The Membership Community Playbook – Bundle

1. 90 Day Community Launch Roadmap

An eight-worksheet Excel resource designed to help community creators organize launch preparation, record important implementation activities, track progress, coordinate content production, test community functionality, and prepare for an initial membership launch.

Tab 1: OVERVIEW

Provides an introductory guide explaining how to use the workbook and organize the membership community launch process.

Includes editable launch inputs for the planned launch date, selected community platform, membership model, initial membership price, founding-member target, niche, transformation promise, core content pillars, and available weekly implementation time.

Contains a launch readiness section designed to summarize overall progress, days until launch, remaining weeks, and completed milestones.

Helps users establish a central reference point for the community launch and maintain visibility into important planning information.

Tab 2: 90_DAY_TIMELINE

Provides a structured implementation timeline containing dated activities and key milestones spanning a 90-day community launch period.

The schedule is organized into several development phases:

• Foundation: Define the membership niche, ideal member profile, community name, revenue objectives, platform selection, membership tiers, and intended member journey.
• Build: Establish the platform, connect payment processing, prepare welcome communications, organize content, develop the community structure, and create promotional materials.
• Beta Testing: Recruit test members, grant access, gather user observations, identify technical problems, and improve the membership experience.
• Founding Members: Prepare an initial membership offer, contact prospective members, answer questions, track enrollment, and organize early member communications.
• Launch: Finalize promotional messages, prepare launch events, support registration, manage new-member access, and complete launch-related tasks.

Includes columns for activity dates, launch phases, task names, descriptions, status, and implementation notes.

The workbook includes selected actions and checkpoints across the 90-day period rather than 90 unique daily task rows.

Tab 3: MILESTONES

Provides a weekly milestone tracking framework for assessing community launch readiness.

Includes checkpoints relating to idea validation, platform selection, initial setup, content preparation, sales asset completion, beta testing, founding-member enrollment, and final public launch activities.

Contains readiness checklist descriptions, status fields, and a numerical readiness scoring structure.

Designed to help community creators identify incomplete tasks and assess whether essential requirements have been addressed before progressing to the next launch phase.

Tab 4: CONTENT_CALENDAR

Provides a pre-launch promotional content calendar covering approximately 30–45 days before the community launch.

Includes sample content activities such as blog posts, Instagram Reels, email campaigns, LinkedIn posts, YouTube videos, audience polls, webinar promotions, Facebook Live sessions, and founding-member announcements.

Contains fields for planned dates, content types, topics, publishing platforms, calls to action, required assets, and content preparation information.

Includes illustrative campaign activities intended to help creators organize audience-building communications and prepare a consistent pre-launch content schedule.

Tab 5: PLATFORM_SETUP

Provides a technical and operational checklist for configuring a membership community platform.

Includes tasks covering account creation, domain configuration, community branding, channels and categories, member roles, permissions, payment processors, membership tiers, subscription billing, and checkout testing.

Also includes onboarding preparation, welcome email sequences, engagement reminders, renewal communications, and integration-related tasks.

Designed to help creators organize the activities required to prepare a community platform before inviting paying members.

Tab 6: BETA_TESTING

Provides a beta-testing framework for evaluating the community experience before a full public launch.

Includes a recruitment checklist for inviting approximately five to ten prospective test members, preparing invitations, setting expectations, and organizing introductory sessions.

Contains a sample questionnaire addressing registration experience, platform navigation, content usefulness, onboarding clarity, technical problems, and potential willingness to pay.

Also includes a bug and issue tracker with fields for reporting problems, assigning severity, documenting status, and recording resolutions.

Tab 7: FOUNDING_MEMBERS

Provides a planning framework for preparing an initial founding-member campaign.

Includes an illustrative founding-member offer with example subscription pricing, additional benefits, enrollment windows, and member limits.

Contains reusable email and direct-message outreach scripts with customizable placeholders for community names, contact information, benefits, and membership invitations.

Includes a founding-member tracker for recording prospective member names, outreach sources, contact dates, responses, enrollment status, and follow-up notes.

The pricing figures and campaign incentives are examples that should be replaced with the creator's actual offer details.

Tab 8: LAUNCH_DAY

Provides a detailed launch preparation and execution checklist.

Includes pre-launch tasks for testing signup flows, payment processing, welcome emails, landing pages, scheduled content, customer support materials, and member access procedures.

Contains an illustrative launch-day schedule covering public announcements, promotional emails, social media activity, live events, and member communications.

Also includes a first-72-hours support plan for monitoring member inquiries, responding to technical issues, and coordinating early community support activity.

2. Engagement Activity Calendar

A five-worksheet community engagement planning workbook designed to help membership owners maintain consistent activity, structure recurring events, encourage participation, and prepare meaningful content throughout the year.

