If you’re looking to get more members for your webinar, you’re in the right place. We’ll teach you how to make a membership checklist using ClickFunnels, so you can get back to focusing on your business and leaving the admin to us.

Why A Membership Checklist?

A membership checklist is a quick and easy way to keep track of the memberships you’ve purchased (or plan to purchase) from a training program or solo ad. You can use a membership checklist to follow up with your members to make sure they’re performing as expected and identify potential areas for improvement.

If you’ve ever ran a business or been in charge of a team, you’ll know the importance of staying organized. Fortunately for you, we’ve got 10 ways to help you make a list of everything you need to do, so you can get the most out of your time as a new business owner. Let’s get to it.

The Different Lists You’ll Need

There are four different types of lists you’ll need to make in order to make a membership checklist. Here’s what you’ll need to start with:

  • A completed member checklist for each of your webinar participants (this will be detailed below)
  • A list of the attendees who have signed up for your webinar (this will be detailed below)
  • A list of the attendees who have booked appointments with you (this will be detailed below)
  • A list of the attendees who have purchased your product or service (this will be detailed below)

How to Make A Membership Checklist With ClickFunnels

Now, let’s get to the good stuff. After you’ve collected all of these lists, it’s time to start building your membership checklist. You can do this using ClickFunnels. Here’s how:

  • ClickFunnels provides you with a basic membership that gives you access to the tool’s functionality, allowing you to create simple landing pages (more on those below) without any coding knowledge.
  • Create a new Landing Page (you’ll find this under the Pages section of the dashboard)
  • Give the landing page a compelling headline (this will help drive traffic to it)
  • Use the drop-down menu to select the type of membership you have (if you’re looking to grow your business quickly, you can opt for the enterprise plan)
  • Name the page what you’d like (in this case, we’ll use “Checklist of Memberships” for the landing page)
  • Add the image of a checkmark or X (your call – use what’s most effective for your business)
  • Publish the landing page, and you’re done.

1. Completing Your Member Checklist

The very first step to making a membership checklist is to complete the member checklist for each of your webinar participants. This will be a list of all the memberships you’ve purchased (or plan to purchase) from the program. It’s usually best to follow up with all the members on this list by email. You can ask them to confirm their email address or send them a quick email to check in on their progress. This way, you can be sure they received your message and didn’t miss out on anything.

Also, ensure that these emails are signed by you and contain important information about the webinar. You don’t want to send your members generic emails that look like every other email you’ve received or used to in your life. Make sure that each email is unique, has a valuable piece of information, and isn’t too long.

2. Attending Members

The second step to making a membership checklist is to create a list of all the attendees who have signed up for your webinar. You can do this by accessing your dashboard and clicking on the Members link at the top. Then, click the Join button to the right of the list of attendees. You can add an additional step by creating an email list of all the attendees and sending them a quick note to confirm their registration. This way, you’ll be sure that you’ve got the right people in your list and won’t end up sending the same email to a bunch of people who have signed up for the same webinar.

If you’re looking to purchase a product or service from you and want to make sure it was delivered in time for the event, you can create a list of all the attendees and send them a follow-up email. Alternatively, you can track the order in which they joined your list (if you set this up when they signed up) and send them a brief email when the product is ready. This way, you won’t miss out on any orders and can keep track of which attendee ordered what.

Another option is to create a separate page on your website where you can track all the orders. This could be a dashboard where you display a summary of all your current orders or a page where you display the details of each order. You could even take it a step further and allow users to download a PDF of all their orders to take with them.

3. Appointment Members

The third step to making a membership checklist is to create a list of all the attendees who have booked appointments with you. You can do this by accessing your dashboard and clicking on the Members link at the top. Then, click the Join button to the right of the list of attendees. This will be a list of all the attendees who have contacted you about scheduling an appointment.

You can add an additional step by creating an email list of all the attendees and sending them a quick note to confirm their appointment. Alternatively, you can track the order in which they joined your list (if you set this up when they signed up) and send them a brief email when their appointment is confirmed.

An additional step you can take is to set up a calendar reminder for yourself (and for your staff) for each appointment. This will ensure you don’t forget about them and can follow up with your members easily.

4. Product Members

The fourth and final step to making a membership checklist is to create a list of all the attendees who have purchased your product or service. You can do this by accessing your dashboard and clicking on the Members link at the top. Then, click the Join button to the right of the list of attendees. This will be a list of all the attendees who have purchased your product or service and added it to their cart.

You can add an additional step by creating an email list of all the attendees and sending them a quick note to confirm their order. Alternatively, you can track the order in which they joined your list (if you set this up when they purchased the product) and send them a brief email when their order is ready.

An additional step you can take is to set up a product or service to be delivered after the webinar (this is a great option if you’ve got a lot of information or products to go over). You can do this by accessing your dashboard and clicking on the Members link at the top. Then, click the Join button to the right of the list of attendees.

Now, you’ve got a list of members. It’s time to start using it.