7 Proven Membership Site Models (with Examples)

membership site models

What membership site models will be the most profitable for your business? (Yes, you can combine more than one!)

It's a question you'll need to answer in order to create a membership site that will enhance and grow your current business. There are different types of online course sites and experiences you can create based on your strengths as a teacher, leader, and business owner… and what your ideal customers are willing to invest in, too.

In short: the type of membership site you choose can make or break your offer, and affect conversions and the long term sustainability of your site.

Before we get too far, let’s get on the same page about our definition of a membership or course website:

A membership site is a place where free or paying members can log in to access their content, courses, and community. You can charge a one-time fee for access or build in a recurring revenue stream with monthly or yearly payments.

7 Types of Membership Site Models

In this guide to membership site models, you'll see the leading membership site types along with membership site examples for each one.

1. A Community-Focused Membership

The community-focused membership site is all about facilitating strong relationship-building among your paying members.

WordPress Member Directory Plugin

Some of the identifying features of a community-focused membership include:

  • A member directory, where users can search for, and connect with, one another.
  • Forum, so members can easily carry on group discussions.
  • Masterminds, where members receive a high level of support, feedback, and resources.
  • Accountability tools, so members are empowered to follow through and achieve their goals.
  • …or other “people-driven” benefits.
This is an especially powerful type of membership site for clients who need help meeting their peers and getting the support or those who are looking for high-end resources to rise above their peers.

There are a number of things to think about when creating a community focused membership site, from membership goals to mapping out the engagement interaction paths that will be available inside your membership site.

The more active, engaging, and supportive you are as the organizer, the better experience your members will have.

The best part about this type of membership is that people are more likely to stay with you as active paying members once they've made great connections in your community. You might be interested in a WordPress member directory plugin that allows members to customize their profiles, opt out of the listing, or connect with each other more easily.

Example: Tara McMullen's CoCommercial community.
 

2. The All-You-Can-Eat Education Buffet

Think of this style of membership as the Netflix of online learning: a member joins and has access to a bunch of content from day one. It's a library of courses that continues to grow over time to incentivize current customers to stick around and attract new clients, too.

The most important thing you can do in designing your education buffet membership is to make it easy for people to find the right course for them.

You can do that using quizzes that guide people to the right next step. Or, you can connect them with the appropriate material by offering sophisticated search functionality, or even giving recommendations based on previous courses they've enjoyed.

This buffet-style membership site attracts people who want to improve themselves and their skills. They may come on board to achieve a specific goal and leave when they've gotten what they needed, but if you plan out an educational roadmap then people will know where to go next after they complete their initial goal.

Many education buffets offer a wide range of topics to attract a large client base. However, when you're just getting started, it helps to have a focused outcome in mind that appeals to a very specific audience (rather than trying to be a jack of all trades).

Focus on getting a targeted set of courses done well, and branch out from there.

Example: BrainPop‘s online learning portal for kids.

3. Coaching and Accountability Membership

This type of membership is often called group coaching, and it packs a lot of value for the participants.

Types of membership sites: coaching and accountability.

There are a few different ways to offer coaching and accountability with this model:

Generally, you’d offer live office hours or coaching calls where members can show up, ask questions, get support, and accountability. You can also create opportunities for the coach or leader to keep track of participants’ progress, encouraging them if they get stuck along the way.

Ideal clients can range from busy executives and business owners to anyone who has a personal goal to achieve. In any case, the client needs help to make their goals happen (think athletes, students, language learners, etc.). People prioritize what they care about. Committing to this type of coaching membership helps clients pursue and make their dreams a reality.

In our busy modern world, there aren't a lot of places where you can get individual attention from someone with a lot of expertise… at least, not without breaking the bank.

This type of membership offers you and your clients the best of both worlds.

If coaching is something you love and you want to help your clients achieve their goals (without putting a cap on your earning potential), this might be for you!

Example: Erika Lyremark's Mark'd Mastery.

 

 

4. Done for You Resources

This type of membership offers a big time savings for its members by eliminating time-consuming work and offering a resource that can be used as is or with minor tweaks.

Membership site type: done for you resources

Flaticon is a great example of Done for You Resources.

If a teacher, ministry leader, or blogger needs new content each week and can simply take your material and tweak it… They'll stay on board to save time and keep getting your new materials.

It's a no-brainer for the right clients, and if you're drawn to this type of membership it's likely because you've BEEN your ideal client so you can create the best materials for them. 

This type of membership will see you creating a lot of consistent content, so think through the best way to organize it from day one. 

Offering templates, lesson plans, and other “done for you” downloads is a powerful way to scale and provide items of value to members.

Anything that saves people time is highly valued, and if you're already seeing interest, you know that the demand is there. All that's left is a matter of marketing it properly to get the word out.
This type of membership tends to be extremely stable, because of the recurring needs of your specific set of clientele.

If you're already doing the work creating this type of content, and people are asking how you do it or if you ever offer it… then this might be a great type of membership site for you to offer.

Example: Lesson plans created by teachers on Education.com.

5. Retainers and Other Service Memberships

The best way to describe this type of membership is a client dashboard. It can be used to facilitate the process of onboarding a new client… Or, you might use the membership site after the services have been delivered, as a way to stay in touch with a client and offer additional training or resources.

Retainer membership type.

It’s set up to communicate with your clients, retainer engagements, and other services… so you’re freed up to focus on the service itself, whether that’s interior design, copywriting, or health coaching.

Depending on which step of the client process your membership site will take over, you'll want to create a map of the steps that you generally take when signing up a new client, while you're working with them, or after you wrap up an engagement.

A huge part of this membership model depends on leveraging a Customer Relationship Management (CRM) system. This lets you keep track of each clients' interactions and where they are along the process and tag them based on what point they're at in the process (whether they have signed a contract, agreed to your terms, watched the welcome video, booked their first call, or any of other steps you generally do manually).

This is a no-brainer type of membership for freelancers, agencies, and anyone who works with clients already. It's also a great way to onboard 1 on 1 coaching clients, and build in a clear process to keep everyone on the same page.

Example: SnapCopy uses credits to manage client copywriting projects.

6. Internal Training Turned Into a Profit Center

As your business grows, you’ll start to amass a lot of internal knowledge that you want your whole team to become familiar with. Having a membership site to host internal training, onboarding videos, exercises, and other resources is extremely efficient.

