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Building a loyal community isn’t just about installing a forum or starting a closed Facebook group and calling it a day. It’s about making your members feel like they’re a part of something bigger than themselves, making them feel like their part of an elite or inner circle, making them feel special and valued, and giving them a sense of belonging. And this checklist shows you how to do all of this and more!

Focusing on acquiring new members is a key part of creating and maintaining a successful membership site. But perhaps even more important is keeping existing members happy. For starters, it’s probably easier to keep a member than find a new one. Then there’s the invaluable word-of-mouth marketing happy members contribute, not to mention the damage to your reputation unhappy members can do.


A checklist is a type of job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the "to do list". A more advanced checklist would be a schedule, which lays out tasks to be done according to time of day or other factors. A primary task in checklist is documentation of the task and auditing against the documentation.
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