, and every count in the app uses that same rule.
Related: Glossary · What is the live demo?
Roles and methodology
The terms the product uses, defined where you meet them.
What is an implementation type?
An implementation type is the kind of system being implemented: for example, an ERP, a budgeting system, or a CRM. Each project has one type, chosen when the project is created from the list your administrator manages.
The type matters because the methodology, the plan template, and the comparisons follow it. Benchmarking and forecasting only ever compare a project with completed projects of the same type.
What do stakeholder roles and decision authority mean?
The stakeholder registry holds the people on and around the project: their organization, role, and involvement. One flag matters more than the rest: decision authority marks the people who can make binding decisions for their side.
The data quality engine checks that every project has at least one decision-maker recorded, and plan ownership is validated against the registry, so a plan cannot assign work to someone the project has never heard of.
What do user roles control?
Workspace roles decide who can administer. Admins manage users, projects, implementation types, and billing. The Primary Consultant and Project Manager roles run delivery work day to day, and client-side viewers see the projects they are assigned to.
Pro workspaces can rename role labels to match how your firm talks (custom role labels change the words, not the permissions underneath).
Related: How do I invite my team?
Glossary: the terms used across LaunchIQ
- RAID log: the project’s register of risks, assumptions, issues, and decisions. In LaunchIQ it is the Issues Log, which also holds action items, questions, and enhancements.
- Open item: an Issues Log entry that is still active. An item stops being open when it is Resolved or Closed; both remove it from the active list and from every open count in the app.
- Dataset: one of the four kinds of project record: Project Plan, Issues Log, Stakeholders, or Meeting Minutes.
- Sync: reading the current rows from a connected source file into LaunchIQ, and recording when it happened and how it went.
- Extraction: an action item, decision, risk, or requirement that LaunchIQ identifies in meeting minutes and proposes for review.
- Confirmed decision: a decision from meeting review that a person accepted. Confirmed decisions are counted on the project Overview.
- Lifecycle anchors: the milestone dates a plan is measured by, such as kick-off, configuration sign-off, training, UAT, and go-live.
- Benchmark history: the record of your closed projects, which powers benchmarking and forecasting on Pro.
Account and workspace administration
Inviting people, managing billing, and the exact paths for both.
How do I invite my team?
Invites live in the Admin Panel, on the Users tab. An admin opens Admin Panel, then Users, then “Invite user”, enters the person’s email and role, and sends the invitation.
- Open Admin Panel in the left navigation, then the Users tab.
- Choose Invite user and enter the email address and the role they should have.
- They receive an email with a secure link (valid for 7 days) that sets their password and joins them to your workspace.
- Assign them to projects from the same Users tab so the projects appear in their list.
Invitations count against your plan’s user limit when accepted. If the limit is reached, the invite is blocked with a message saying so; close the loop by removing a seat or upgrading.
Related: What are the plan limits? · What do user roles control?
A teammate's invitation did not arrive. What now?
Invitations are valid for 7 days. Ask the person to check spam first. An admin can resend from Admin Panel, then Users. If the invitation went to the wrong address, invite the correct one instead; the person must sign in with the invited address. A person who already has a LaunchIQ account under a different email still needs an invitation for this workspace at an address they control.
Related: How do I invite my team? · I cannot sign in. What do I check?
How do I manage billing?
Billing is managed from Admin Panel, then Workspace. The Workspace plan dialog shows your current plan and offers “Manage billing”, which opens the secure Stripe billing portal for your workspace.
In the portal you can change plan tiers, update the payment method, and download invoices. Changes take effect immediately and are handled by Stripe; LaunchIQ never stores your card details. The same Workspace dialog holds “Cancel subscription”.
If a payment fails, the workspace stays available while the subscription is past due. Update the card in the billing portal and the subscription returns to active when the payment succeeds. If the portal will not load or the charge looks wrong, email us before changing plans; switching plans does not fix a failed payment.
Related: How do I cancel my subscription? · What are the plan limits?
What are the plan limits?
Limits are users and active projects per workspace:
| Plan | Users | Active projects | Price |
|---|
| Starter | Up to 3 | 25 | $149/mo or $1,490/yr |
| Pro | Up to 10 | Unlimited | $349/mo or $3,490/yr |
| Enterprise | Unlimited | Unlimited | $899/mo or $8,990/yr |
At the project limit, creating another active project is blocked with a message naming the limit; closing a completed project frees a slot, and its record stays in your benchmark history. At the user limit, new invitations are blocked the same way.
How do I close a project?
Open the project’s workspace and choose “Close project” next to Settings in the workspace header. Closing asks for confirmation, then moves the project out of your active list.
A closed project is not deleted. It becomes part of your benchmark history, the completed-implementations record that benchmarking and forecasting draw on, so closing projects is how the intelligence in LaunchIQ gets sharper.
How do I cancel my subscription?
Cancel from inside the workspace: Admin Panel, then Workspace, then “Cancel subscription” in the plan dialog, and confirm. Your workspace stays active until the end of the current billing period, and no further charge is made.
- Open Admin Panel in the left navigation.
- Open the Workspace tab and the plan dialog.
- Choose Cancel subscription and confirm the cancellation.
Cancelling during the 14-day trial means you pay nothing at all. If you cancel and change your mind before the period ends, contact us and we will restore the subscription.
Related: How does the free trial work? · How do I manage billing? · How do I export or delete my data?
How do I export or delete my data?
Your workspace data belongs to your organization, and admins can export or delete it without contacting us. To export: open Admin Panel → Workspace → Your data and download the full workspace as an Excel workbook (one sheet per dataset) or as JSON. Connection passwords and tokens are never included in an export.
To delete: open Admin Panel → Workspace → Danger zone → Delete workspace. You type the workspace name to confirm. The workspace, its projects and data, and its user accounts are then permanently deleted, and any Stripe subscription is cancelled immediately. Export first if you need the data.
Cancelling a subscription alone stops billing and ends access at the period end; it does not by itself delete your data. Deletion is the separate action above.
Related: Who owns my data? · How do I cancel my subscription?
Privacy, security, and data
Who owns what, who processes it, and how workspaces are kept apart. This section summarizes; the Privacy Policy and Terms of Service are the controlling texts.
Who owns my data?
Your organization owns its workspace data: your projects, plans, items, minutes, and stakeholder records are yours. Wicked Oaks, LLC owns the LaunchIQ platform itself: the software, the methodology content, and the service.
That split is deliberate. We operate the platform and keep it secure; we do not own, sell, or use your project data for anything other than running your workspace.
Related: Privacy Policy · Terms of Service · How do I export or delete my data?
How is my workspace separated from other customers?
Every workspace is a separate tenant with its own users, projects, and data, and the separation is enforced in the database, not just in the interface. One workspace cannot see, search, or reach another workspace’s records, and there is no cross-workspace view of customer data.
Connections to your sources use your own accounts for those services, scoped to the files you pick.
Who processes my data?
A short list, each for a defined job: the sources you connect (Google, Microsoft, and Smartsheet) hold the files you sync from; Stripe processes subscriptions and payments; and LaunchIQ’s hosting and database providers run the service itself.
The Privacy Policy names the categories of data involved and your rights over it. This help center summarizes the policy; it never replaces it.