You can keep track of who on your team is up to speed, and easily bring in new team members and help them onboard quickly.

A solid internal training program can strengthen any growing team. As your business grows and requires more team members to function, it will become a no-brainer to have this program in place. Not only will it free you up from doing 1-1 training, but it will also ensure that everyone is on the same page.

If you're working with a team, you've probably already started recording short training videos for how to do certain things in your business, or run weekly/monthly training sessions that are recorded. You might have even started to create a company wiki to house this information.'

Example: Digital Marketer turned their own internal company training into a paid certification program that they've continued to improve and earn from.

7. The Dripped Content or Dripped Release Course

Some membership site models are a natural fit for things that happen every month or every week. For example, you might be creating a new piece of content to match the astrological changes happening each month.

Or, you might be creating an online course that would be better consumed over time, like music lessons that must be mastered before moving on.

Doing this type of membership might mean you need a drip course plugin, or other way to release content over time if you're not creating it live each month or week.

Dripped Membership Model

Example: Whole Woman by Sarah Jenks is a monthly membership that follows the cycles of the moon with dripped content, and also combines other elements of the membership site models above.

How to Choose the Best Membership Site Model for Your Business

membership site model examplesIn the end, you know best who your current clients are and what you can offer as a benefit to help them grow.

Don't be concerned if none of the options above feels like the “perfect fit”. You can always mix and match to come up with the perfect balance of materials that will engage your clients and bring in a stream of recurring revenue.

Want this post in downloadable format along with 10 ways to overcome the most common membership site struggles? Click below to grab it now.

7 Strategies to Improve Online Learning: Case Study with Kendrick Shope

Strategies to Improve Online Learning

This isn’t your first rodeo: you already have an online course (or many!).

Now it’s time to look at ideas for improving online courses, so your participants get all of the amazing results you know are possible for them.

You’re in the right place, because we’re going to take a look at an entrepreneur who had run an already successful online course for 5 years… and what she did to kick up the learning experience.

Meet Kendrick Shope and her online course called Sales School

Strategies to Improve Online Learning: Case Study with Kendrick Shope

Kendrick Shope is the creator of the leading sales training for women entrepreneurs, and the Authentic Selling® process which has created millions of dollars in revenue and new business for her clients.

Kendrick hosts her own daily talk show, and reaches nearly 100 thousand followers in six continents. She has been featured on the Steve Harvey Show, NBC, Forbes, and INC to name a few.

Before starting her own online empire, she spent two decades delivering top performing sales results for 3 Fortune 500 companies.

Our case study starts 5 years after Kendrick’s first round of her result-oriented Sales School program.

You see, Kendrick had been running her multi-million dollar course Sales School for 5 years, and she knew she wanted to improve the online learning experience for her students.

She focused on a few key things, but one of the big ones was to switch to a different membership site LMS solution called AccessAlly.

Here’s what one returning student had to say after the site update:

Now let’s take a look at the 7 strategies to improve online learning that Kendrick used, and how you can apply them to your business too.

Organize content using an intuitive navigation

In the early days of Kendrick’s Sale School, the program was run almost entirely within a Facebook group.

That meant students had to search for content, and finding things from previous weeks of the online course made it difficult to keep up or review.

Over the years, Kendrick built a beautiful membership site on WordPress to house the lessons and content of the course.

But one thing that Kendrick’s team realized is that just because a website is beautiful, it doesn’t mean that it’s functional.

This time around, the site was redesigned with a focus on clear intuitive navigation, and an organized lesson flow.

That’s one simple way of improving online courses, no matter what platform or how much content you have to teach!

ideas for improving online courses

Track progress to motivate online learning

By adding progress tracking to the online course’s members area, Kendrick was able to provide a road map for students.

As participants watch training videos, complete assignments, and practice their sales skills in their own businesses…

They see how far they’ve come, and they’re more likely to finish each module, thanks to the completion bias.

The completion bias is our tendency as human beings to feel good when we finish what we start.

By implementing progress tracking checklists using AccessAlly, Kendrick was able to tap into human nature to help people extract the value out of the online course they signed up for.

Progress tracking is also helpful as an online course creator because it allows you to see how students are moving through your content. It shows trends and can highlight especially challenging areas that you can improve.

Improving online courses

Offer bonuses and goodies for completion

Of course, improving an online course by adding progress tracking is just the first step… Kendrick took it even further by adding in bonuses and extra goodies when a module is completed.

Kendrick is always teaching her clients and students to do the common things uncommonly well, and when it comes to strategies to improve online learning… that goes double.

Really think through the bonuses or extra content you might offer a bonus for completing a course. It needs to feel like a reward, and not just more work to get through.

Kendrick’s enthusiasm is contagious, and her bonuses are truly motivating and rewarding for her students.

Setting up the online learning experience to unlock bonuses upon module or lesson completion isn’t hard with AccessAlly, it’s the intention behind it is what takes the most thought.

Get 28 more membership site examples

Overdeliver during live facilitation, and bring in additional coaches

If there’s one thing that Kendrick Shope has always been known for, it’s overdelivering for her students and clients.

Way back in the early days of her Sales School program, when it was delivered via live video trainings… Kendrick has rocked the live facilitation aspect of online training.

Answering participants’ questions, helping them role play, jumping into the nitty gritty and offering to edit sales scripts and emails… Kendrick is fully present for her students when she’s running her online course.

But as an online course scales and more students join in, it can become difficult for one teacher or facilitator to handle all of the questions and give the same level of feedback alone.

That’s why Kendrick brought in additional Sales School certified coaches to help new participants get the same hands-on learning experience, without burning Kendrick out.

If you run online courses, and you’ve noticed that you’re not able to answer all of the questions on your live group facilitation calls – then it might be time to hire on or train additional coaches to help you.

strategies to improve online learning with Facebook groups.

Follow-up based on student engagement and check in on social media

Kendrick has always had a “no student left behind” policy, where she would work with her course participants until they got results in their business.

But the onus is on the student to ask questions, and raise their hand when they fall behind or get stuck.

One way to catch people who might be falling off the wagon is to look at their engagement and their progress, and reach out before it’s too late.

Kendrick and her coaches check in with students on social media, and make sure that people are having a good learning experience and most importantly are implement what they learn.

With AccessAlly, it’s also possible to see who hasn’t logged into the online course members area, and check in with them.