Tab 1: How to Use + KPIs

Introduces the Community Engagement Calendar and explains how to customize it for a specific membership niche, member audience, communication cadence, and management capacity.

Includes community setup fields for niche, member experience level, weekly posting schedule, creator availability, content pillars, intended member outcomes, community size, and selected hosting platform.

Provides example key performance indicators and benchmark ranges for activities such as weekly posts, comments per post, and active member participation.

Helps community owners establish practical engagement objectives and maintain a central reference for their programming strategy.

Tab 2: 90-Day Starter

Provides a 13-week starter calendar designed to organize member engagement during the first three months.

Each week includes a primary theme, engagement objective, suggested activities, creator preparation tasks, and reusable communication prompts.

The weekly programming themes include:

• Week 1: Welcome & Onboarding — Encourage introductions, orient new members, and establish community expectations.
• Week 2: Community Culture — Build connections through spotlights, discussion topics, workspace sharing, and informal activities.
• Week 3: Quick Win Week — Organize practical tips, short challenges, and opportunities for members to make measurable progress.
• Week 4: Momentum Check — Celebrate initial progress, gather member opinions, and identify inactive participants.
• Week 5: Month 2 Deep Dive Theme — Introduce a focused learning topic, expert session, case study, or related resource.
• Week 6: Skill Building — Plan tutorials, practical implementation activities, peer discussions, and instructional resources.
• Week 7: Accountability Sprint — Encourage goal setting, daily progress updates, accountability partners, and shared commitments.
• Week 8: Member Showcase — Feature member projects, experiences, and learning opportunities.
• Week 9: Low-Effort Week — Maintain engagement through polls, discussion prompts, curated resources, and simpler activities.
• Week 10: Month 3 Strategy Focus — Introduce strategic planning exercises, goal-setting workshops, and longer-term priorities.
• Week 11: Challenge Week — Organize a focused seven-day activity challenge with daily prompts and progress updates.
• Week 12: Feedback & Future — Collect member input, identify useful content, and prepare future community programming.
• Week 13: Celebration & Onboarding 2.0 — Celebrate progress, introduce recognition activities, encourage referrals, and prepare the next engagement cycle.

Tab 3: 12-Month Calendar

Provides a year-round community programming framework containing a themed engagement plan for every month.

Includes fields for monthly themes, flagship events, weekly activity cadence, retention campaigns, and required content assets.

The example monthly themes include:

• January — New Year, New Goals.
• February — Love What You Do.
• March — Spring Momentum.
• April — Growth & Strategy.
• May — Build Your System.
• June — Summer of Action.
• July — Creativity & Innovation.
• August — Skill Mastery.
• September — Back to Business.
• October — Optimize & Scale.
• November — Gratitude & Community.
• December — Year in Review & Future Planning.

The calendar includes illustrative workshops, member appreciation activities, challenges, expert discussions, recognition programs, and year-end planning events.

Designed to help community owners maintain consistent engagement programming throughout an annual membership cycle.

Tab 4: Activity Library

Contains a library labeled with more than 100 community engagement prompts and activity ideas.

The entries are organized into categories designed to support different engagement objectives.

Includes icebreakers, member introductions, weekly goal-setting questions, accountability discussions, community wins, educational activities, opinion prompts, challenges, collaborative discussions, and other participation formats.

Each activity includes information about its engagement goal and suggested timing.

Provides customizable ideas that community owners can adapt to their audience, business niche, membership level, and communication style.

Tab 5: Event Planning

Provides a structured event planning template for community workshops, challenges, live discussions, expert panels, and member networking sessions.

Includes event setup fields for the event name, date, time, format, expected duration, selected platform, target attendance, and primary objective.

Contains a sample 60-minute agenda covering introductions, educational content, interactive questions, action planning, and closing announcements.

Also includes event promotion planning, preparation tasks, and supporting notes designed to help community managers organize recurring flagship activities.

3. Member Onboarding Sequence Templates

A 13-page PDF resource containing customizable email and in-platform communication templates designed to help membership community creators organize welcome messages, encourage early engagement, reconnect with inactive members, and communicate during the first 30 days of membership.

Section A: Quick Start Guide (For the Creator)

Introduces a structured onboarding communication timeline with seven primary touchpoints:

• Day 0: Immediate welcome through email and direct message.
• Day 1: Community orientation and first action.
• Day 3: Introduction and social connection reminder.
• Day 7: First-week progress check-in.
• Day 14: Resource navigation and engagement encouragement.
• Day 21: Community connection and deeper participation.
• Day 30: First-month progress and renewal communication.

Includes suggested success indicators for the first seven, fourteen, and thirty days.

