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One of the beautiful things about owning an online membership site is that you can automate many of the regular tasks you need to perform to run and grow your site.  With the right tools you can create content, deliver content, market your site, and manage your members much faster and easier than if you did it manually. And a good place to start is this automation checklist, which shows you the best way to take advantage of today’s technology to grow your site!

Our checklists and checklist templates are licensed for personal use only. However, to avoid a bunch of emails, I will also say that I am okay with you doing almost anything with these checklists except posting the checklist (or anything you have created using the checklist template) on the internet or selling it. That includes permission to print and distribute as many paper copies of your checklist as you need. Don't remove the copyright or hyperlinks that I've included in the spreadsheet, though.
Bailey Richert is an award-winning business coach who helps individuals launch and grow profitable online enterprises as “infopreneurs”: respected experts in their fields creating value, generating income and realizing their ideal lifestyles by sharing their life experience, knowledge and passions with others through information products and services.

Bailey Richert is an award-winning business coach who helps individuals launch and grow profitable online enterprises as “infopreneurs”: respected experts in their fields creating value, generating income and realizing their ideal lifestyles by sharing their life experience, knowledge and passions with others through information products and services.
This checklist bundle is a perfect addition to (or the beginnings of) your standard operating procedures manual. Whether you're a company of one and you simply want to make your own life easier, you have a team of contractors you delegate to, or you ARE a contractor looking to add value for your clients, standard operating procedures are a must-have tool. 

Don’t worry about making everything perfect at the outset. As the old saying goes, done is better than perfect, and the sooner you launch your membership site, the sooner you’ll find out if it’s what your target audience wants. It’s fine to return to this step later and work on making your membership website look more professional once you've got some traction.


One of the big decisions you’ll need to make when it comes to your membership site is how much you’re going to charge. While it’s tempting to pluck a price out of thin air, that’s not a strategy that’s going to put the most profit in your pocket. Instead, use this checklist guide to determine the best and most profitable pricing strategy for your membership site!
Ever heard the saying, “If you fail to plan, then you’re planning to fail?” That saying definitely applies to running a membership site, which is why you’ll want to plan out your content creation and delivery calendar at least six to twelve months ahead of time. Fortunately, you can make the whole process a lot easier by using this content calendar checklist!

Sergio Villasenor is the Founder and CEO of Elliot, a software that simplifies global commerce. In the last decade, he’s guided some of the world's leading retail brands in powering their omnichannel strategies. He pioneered an agile, omnipresent approach and methodology that provides brands solutions with measurable business impact. Some of those brands include: Anastasia Beverly Hills, Buscemi, J Brand Jeans, John Varvatos, Juicy Couture, Rag & Bone, the Frye Company and more than 30 others.
Special Unicode Characters in Data Validation Lists: ☐, ☑, ✓, ✔ - This may be my favorite approach. You can include special characters like this in a Data Validation drop-down list. This isn't quite as good as clicking once to fill in a checkbox, but it is great for the mobile Excel apps. The only hard part is remembering how to insert a check mark symbol in Excel. For more information, see my article Using Unicode Character Symbols in Excel.
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