Sometimes people sign up for online courses before they’re ready to participate, but if you’re offering a live round of a course then you’ll want people to join in for the live sessions to get the best experiences.

Ideas for improving online courses with smooth experiences.

Ensure smooth purchase and login experience

One often overlooked way of improving online learning is to make the on boarding experience glitch-free.

It’s easy to set up an online course platform and shopping cart and assume that it can handle a big launch and student registration period without a hitch…

But not all online course plugins and integrations work seamlessly together, which can lead to a choppy registration and login experience.

Kendrick’s Sales School launches had always felt a little chaotic, with last minute fixes because of login issues or other access blips for her students.

After switching to AccessAlly, Kendrick and her team realized that the peace of mind they got from having a smooth purchase and login experience for their students was worth way more than the price of the plugin.

Plus, thanks to AccessAlly’s cross-selling dashboard functionality, Kendrick could display both the free video series alongside her paid courses all in one place.

Here improving the user experience leads to more sales, fewer support requests, and a better learning experience, too.

Call in experts and bring in complementary resources

Strategies to improve online learning

The final tip in our list of 7 strategies to improve online learning is simple, and it doesn’t involve you as a teacher doing any additional work.

During Sales School, Kendrick often reaches out to her colleagues and fellow experts to help answer questions and provide resources for her participants.

The benefits are clear: as a teacher, Kendrick shares from her area of expertise and brings in the complementary resources and teachers to help her students succeed.

This way, she doesn’t need to be an expert in “everything” and she’s still improving online courses because it’s not just a static experience but it will differ based on the questions people ask.

Kendrick taps other people’s expertise in a very classy way, by sharing the answers to students questions and giving full credit to the colleague who helped out. It’s a win-win experience for everyone involved.

As a course creator yourself, you can do this informally for on-the-spot questions or you can have other experts create content right inside your members area, too.

Improve online courses with easy migration tools.

Migrating Course Platforms Top the List of Ideas for Improving Online Courses

Undertaking a course platform migration is not for everyone, but if you find yourself considering switching course solutions to improve your online courses, then Kendrick’s experience will be helpful.

Here’s what Kendrick had to say about her migration to AccessAlly:

Now let’s take a look at what tech systems Kendrick was using before, and what her transition looked like.

Improving Online Courses: The Tech Stack

Before making the move over to AccessAlly, Kendrick was using Ontraport and PilotPress for her online course delivery.

Looking to improve the learning experience, Kendrick’s team undertook the migration of existing members using AccessAlly’s migration plugin and building a new version of the membership site.

The final tech stack looks like this:

There are not a lot of natively integrated Ontraport LMS plugins on the market, but another aspect that was useful for Kendrick’s team was the ability to pull in the affiliate information into the membership area, too.

Kendrick’s team plans to make use of AccessAlly’s order forms and abandoned cart follow-up functionality in future launches.

Increasing online course effectiveness.

Design and Development of the New Online Course Environment

Improving Online Courses.

I asked Laís Cerutti Scortegagna, the designer responsible for the new course set up what she thought of the migration project.

Here’s what she had to say:

“My favorite part was being able to create a learning environment that really supports the level of the learning experience Kendrick offers. We were able to personalize it and make it as actionable as Sales School is. 

Kendrick gives everyone action steps and being able to mimic that inside the members area was a breeze.

Creating the structure was super easy with the AccessAlly course wizard.

The migration system also makes it so easy to migrate to AccessAlly. The tag system made it easy for the team to create the drip release automation in Ontraport. 

But there are special details that AccessAlly made easier and are worth mentioning: 

  • creating a beautiful dashboard that creates desire with different course icons for who has an who doesn't have access
  • being able to use the students' names to welcome them
  • creating checklists for each module and bonuses that reveal once they complete it 
  • easy to create a beautiful login page
    
I also really liked that AccessAlly with Divi makes it a dream to create membership sites.”

Click to get the 6 membership site models and case studies

Improving Online Courses Starts with Your Intention

The biggest takeaway I want you to have from this case study is that having an attitude of constant improvement is key.

Kendrick’s Sales School program started off as a totally live program run in a Facebook group, then from year to year she upped the learning experience.

Each time, she put a lot of heart and thought into helping her students succeed with the program.

In turn, she upgraded her technical systems, and hired team members to help her develop the technical foundation for her online course to scale.

Finally, she migrated to AccessAlly to provide the level of online learning automation and personalization that she knew would deliver the best results for her students.

If you want to see if AccessAlly is the right online learning plugin for your business, then book a demo.

CaboPress: The conference that will ruin you for other conferences

Cabopress review

I just got back from gorgeous Cabo San Lucas, Mexico where I spent the week at Chris Lema’s CaboPress conference.

Part mastermind, part vacation, and part WordPress business summit… this was an event unlike all others I’ve been to.

Disclosures: This is my personal CaboPress review, and I'm not an affiliate of CaboPress or being compensated in any way for this review. I do use affiliate links for some of the software plugins I mention.

Let’s dive into my experience, and why you might consider applying the next time Chris runs it.

The right mix of conference participants

My litmus test for a good conference or event is the people in attendance. If I feel like I’m surrounded by people who are going through similar things in their business as I am, then I know I’m going to learn a lot.

The reason CaboPress was such a great fit for me is that Chris Lema personally curates all of the attendees… so it’s a good mix of service providers and product creators.

Plus, with the combination of WordPress, SaaS, and agency businesses there was a ton of opportunity for cross-pollination to help everyone grow.

I felt like each person could contribute and get something in return, which is not always the case for larger events where you’ve got a wider range of business experience.

For me, there were a few familiar faces like Erin Flynn and Brennan Dunn, that I’d met at previous events and loved catching up with. I also got to meet the creators of Beaver Builder and Ninja Forms, which are WordPress tools I personally use and love.

Then there were the amazing folks behind Brainstorm Force (of Astra theme fame!), and the incredible Shannon from Purple Finch Studios who was familiar with AccessAlly but enjoyed getting a more in-depth look.

Sunshine, great food, and no conference rooms

The other thing that makes CaboPress stand out (and that has ruined me for other conferences!) is the location.

The resort is gorgeous, with stunning views and vistas. It’s right by the ocean, and since it’s not the most swimmable area… you’ve got your pick of amazing beachside pools to choose from.

Of course, Chris Lema doesn’t do anything halfway… and this is a 5-star resort with impeccable food and service.

