5 Most Important Tasks in Your Membership Site Launch Checklist


How does a membership site launch checklist look like? For starters, launching a membership site is a multi-dimensional process and definitely not linear. A launch checklist helps keeping you organized and staying within deadlines.

Having launched a number of membership sites, I know what’s involved in launching a membership site, and it can be daunting at first.

Check out our: Membership Site Profit Masterplan

 To help you, I’ve come up with these 5 Tasks that you should include in your membership site launch checklist:

#1: Ensure that the server can withstand  a sudden surge of traffic.

Because a membership site requires more memory and processing power from the server, it would be wise to check if your hosting plan or server is configured to accept lots of requests specially on launch date.

For hosting an scalability, I recommend these web hosts:

  • GreenGeeks (shared hosting)
  • Digital Ocean (VPS)

#2: Test payment processing and member registration

Nothing can be more frustrating than discovering that you payment buttons are not working or are not configured properly on the ecommerce platform of you choosing. Also imagine an army of angry customers complaining that they were’t able to access their purchase after payment. Yikes!

You should not launch a membership site without testing your payment system and product delivery after purchase.

For payment processing and platforms, I recommend the following:

  • Paypal
  • Stripe (Credit cards)
  • JVZoo (paypal and membership script integration)

For member registration, I recommend using WordPress with any of these plugins:

  • Wishlist Member
  • Insta Member

#3: Welcome and nurturing emails

A membership site launch checklist it not complete without this. People expect to receive an email at every stage: payment, registration, and confirmation.

Aside from these basic emails, you should also also set up autoresponder messages educating your new members about the membership site contents, navigation, etc. This helps in membership site retention, since members will feel they are being supported after purchase. Most refunds are from people who don’t know what to do inside the members area.

For email marketing, I recommend these three:

  • GetResponse
  • Aweber
  • Mailchimp

#4: Have a support desk ready for tickets

Let’s accept it: some people are lazy and some people will miss steps even how hard they try to follow your instructions. There would also be server hiccups, problems with email addresses, and computers losing internet access, among other unforeseen circumstances.

Thus you should have a support desk system in place to answer tickets on launch day. Unless you want to handle the tickets themselves, hiring somebody to handle tickets will be necessary.

For a helpdesk ticket system, I recommend these:

  • Zendesk (cheap at $20 a year)
  • OSTicket (free, open source)

#5: Check and test all download links and video players

When we build membership sites, we deal with a lot of content. Thus it is not uncommon to see broken links and missing videos in players when testing. The important this is not to let these errors go into production (live site), so testing is not optional

For file and video hosting, I recommend:

  • Amazon S3 and Cloudfront
  • Easy Video Player
  • Vimeo

Finally, test, test, and test before launch. Good luck!

~ Gerry

Running a membership site for your service or product can be a long-term source of recurring revenue for your business.


Check out our Membership Site Profit Masterplan Course




About Gerry Lacuarta

Publisher and Editor of Online Biz Success Magazine, Gerry helps online entrepreneurs get more traffic, leads and customers through various channels of online marketing. His company, GerryMedia, provides web development, media and marketing services to clients worldwide.


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