Membership Website SOP Checklist
💻 Membership Website Creation SOP Checklist
Core Operating Procedures Framework
1. Client Acquisition & Sales
0%
Prospect via LinkedIn/Facebook/Cold outreach
Run lead magnet campaigns
Conduct discovery calls & qualify clients
Send proposals & contracts
Close client & handoff to onboarding
2. Client Onboarding
0%
Send welcome email + onboarding form
Collect branding, content, and payment info
Schedule kick-off call
Assign project manager & dev team
Add client to project management tool
3. Website Design & UX
0%
Create wireframe & sitemap
Build homepage, dashboard, course catalog
Review with client & apply revisions
Apply brand kit (fonts, colors, logos)
UX test for navigation & responsiveness
4. Platform Development
0%
Choose platform (WordPress/Kajabi/Thinkific)
Integrate membership plugin/system
Set up tiers, access levels, and payments
Install SSL, backups, and security
QA test login, registration, and access
5. Content Upload & Structuring
0%
Upload course videos, PDFs, audio files
Create structured modules & lessons
Add drip-feed schedule if needed
Upload community/forum area
QA content access by membership level
6. Payment & Automation Integration
0%
Integrate Stripe/PayPal/GCash
Test subscriptions & one-time payments
Connect email automation flows
Create workflows (welcome, renewal, failed payment)
Test checkout abandonment flows
7. Launch & Handover
0%
Final QA (speed, mobile, browser)
Client training (videos + call)
Deliver admin access, SOP guide, backup
Collect client sign-off
Request testimonial/case study
8. Maintenance & Support
0%
Monitor uptime & server performance
Apply security patches monthly
Backup site weekly
Provide support desk (24–48h SLA)
Suggest upsells (features, redesigns)
9. Finance & HR
0%
Track revenue & expenses daily
Reconcile invoices monthly
Pay contractors/staff
Hire/train web devs, designers, copywriters
Monitor productivity & profitability per project