MAP: Client Onboarding Planner

Introduction: What is client onboarding and why is it important?

Client onboarding is a process whereby you prepare a prospect to begin working with you and further developing a relationship with them. You are preparing them on how to best use your product or service and it’s their first introduction to the inner workings of your business after the initial inquiries about pricing and if you’re accepting new clients. Generally, onboarding begins when they agree to become your client but for those who take a bit longer to decide, onboarding can include that follow up period where you answer more questions and hopefully guide them toward making a purchase. Some argue that onboarding continues until they no longer need your services.

Preparing a thorough client onboarding system will save you time, money, and a bit of your sanity because any system resolves a problem and, in this case, that problem is getting all the client info you need, tracking all that paperwork, plus making them feel welcome. Always wondering if you sent out the more updated forms or not having a clear way of labeling and storing the returned paperwork will distract from your other clients or marketing tasks. Having all your documents written, proofread, edited, branded, stored in one document folder on your computer and with an easy labeling system will save you hours of time searching for the right components.

Of course, the dream is to have multiple prospects making inquiries at all times so it becomes even more imperative to be organized with an easy yet thorough system. Ultimately, you want to make it as easy as possible for your prospect to sign up for your classes or coaching programs. If you keep sending incomplete packets or the wrong, outdated forms, that leaves a negative impression which may cause your prospect to find another coach.

Let’s also be clear that your onboarding process will differ based on what product your prospect wants to purchase as well as how long they have been your client. The paperwork and forms described above are generally for those new clients who want ongoing coaching for several weeks or months. In this case, a solid contract with length of time and billing stipulations is important to have before the first coaching call. But if your prospect wants to purchase a class or an eBook, you won’t need as much paperwork but you should certainly make that prospect feel welcome with personalized emails that answer all their questions and leave them with a positive experience overall.

For those loyal clients who have been with you a long time, you may have other products, events, or services that will be of interest to them. You will approach them much differently than you would a stranger or someone who’s new to your brand; therefore it’s a different type of onboarding. Their needs may be different based on what new product they are purchasing so it now becomes your job again to show them how to best use and get the best results from this new product or service.

Happy customers will refer others to you and will continue to buy from you. That’s the most important reason to create an onboarding system.

MAP: Your Affiliate Marketing Planner

Passive income. It’s the holy grail of online business, the dream every entrepreneur chases.

But passive income isn’t just one plan or income stream. It’s made up of several different types of cash flowing into your business, and one of the most popular is affiliate sales.

Promoting products and services through affiliate programs allows you to:

  • Earn cash without having to write books, create courses, or do any of the heavy lifting associated with product development
  • Get paid for sharing valuable resources with your readers, fans, and clients
  • Earn recurring income thanks to cookies and ongoing referral tracking

Imagine referring a client to a product such as a WPBlogSupport planner, and when she makes a purchase, you get paid. But even better, because of ongoing referral tracking, the next time she makes a purchase—even if you haven’t made another promotion—you’ll get paid for that as well! That is the power of affiliate marketing, and why it’s such a big part of your passive income plan.

Of course, you can’t just start signing up and dropping links everywhere. Well, you can, but you won’t have a lot of success. Instead, you’ll want to put some thought and planning into your affiliate promotions, so that you can provide your audience with relevant resources they need and want, and so that you can grow your passive income as well.

Before you get started though, let’s talk for a minute about affiliate programs. Not all are created equal, so when you’re researching options, be very careful to thoroughly read the terms of service. You want to fully understand how sales are tracked, how long cookies last, when payment is made and any payout thresholds that exist. If something isn’t clear, reach out to the program manager before you begin promoting. It’s frustrating to make sales and not be paid due to a misunderstanding of the fine print, so take the time to do this first.

MAP: How To Create A Landing Page

Landing Page Basics

We’ll be using our favorite Lead Generation tools for WordPress site in this quick Action Map.    Beaver Builder Page Builder and our FunnelKits email marketing automation service.  The same process can be duplicated with Thrive Leads and Funnelkits.

