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If You’re a Coach or Freelancer and You’d Like to Create a Consistent Flow of Cash Every Single Month that Doesn’t Rely on Your 1:1 Clients…Launching a Membership Program Could Be for You!

Hey there gorgeous,

When you work with 1:1 clients, you’re putting your income into their hands – to give or to take away.

Because the reality is, you never really know how long a client is going to stick around for. Could be years, a couple months, one project, or they might even go “poof” taking your work and money with them.

It’s a never-ending cycle of highs and lows when you’re playing the trading-hours-for-dollars game.

One month you’re flush with cash. Indulging in $10 coffees, hot stone massages, and buying those killer heels you know you’ll never wear (but sure are pretty).

The next, you’re fielding a torrent of ‘break-up’ calls and emails from clients. Shit!

  • The rent payment’s due next week.
  • You bought those shoes instead of replacing your glitchy computer (which you thought you could buy this month with client payments).
  • And all that’s left in your fridge is some sketchy looking takeout and a yogurt.

Uhhhh….you feel like puking in your purse.

Now you’re a sweaty, panicky mofo who’s scrambling to pull together the cash you need so you don’t have to borrow rent money from your mom…again.

And let the client chase begin.

If You’re Tired of the Endless Go-Go-Go Marathon of Getting New Clients it’s Time to Add a Recurring Revenue Stream in Your Business!

I know you love your clients.
The energy.
The results.

But wouldn’t it be nice if you could relax a little, and avoid the whole client drop off drama thing?

If instead, you could have a bunch of little payments pinging your PayPal account every single month without a whole lot of effort on your part?

Imagine, if you had just 25 people paying you $27/month for your membership – that’s $675 (probably as much as you earn from just one 1:1 client).

Sounds awesome, right?

If You’re Ready to Increase Your Income My Brand New “Membership Creation and Site Management” Project Kit Can Help!

This Kit Includes a Step-by-Step Marketing Plan + Templates + Checklists to Help You AND Your Assistant Tackle Your To-Do List with Ease!

Many of the documents in this project kit come in .docx format so that you can customize them to your business needs, and add in any additional information you’d like to include.

But here’s the sweet part: All you have to do is customize the plan to your specific business goals and needs and hand it off to your assistant, confident she’ll know EXACTLY what to do the ENTIRE MONTH.

And then, you can let out a sweet sigh of relief, confident that stuff’s actually gonna get it done…and finally book that much-needed mani/pedi (without guilt).

This Step-by-Step Plan Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
  • Section One: Prep Work & Research
    • Step 1: Membership Style
    • Step 2: What result can members expect?
    • Step 3: Choosing a Format
    • Step 4: Where Do I Fit in with Competitors?
  • Section 2: Building the Foundation
    • Step 5: Choose your membership software solution
    • Step 6: Plan Your Content
    • Step 7: Create the workflow
    • Step 8: Create at least 3 months of content before launching
  • Section 3: Launch Time!
    • Step 9: Deciding on pricing
    • Step 10: Getting the word out
  • Section 4: Keep the Momentum Going
    • Step 11: Take steps to reduce attrition rates
    • Step 12: Plan regular promotions
    • Step 13: Beef up your funnels
    • Step 14: Re-engage!
PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

Templates + Worksheets + Swipe Files + And More!

  • Workflow Worksheet
  • Pricing Worksheet
  • Annual Planning Worksheet
  • Membership Format, Pro’s and Con’s
  • Launch Plan Worksheet
  • Membership Content Delivery Worksheet
  • Membership Club Styles Worksheet
  • Membership Promotion Plan
  • Membership Area Map
  • Attrition Tracker
  • Tech Wish List
  • Membership Software Comparison Chart
  • 4 Discount & Bonus Email Templates
  • Re-engagement Email Templates

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Membership Plugin and Software Checklist
  • Membership Site Brainstorming Checklist
  • Membership Content Planning Checklist

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.
Here are a Few Examples of Some of the Items You’ll Get:

Step-by-Step Marketing Plan

Monthly Results Report

 Task Tracking Calendar

Workflow Worksheet

Use this template to organize the membership site workflow and keep track of who is responsible for doing what each month.