I’m not kidding when I say that we probably ate 5 sit down meals per day (or at least my husband and daughter did!).

Not having to worry about making breakfast, lunch, or dinner was just another way of freeing us up to think about our businesses without the usual daily demands. (Plus, who can say no to fish tacos and pina coladas!?)

But there’s one more thing that sets CaboPress apart… and that’s the actual sessions themselves.

There wasn’t a stuffy conference room in sight: all of the training and mastermind sessions were done in the pool!

Wordpress conference review

Pool side learning and what I’m taking home

I loved being out of my usual element and learning from other businesses in the WordPress ecosystem.

Although we’ve been creating our WordPress LMS plugin and popup plugins for half a decade already… I have mostly been hanging out in the CRM world.

Taking a break from conferences run by companies like Infusionsoft, Ontraport, ActiveCampaign, Drip, and ConvertKit gave me a chance to see things in a different light.

Speaking with business owners who do the work of setting up membership sites for clients, creating courses themselves, and who understand the WordPress world… it was truly inspiring.

I also got to hang out with the guys at LifterLMS, Sandhills Development, and SkyVerge. Even though some of what these companies do overlaps with our own offerings, it was helpful to be in such an open and sharing environment where we could talk business.

Here are some of my biggest take-aways from the event:

  • Allison Fallon shared the brain science behind what makes us more creative when writing and why efficiency and productivity aren’t the key when trying to produce creative work
  • You may need to have a meeting about the meeting (when you have team meetings – this makes a lot of sense!)
  • Facebook ads are constantly changing, but the basic text + image format still outperforms the new options, according to Justin Wise
  • You have to kill your darlings and retire products, to make space for innovation and what’s next
  • WordPress’ Gutenberg is not the end of the world, but we do need to make sure it continues to improve to meet the demands of the marketplace
  • Plus lots of insights on hiring, being on the same page with your team, and anticipating what’s to come in the WordPress ecosystem

Nathalie CaboPress

So there you have it…

That’s a quick summary of my experience at CaboPress 2018. I got to bring my husband and daughter, so for me it was part business and part vacation.

Luckily, the format of the event is very open ended after the morning sessions – if you want to take a nap in the afternoon or spend it with other attendees eating a 3rd meal or talking shop… it’s all good.

If you’re considering CaboPress, trust your gut and submit an application. Chris Lema takes care of his people, and the event felt very welcoming to me as a new attendee, even with half of the attendees being alumni.

Who knows, maybe I’ll be sipping strawberry daiquiris with you in Cabo next year!

P.S. Now that we're a few days out of the conference, I can also add that this has been one of the few conferences where it's been easy to follow up and keep connecting with people I met… because there were only 30-50 of them instead of hundreds or thousands!

Membership Site Examples: Inspiration For Your Members Area

membership site examples

membership site examples

Your website is more than just a tool that gives your business a face online. It can be a business in itself.

Here's what I mean by that:

One of the best ways to increase your income (without working more hours for dollars) is to set up a membership site platform.

A membership site becomes the hub of your online training, allows your fans to connect more, and gives you a community of fans to ask for input, information, and questions.

When done well, it can provide an amazing source of recurring revenue for your online business.

As the creators of the popular AccessAlly membership site plugin for tag-based CRMs, we thought we'd share some ideas and membership site examples that rocked our socks.

Continue Reading

How To Build A Fully Automated Drip Membership Site in WordPress

drip membership site with wordpress

Here's the dream:

You create your courses and set up your WordPress membership site. You integrate it with your email marketing system Drip, so you can still use the same tags and email automation software as before.

Then, you just kick back and watch as the membership site sells itself and keeps your students engaged like a well-oiled machine…

Sounds like a pipe dream, right?

It's not.

Whether you're offering online courses, products, a social network, or any variety of resources inside your membership site, you can absolutely automate the whole thing, using just two tools: AccessAlly Pro and Drip. Continue Reading

New! ConvertKit WordPress Affiliate Plugin Integration

New convertkit affiliate plugin wordpress

If you use ConvertKit for your email automation marketing platform, then you know how powerful of a system it is.

But you might be wondering what the best way to integrate ConvertKit with a WordPress affiliate plugin might be…

There are a few generic WordPress affiliate plugins on the market, but which one is right for you? We’ll answer that question and more below!

What Do You Plan to Sell With Your Affiliate Program?

The first question we need to answer to help you choose the best ConvertKit WordPress affiliate plugin integration is this:

What do you plan to offer? It could be…

The good news is that there are different WordPress plugins that handle many of these options.

If You Sell Online Courses, Digital Products, or a Membership Program… You’ll Want To Check out AccessAlly

Convertkit affiliate plugin wordpress pinterest

While there are a few WordPress affiliate plugins that integrate with ConvertKit using Zapier or other add-ons…

There’s a brand new option on the market for ConvertKit users when it comes to affiliate plugin integration, and it’s called AccessAlly.

With AccessAlly’s mobile friendly order forms you can now track affiliate cookies and run your own affiliate program.

Why is it ideal for those who offer online courses, digital products, and membership sites you ask? Because AccessAlly also handles delivery of each of these types of offerings.

In fact, AccessAlly is a ConvertKit membership plugin too!

Let’s take a look at how easy it is to set up an order form and an affiliate program on WordPress for ConvertKit.

Setting up a ConvertKit affiliate plugin integration

The first step is to integrate ConvertKit with your WordPress site using AccessAlly.

Convertkit wordpress integration

Next you’ll want to create the products you plan to sell, as well as the offers that go along with them.

Convertkit wordpress shopping cart

The benefit of AccessAlly’s 3-step order form is that you can follow-up with anyone who doesn’t complete their check-out using ConvertKit’s automation functionality.

Convertkit shopping cart wordpress

Finally, once you have your products in place you can create the affiliate program in AccessAlly.

In AccessAlly’s affiliate plugin functionality, all you need to do it make someone an affiliate is assign a tag in ConvertKit.

Convertkit wordpress affiliate plugin

This gives them the ability to access your affiliate center on your WordPress site, where they can get their affiliate links, stats, and more.

Convertkit affiliate plugin wordpress dashboard

Delivering Courses and Products using ConvertKit

Delivering your online courses and products using AccessAlly is easy with ConvertKit’s automations. You can do dripped content release, or instant access – it’s all based on tags.

Sell courses with convertkit

You design the course or membership structure in AccessAlly, while your WordPress theme handles the look and feel of your site.

