Use Membership.io as a coach or consultant

Use Membership.io's automation feature to better your business

Whether you're meeting with the same client(s) consistently, hosting weekly group calls, or simply wanting to improve the consumption, retention, and review process of all the digital meetings you're involved in, there are some specific techniques and approaches in Searchie that will set you up for success.

Step 1 - Prepare your account

To make the most of your Membership.io subscription, you will need to organize and prepare before adding your call recordings to your media library.

The first thing you should do is configure your Custom Vocabulary with the names, brands, and other niche-specific words used in your business and/or on your calls. You can find it in Profile> Settings > Transcripts. 

This feature will improve the accuracy of your transcripts and help your clients find what they are looking for faster.

The next step is to direct your attention to the folder structure in Membership.io. The proper organization of your folders is crucial for unlocking the platform's automation potential. The reason for this is that with the proper organization at the folder level, we can create playlists and widgets that will automatically update as new content is added to particular folders. Check out this guide on automating playlists, and this one on building widgets for more info.

You should have a separate folder for each of the following that you have in your business:

• Individual clients (i.e. A folder for "Will's calls", "Jake's calls", etc.)

• Groups that meet consistently. (i.e. "Monday sessions", "Accountability group", etc.)

• Any other audience that receives content/information from you continuously (i.e. FB Groups, a team of VAs, etc.)

Step 2 - Upload your content

You can follow this article for help uploading content into Membership.io. Upload into the corresponding folders for each of your recordings, or move media into the correct folder after uploading.

Step 3 - Build your Playlists, Widgets, and automation

Here is where the power of Membership.io comes to light for those clients you've been meeting with for some time now. By building a playlist for each of the folders created in the above step, we can now start to automate some of the delivery and consumption of the call replays you've previously been emailing out or posting on FB after the conclusion of the meeting.

Head into the ⚙️ Setting icon of the playlist and attach the respective Folder to automate content.

What we've done by using the Folders dropdown in the Automation option is create a Playlist that is directly linked to the structure of a particular folder. This guide linked earlier in the article will explain the process completely.

You can also use this method to create Widgets for your audience. These widgets will be organized based on the criteria we used to structure the folders in our account.

Step 4 - Share your content and keep creating

Now that you've organized things in Membership.io, it's time we share the wealth with your audience and keep this train rollin'!

You can easily share 1-on-1 coaching calls via Library Playlists. To do so, just open your Library playlist and click the Share button. This makes content distribution a lot simpler and means that you don't need to create many segments.

You'll find more information here (see Step 6 - Share your Playlist).