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!

Checkbox Form Object - Use the checkbox form field only if you are wanting to add interactivity to your checklist. The checkbox form field, found in the Forms toolbar, can link to a cell in the spreadsheet without requiring any Visual Basic programming. The linked cell will be a boolean value TRUE or FALSE. Like the drawing objects, working with a large number of checkboxes can get messy.
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.

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.
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!
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!
Check that the SET ACTION on all your buttons are correct.Speaking of buttons, check all your buttons to make sure the set action is correct. If you just have a sales page and want the button to take people to the next page, you choose NEXT STEP. But, if you are taking information from people (email opt-ins or contact info), the action must be set to SUBMIT FORM. Then it will automatically send them to the next step in the funnel. There are also actions to show/hide elements, take people to certain spots on a page, and the option to write in a custom link.
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!
If your eCommerce sells big brand names be sure to include their logo wherever possible. Having logos of big brands gives the customer an indication of what type of product you sell — plus, it adds some authenticity and prestige to your brand for being affiliated with industry leaders. Here’s an example of how Best Buy utilizes logos on their site:

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!
Recent Examples on the Web Fortunately, most of the following checklist items are reasonably easy to implement, without requiring much heavy lifting. — Russ Wiles, azcentral, "Follow these steps to keep your personal finances in check during the coronavirus pandemic," 29 Mar. 2020 In Seattle, officials are distributing hygiene kits and provide tips and checklists on prevention to shelter operators. — Popular Science, "COVID-19 could hit homeless communities hard," 18 Mar. 2020 In Seattle, officials are distributing hygiene kits and provide tips and checklists on prevention to shelter operators. — Michael Cousineau, The Conversation, "Coronavirus could hit homeless hard, and that could hit everyone hard," 13 Mar. 2020 True, the building was missing a few amenities: doorman, garage, gym (all must-haves on Henderson’s original checklist). — Jennifer Fernandez, House Beautiful, "Shawn Henderson Turned This Turn-of-the-Century NYC Apartment Into a Hidden Gem," 10 Mar. 2020 Most significantly, the copilot had had difficulty locating checklists and performing in emergency scenarios. — Fortune, "After first 737 Max crash, why did Boeing’s pilot warning fail to stop second plane from going down?," 9 Mar. 2020 The second document provided a checklist that included developing contingency plans, establishing key relationships across communities, providing supplies to prevent spread at events and planning for staff absences. — Alison Dirr, Milwaukee Journal Sentinel, "Wisconsin Elections Commission issues guidance on coronavirus ahead of April election," 6 Mar. 2020 Since tackling your entire house and yard at once can be overwhelming, take things one step at a time by following this checklist. — Amanda Garrity, Good Housekeeping, "Follow This Spring Yard Clean Up Checklist to Make Your Patio and Lawn Summer-Ready," 29 Jan. 2020 Elevator buttons have been added to the checklist, too. — Sarah Mervosh, New York Times, "These 4 People Are Facing the Coronavirus Head-on," 12 Mar. 2020
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