The Project Plan Checklist
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1 The Project Plan Checklist #1: PRE PROMOTION ADMIN: Organize Dropbox Organize Google Drive Confirm and document all promo dates Pre-promo content releases Live webinars Cart open Timely bonus release dates Price increase Cart close Determine promo phases PHASE 1: Pre-Promo Content Webinar focused blog post Slideshare presentation PHASE 2: Webinar Registration Sign up now PHASE 3: Enrollment Open (Includes Bonuses) Fast Action bonus for webinar Fast Action bonus for opening day Bonus 1 Bonus 2 Bonus 3 PHASE 4: Early Bird Ending $100 savings ends soon PHASE 5: Cart Closing Soon Enrollment is closing soon! PHASE 6: Cart Closing Today Doors close today! Decide on price points and membership levels Hire designer(s) Hire programmer(s) Set up all promo campaigns in InfusionSoft
2 PROGRAM CONTENT CREATION: Solidify product name Design logo Create course outline (modules, lessons, handouts, etc) Decide on program bonuses Decide on timely bonuses Decide on fast action bonus for webinar Create content grid Design slide template Create all training slide decks Record all training videos for members area Create all handouts, guides and checklists Get all trainings videos transcribed Create stick strategy PROMO CONTENT CREATION: Create "webinar focused" podcast episode Create slideshare presentation Create "webinar focused" blog post Design opt-in inside "webinar focused" blog post WEBINAR CONTENT CREATION: Create template for sales webinar slide deck Outline sales webinar Create sales webinar slide deck Create workbook for sales webinar Design workbook for sales webinar MEMBERS AREA: Design layout of new members area Create outline for members area layout Hire membership site creator Design members area Record welcome video Write module summaries Load all program materials into members area Test all videos in members area to ensure all is working properly
3 SALES PAGE CREATION: Wireframe sales page Write sales page copy Collect images for sales page Design sales page Code sales page (make sure it's mobile responsive!) Review Terms and Conditions on sales page Review Earnings Disclaimer on sales page Review sales page (including copy, links and accurate countdown timer) Perform a test sale to ensure everything is working properly Set up SnapEngage for live sales page support ORDER FORMS: Collect testimonials for order forms and send to programmer Confirm revised refund policy for order forms Create confirmation page with social share features Add SnapEngage chat script to order forms Create all order forms INFUSIONSOFT: Create tagging structure document Create tags for Live Webinar Course Promo Program login details for welcome PROMO CAMPAIGNS: Create grid schedule Write live webinar registration invites Write live webinar confirmation Write live pre-webinar sequence for registrants Write live replay Write promo sequence INCLUDE: Course benefits and features Testimonials Stories Timely bonus announcements Early bird ending Cart closing Write non-registered promo sequence
4 NEW MEMBER SEQUENCES: Write Self-Study Welcome Write Self-Study on-boarding sequence Write Mastery Welcome Write Mastery on-boarding sequence PROMO CONTENT S: Write new blog post Write Slideshare CUSTOMER SUPPORT: Determine refund policy Create refund policy language Update automatic responses in Rhino Update automatic responses in Snap Engage Review FAQs for Snap Engage Write script for support line voic Set up voic for support line Document discounts for military, hardship, etc Determine support schedule for extra busy days Webinar days Bonus days Early bird day Cart close Lock in all customer support staff Create "Promo Testimonials" dropbox folder Manage "Promo Testimonials" project Create a Snap Engage schedule Turn on Snap Engage Set up Ring Central KNOWLEDGE BASE: Create master list of live webinars Create master list of all promo links (sales pages, order forms, webinar reg pages) Create master list of all tags used in InfusionSoft Create links for backdoor sales
5 LIVE WEBINARS: Determine dates for live webinars Set up webinars inside GoToWebinar Write copy for webinar registration page Program webinar registration page Determine webinar support person(s) Make sure they know the webinar must be recorded Load workbook onto S3 Create "Quality Questions" doc Determine live webinar replay process (manual) GRAPHICS: Secure designer for all promo images Create Image Pak gdoc S webinar images (invites and replay) cart open cart closing timely bonuses testimonials Special blog post SOCIAL MEDIA webinar images (invites and replay) cart open cart closing timely bonuses Special blog post SALES WEBINAR icons for each step bonus images testimonials final slide livestream backdrop WEBSITE (HEADER) Blog opt-in Webinar opt-in Cart open - click thru to sales page Price increase - click thru to sales page Cart close - click thru to sales page
6 MEMBERSHIP SITE Module slates Module icons Bonus slates Bonus icons FACEBOOK ADS GOOGLE ADS FACEBOOK ADS: Create ad grid Determine all start and stop dates for ad phases Design FB ad copy and images for each phase of promotion (see phases above!) GOOGLE ADS: Create banner ads (copy and images) for each phase of promo (see phases above!) SOCIAL MEDIA: Create a posting schedule Load all posts in Edgar (Twitter, FB) Manually post on Instagram every three days Set expectations with customer support about social media monitoring Change out cover photos on all social platforms (per phases) MASTERY: If there is a Mastery level, what needs to get taken care of in advance? CART CLOSE TASKS: Create waitlist page TRACKING: Create tracking document Determine who is going to update it and how often
7 #2: LIVE PROMOTION CONTENT CREATION: Create early bird pricing closing video FACEBOOK & GOOGLE ADS: Start Phase 1 Ads Stop Phase 1 Ads Start Phase 2 Ads Stop Phase 2 Ads Start Phase 3 Ads Stop Phase 3 Ads Start Phase 4 Ads Stop Phase 4 Ads Start Phase 5 Ads Stop Phase 5 Ads CUSTOMER SUPPORT: Collect launch testimonials Collect positive comments from Webinars, Social Media, for testimonials Take screen grabs and title appropriately Follow up with team on live webinar dates MASTERY: Accept new members into mastery Facebook group MEMBERS AREA: Keep an eye out for needed FAQ Start introductions in forum ORDER FORMS: Switch out order forms on all sales pages when price increases SALES PAGE CHANGES: Change the countdown timer to cart close date/time Add timely bonuses images to sales page Set Dates for Timely Bonus 1 Set Dates for Timely Bonus 2 Set Dates for Timely Bonus 3
8 Close mastery option at price increase Change self-study prices at price increase Change order forms at price increase Update terms and conditions when price changes SOCIAL MEDIA: Post Instagram post every 3 days Update FB cover photo based on promo phase PDF Freebie Webinar Doors open Price Increase Cart Close Update Twitter cover photo based on promo phase PDF Freebie Webinar Doors open Price Increase Cart Close Monitor social media posts on high traffic days TRACKING: Update Google Doc for AM Report Update Google Doc for PM Report LIVE WEBINAR: Update webinar registration page if we do multiple dates/times Test registration page optin Test registration page for responsiveness Manually send out the 10 minute warning from GTW Double check appropriate tags in InfusionSoft for webinars
9 #3: POST PROMOTION FACEBOOK AND GOOGLE ADS: Confirm all ads are turned off (Google and FB) MEMBERSHIP AREA: Upload stick strategy when needed Make video content downloadable after 30 day period CART CLOSE TASKS: Change out Facebook cover photo Change out Twitter background photo Change link in Instagram bio Turn off Ring Central Turn off Snap Engage CELEBRATE!: Virtual Champagne Toast! Send out thank you cards and gifts Experts Affiliates Team REDIRECTS: Live webinar registration page to waitlist Redirect all sales pages to waitlist Triple check everything is redirected!
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