Create affiliate program convertkit

From there, ConvertKit handles the delivery of emails and decides when to unlock access. It could be a daily challenge, a weekly course, or a monthly membership… your automations in ConvertKit power it all.

Convertkit course automation

Plus, you can decide what kind of affiliate program you want to run.

You decide what affiliate commission structure you want to offer, how long you want to track affiliate cookies and if you’re offering a recurring product you can also choose how long you want to pay affiliates.

Get Started with the ConvertKit Affiliate Plugin WordPress Integration in AccessAlly

So if you’ve been looking for the right affiliate plugin on WordPress that deeply integrates with ConvertKit… you’ve found it!

Check out AccessAlly and get started integrating your ConvertKit account with the checkout pages and affiliate system.

How to Sell Corporate Training Programs: A Case Study with Marc Wayshak

How to sell corporate training

If you have knowledge and experience to impart to teams and employees, but you’re wondering how to sell corporate training programs…

You’ve come to the right place.

Believe it or not, companies are spending $8 billion per year on corporate training.

You can get a piece of that action.

But you need to know how to sell corporate training programs the right way.

In this case study, we’ll look at how corporate sales training expert Marc Wayshak built a successful training business and how he developed additional revenue streams by adding online training.

Marc’s Advice on How To Sell Corporate Training Programs to Teams

Selling to Corporations With Marc Wayshak

Before we dive into Marc’s sales advice, let’s see why we might want to emulate his strategies and learn from him.

Marc Wayshak is a sales strategist and the bestselling author of Game Plan Selling and Breaking All Barriers.

He created the Game Plan Selling System™, a data-driven and science-based sales methodology that balances both qualitative and quantitative research with proven results in client companies.

Marc’s innovative selling system works for salespeople, entrepreneurs and companies alike. He is a frequent contributor to Inc, HubSpot, Fast Company, and Entrepreneur Magazine. Marc holds an MBA from the University of Oxford and a BA in social sciences from Harvard University.

Plus, he practices what he preaches by having a successful sales training business himself.

Here are some of the key things that Marc recommends to help you sell corporate training programs to teams:

1. Think like a doctor, not a sales person

Many sales people come in with the training solution they want to sell. Instead, Marc recommends thinking like a doctor and diagnosing what a company might need help with.

This way, before presenting a course or solution, you can fully understand the company’s HR and training needs.

2. Disqualify prospects early, and sell to the top

When selling corporate training to teams, you need to realize that not every prospect will be a good fit. That means you can save time and energy by focusing on the right clients, and being willing to let people know if it’s not the right for them.

Similarly, Marc recommends knowing who you’re speaking with. If you’re not speaking with a CEO, Chief Learning Officer or VP of a big organization, you might run into a wall when the non-decision maker can’t move forward with a training purchase.

3. Don’t be attached to the sale

This is a great sales tip, no matter what you’re selling but it applies to selling corporate training too.

Marc’s advice is to remain unattached to the outcome of your sales efforts. When you approach a sales conversation this way, you can give prospects the most honest and useful recommendations, whether that means purchasing your training or not.

This way, you become a trusted advisor instead of a sales person just out to hawk your product.

4. Focus on delivering results first

The Chief Learning Officer doesn’t care about your training, your experience, or your track record.

What they’re looking for is a solution to their problems, and results for their team members.

When you focus on delivering results, the way you deliver a corporate training program isn’t as important.

For example, Marc Wayshak shares that he often gets companies asking him to deliver a sales focused keynote presentation.

But he’s found that after even the best of keynote presentations, employees will go back to doing things the way they always did… within a week’s time.

Instead, Marc recommends an in-depth ongoing training process, which always includes an online training element.

How to sell corporate training online

How Selling Online Corporate Training Programs Can Help You Earn More (Without Working Harder)

If you offer in-person training, then you might be surprised to learn that companies are getting between 50% and 80% of their training needs through online courses.

This doesn’t mean that you need to stop offering in-person training, but rather that adding an online component can do a lot for your business.

Marc has been delivering in-person corporate training to sales teams for many years, but his business changed when he added an online training element.

Marc is able to earn more for the same efforts by having an online corporate training program for teams.

With an 8 week intensive that includes role play, online interaction, and quizzing, Marc’s corporate sales clients are seeing results.

The fundamental difference in how Marc does business changed in 3 ways since adding online sales training to his offerings:

1. Online Corporate Training Reduces Training Travel Costs

According to Marc, for a lot of companies, getting everyone together in one place to do a 3 day sales training is prohibitive.

There are more companies now with virtual teams and employees, so offering online training that is facilitated by the sales leadership is so much easier.

2. Online Courses Allow You To Work With Smaller Teams

Another benefit that Marc found by offering online sales training is that he can work with smaller teams.

For a company with 5 sales people, it would be cost prohibitive for Marc to travel and train them. But now this company can invest a couple thousand dollars and get everyone into world class sales training program, that they wouldn’t have had access to otherwise.

3. A Digital Training Portal Increases Visibility for Team Leadership

Companies want to make sure that when they invest in training, their employees get the training they paid for.

That means having the ability to show employee progress through a team management dashboard, which is done through AccessAlly.

Thanks to his training portal, Marc was able to significantly increase the price of his larger sales training for bigger clients because he can show results to team leadership online.

Corporate Training Member Portal

The Technology To Help You Train Teams Online

When it comes time to choose which technology will allow you to sell your training to companies better, there are plenty of options to choose from.

Some of the key things you’ll want to look for include:

  • Integration with your existing CRM or automation marketing platform
  • Interactive elements like progress tracking, quizzing, certificates of completion, gamification
  • The ability for teams to self-manage their employees, so that you can sell bulk licenses to your courses and online portal

For Marc, AccessAlly handled all of these and more.

In his words:

“AccessAlly has been huge for us. Super easy to use, very professional looking.

In particular, having the quizzing functionality is big because it allows us to show the client whether a sales person is truly participating in the course.

From a learning perspective, it also helps participants to digest what they just learned about.

I’ve learned that it just takes very simple but effective quizzes to get results.

AccessAlly also helps us to drip the content, so we’ve broken up what was a really big course into an 8 week training.

So each week they get a new module. Each module has a homework assignment and exercises to do.

At the end of the 8 weeks, they come out with complete sales training.

Because I’ve been able to sell my membership program to corporations, I’ve added an other 20% in revenue in the past year.”