You’ll Learn:

  • What stack of tools you need to build and connect landing pages
  • How To Create Your Landing Page
  • How To Capture the Lead
  • How To Integrate Your Email Marketing Automation Service.

FREE: FunnelKits Marketing Automation

FunnelKits Email Marketing Automation

Grow Your Business With Automated Email Marketing

About the Course

Funnelkits combines all aspects of email marketing into a single & easy to use platform. Seamlessly create beautiful & engaging emails, send them to your segmented subscribers, and see what interactions & reactions occur in real time! Email marketing remains one of the best marketing options for positive returns on your investment.

Funelkits Features

Fully integrated solution for intelligence-driven marketing and sales.

  • Email Marketing – Send newsletters, design beautiful email campaigns, and keep in touch with your contacts and customers.
  • Marketing Automation – Automate your marketing channels using personal and behavioral data about your contacts.
  • Sales and CRM – Get more leads and close deals faster with our refreshing new take on customer relations.
  • Site Tracking – Site Tracking connects your marketing to a contact’s behavior allowing you to respond to what they are doing on your website and adapt your marketing to their interests. This feature allows Funelkits to “see” what a contact is doing on your website.
  • Event Tracking – With Event Tracking you are able to communicate specific actions your contacts have taken to Funelkits and then use that information to create highly personalized marketing.
  • Email split testing – Funnelkits’s advanced split testing feature allows you to test different sender information, subject lines, and email body content so you can identify what works best with your audience. You can define how many contacts should get each version of the test and then send the winning version to the rest of your contacts.

BASICS: WordPress Admin Tools

Multiple Plugins That Make The Admin Dashboard Easier to Use!

Extend and customize ‘ default Admin features and functions with some of these awesome (and free!) WP admin plugins.

The admin dashboard is where all the heavy lifting is done in ANY -powered website.  It’s where you as the administrator of the site control everything including what content gets published to posts, pages and other custom post types.

For beginners the default Admin dashboard tools are fine, however you may find that certain features need to be improved and others need to be added.  This course includes individual lessons for the top Admin Dashboard plugins in the following categories:

  • Bulk Editing
  • Bulk Delete
  • Bulk Move
  • Default Thumbnail Plus
  • Text Replace
  • Duplicate Post
  • Clean UP
  • Convert Post Types

We’ve included our detailed Complete “Best Plugins” cheat sheet as a resource to follow.

BASICS: Campus Tour

How To Get Around the Campus

What’s covered:

  • How the site and menus are organized
  • You’re affiliate links for sharing the Campus
  • Courses you’ve registered for and the full Course Library
  • You’re Community Profile
  • Your Billing History and Download Links
  • How To Get Support.

.. plus much more.

Click the “Take This Course” button below to get started.

BASICS: Learn WordPress Course

Learn – Start A Blog with The Best Plugins and Themes

Our easy to follow Step-By-Step course show you exactly what you need to do to Set Up Your Own Blog.

About the Course

Master  with our CORE Video Series This complete step-by-step video series teaches you how to quickly get your site up and running and provides you with the knowledge you need to use .

What am I going to get from this course?

Mastery includes detailed video tutorials on how to build a new site from the ground-up. This means that you will have a Site installed and running in under 5 minutes and a great looking and fully functional  website in less than 1 Day.

powers 1 in 4 of the sites you’ll visit online!  Blogging Secrets Author James Maduk will help you get the most out of the self-hosted version of and create feature-rich blogs and websites.

Maduk explains how to create and publish posts and pages; customize your site with themes, widgets, and custom menus; and extend even further with plugins.   Plus, learn Social Media Marketing tactics that get more readers sharing your content.

Note: This course covers 4.6. We will update the training as evolves.

  • Creating posts and pages
  • Formatting text
  • Publishing and scheduling posts
  • Adding images, audio, and video
  • Bulk editing posts and pages
  • Customizing themes and menus
  • Using widgets
  • Extending with plugins
  • Editing users profiles
  • Configuring settings
  • Getting new readers
  • Keeping up to date and secure

What are the requirements?

No prior knowledge of is required as everything will be covered in this course.

What is the target audience?

