Someone who decides to join at 10 PM on their phone should be able to finish in five minutes. Enroll yourself on your own website, on a phone, and fix every place you hesitate.
Test it yourself
Go to your website on a phone, click "Enroll" and finish the sign-up. Time it and count the screens. Then ask someone who has never seen it to try.
What to ask at sign-up
- Name, date of birth, contact details.
- Who is joining: one person or a family.
- Plan and payment method.
- Agreement to the membership terms.
- How they heard about you. Why this question matters.
What to ask later
Medical history, medication lists and records requests can come after sign-up, in a welcome message or at the first visit. The first 90 days of a new member.
Common problems
- The enroll button is hard to find.
- Plan names don't match the website.
- The form doesn't work well on a phone.
- No confirmation of what happens next.
Watch for drop-off
Your membership platform may show people who started and didn't finish. In a made-up example, 30 people start in a month and 18 finish. Call or email the other 12, with their permission, to ask what stopped them. What to ask a membership platform.
What I'd do this week
- Enroll yourself on your phone and time it.
- Move any non-essential questions to after sign-up.
- Make sure the confirmation says what happens next.
Common questions
Should I allow enrollment without a meet-and-greet?
Yes. Some people are ready. Offer both.
Should I take payment at sign-up?
Yes, if your platform allows it. It confirms the decision and starts billing cleanly.
What if my platform's form is clunky?
Ask the platform what you can change. If it can't be fixed, it's worth raising when you review the platform.
Want new member revenue tracked cleanly?
We reconcile every account every month and send your P&L and Balance Sheet by the 15th, so you can see what each new member is worth and what it cost to get them. If that's what you need, apply to work with us.