Annual Planning Worksheet

Use this template to schedule content, events, and resources for your membership site. 

Pricing Worksheet

Use this template to work out your membership price point.

Membership Format Pros and Cons Worksheet

Use this template to evaluate your membership style options. 

Launch Plan Worksheet

Use this template to ensure that all launch tasks have been completed.

Membership Content Delivery Worksheet

Use this template to decide on your content delivery format.

Membership Style Pros and Cons Worksheet

Use this template to explore the pros and cons of different membership club style and types. 

Membership Promotion Plan

Use this template to record and track ongoing ideas for promotion.

Members Area Map

Use this template to plot and plan what your members’ area will look like inside the membership site.

Attrition Tracker

Use this template to monitor drop-out pattern and improve member cancellations.

Tech Wish List

Use this template to help decide on the perfect software, apps, and platforms for your membership site.

Membership Software Comparison Chart

Use this template to help decide which software options will work best for your membership site.

Membership Plugin and Software Checklist

Membership Site Brainstorming Checklist

Membership Content Planning Checklist

Re-engagement Email Templates

Use these email templates to re-engage subscribers and customers who have ceased to interact.

4 Discount and Bonus Email Templates

Use these email templates in approaching other companies/brands/influencers or deepening connection with affiliates who have already expressed an interest.

Download the Plan & Templates Now for Only $97!

Anddid you know that if you’re a coach or service provider, you can actually use this kit and get paid by your clients?

You totally can!

If you’re a coach, you can:

1) Use the kit and document your own process along the way. Meaning…make notes about your aha’s, the things that came up for you, any challenges you had, what you did, your results.

2) Create a 1:1 coaching session package or VIP day around the topic of the kit that you can sell to your clients.

3) Print out the kit docs and have your notes in front of you. Then, guide your client through the entire process, step-by-step. You can “teach” them each step, and then work through the questions with them during your session. They’ll walk away from their session with a plan they can take and apply to their business.

4) Don’t want to do live 1:1 sessions? Record a video training for each step, and then at the end of each video, give them their “homework” to work on before moving onto the next step. Then sell the course to your clients. Or post it as new content to your paid group program.

5) Or simply, use the kit during a client’s monthly 1:1 call so you have something to talk about and work on. Especially if your client doesn’t have much to say or report on. So instead of sitting there in awkward silence or cutting a call short – you’ll have something of value to provide to your client.

Now here’s the thing though…you CANNOT sell or giveaway the kit directly, because that’s just for you and your team to use within your business.

BUT…you CAN do all of the things I mentioned above.

If you’re an assistant / business manager / operations manager you can:

You can get on the phone with your client for a strategy session, and use the kit as a guide. You’ll come across as a total expert AND you’ll create an action plan for your client at the same time.

  • Print off the kit docs to have in front of you during your call.
  • Discuss each step in depth using the kit content as a guide.
  • Walk through the questions and exercises with your client, and write their answers right onto the kit pages.
  • Wrap up the call with a plan of action for how you’ll proceed and assist your client in their business.

And hey, if you or your client are not able to, or don’t have time to get on the phone – record all the information, and then send the recording and the list of info you need back from them to proceed.

Seriously…there is nothing more powerful to a biz owner than an assistant who shows initiative. We want people on our team who can take an idea and come back to us with a plan of action for how to get it done!

And I’ve made it super easy for you to do all of that with the project kit on this page…

I’ve loved Melissa since 2009 and everything she puts out is golden. These project kits are complete time savers. If you are a business owner, it has everything you need, a turnkey solution to hand over to your assistant. If you are a VA, you will WOW your client by anticipating their needs and having an organized system ready to go. Love these kits!