How to sell corporate training digital

Migrating From CustomerHub to AccessAlly

If you already have some membership-style content hosted somewhere, you might be hesitant to undertake a migration effort to switch to AccessAlly.

For Marc, the decision to leave CustomerHub was a no-brainer.

CustomerHub (by Infusionsoft) was not mobile responsive, and he knew that there had to be another option for his online training program.

According to Marc:

“I had a friend who was using AccessAlly, and after he showed me how it works I saw that it’s a really simple plugin, fully customizable, I have complete ownership of it.

I looked at other companies out there and I couldn’t find anything close to what we needed, and that was available in AccessAlly.

Switching wasn’t that hard. We just had my assistant download the content from CustomerHub and then put it into AccessAlly.

We didn’t have quizzing functionality in CustomerHub, so we created our quizzes directly in AccessAlly.

Since being on AccessAlly, my membership site has tripled in members. The ability to do one-click upsells alone generates 25% of my revenue.

The transition itself wasn’t that hard, it was just labor intensive to copy over the content. Overall pretty simple, because AccessAlly lets you clone pages and just plug in the content.”

Selling online courses with quizzes

Adding Quizzes and Team Management Portals To Deliver Better Training Results

One thing that Marc Wayshak is clear on is that selling isn’t about “making the sale”, it’s about delivering results.

It’s one thing to put together an online training or even an in-person program, and call it a day…

But it’s a whole other thing to really put in the follow-up and follow-through that will get teams to learn and start using your methodologies and training.

That’s why offering a team management portal that gives leaders an overview of their team’s progress is so effective.

It’s also why quizzes and membership portals are worth more to organizations and companies.

AccessAlly makes creating these team management dashboards easy, along with all of the progress tracking and quizzing to help learners stay motivated.

More Tips for How to Sell Training Courses to Companies

Curious about selling your expertise to corporations? Find out how you can get in on the action by learning how to sell corporate training programs (online or off). #onlinelearning #corporatetraining #selltocorporations #digitalmarketing

We covered a lot in this post, but Marc had a few more things to share on how to sell corporate training programs.

He recommends using an online course as an addition to what you’re already selling.

You can easily double the size of any training sale just by including an online training portal.

In today’s world with all of the daily distractions, having access to a training portal is big because employees can do the training on their own time.

Get more advice for selling training courses to companies here:

17+ Ideas to Help You Earn Passive Income as an Affiliate

Affiliate marketing success

I found it.

The closest thing to passive income you can earn online.

It’s good old affiliate marketing.

Now before you dismiss the idea entirely… I need to say it: what it takes to achieve affiliate marketing success is not what you might expect.

I’m sharing the numbers with you because I know that we don't see a lot of realistic affiliate marketing success stories…

Here’s the thing: most affiliate marketing is ineffective and can be a waste of time.

Unless you do it the way I’m about to show you today.

Let’s go!

What Type of Affiliate Marketing am I Talking About?

When it comes to affiliate marketing success, there are two sides to the coin…

You can be the one creating products and enlisting the help of other business owners, by creating your own affiliate program. You get more exposure, and you pay a cut of your sales to your referral partners.

Or, you can be the one recommending products as an affiliate and earning a commission.

Most long term business owners end up doing both, but in this post I'll be talking about my income and experiences being an affiliate for other companies.

(I talk more about how to create an affiliate program here.)

(Second sidenote: You might be delighted to know there's a ConvertKit affiliate plugin integration, if you want to start your own affiliate program.)

Oh, and if you are totally thrown and need to learn the basics of being an affiliate there are plenty of resources for that.

Now let's look at what successful affiliate marketers know, that I had no clue about in my first year of business.

Affiliate marketing example

How To Do Affiliate Marketing Right (Plus My Surprising Numbers)

Looking for ideas to up your affiliate marketing success? Read this to find out 17+ proven ways to succeed in affiliate marketing, whether you're just getting started or you've already got a steady thing going. #affiliatemarketing #onlinemarketing #digitalmarketing

When I started out in my very first business online in the health space, nearly 10 years ago, I didn’t know anything about affiliate marketing.

I quickly learned that I could become an affiliate for another company, and earn a commission when someone who came from my link purchased.

It seemed simple enough, and there are plenty of affiliate programs you can sign up for…

From big ones like Amazon, niche product sites, software, and online programs…

Since my business was brand new, and I didn’t have a product or online course to sell, I signed up for one of my “competitors” affiliate program.

Then I sent an email to my tiny email list (it was about 50 people at the time) with an affiliate link for their online course…

A week later, I had made a handful of sales and earned $132.

Email Marketing + Affiliate Promotions

I was stoked! That was my first taste of “passive income”, because I didn’t have to create a product or show up to deliver a service…

I just wrote an email and hit send.

The downside? I had tapped out this opportunity…

Even though I knew that my audience responded well to this offer, I couldn’t just send the same email again.

I either had to keep growing my email list, or find another product that I could recommend. I ended up doing both… (and also launching my own courses!)

But there was a better way, that I had yet to figure out.

Writing Affiliate Reviews on Your Website

Fast forward a few years…

I’m in the next iteration of my business teaching people how to get techy with it (funky dance videos included).

Because I was often talking about tech tools and systems, I decided to sign up for the affiliate programs of the ones I was already recommending.

I also realized that people often had a hard time deciding between multiple competing systems, so I put together some comparison posts.

In the end, I wrote a few in-depth reviews about some of the tech tools that I was using and knew a lot about.

One of the email platforms that I recommended was Aweber (yep, that’s an affiliate link!).

Soon, people were finding my review and comparison posts and I started to see people who weren’t on my email list signing up through my affiliate link.

Before I knew it, I was bringing in $200 a month from my recommendation for just one system. (Even after I stopped recommending it and started talking about other email marketing platforms.)

Over the years, I’ve amassed over $15,000 in commissions from just this one company… Pretty amazing right?

Affiliate marketing strategy

The Difference Between One Time Affiliate Promotions and Residual Affiliate Efforts

So what was different between my one-time $132 cash infusion and my steady $200 a month approach?

Yes my reach was much smaller in the early days… but the biggest difference was that my reviews continued to bring people in over time.

The search engines were doing a lot of the heavy lifting for me… and I was able to offer my opinion on the product and help people make the right decisions.

I kept my reviews as unbiased as possible, by sharing both the good and the bad and I was very clear that my links were affiliate links.

