
TOOL 15
Memberships & Courses
"Could I package what I know into something people pay for?"
Online courses, membership areas, and client onboarding portals. If you've got knowledge that people keep asking you for, you can package it once and deliver it to many. It's not about becoming a course creator — it's about scaling what you already know.
What this actually looks like
- You keep explaining the same things to every new client
- You want to offer something beyond 1:1 sessions but don't know how
- You've thought about a course or membership but it feels overwhelming
- Your onboarding process is manual and different every time
How memberships & courses fixes this
Build a course, a membership area, or a client onboarding portal. Deliver content, resources, and training in one place. New clients get access automatically when they sign up. You create it once and it runs.
How this connects to everything else
Memberships connect to your payments for recurring billingPayments & Invoicing
Your CRM for tracking who's enrolledCRM & Contacts
And your automations for onboarding sequencesAutomation & Workflows
