This might sound crazy, but let’s say you wanted to buy a car. {stick with me here}
You’d probably think of all the things you’d want this car to have before deciding which car is best for you.
If you have a big family, you might look for a minivan rather than a coupe.
If hauling big stuff around is your thing, scratch compact cars from your list.
Notice how getting clear on what it is you need in a car easily whittles down your choices with zero anxiety? Well, that’s exactly what you should do for your membership. When you figure out what it is you need your membership to do, finding the right tool becomes so much easier.
Starting to see the connection there? Great. Moving on.
How to Define Your Membership Needs
To get started, think about your membership functionality in every day terms (no need to get all techy here).
For example, if you will sell more than one course or subscription to your customers, that’s a need. Write it down.
You can even do this exercise Mad Libs style. In the software development world, we use Use-Cases to write stories that tell what a system should do. It’s kind of like role play.
First, identify the different roles of people who will interact with your membership. Two obvious roles will be you, the membership owner, and your members .
Next, write out what each role will do on the site and why.
As a <type of user> I want <some function> so that <some benefit>
Here’s a real example from a client.
As a membership owner, I want to control the delivery of content, so that members won’t become overwhelmed.
And here’s another client example.
As a member, I want a trial membership so that I can see if this membership is right for me.
And another for good measure.
As a membership owner, I want to make one-time offers so that I can induce customers to buy more expensive items, upgrades or other add-ons.
This is a great exercise for getting clear on your needs without getting buried in the ‘how’ of those needs.
Super simple, right? I know. All you need to do is just keep filling in the blanks.
You’ll also start to see which needs are must-haves versus just nice to have.
Once you have your list, then it’s time to have a look at membership plugins available to you. Or schedule a technology match up session for extra guidance with finding the right membership tools.
Defining your membership needs up front helps you avoid costly + frustrating mistakes down the road.
I hope you can see how determining your membership needs before shopping for a solution can potentially save you a heap of time, money and headache later. Just as you wouldn’t buy a car before knowing what you need, don’t even think about buying your membership plugin until you’re clear on what you need it to do first.
Trish, I love how you explain use-cases in a way that feels totally approachable for those who aren’t software developers. Brilliant! This is a great article and so helpful for those evaluating their membership plugin needs.
Thanks Lauren! Hoped it wouldn’t feel too techy…you know it can be a fine line sometimes 🙂
Awesome post!! I’m totally saving this and will refer back when I’m ready for this. It’s coming … Just not quite there yet!! Really useful information and not overwhelming to work through! Super job!
Thanks Erin! It’s easy to get overwhelmed when looking for new technology especially with all the different bells and whistles available. But when you stick to meeting your needs, first, and the extras (like a sunroof!) for last, the selection process becomes no big deal.
How do I ❤ here. 😉 LOVE the Blog. Love how clear it’s written. I’m with Erin, I’ll save it to refer back to when I”m ready. 😉
Thanks Kerstin ❤ I’m so excited for you when you are ready!
Oh, & well done on publishing. Now that I actually read it, I LOVE that even I (as a non-techy) totally understand it. Thank you for sharing. 😉
I seriously cannot love it enough when someone creates a 1) super techy post that 2) is written like a HUMAN.
Some of us over here love to read up while connecting to someone real–well, that, and I am a total stickler for words being BEAUTIFULLY done. 😉
Thanks so much Ximena! I’m all about being human and making geek speak more relatable 😉 So nice to connect with you.