Lisa Wells,

Melissa Ingold is a genius! She’s taken all the work out of delegating tasks to your team with her Freedom Finder toolkits.  It’s so easy. You just open it up, answer a few questions and hand off the rest to your virtual assistant. Now an entire part of your business is handled and you’re getting reports and status updates from your team without you having to beg for them. You don’t have to understand how the entire process works and you don’t have to build out the entire process. It’s as turn-key as you can get. You’ll get more accomplished in your business, without working harder, and your assistant will be happier because you’re giving her everything she needs to be successful. It can’t get better than that. 

Deanna Maio,

Download the Plan & Templates Now for Only $97!

3 Reasons Why You Need this Project Kit…

Grow Your Biz + Make Money

Now your assistant can stop wasting her time and your money working on dead-end tasks that lead you nowhere! These kits give her direction for working on real projects that will actually help you grow your business and your income.

Save Money + Boost Your ROI

Paying your assistant by the hour can really add up, especially if the tasks you assign really aren’t doing anything for your business, and your outsourcing dollars are being wasted on dead-end projects. Using this project kit will shave hours off your invoice because she won’t have to start from scratch – and she’ll be able to easily “rinse + repeat” it whenever you want – no more wasted money on tasks that don’t get results.

Save Time + Avoid Frustration

Your time is crazy valuable,  so why waste it with tons of back-and-forth emails as you try to explain to your assistant exactly what you want done. With this project kit, you don’t even need to know ‘exactly what you want done’, because she’ll have tons of templates and tools that will help her get right to work.

Frequently Asked Questions

Can I Give this Kit to My Assistant?

Can I Give this Kit to My Assistant?

Yes. You have permission to give this kit to your assistant and other team members to work on your business projects for you.

I’m Not Ready to Hire an Assistant - Can I Still Use this kit?

I’m Not Ready to Hire an Assistant – Can I Still Use this kit?

Absolutely! You can use this for your own personal use to help you fast-track a business project or task. You’ll save so much time + energy by using all the items in the kit.

By documenting your business marketing and tasks, and building your library of training content now, you’ll be in a much better position when you are ready to hire an assistant.

Are the Documents Editable or Are They Only in PDF?

Are the Documents Editable or Are They Only in PDF?

Some of the documents in this kit are editable, therefore they can be edited by you and your team. For instance, the step-by-step marketing plan is always in .doc format, and so are any email templates.

However, some of the items in the kit may be in PDF format. Generally, the only items that are in PDF format are the items that do not need customizing. For example, a flowchart would be in PDF format.

I’m a Virtual Assistant - Can I Use this Kit to Help My Clients?

I’m a Virtual Assistant – Can I Use this Kit to Help My Clients?

Yes. You have permission to use this kit to help you work on a project for your client. In fact, your clients will be impressed that you have all these amazing tools on hand to assist them with their business projects.

Using this kit will make your job so much easier + a lot more fun when you don’t have to create things from scratch (like writing all those autoresponder emails or creating a telesummit speaker kit).

Plus, this kit has the added benefit of teaching of YOU how to do something – which means, you can turn around and offer it as a new service to your clients.

Is this Private Label Rights Content (PLR)?

Is this Private Label Rights Content (PLR)?

NO. You do NOT have permission to resell this kit in any way to your customers or clients.

You can NOT give this kit away for free.

This kit is intended for internal use within your own business.

What are the Terms of Use on This Kit?

What are the “Terms of Use” for This Kit?

This kit is intended for personal business use only:


  • Use the toolkit yourself in your business.
  • Give it to your virtual assistant and other team members to work on your business projects.
  • Use the toolkit to provide services to your own paid clients.


  • Resell this kit in any way to your customers, clients, or members as this is not PLR.
  • Give this kit away for free.

If you have questions about these terms of use, please contact my team and ask.

Download the Plan & Templates Now for Only $97!