Provides general automation setup recommendations, member activity segmentation ideas, and guidance on when to use personal outreach rather than automated messages.

Section B: Member Welcome Templates

Contains six introductory communication and onboarding resources.

1. Email Welcome (Immediate — Day 0)

Provides alternative welcome email subject lines and both long-form and short-form message templates.

The messages guide new members toward account access, profile completion, introductory discussions, and relevant community resources.

Includes customizable placeholders for member names, community names, resource links, and support contact details.

2. In-Platform Welcome DM (Immediate — Day 0)

Provides a short direct-message template for personally welcoming new members and encouraging them to introduce themselves.

3. Start Here Post Template

Provides a pinned welcome post structure explaining community rules, how to access key resources, and how to participate in introductory conversations.

4. Community Guidelines Post Template

Contains example community participation rules covering supportive discussion, promotional boundaries, and respect for member privacy.

5. Profile Intro Prompt Template

Provides introductory questions designed to help members share information about their background, interests, goals, and reasons for joining.

6. Resource Access Instructions

Provides a reusable explanation of how members can locate training materials, downloads, community resources, and event information within a membership platform.

Section C: 30-Day Sequence Calendar

Contains customizable communication templates for key milestones throughout the first month.

Day 0: Welcome + Start Here

Provides instructions for sending the initial welcome email and direct message.

Day 1: Orientation + First Action

Contains email subject options and both short and extended messages encouraging members to take their first meaningful action inside the community.

Day 3: Introduce Yourself + Engagement Nudge

Provides communication templates intended to encourage members who have not yet introduced themselves to join community conversations.

Day 7: Week 1 Check-In + Quick Win Prompt

Contains a first-week progress message encouraging members to acknowledge accomplishments and access relevant community resources.

Day 14: Progress Check + Recommend Resources

Provides a communication template directing members toward additional resources, intermediate learning activities, and upcoming community events.

Day 21: Community Connection Prompt

Contains a message encouraging members to connect with others who share similar interests or goals.

Day 30: Review Request + Renewal Reinforcement

Provides a first-month communication template designed to collect member input, summarize the initial experience, and introduce upcoming community activities.

Section D: Re-Engagement Templates (If Inactive)

Includes three inactivity communication templates.

3 Days Inactive Message

Provides a short outreach message directing inactive members toward a relevant discussion or activity.

7 Days Inactive Message

Contains a supportive check-in template intended to identify obstacles preventing a member from participating.

14 Days Inactive Message

Provides a respectful follow-up message allowing inactive members to communicate unmet expectations or request assistance.

The templates are intended for customization and require the creator to configure any actual automation triggers separately.

Section E: Feedback and Retention Templates

Contains three member communication resources.

1. Micro-Survey Template

Provides a short member questionnaire for assessing perceived value, useful resources, improvement opportunities, and possible participation obstacles.

2. What Do You Want Next Month? Poll Copy

Contains a reusable community poll message for involving members in upcoming content and event decisions.

Includes example choices for strategic training, live questions and answers, and guest expert sessions.

3. Renewal Reminder Copy (Soft Sell)

Provides a customizable renewal communication template designed to notify members about an upcoming subscription renewal and preview future membership activities.

Template Formatting Guidelines

Provides instructions for replacing placeholders with actual membership information, including names, community titles, desired outcomes, support contacts, event dates, and resource links.

Implementation Checklist

Contains a practical setup checklist covering email automation, in-platform direct messages, seven scheduled onboarding touchpoints, inactivity triggers, member surveys, pinned introductory posts, moderator preparation, sequence testing, and periodic onboarding analysis.

4. Membership Pricing Calculator

The uploaded workbook contains a five-tab Retirement Planning Calculator. Its financial modeling functions focus on individual retirement savings and spending needs rather than community subscription prices.

Tab 1: START_HERE

Introduces the Retirement Planning Calculator and explains its educational purpose.

Provides a step-by-step workflow for entering personal financial information, examining retirement projections, checking estimated retirement readiness, and comparing alternative financial scenarios.

Includes a checklist of required assumptions such as current age, expected retirement age, retirement savings balance, monthly contributions, estimated investment returns, inflation, desired retirement spending, Social Security benefits, other retirement income, withdrawal assumptions, and estimated life expectancy.

Also explains the significance of investment return assumptions, inflation adjustments, and retirement spending estimates.

Tab 2: INPUTS

Provides a structured financial information worksheet divided into multiple input categories.

Section A: Personal Information

Includes fields for current age, planned retirement age, estimated life expectancy, years until retirement, and expected years in retirement.

Section B: Current Savings & Contributions

Contains input fields for existing retirement savings, monthly retirement contributions, optional employer matching contributions, total monthly savings, and estimated annual contributions.