Plus, the affiliate program offered a recurring commission structure, so I knew that the money was going to continue to steadily trickle in over time.

These days there are a lot of recurring affiliate programs, and this list has over 90 of them. AccessAlly is also a great option to earn recurring income.

Affiliate marketing results and ROI

Why You Might Want to Invest Your Time in Affiliate Marketing Even If You Have Your Own Products and Services

If you’ve read this far, then you know you can make a modest amount of money by aligning yourself with products that you love and recommend anyway.

But it goes even further.

Writing in-depth review articles and doing comparison videos also positioned me as an authority on the topic.

This in turn helped me to attract more clients for my services, and in turn sell more of my own products, too.

You see, if someone is researching something with the intent to buy then they are more likely to buy other related services and products, too.

Having highly ranked review posts helped me to build my email list and attract more of my ideal clients.

But here’s how I feel in love with affiliate marketing all over again in a big way…

Writing affiliate reviews

How I Went On To Make Multiple Six Figures in Affiliate Income

My involvement in affiliate marketing had been positive up to this point, but things were about to get crazy.

In 2011 I decided to sign up as an affiliate for my mentor Marie Forleo’s B-School program.

I decided to write a review of the program after having gone through it and gotten so much out of it myself, and because I knew that Marie could really help her students succeed.

This was a $2000 course, and the commission was 50%.

The B-School program was not available all year, but Marie had a great set of free training videos that showed people what to expect if they signed up for the course.

After the enrollment period, I had earned $11,000 dollars.

Now, you might be thinking: wow, that’s amazing – I want some of that passive income action!

But here’s where my next affiliate marketing tip comes in…

Affiliate marketing passive income

Offering Bonuses as an Affiliate Marketer

You see, in 2011 I was a web designer and I knew that people who signed up for B-School could benefit from having a website created for them.

So I offered everyone who purchased B-School through my affiliate link a website project…

This is where the “passive income” story falls apart.

I worked my buns off for that commission, but I ended up delivering some great starter websites and making friends for life with these people in the process.

I also learned that offering bonuses in an affiliate review can be very effective, because it helps you deliver more value than just your opinion…

This is especially important if you’re promoting something that has a lot of other affiliates, and that may have a “launch model” where people need to make a decision to buy before registration closes.

The next year, I revisited my B-School review blog post, updated it with more in-depth information and decided to switch out my bonuses.

This time, I decided to offer some consulting sessions – these would be easier to deliver and would still be very useful for the people who signed up through my affiliate link.

I ended up with over 50 sign ups, and I was on the phone in back-to-back consulting sessions for weeks. (This was no hardship considering I brought in over $50,000.)

Offering affiliate bonuses

Fine Tuning Your Bonuses and Adding In Other Forms of Marketing

At this point, B-School was such an important part of my business that I was also asked by Marie Forleo to come on board as the resident tech trainer for the program.

Each year, I put more energy behind my B-School promotions… from sending emails, posting on social media, updating my review post, and answering individual emails from people who had questions.

The interesting thing was that because B-School was becoming more popular, more people were researching B-School before signing up and finding my review.

So each year I saw a bunch of new email sign ups during B-School season… and this was great for my business, whether they signed up through my link or not.

I ended up earning multiple six figures in B-School commissions over the years.

This totally transformed my business: I was able to hire my husband and fund the development of our PopupAlly and AccessAlly software with this “cash cushion”.

Each year I also revisited the bonuses that I offered.

I learned that offering 1 on 1 time was extremely beneficial, but that I could also offer more group bonuses… like a ticket to my live events, or access to our courses or software instead.

That was still not the passive income that everyone strives for, but I felt really good offering a lot of value because it was such a big part of my business revenue.

Bringing In Facebook Ad Retargeting

As digital marketing continued to get more sophisticated, I also tried a few other things in combination with affiliate marketing.

One example was to run Facebook retargeting ads to people who had visited my review posts…

That way I could remind them about my bonuses and give them another chance to sign up through my affiliate link.

The great thing about Facebook ad retargeting is that you don’t need to spend a lot on your ads, because you’re just showing them to people who have already expressed interest in the program or product you’re recommending.

But everything starts with having a really high quality review post or video, that people are finding through the search engines.

Affiliate marketing success stories

How You Can Earn More With Thoughtful Reviews

Okay, so you might be thinking that some of this affiliate marketing stuff feels really out of reach.

I admit that I was in the right place at the right time, when it comes to B-School. And I continue to proudly recommend it to new and established business owners who want to master modern marketing. (Although it’s no longer as big of a revenue source now that our business has shifted into software.)

But each year there are new “blockbuster products” and affiliate opportunities.

Not to mention lots of long term residual income affiliate programs, like our own AccessAlly affiliate program.

So let’s take a look at how you can construct a winning affiliate review, and how you can set your review up to show up in the search engines when people are doing their research…

Types of Affiliate Review Approaches

The product you're recommending will usually lead itself to one of these types of affiliate marketing success paths.

  • Resource page link: if the product is something that anyone visiting your website could benefit from. This is a simple link in a resource page like this, with a quick explanation of who it's for and why you use it or recommend it.
  • Direct review post: this was the type of post that did all of the heavy lifting in my B-School promotions. This works well if people are not comparing two different things, and they really want confirmation before they buy.
  • Tutorial post: this is a great way to provide value by teaching how to use a tool or product. It's also a great way to explain why you recommend a product, by showing how it works.
  • Comparison post: this type of post usually pins 2 or more competing products against each other. The more personal you can be when creating a comparison post, the better – since most people can compare basic things like price and features themselves. What they really want is the personal experience. Here's an example with 10+ products being compared, and with a fewer number.

Affiliate marketing approach

What to Include in Your Affiliate Review Post

What you include in your affiliate review can really impact the effectiveness of your efforts.

If you’re going to spend the time reviewing an affiliate product, make sure that it covers these basics – and that your review is valuable for people whether or not they purchase.

The sale should always be a secondary consideration, and the goal of your review post should always be to share your own experience with the product and to help people decide if it’s right for them or not.

Here’s what you need to include in your review:

1. An Affiliate Disclosure

It’s important to be transparent and let readers know that your review contains affiliate links.

Being honest with your readers about your motivations for publishing a review not only helps them trust you more, but it also keeps you compliant with FTC regulations.