  • Anyone that wants to build a website
  • Anyone that wants to master
  • Anyone that wants to build a Powered Business
  • Anyone interested in watching over my shoulder as I work on a real, live Powered website

PLUGIN: Yoast SEO Plugin

How To Use The Yoast SEO Plugin

Rank First On Google – Stand Out From The Competition!

About the Course

If you look closely at most Sites you’d be amazed at how poorly they are set up to rank highly on Google. Only a tiny fraction of Bloggers spend any time trying to stand out from the crowded search results!

That’s because most blogger think its too hard and takes up too much time… but once you learn exactly what to do you’d be amazed at how much organic traffic you can expect with a properly optimized Blog.

I started blogging before existed and during my time as a full time Internet Marketer I’ve authored 63 courses including Mastery, Blogging Secrets and Get Ranked 1st On Google.

With 19 years of online marketing comes a TON of search engine optimization experience so you’ll benefit from my battle tested wisdom as your Blogs climb the Google rankings for the terms and phrases you decide on.

Put an end to the traffic frustrations that traditional bloggers suffer from.

In this brand new course I will take you by the hand and show you step-by-step everything you need to know about optimizing your blog with the best plugins, content strategies and settings so you rank highly in the search engines and get the traffic you deserve.

Yoast SEO Plugin Search Engine Optimization Course

Don’t worry if you’re intimidated by the word “SEO”, the Yoast SEO plugin and these video lessons make optimizing your blog simple for beginner and advanced Bloggers.

The problem with :

  • , isn’t setup by default to be search engine friendly.
  • It takes time and testing to try and figure out what the search engines want your Blog should have for content and how it should be displayed.
  • There are thousands of choices when starting to optimize your Blog and the wrong way without a clear action plan can be a colossal waste of time and money.

What am I going to get from this course?

Yoast Search Engine Optimization Secrets Includes:

  1. A Collection of 20 Step-by-Step  Video Tutorials with over 2 Hours of Content – This complete video series will teach you everything you need to know about Installing – Configuring  – and Using the Yoast SEO Plugin.
  2. Understanding What The Search Engines See When They Visit Your Site – … and HOW that affects you Search results and what your visitors do when they see your listing.
  3. Keyword and Keyword Phrase Research Tools Revisited – Understand Themes and Niches along with the keywords and keyword phrases that make your content stand out. Follow along as I explain where and how to do your keyword research in detail.
  4. How To Optimize Your Content – I will take you step-by-step through creating an optimized post from the ground up.
  5. How To Optimize – The Only Plugin You Need To Get Great Rankings in the Search Engines. Learn how to install activate and configure this powerful free Plugin for optimal results. This plugin makes SEO simple and easy to do.
  6. How to Create a Google Optimized Sitemap – I will show you how to setup a Google-friendly sitemap that will update on its own.
  7. How to Setup an Effective Navigation Structure – Learn how to structure your blog to make it easy for the search engines to understand exactly what you are offering.
  8. How to Include Social Media Optimization – Social networks are becoming increasingly important. Learn how to use them to propel your blog to new heights.
  9. 3rd Party Tools and Resources Included – I will share seven powerful ways to get high quality backlinks to your blog.  Yoast SEO PLugin Secrets will show you how to make your blog better than 90% of the competition in a sheer matter of hours.
  10. BONUS – The Plugin Setting Cheat Sheet – Makes setting up your Plugin drop dead simple.
  11. BONUS – The SEO Action Map – Our interactive mindmap includes all the steps to follow and additional resources and checklists.

If you are not harnessing the power of optimization, you are not making your Blog Stand Out.

In this course I will take you by the hand and show you step-by-step everything you need to know about optimizing your blog for the search engines so you can start getting traffic. It’s really that simple.

Who is this course for?

This course is designed to help out blog owners of all shapes and sizes. Trying to figure out Yoast SEO without help today is a major waste of time as you search for the magic answers to what Google, Bing and users want from the content your website.

What are the requirements?

  • Basic knowledge of
  • Understanding of Keywords and Keyword Research

What is the target audience?

