A crucial checklist for setting up a successful membership site consists of three main phases: content creation, technical setup, and member acquisition.

Step 1: Create Closed Content

• Set up your membership site through the Pages panel
• Add protected pages to your membership area
• Establish a homepage (first page becomes default landing page)
• Configure member navigation
• Customize checkout process
• Set up email notifications
• Adjust paywall settings

Step 2: Technical Setup

• Verify active billing plan that supports digital products
• Enable and secure SSL certificate on your domain
• Link payment processor for recurring/fixed fees
• Check video storage limits
• Test member access functionality
• Review transaction fee structure

Step 3: Member Acquisition

• Create engaging signup page
• Install digital products block for easy registration
• Design clear pricing plans
• Implement smooth customer account creation
• Set up secure payment processing
• Build promotional strategy
• Establish member management system

Essential Requirements:

• Active billing plan supporting digital products
• SSL-secured domain
• Connected payment processor
• Digital product template (recommended for new sites)

Best Practices:

• Regular content updates
• Clear value proposition
• Simple signup process
• Transparent pricing
• Responsive member support
• Regular system testing
• Performance monitoring

Follow this checklist systematically to ensure a professional, secure, and user-friendly membership site that effectively serves your community while generating sustainable revenue.

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