Building a loyal community isn’t just about installing a forum or starting a closed Facebook group and calling it a day. It’s about making your members feel like they’re a part of something bigger than themselves, making them feel like their part of an elite or inner circle, making them feel special and valued, and giving them a sense of belonging. And this checklist shows you how to do all of this and more!
Your funnel is now ready for the world (assuming of course you have a great offer, amazing copy, and a hot market). For more information on how to create great offers, great copy, and great funnels, check out expertsecrets.com and dotcomsecrets.com. Are there any things you do before launching a funnel that I’ve missed? Let me know in the comments below!
Clear & Concise: Make sure your policies regarding Shipping, Returns, Conditions, and Terms are readily available and clear to customers. Make it easy for potential customers to do business with you by providing steps and contact point (phone, email, or online forms) for dealing with different situations (ordering offline, exchanging a products, et al).
Realize a couple of key facts: A) the prices for e-commerce software have fallen, so you don’t need to spend a fortune unless your needs are complicated, and B) many of today’s e-commerce packages include a full range of tools in one package, from an inventory management system to marketing tools. Many of today’s merchants prefer this “all-in-one” approach because it makes life simpler.
A Web analytics program tells you how shoppers are using your site. It reveals where users come from, what pages they visit and what keyword searches brought them to the site. An analytics package enables merchants to calculate their conversion rate. (Your “conversion rate” is the percentage of your visitors who make a purchase — a critical fact to know and track over time.)
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To help you reduce the risk of investing your time and energy in something nobody wants, we’ve created a guide to validating your membership site idea. Some of the things you can try include producing a mini version of your membership program to see if you can generate any signups before creating the whole course, as well as promoting a prelaunch offer, again, to see if you can find members willing to register, perhaps at a reduced rate, before you get started.
The math is pretty simple: the more members you have, the more money you’ll make in frontend membership fees as well as backend offers. That’s why you’ll want to make it a top priority to install a membership retention strategy that keeps members hooked, engaged and satisfied. So put this checklist to work for you from Day 1, and I think you’ll like what you see when you look at your bottom line!
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Product Shots: Starting out with great product shots is always nice, but it doesn’t always happen for a variety of reasons. Think about getting or taking better pictures, as well as optimizing old and new pictures for the best display and fastest download. Batch converters get better over time, and you may find that you can keep high quality while reducing file sizes by 50% or more.

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!


When you sign up for Shopify, your store has a free theme called Debut already installed on it. If you’re just starting out and on a tight budget, you can keep and make modifications to your free theme to make it look great. Of course, if you have a different vision for your store, you can choose a different theme. There are several other free Shopify themes to choose from, or you can go with one of the 61 paid themes. Here’s the ecommerce checklist for enhancing a theme:
Again, unless your research makes it clear that your audience is ready and waiting to join your program, don’t produce your entire membership program just yet. Starting small and creating just enough top-quality content to keep charter members happy, then seeking their feedback before moving on to the next stage of production will help save you both time and effort in the long run.
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