
We are so excited to be working with you. The following information will walk you through every service you will need for your event, step-by-step. Please keep in mind these services only need to be established once, and can subsequently be used for a wide variety of business needs as an online entrepreneur.
And if you already have a service established for one or more pieces of this puzzle, that's fine! We will point out along the way where services are needed/recommended specifically vs being more flexible regarding what is used.
Establishing these services will help you organize and execute your discovery calls and interviews, and store all the information (including the agreement) your experts need to give to you.
These services are as follows (click the names to sign up):
Chances are, you probably already have Zoom. This service is #1 for hosting and recording interviews.
Jotform is a free, secure place to host a form that will store your experts' information. This has been key for hundreds of our clients in streamlining the process of gathering not only headshots, bios and free gift information, but dates your experts will be promoting and their agreement to you.
Calendly is the most user-friendly and cost-efficient calendar option we've come across for first time summit hosts (who don't already have a scheduling service). Alternatives include vCita and Acuity. If you anticipating needing more than one appointment type (which most people eventually do), we recommend the Premium Plan.
These services include everything that will be needed to stage and present the summit to your audience. These services include setting up your summit domain, hosting, and email autoresponder.
These services are as follows (click the names to sign up):
Your hosting account is the account that will contain the full summit site itself. Bluehost also provides a free domain with every new account, so we encourage you to take advantage of that. This is so we can use WordPress and OptimizePress for your summit site (which are the best services for this task).
Why do we recommend it over other hosting companies (like GoDaddy, Hostgator, etc)?
After years of working with all the big (and many of the small) hosting companies, we’ve found Bluehost to currently be the most user-friendly and cost-efficient service around.
Where many companies will charge you anywhere from $70-90 a year for an SSL certificate (which is a necessity), Bluehost gives it to you for free with your plan.
Where many companies will also charge you for an entirely separate email service plan for summit-based email accounts, Bluehost also gives this to you for free with your plan.
They also have incredible customer service, and are up to date with the necessary technical requirements we need to make sure your summit site runs smoothly.
(We affiliate with Bluehost because we love them so much. Thank you for clicking our link!)
What account type is needed?
Please make sure to sign up for the Plus or Choice Plus account for your summit.
OptimizePress is a page-builder that governs the technical and design structure of the various pages we will be setting up for your summit. It is a one-time, once-yearly, investment as opposed to similar page-building services like LeadPages (starting at $37 USD/mo) or ClickFunnels (starting at $97 USD/mo). OptimizePress3 is the most affordable and quickly-growing products of its kind. Over 90% of the summits we've run over the past several years have been run through OptimizePress.
In fact, this page was created using OptimizePress3. It is a product that can not only work for your summit, but for webinars, sales pages, and more.
(We affiliate with OptimizePress because we love them so much. Thank you for clicking our link!)
What level is needed?
Please make sure to sign up for the Essential plan ($99), which is the lowest level, for your summit.
AWeber is an email marketing service provider that collects and stores email lists, and is one of the most important types of services you'll need for your summit. Other email marketing services include Mailchimp, Infusionsoft and Convertkit.
We recommend Aweber above all other services because it's the most affordable for the highest level of functionality. It not only does an incredible job with summits, it will grow alongside your business as well - allowing you to structure broadcasts, behavior tags, and campaigns in the best possible ways for your business.
What account type is needed?
We recommend signing up for a free account, and upgrading to Pro immediately if you are selling your summit, and a month before your summit begins if you are not.
What is YouTube, and why do I need it?
Youtube is a video hosting site. You need a video service like this to store your summit videos, because they can't be uploaded directly to the summit site without over-taxing it.
youtube.com
If you are not selling your summit, please scroll past this section as you won't be needing it. If you are, please consider our two recommended options for this.
You do not need both.
These services are as follows (click the names to sign up):
Pros:
PayPal Business accounts are free
It integrates directly with Aweber
It is accepted everywhere, worldwide, whether people have an account or not
Cons:
Does not provide simple tracking if you are profit sharing with experts
Can be glitchy in its reporting/integrations
Can confuse people on the payment page
Does not connect well to thank you pages
paypal.com (a Business account is necessary to create buttons)
Pros:
Connects with Stripe (which is a benefit to people who do not like using PayPal)
Helps with tracking sales if you are paying commissions to your experts
Has a very easy-to-use payment/cart interface with high conversion
Connects beautifully with thank you pages
Has incredible back-end sales tracking
Integrates directly with many email marketing services
Cons:
Is a paid service
(We affiliate with Moonclerk because we love them so much. Thank you for clicking our link!)
When you've built a community of subscribers, it's important to know who they are! The following recommendations will help you connect on a deeper level with your subscribers, both during and after the event.
These services are as follows (click the names to sign up):
Pros:
Facebook Groups are a great way to communicate with your community directly and socially
It provides a private platform for live elements (like Facebook Live) so you can keep a high level of connection
Experts can answer subscriber questions directly within your community
It helps with subscriber retention
Cons:
It can be time-consuming if you aren't used to social media
Not everyone has Facebook
Surveying your list is essential to know who they are, what they need, and what they'd like to hear more about. We have had countless clients believe they understood the demographic they had built during the summit only to be surprised after surveying them.
Jotform (listed above under Expert Booking Services) is the service we recommend for this.
If you have any questions, please let us know in your Basecamp project and we'll reply within one business day. If you're done signing up for services, go ahead and add your login information to your password document.
We've found services password-sharing services like LastPass to be unreliable (and glitchy), so we appreciate your support in adding this information directly to the form linked from Basecamp.
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