2.6 Memberships/Courses Sign-ups (If Used for Training/Client Resources)

Context:

Relevant if your agency utilizes the Memberships features within Close Master (See Chapter 11) to provide online agent onboarding/training, exclusive resource portals for active clients, or potentially sell paid educational courses.

Purpose:

The process by which users gain access to your private Memberships area inherently captures their information.

How Lead Capture Occurs:

1. Create Course (Product) and Offer: You first build your course content within a Memberships Product and then create an Offer that grants access to that Product (setting it as Free or linking it to a Paid Payment Product). (See Chapter 11.2 & 11.3).
2. Share Signup/Checkout Link: You share the unique link associated with the Offer:
   • Signup Link (for Free Offers): This link leads to a registration page where the user enters their Name, Email, and creates a Password to access the free content.
   • Checkout Link (for Paid Offers): This link leads to a checkout page (similar to an order form) where the user enters contact info, potentially payment details, and creates their login credentials.
3. System Creates User & Contact: Upon successful signup (Free Offer) or purchase (Paid Offer), the Close Master system automatically:
   • Creates a member login for the Client Portal (the Memberships access area).
   • Simultaneously creates a new Contact record in your main CRM (or updates an existing one based on email) using the provided Name and Email.

This ensures that everyone accessing your Memberships area also exists as a Contact in your database for further communication or tracking.