  • Anyone that wants to build a website
  • Anyone that wants to master
  • Anyone that wants to build a Powered Business
  • Anyone interested in watching over my shoulder as I work on a real, live Powered website

CART: Easy Digital Downloads

About the Course

This course will take you through the installation and configuration of the free Easy Digital Downloads plugin for . After completing this course, you will have a fully functioning digital downloads store on your website.

The “EDD” plugin is 100% free on the plugin repository and is the most powerful and easy way to sell digital products from your -powered website.

What are the requirements?

  • Before taking this course, you should be familiar with running your own self-hosted website. You should also be familiar with what plugins are, and how to install and activate them on your site.
  • Course takers should have a website powered by .

What am I going to get from this course?

  • Over 10 lessons and 90 minutes of content!
  • By the end of this course you be able to sell digital products from your website.

What is the target audience?

  • This course is intended for those wanting an easy way to sell digital products from their websites. Products like ebooks, audio files, video downloads, or even services and software like plugins for .

BASICS: 10 Ways To Earn Money Online

How to Earn Money With Your Blog

10 Money Spokes

How Can I Earn Some Money Online?  It’s the one questions that everyone thinking about selling online asks? How can I possibly get this to work for me?  The answer is…

Money Spokes!

What you are going to learn is that there are thousands of different types of Money Spokes AND you can have as many Money Spokes as you want!

For Beginners, Intermediate and Advanced.

Anyone can start today and be earning money online quickly.

The internet has world wide reach and now you aren’t limited to being an employee.  In fact I’ll event make you my partner!

Learning the 10 Hub and Spoke Marketing and creating YOUR OWN Money Spokes means you’ll have a ready made business and be working for yourself to ensure your future.

Beginners can implement the Hub and Spoke steps and never need to create their own web site or product.

With a little more experience intermediate marketers will Capture – Package – Promote their own info products

More advanced marketers can automate the complete process and spend as much or as little time as they want Working ON their business with 100’s or 1000’s of other people creating automated passive income.

Step into the moment and imagine what your business will look like after adding just a few Money Spokes Take a moment to realize just how incredible your life will be once you’ve implemented just a few aspects of my program. The freedom you’ll have to design your life and actually start living it.


BASICS: How To Start A Blog

Small Simple Steps

Are you wondering how to start a blog? Or maybe you have questions about it. I’m glad you’re here! In this post, I’ll show you exactly how to create your own blog, no technical experience required. (It’s easier and faster than you think.) Plus, I’ll answer some frequently asked questions along the way.

The 6 steps to start a blog

  1. Decide what to blog about.
  2. Choose a blogging platform.
  3. Find a host.
  4. Pick a domain name.
  5. Get started with WordPress.
  6. Design & use your blog!

What is a blog anyway?

In short, a blog is a type of website that focuses mainly on written content, also known as blog posts. In popular culture, we most often hear about news blogs or celebrity blog sites, but as you’ll see in this guide, you can start a successful blog on just about any topic imaginable.

Bloggers often write from a personal perspective that allows them to connect directly with their readers. In addition, most blogs also have a “comments” section where readers can correspond with the blogger. Interacting with your readers in the comments section helps to further the connection between the blogger and the reader.

This direct connection to the reader is one of the main benefits of starting a blog. This connection allows you to interact and share ideas with other like-minded people. It also allows you to build trust with your readers. Having the trust and loyalty of your readers also opens up the door to making money from your blog, which is something I discuss later in this guide.

Why start a blog?

There are many reasons to consider starting a blog. Here are a few popular ones:

  • Make money while working from home. I make a full-time income blogging. Many others do the same. Making money as a blogger is hard work, but it’s low risk, low overhead and low barrier to entry.
  • Become a published author. It’s no secret, these days publishers rarely work with authors who don’t have an online presence. The reason is simple: it’s a lot easier to sell books to people who already know you. A blog is one of the easiest and most effective places to start.
  • Get more exposure for your existing business or organization. A blog gives anyone, from individuals to large companies, the ability to reach a large number of people at very little cost.
  • Just write. If you want to write, share your story, encourage others and build a community, a blog is a great place to do that.