Section C: Investment Return Assumptions

Includes editable assumptions for investment returns before retirement, investment returns during retirement, and expected inflation.

Section D: Retirement Spending Needs

Provides fields for desired annual retirement spending and inflation-adjusted spending requirements.

Additional inputs cover estimated Social Security benefits, other retirement income, withdrawal assumptions, and related retirement planning variables.

Designed to provide input assumptions for the workbook's projection and comparison worksheets.

Tab 3: PROJECTIONS

Provides year-by-year retirement projection tables intended to estimate the accumulation and use of retirement savings over time.

The accumulation section includes fields for age, projected year, beginning savings balance, annual contributions, investment growth, and ending savings balance.

The retirement phase addresses how account balances may change when retirement withdrawals and investment return assumptions are applied.

Designed to help users explore the potential long-term effects of financial planning assumptions.

The calculations are illustrative and should be checked for accuracy before relying on the results.

Tab 4: RESULTS

Provides a retirement readiness dashboard designed to summarize the financial assumptions and calculated outcomes.

Includes fields for projected retirement savings, estimated savings requirements, projected surplus or shortfall, current monthly savings, estimated required monthly savings, and adjustments to savings contributions.

Also includes retirement income breakdown fields covering investment withdrawals, estimated Social Security income, other retirement income, total annual retirement income, annual spending needs, and differences between projected income and spending.

Contains readiness status indicators and visual summary components intended to help users interpret the model's outputs.

Tab 5: SCENARIOS

Provides a financial scenario comparison worksheet containing three modeled return assumptions:

• Conservative Scenario: Illustrative lower investment return assumptions.
• Moderate Scenario: Illustrative intermediate investment return assumptions.
• Aggressive Scenario: Illustrative higher investment return assumptions.

Includes comparison fields for estimated retirement savings, required retirement assets, projected financial shortfalls, monthly savings requirements, and retirement readiness.

Also contains a sensitivity analysis table designed to illustrate how different monthly contribution amounts may affect projected retirement savings under the example return scenarios.

The modeled results depend on the assumptions entered and are not guaranteed financial outcomes.

5. Platform Comparison Scorecard

A five-worksheet Excel resource designed to help creators evaluate potential membership community platforms through feature comparison, weighted criteria, budget considerations, and structured scoring.

Tab 1: 1_PLATFORM_OPTIONS

Provides a reference table introducing eight community platform options:

• Circle
• Mighty Networks
• Skool
• Kajabi Communities
• Heartbeat
• Discord
• Slack
• Teachable Communities

Includes reference fields for estimated subscription costs, transaction fees, platform strengths, website addresses, and general observations.

Provides additional rows for entering custom platform options.

Includes instructions for using the subsequent scoring and recommendation worksheets.

The included platform pricing figures are labeled as January 2026 examples and require verification against current platform information.

Tab 2: 2_CRITERIA_WEIGHTS

Provides a customizable priority-setting framework for evaluating potential community platforms.

Includes user context fields for monthly software budget, essential features, optional features, technical comfort level, planned content format, team size, and launch timeline.

Contains weighted scoring criteria with a numerical importance scale from zero to ten.

Evaluation factors include creator usability, member experience, community functions, live events, course hosting, monetization flexibility, and other platform capabilities.

Designed to help users express which platform characteristics are most important before comparing individual options.

Tab 3: 3_SCORING_MATRIX

Provides a weighted platform scoring table using numerical ratings from one to five.

Users can assign ratings for platform features and compare them according to the priority weights established in the previous worksheet.

Includes an evaluation guide explaining rating categories from poor through excellent.

Contains rows for the eight supported platform examples and an illustrative starting assessment.

Designed to help creators apply a more structured process when evaluating platform features, usability, and overall suitability.

Tab 4: 4_BUDGET_VS_FEATURES

Provides a platform cost and complexity comparison worksheet.

Includes input space for the creator's maximum monthly software budget.

Contains comparison fields for platform name, estimated monthly cost, budget compatibility, missing features, potential workarounds, and estimated technical complexity.

Includes explanatory guidance for low, medium, and high complexity classifications.

Designed to encourage consideration of both subscription expenses and implementation requirements when choosing a platform.

Tab 5: 5_RECOMMENDATION

Provides a platform selection summary template intended to consolidate the results of the weighted scoring process.

Includes fields for the highest-scoring platform, runner-up, total scores, relative score differences, and supporting observations.

Contains next-step recommendations for confirming current platform prices, testing trial access, evaluating missing features, assessing budget trade-offs, and testing with a small group before making a final decision.

Designed to support the final stages of platform selection using the data entered into the comparison worksheets.

Please note that this is a digital product, so no physical product will be shipped to you.

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