📈 Module 40: Group Coaching & Memberships

Turn your 1:1 expertise into scalable, high-retention group programs and a simple, profitable membership.

⏱️ 90–120 minutes Difficulty: Intermediate
By the end of this module, you’ll have a 3-tier group offer (promise, curriculum, cadence), pricing and capacity set, a minimal tech stack, and a 7-day “Founding Member” launch plan with clear retention mechanics.

2. Why It Matters

Group offers let you help more people without adding hours. When designed with a clear promise, tight cadence, and community touchpoints, they create predictable monthly recurring revenue and reduce reliance on constant 1:1 sales.

Memberships extend impact between programs, improve retention, and build a pipeline for higher-ticket services. The key is simplicity: a focused outcome, consistent delivery, and a rinse-and-repeat calendar.

3. Step-by-Step Guide

1

Pick One Outcome & Audience

Define a single, specific transformation (e.g., “Lose 10–15 lbs safely in 8 weeks for women 45+ with joint pain”). Clarity sells groups.

Pro Tip: Write “By the end of this program, you will ___ without ___.” If it feels vague, narrow further.
2

Choose Your Format & Cadence

Decide: cohort (fixed start/finish) or rolling membership. Standard cadence: 1x weekly coaching call + 1x weekly office hours + community thread.

Pro Tip: Aim for 60-minute calls and cap groups at 12–20 for high engagement.
3

Design a Simple 8-Week Curriculum

Map 8 themes (Weeks 1–8) that ladder to the promise (e.g., foundations, meal systems, movement, recovery, mindset, plateaus, social events, maintenance).

Pro Tip: Each week = 1 slide deck, 1 worksheet, 1 accountability check.
4

Price for Outcomes, Not Minutes

Anchor to 1:1 pricing. Common starters: Cohort $397–$997 (8 weeks). Membership $49–$149/mo based on access and coaching touch.

Pro Tip: Offer 2 prices: Pay-in-full (bonus) and payment plan. Keep it to two choices to reduce friction.
5

Pick a Minimal Tech Stack

Use Stripe for payments, Zoom for calls, a simple community (Skool/Circle/Discord), and Google Drive/Notion for assets.

Pro Tip: Automate welcome emails + calendar links via Zapier or native platform automations.
6

Run a 7-Day Founding Member Launch

Invite your warm list with a limited founding rate (20–30% off) for the first 20 members or first cohort only.

Pro Tip: Use daily posts + 3 emails (Announcement → Case for Joining → Last-Chance) and 1–1 DMs to fence-sitters.
7

Engineer Retention

Stack easy wins (weekly check-ins, streaks, badges). Add quarterly challenges and “graduate track” upsell to 1:1 or advanced cohort.

Pro Tip: Track 3 KPIs: attendance rate, 4-week completion, 90-day retention.

4. Examples & Options

Real Example (Script)

Promise: “8-Week Joint-Friendly Fat Loss for Women 45+.”

Pitch: “We meet weekly on Tuesdays 6pm ET. You’ll get a joint-safe meal + movement plan, accountability threads, and coaching. Founding spots: 15 at $497 (or $99×6). Start date: Oct 7.”

DIY (Free/Low-Cost)

Zoom + Google Sheets check-ins + Discord community. Stripe checkout link. Manual onboarding email.

Mid-Level (Affordable)

Skool or Circle for community/courses + Stripe native payments + Zapier to send welcome packs and calendar invites.

Advanced (Premium/Outsource)

Kajabi (site + courses + email) + Circle (community) + Stripe (subs) + VA for onboarding & weekly summaries; Airtable for KPI dashboard.

Capacity Math (Starter)

12 members × $497 = $5,964 per cohort (8 weeks). 2 cohorts/quarter ≈ $11,928. Add membership back-end at $49/mo with 30% retention → +MRR.

Simple Guarantee

“Show up to 6/8 calls and submit weekly check-ins. If you don’t see measurable progress, we’ll coach you for 4 extra weeks at no charge.”

5. Common Mistakes to Avoid

  • Too many promises. Instead of “help everyone,” pick one outcome for one audience.
  • Overbuilding the portal. Instead of weeks building assets, launch with slides + worksheet templates and refine live.
  • Unlimited access. Instead of 24/7 coaching, set office hours and response windows (e.g., 2x/week).
  • No end or next step. Instead of open-ended groups, set an 8-week finish and a clear “graduate” pathway.
  • Discount creep. Instead of constant sales, use a one-time founding rate and then hold your price.

6. Quick Win Highlight

💡 Quick Win: Post a “Founding Member Interest” note today. Collect names + emails via a simple form. Goal: 10 hand-raisers in 24–72 hours.

Post it to your top platform (Facebook group, LinkedIn, IG stories) and DM 10 past leads personally.

💬 DM Prompt
“Hey {{FirstName}}! I’m opening a small 8-week group designed for {{Audience}} to {{Outcome}} without {{PainPoint}}. We meet weekly (Tues 6pm ET), includes plan + accountability. I have a few founding-member spots (special rate). Want the details?”
Mark Complete ✅

7. Mini-Implementation Exercise

Create Your 3-Tier Ladder: Define promise, cadence, inclusions, capacity, and price.

Tier Promise What’s Included Cadence Price Capacity
Cohort (8-Week) ____________________________ Slides • Worksheet • Check-ins 1x call/wk $_____ PIF or $___×__ __–__
Membership (Rolling) ____________________________ Office hours • Community • Challenges 2x touch/wk $__/mo Unlimited / Pods of 30
Graduate Track ____________________________ Advanced curriculum • Hot seats 1x group + 1x QA $__/mo or $__/8-wk __–__
  • Set a start date (cohort) or join window (membership).
  • Create one checkout link per tier in Stripe.
  • Write a 3-email sequence: Announce → Social Proof → Last-Chance.

8. Tools & Resources

Stripe

Simple checkout links for cohorts and monthly subscriptions.

Zoom

Reliable group calls with recordings and recurring schedules.

Skool / Circle

All-in-one community + course hosting with clean UX.

Kajabi / Teachable

Host curriculum, replays, and simple landing pages.

Discord

Free, flexible community with channels and voice rooms.

Zapier

Automate: purchase → welcome email → calendar invite.

Airtable / Google Sheets

Track attendance, check-ins, and KPI dashboards.

9. Checkpoint / Success Criteria

✅ One outcome + audience defined
✅ 8-week curriculum mapped with weekly deliverables
✅ Pricing, capacity, and cadence finalized
✅ Stripe checkout links + welcome automation live
✅ 7-day founding member launch assets scheduled

10. Summary & Next Step

  • Group offers scale impact without extra hours when the promise is focused.
  • Keep tech minimal: payments, calls, community, and simple automation.
  • Launch fast with a founding member window; optimize after delivery.
  • Engineer retention via weekly wins, challenges, and a graduate track.
Next → Module 41 Adding Digital Products