Do you see yourself in any of those? Can you see how you would benefit from a blog? Keep reading!

BASICS: How To Use cPanel

How to Manage WordPress with cPanel

cPanel is a web based control panel tool which will help you manage your web hosting account through a web interface instead of a console.  With cPanel you are able to accomplish your tasks faster and even non-professionals can easily set their websites via cPanel.  The cPanel tutorial is a part of the rich collection of web hosting tutorials and web hosting video tutorials which FullContact experts have prepared for you.

Every aspect of managing your Sites Hosting Environment is covers including basic and advanced cPanel, webmail and FTP.

About the WordPress cPanel Hosting Course

cPanel offers a rich set of features, ranging from adding an email address to managing sub-domain names. This tutorial will focus on the provided cPanel features.

What are the requirements?

  • No prior knowledge of is required as everything will be covered in this course.

What am I going to get from this course?

cPanel Tutorial Videos Cover

  • Account Information and Statistics: Find out more about the available cPanel statistics and the in-house developed tools that will provide you with all the information you need for your hosting account.
  • How to use the Files section tools: File manager, FTP manager and cPanel Backups.This part of the tutorial provides more information about file management in cPanel via the built-in File Manager and FTP.
  • How to manage Domains via cPanel: Parked domains and Addon domains.  This part of the tutorial provides more information about domain name management via cPanel. You will learn how to setup parked and addon domains for your hosting account.
  • How to manage Mail accounts and services with cPanel: Learn how to create email accounts, remove accounts and forward email. This part of the tutorial will show you the Email Manager’s features and how to use them.
  • How to use the Security section tools: Pass protected directories, IP Deny manager, and HotLink protection This part of the tutorial provides more information about security adjustments available in cPanel. You will learn how to password protect directories, how to use the IP Deny manager and how to hotlink protect your images.
  • How to manage Databases via cPanel: This section provides detailed information on how to manage your MySQL databases and users via cPanel.
  • How to use the Software section tools: Through the tools located in this section you can install automatically different scripts under your account.
  • How to use Advanced tools, such as Cron Jobs: In the Advanced section there are several tools which are described in this part of the cPanel tutorial.
  • How to check cPanel ports: Here you will find detailed information how to check whether the standard cPanel ports are not blocked via your firewall or whether access is restricted by your ISP.

And much, much more!

What is the target audience?

  • Anyone that wants to build a website
  • Anyone that wants to master
  • Anyone that wants to build a Powered Business
  • Anyone interested in watching over my shoulder as I work on a real, live Powered website

Getting Started

Below you’ll see download links for any resources associated with this course and links to every lesson. Most courses follow a step-by-step progression that guides you through each part of the course. In addition some lessons may include assignments and quizzes to be completed before the next lesson becomes available.

Please be aware that any references to “MySmallBiz” and “FullContact” are the same… We changed names since these particular videos were done. 🙂

BASICS: Members Affiliate Training

Earn Recurring Revenues as A WPBlogSupport Affiliate

WPBlog Support Affiliates are earning monthly incomes by just referring their friends and business contacts to the our Support Plans and Tutorials.

Everyone who registers at the site is automatically added as an affiliate and our Affiliate tracking softwware makes it easy to get paid using some simple steps and the tested resources and tools we provide you with.

We Want To Reward You For Sharing!

Take this course to learn how affiliate marketing works and how to use our ready to go sites, links, graphics and tools.

You’ll Learn

  • How the Affiliate Marketing Process Works
  • The Different Types of Affiliate Marketing Income Streams
  • How To Earn Money As A WPBlogSupport Affiliate Marketer
  • How To Login and Use the Affiliate Tracking Software
  • How To Join Our Marketing Campaigns
  • Understand How Your Affiliate Links Work
  • How To add Affiliate Links To Your Sites and Emails
  • How To Use Affiliate Images and Banners
  • How To Blog As An Affiliate

Getting Started

Below you’ll see download links for any resources associated with this course and links to every lesson. Most courses follow a step-by-step progression that guides you through each part of the course. In addition some lessons may include assignments and quizzes to be completed before the next lesson becomes available.