Example disclosure: I’m a proud AccessAlly affiliate, which means I earn a commission for any sales I refer. I personally use AccessAlly to run my business and membership site, so I share this review from my first hand experience (including both the good and the bad!).

2. Video (Optional)

Video is optional, but it can help you get your point across and share your story with a product more authentically than text.

If you’re creating a video review, upload it to a public platform like YouTube and use some of the keywords people might use to help your video appear when people are searching.

Make sure to include your affiliate link or a link back to your full written review on your site in the video description.

Include a verbal affiliate disclosure in your video too – it’s best to be upfront in all of your affiliate partnerships.

3. These Key Points (Sample Outline Below)

Affiliate marketing success starts with including the right details in your review.

Here’s an example of the flow you might use to review a software tool like AccessAlly.

  1. Post Title (Example: WordPress LMS Plugin Review)

  2. What I’ll Be Covering

  3. Who This Review Is For

  4. Why You Should Listen To Me As a Reviewer

  5. What I Was Looking For

  6. How I Found AccessAlly & What It Is

  7. What I Like About AccessAlly

  8. AccessAlly’s Drawbacks

  9. If You Use [CRM], Here’s Why You Should Check Out AccessAlly

  10. Final Call to Action and Affiliate Link

Include your affiliate link throughout the post, and be sure to put your affiliate disclosure before you link to the product.

Be as honest and personal as you can be: don’t just repeat the features and details anyone can find on the product’s sales page…

People who are researching a product or course want to know what results you personally got from it, not a regurgitated “feature list”.

Affiliate marketing bonus examples

How To Pick Your Bonuses

If it makes sense to offer bonuses, here are some suggestions to help you put together a great bonus package.

First, think about the type of person who will be signing up for the product you’re recommending… what other things do they need?

Is there anything you can offer that will make them more successful? Think about things that complement the offer (not distract from it).

You’ll also want to check the affiliate program terms, to make sure that what you plan to offer as a bonus is allowed.

For example, some affiliate programs don’t allow you to offer bonuses worth more than the program price or the commission you earn.

This prevents people from offering SO much that it devalues the original program, and makes people feel suspicious about the “over compensation” in the bonus department.

Similarly, offering to give cash-back may be against the rules of an affiliate program. For example, if you plan to split the commission with the person purchasing – that would reduce the price of the product for the person buying and give them an incentive to buy through your link…

But again, this devalues the product and may not be allowed.

So here are the types of bonuses that tend to do well:

  • Your own existing courses and products, if they’re relevant
  • A training course or program specifically designed to go along with the product (for example a “how to use XYZ course”)
  • Templates, checklists, highlights that help people implement or get results faster
  • Group coaching, live events, or other “face time” with you
  • Access to you for feedback or questions along the way (it’s especially helpful if you make the effort to check in with people over time – and it shows you care!)

Other creative things you could do is donate all or a portion of an affiliate commission to a charity.

The most important thing is how you frame the bonuses: as something that brings additional value, without making the original product feel inferior.

Bonuses should remain the cherry on top, and not become the focus of your review.

If your bonuses could be a paid offering on their own, you could split them off onto their own individual sales page, and link to them from your review instead.

Affiliate marketing seo

How to Optimize Your Affiliate Marketing Efforts with SEO

Now that you’ve spent some time writing or recording your thoughts about the product you’re recommending…

It’s time to make sure that your post shows up in the search engines, so that you can get the full benefits and effects of this strategy.

The first step is to do a little bit of keyword research… start off by thinking through what people might be searching for if they’re thinking about buying this particular product, a competing product, or even just wondering about the possibilities in this category.

For example, for AccessAlly you might realize that people are searching for a “ConvertKit LMS plugin”.

Now, you’ll want to type that into Google, preferably into an Incognito or Private browser, and see what comes up.

Wordpress lms review affiliate

You might see some suggested related keywords while you’re typing, and you might also get more ideas for keywords based on the results.

You’ll want to pick one main keyword and then 2 other related keywords. So in our example, that might be “ConvertKit WordPress integration” and “ConvertKit course plugin”.

Now here are the ways you’ll use these keywords in your review, to increase your odds of showing up on the first page of the search results:

  • Use the main keyword in your post title
  • Include images that are relevant and set one of your keywords as the image name, description, or caption / alternative text
  • Use these keywords where they naturally come up in your text (this isn’t about stuffing your post with a bunch of keywords, but if you can weave them it where it makes sense, it’ll help tell the search engines what your post is about)
  • Use the keywords in your sub-headings as it makes sense
  • Link to your post from other relevant pages or posts on your site
  • Write the description for your post in an SEO setting area or plugin, and include your keywords as long as they sound natural
  • Make sure your URL for your post includes your main keyword
  • Once you hit publish on your post, share the post on social media and include your keywords as they make sense

Click to get the 6 membership site models and case studies

Putting It All Together – How To Have Affiliate Marketing Success

I've covered a lot in this guide, but the most important thing that can help you reach affiliate marketing success is your attitude.

If you're in it for the long term, then it doesn't matter if your first commission payment is small… it will continue to grow over time, and by adding up all of the referrals you'll make in the next decade, you'll be glad you started.

Affiliate marketing may help you fund your main business like it did mine, or it could help you take more time off, pay off your mortgage, or save a little extra for a rainy day.

The key is to get started today.

The sooner you do, the sooner you'll be earning referral income and reaping the rewards with your strategic affiliate marketing success!

Social Media Challenge Ideas: The Full A-Z Guide To Running Your Own Online Challenge

social media challenge ideas

I grew my email list by over 15,000 using this social media challenge idea… and in today’s all-new AccessAlly tell-all post, I show you how you can too.

Many people have seen the popular 30 Day List Building Challenge that we’ve been running for the past few years… some people say it’s the best training on list building, and even better than many paid trainings they’ve purchased.

That warms my heart.

I’ve also noticed that many people who take the challenge decide they want to start their own “many day challenge” around their topic of expertise.

Maybe it’s a self-love challenge, a meditation challenge, a fitness challenge, or even a bust through your blocks challenge.

I’m all for it – and today I’m going to share with you exactly how we created our challenge, and how you can learn from our mistakes along the way… so that your challenge can help you build your email list with engaged participants and potentially help you sell more of your programs and offerings, too.

Continue Reading

© 2014- Nathalie Lussier Media Inc. dba AccessAlly™. All rights reserved.