How It Works


Starting Your Online Course or Membership Website Should Be Fast And Enjoyable

Our step-by-step approach will effortlessly walk you through the entire process. Consult, design, build, launch and manage is what we do and you’ll benefit from our proven systems and methodologies.

Ready to Start?

Initial Meeting


This initial meeting is our opportunity to dig into the requirements of your project so we can begin designing the right solution.

We uncover what’s working and what’s not working. We go over the 7-Activators™ and how to incorporate them into your courses.

Second Meeting and Proposal


Here we layout the various steps of the project, provide a face-to-face meeting with everyone working on the project if possible, and make sure deliverables are well understood and the timelines are in place. 

We produce a detailed proposal based on our prior meetings.The proposal includes a scope of work, roles, responsibilities, and our legal contract. The scope of work includes a complete list of everything included in the building of your platform and what’s not included. We leave nothing to chance or misinterpretation.

This process assures you that we always finish on time and on budget!

Onboarding Process and Launch


Congratulations! You have now agreed to commission your online course or membership site to Client Engagement Academy. Our proprietary client onboarding process will ensure you and your team get off to a fast start. 

Your dedicated Project Manager will guide you through a four- stage process of consultancy, design, build and host. This will typically span 40-60 days in duration, talking to dedicated specialists for each part of the project, with your Project Manager seeing that the project finishes on time. Upon completion of the site, we undergo a vigorous round of testing before the site goes live.

Your Proven Path to a Successful Project

This is how we make you awesome! Once engaged, you’ll follow our tested, proven and continually optimized process to assure a successful launch of your online course or membership site.

Consult


Collaborating with your team, we apply proven practices and creative ways to help develop the foundation for your dream platform.



Design


The approved concepts are put through a rigorous process and the project’s physical and digital assets are planned. Our team of curriculum designers, graphic artists, programmers, and strategists execute all elements of your project.

Build


Your vision and content come to life. Our team will build your course and site. Once it is built, the testing phase begins. This involves our eagle-eyed developers and project managers hunting down any possible issues from the build process. Your site goes through a five-person 167-step checklist before we take in your first client.

Host


We partner with GT.NET to host all of our client sites. They run and enterprise-class data center and infrastructure for the Fortune 500 companies. We enjoy global availability and a worldwide presence — operated and supported by engineering experts who love getting their hands dirty in our applications and code.

World Class Client Onboarding

Building e-learning platforms is all we do. We have built a systemized process that feels
like your are following a wizard as we take you through the consult, design, build and host phases.

Each phase has its own training course where you are taught the big picture so you can execute on the tasks on hand with speed and ease.

work

Team work training

Teamwork is critical to our systemized buildout. We have tested over a dozen project management platforms and chose Teamwork PM because it’s the easiest for you to learn.

This training will take you through the basic skill sets necessary to quickly operate Teamwork. We will be working inside Teamwork on a daily basis as we build out your site.

badge

DIGITAL BADGE TRAINING

This training covers everything you need to know about Digital Badges. It is crucial to understand the psychology behind the Digital Badge and how they improve client graduation rates before initiating the development process. We will cover the power of the viral social loop, words that sell and the Digital Badge mechanics. 


work

COURSE & LESSON training

Teamwork is critical to our systemized buildout. We have tested over a dozen project management platforms and chose Teamwork PM because it’s the easiest for you to learn.

This training will take you through the basic skill sets necessary to quickly operate Teamwork. We will be working inside Teamwork on a daily basis as we build out your site.

techno

TECHNOLOGY TRAINING

Technology is the key to providing an incredible student experience and running our platform. This training focuses on your first few action items so our team can get started right away. You will learn which are the critical software components and how they integrate into your website.    mechanics. 


graphic

GRAPHIC training

Graphics are critical to the long term success of your program. The strategy and development process of your graphics package is totally systematized. During this training, you will learn about the graphic suite, the philosophy behind the design and how to get started designing your graphics. The graphics need to be finalized before the building of your course.


copy

COPY training

Copy writing is a critical component to increasing client engagement. Copy writing is required in your student onboarding pathway, website, lesson pages, accountability communications, digital badges and other areas. Like almost every process in our build out, we created easy to follow templates to expedite the process. This training will cover the strategy behind the words and how to use the templates.

We guide you every step of the way!

Our team of consultants are with you every step of the way and we
are continually available for help via shared screen sessions, email and project management alerts.

Frequently Asked Questions

How do I start a project?

If I have an existing membership site, would I be able to move my members over to my new site that you build for me?

Can I host my own sites?

Do I host my own videos or need my own servers?

How will the site be designed? What framework are you using? 

How many courses can I have on my membership website?

How many free and paid members can I have?

What is the policy if I want to end my service and leave your platform?

Do I need a shopping cart system ?

What is your technology stack?

What Is "done-for-you"?

If I have an existing membership site, would I be able to move my members over to my new site that you build for me?

What are some of the features and functions of the platform?

If I have an existing membership site, would I be able to move my members over to my new site that you build for me?

After the site is built, do you continue to help us?

What Does Your Consulting Consist Of?