<h1 class="PlaygroundEditorTheme__h1" dir="ltr">🎥 <a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to watch the replay</a></h1><h1 class="PlaygroundEditorTheme__h1"> </h1><h3 class="PlaygroundEditorTheme__h3" dir="ltr">Below is an overview of what was discussed on the call - </h3> <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link">Setting up a blog @ 0:00</a></h3>Amy and Alyson wanted to set up a blog on their website, but were dissatisfied with the limited customization options of the built-in blog feature. Stephanie showed them how to create a custom blog landing page using the website builder, and how to customize the individual blog post layouts using the blog post editor. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&amp;timestamp=360" title="PLAY @6:00" class="PlaygroundEditorTheme__link">Separating blog content by audience @ 6:00</a></h3>Amy and Alyson wanted to have separate blogs - one for "teacherpreneurs" and one for VAs. Stephanie recommended setting up two distinct blogs, rather than trying to manage everything within a single blog with categories. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&amp;timestamp=469" title="PLAY @7:49" class="PlaygroundEditorTheme__link">Customizing the coupon button @ 7:49</a></h3>Amy was having trouble customizing the appearance of the coupon button in her one-step checkout funnel. Stephanie explained that the button's styling is difficult to override without custom code, and suggested reaching out to support for potential CSS solutions. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&amp;timestamp=620" title="PLAY @10:20" class="PlaygroundEditorTheme__link">Strategies for offering a membership @ 10:20</a></h3>Tara was looking for advice on the best way to offer her membership program, including whether to position it as a one-time annual fee versus a monthly subscription. Stephanie and Megan provided feedback that annual memberships are often more appealing to customers looking to minimize monthly expenses. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&amp;timestamp=1526" title="PLAY @25:26" class="PlaygroundEditorTheme__link">Automating email list management @ 25:26</a></h3>Tara wanted to ensure that anyone who signs up for her free resources or paid products is automatically added to her marketing email list, even if they had previously unsubscribed. Stephanie walked through the necessary workflow automations to handle this. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&amp;timestamp=2205" title="PLAY @36:45" class="PlaygroundEditorTheme__link">Setting up a client portal @ 36:45</a></h3>Megan was having trouble customizing the branding and layout of her client portal. Stephanie provided a workaround to remove the default "Client Portal" text, and explained how to structure the portal to include both course content and a community area for her coaching program. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&amp;timestamp=3178" title="PLAY @52:58" class="PlaygroundEditorTheme__link">Recap and next steps @ 52:58</a></h3>The participants expressed gratitude for Stephanie's guidance, and Stephanie encouraged them to continue reaching out with any other questions as they work to implement the discussed solutions. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Action Items</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Test 2 approaches for membership upsell - order bump vs tripwire. Compare results.</li><li value="2" class="PlaygroundEditorTheme__listItem">Update workflows - add step to disable DND when users sign up for new products&nbsp;</li><li value="3" class="PlaygroundEditorTheme__listItem">Consult attorney re adding terms about re-subscribing users to T&amp;Cs&nbsp;</li><li value="4" class="PlaygroundEditorTheme__listItem">Check if email sender address updated after few hrs. If not, contact tech support.&nbsp;</li><li value="5" class="PlaygroundEditorTheme__listItem">Create welcome graphic for client portal (incl. "Welcome to your client portal" text)&nbsp;</li><li value="6" class="PlaygroundEditorTheme__listItem">Set up coaching program as course (resources) + community. Configure automations.&nbsp;</li></ul>

You can find the replay for the office hours session from February 19, 2025

# 🎥[Click here to watch the replay](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA)

### ****Below is an overview of what was discussed on the call -****

### [Setting up a blog @ 0:00](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&timestamp=0 "PLAY @0:00")

Amy and Alyson wanted to set up a blog on their website, but were dissatisfied with the limited customization options of the built-in blog feature. Stephanie showed them how to create a custom blog landing page using the website builder, and how to customize the individual blog post layouts using the blog post editor.

### [Separating blog content by audience @ 6:00](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&timestamp=360 "PLAY @6:00")

Amy and Alyson wanted to have separate blogs - one for "teacherpreneurs" and one for VAs. Stephanie recommended setting up two distinct blogs, rather than trying to manage everything within a single blog with categories.

### [Customizing the coupon button @ 7:49](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&timestamp=469 "PLAY @7:49")

Amy was having trouble customizing the appearance of the coupon button in her one-step checkout funnel. Stephanie explained that the button's styling is difficult to override without custom code, and suggested reaching out to support for potential CSS solutions.

### [Strategies for offering a membership @ 10:20](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&timestamp=620 "PLAY @10:20")

Tara was looking for advice on the best way to offer her membership program, including whether to position it as a one-time annual fee versus a monthly subscription. Stephanie and Megan provided feedback that annual memberships are often more appealing to customers looking to minimize monthly expenses.

### [Automating email list management @ 25:26](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&timestamp=1526 "PLAY @25:26")

Tara wanted to ensure that anyone who signs up for her free resources or paid products is automatically added to her marketing email list, even if they had previously unsubscribed. Stephanie walked through the necessary workflow automations to handle this.

### [Setting up a client portal @ 36:45](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&timestamp=2205 "PLAY @36:45")

Megan was having trouble customizing the branding and layout of her client portal. Stephanie provided a workaround to remove the default "Client Portal" text, and explained how to structure the portal to include both course content and a community area for her coaching program.

### [Recap and next steps @ 52:58](https://fathom.video/share/DKPA1Wk_V1knNpwNNU7Cw1StoFDCKQZA?tab=summary&timestamp=3178 "PLAY @52:58")

The participants expressed gratitude for Stephanie's guidance, and Stephanie encouraged them to continue reaching out with any other questions as they work to implement the discussed solutions.

## Action Items

* ****Test 2 approaches for membership upsell - order bump vs tripwire. Compare results.****
* ****Update workflows - add step to disable DND when users sign up for new products****
* ****Consult attorney re adding terms about re-subscribing users to T&Cs****
* ****Check if email sender address updated after few hrs. If not, contact tech support.****
* ****Create welcome graphic for client portal (incl. "Welcome to your client portal" text)****
* ****Set up coaching program as course (resources) + community. Configure automations.****

Office Hours: February 19, 2025

All replays of our office hour calls can be found here.