Your Complete Guide to Onboarding New Members with Excellence!

By implementing the detailed steps laid out for you in this comprehensive checklist, you will:

Boost Member Confidence

Rapidly Reduce Support, Help Desk, or Customer
Service Emails

Practically Eliminate Chargebacks

Drastically Improve Member Retention Rates

Radically Increase Overall Member Success & Satisfaction

Your member onboarding process is critical to the success and growth of your membership!

This thorough checklist will help you ensure that your members:

Are able to navigate your membership platform and materials with confidence

Establish an immediate rapport and level of trust in you as the leader

Are fully informed about important call and even dates

Get connected to the rest of your community

Feel fully supported and guided throughout their membership experience

So, what does it cover?? GREAT QUESTION!

The Ultimate Membership Onboarding Checklist takes you step-by-step through all the details of setting up your onboarding processes, such as:

The Introduction to the Membership Portal

What to Include on your Thank You page

The Specific Details to Cover in Your Welcome Email

Helping Members Access & Add the Schedule of Upcoming Events

Guiding New Members to Connect with Your Existing Community

Sound Good?

Awesome! You’re well on your way to onboarding and supporting your members with excellence!

But, how do you know you can trust me to lead you through this process?

Well, I’m glad you asked…


I’ve been creating, developing, and consulting on memberships since 2005! (That’s not a typo and yes I was just 8 years old when I started 😉 haha!) I’ve been coaching and mentoring clients on how to build, market, and grow their memberships for over 18 years!

My clients call me a unicorn because of my specialized mix of marketing, tech & coaching.

They also call me the “Launch Mom”, because I’m the go-to person when you don’t know what to do…I’m the one who makes sure you have a plan, work the plan, and stick to the plan!

I’ve coached the TME membership site course 3x over the course of 2 years and I was the Head Coach for The Membership Experience’s high-end Coaching program for a year.

I was also the Community Manager for six of their groups (one had more than 16,000 members when I left!)

And before TME, I also founded my own digital agency where we built, designed, launched, marketed, and consulted on memberships specifically from 2005 to 2021. 

I’ve been a leader in this industry for a LONG TIME!


Creating a detailed launch plan

Tweaking your launch plan to fit your business needs

Launching like a PRO

What to say in emails and FB Lives 

How to increase sales in your launch

What to do after your launch to increase sales

Launch debriefs – what worked what didn’t, what to do next time

Tech (my degree is in Computer Science)

Member’s user experience

Member Retention

Community Building

Growth & Scaling




I have a serious passion for helping other exhausted, overwhelmed business owners to turn their groups into powerful business-and-profit-growing tools.

So, don’t waste another minute!! Save yourself time, money, and stress!

Go grab your copy of the Ultimate Membership Onboarding Checklist now and let me help you set your members up for success!!

Cool! Happy Onboarding!!