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12 Steps to Set Up a Paid Workshop in Under 60 Minutes

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If you are ready to set up a paid workshop in under 60 minutes, here are the simple steps.

Remember, there’s no better way to monetize your expertise than setting up a “quick win” paid workshop. All you need is a Zoom account and MiloTree Easy Payments.

The benefits of a paid workshop are immense:

  • You’ll be able to test your ideas fast
  • You’ll be able to identify and nurture your true fans
  • You don’t have to do a lot of work beforehand

And getting set up is easier than you think.

The advantage of using MiloTree Easy Payments:

  • We give you unlimited sales pages you can set up in 10 minutes
  • We give you the easiest, fastest way to get paid with Stripe
  • We give you a dashboard to manage your attendees
  • We integrate with your email service provider

Okay, let’s get your workshop set up in 60 minutes, so start your stopwatch! đź‘Ť

How to Set Up a Paid Workshop in Under 60 Minutes | Use MiloTree Easy Payments

STEP 1: Pick Your Paid Workshop Topic and Price! 🎯

  • Download this Paid Workshop Topic Worksheet.
  • Fill it out in 10 minutes or less and choose your topic.
    • Pick something a lot of people struggle with in your niche where you could give them a concrete “quick win.”
    • The topic should probably be smaller than you think.
    • We recommend you teach for 45 minutes, field questions for 15 minutes, and the time will go by in a flash!
  • The goal of the workshop is really to sell yourself, so people want to buy from you again and again.
  • Choose your workshop price (we recommend $15-$27 if this is your first one).

STEP 2: Get your email service provider ready!

When someone signs up for your paid workshop through MiloTree Easy Payments, we will automatically add them to your email service provider.

This way, when someone purchases your workshop, you can trigger a “thank you” email that includes the Zoom link where they can join, the date and time, and anything else they need to know.

Plus, you’ll want to send them reminder emails as your workshop approaches (we recommend 1 day before, a few hours before, 1 hour before, and 15 minutes before) and we recommend a wrap up email afterward the workshop is over with a link to the recording, any other downloads you’re offering, and a promotion of your next offering.

Here’s a list of email service providers we integrate with:

  • ActiveCampaign
  • AWeber
  • Campaign Monitor
  • Constant Contact
  • ConvertKit
  • Drip
  • Emma
  • FeedBlitz
  • GetResponse
  • GoDaddy Email Marketing
  • iContact
  • Infusionsoft
  • Mad Mimi
  • MailChimp
  • MailerLite
  • ONTRAPORT
  • SendinBlue
  • Sendlane

If you don’t see your email service provider on the list, please reach out to me (jillian@ milotree.com) to see if we can set up an integration.

What if you don’t have an email service yet? Can’t you just use my Gmail account?

Unfortunately, the answer is no. Gmail is not set up for these kinds of business emails.

If you’re looking for an email service provider, we recommend starting with MailerLite. MailerLite is the easiest email provider we’ve used, and it’s completely free until you reach 1,000 email subscribers.

TINY TASKS FOR STEP 2

  • If you don’t have one, sign up for an email service provider like MailerLite (our favorite)
  • Add a “tag” (or “group”) in your email service provider that will be used to identify your new workshop attendees. If you don’t know how to add a tag, just Google your email service provider and “how to add a tag.”

STEP 3: Set up your FREE MiloTree Easy Payments account

First of all, there’s no monthly fee for using MiloTree Easy Payments. We collect a small (5%) transaction on sales. That’s it! So setting up your account, products, and (unlimited) hosted sales page are all FREE!

STEP 4: Set up or connect your FREE Stripe account as part of MiloTree Easy Payments

Stripe is the best-in-class credit card payment processor. With Stripe, your payments get added directly to your bank account.

TINY TASK FOR STEP 4

  • Connect or create your Stripe account.
  • If you don’t already have a Stripe account, check out my Stripe video here for help. Here’s everything you’ll need to set up your Stripe account:
    • A description of your product
    • Your business type (sole proprietor, LLC, Corporation, individual, etc)
    • Employer ID Number or Tax ID or Social Security Number
    • Business address
    • Your website address http://
    • Your person details such as name, date of birth and Social Security Number 
    • Business name as it should appear on your customer’s credit card statement
    • Phone
    • Bank details such as routing number and checking account number
  •  If you already have a Stripe account, great! The Stripe account you’ve already set up will be your “umbrella” account. You will make a separate MiloTree Stripe account under your umbrella account.

STEP 5: Connect your MiloTree Easy Payments account to your email service provider.

  • Just follow the directions in your MiloTree Easy Payments dashboard.

STEP 6: Set up your workshop details in MiloTree Easy Payments

  • In your MiloTree Easy Payments dashboard, click on the purple button that says: “New Product.” This is how you set up your product details and get a “Buy It Now” link to sell your paid workshop.
  • Fill out your Paid Workshop product details and press “Save.” Make sure to select the “tag” you created in your email service provider. This way your customers will be given that tag and you’ll be able to easily reach out to them inside your email service provider.
How to Set Up a Paid Workshop in Under 60 Minutes | MiloTree Easy Payments

STEP 7: Set up a paid Zoom account

  • Sign up for a paid Zoom account if you don’t have one. Since we recommend you host a one-hour live Zoom workshop, you’ll have to upgrade your free account. To test your workshop idea with a live audience, you only have to sign up for one month of a paid Zoom account.
  • Pick the date of your paid workshop. I recommend you host it 14 days from today. That’s all the time you’ll need to validate your idea, promote your workshop, and set up your live presentation (we even have a free live workshop Canva template to help you).
  • Schedule your live workshop in Zoom so you have the link to share when people sign up.

STEP 8: Set up your “Thank You” email that gets triggered when someone buys your workshop

  • Set up your “Thank You” automation in your email service provider to be triggered when someone buys your workshop.
  • Use the thank you email template in the swipe file to craft your thank you email. If you don’t know how to set up an to automation in your email service provider, just Google the name of your email service and “how to set up automation.”

Step 9: Create your FREE sales page!

Congrats! You now have a sales page to promote your workshop! Wasn’t that easy??

Also, share your “buy it now” link you can find on your MiloTree Easy Payments dashboard.

Step 10: Start selling!

I recommend you DO NOT build out your workshop until you see if people are interested in buying it.

Your job now is to SELL!

Give yourself 5 days of pure promotion to see if at least two people buy.

Here are 4 ways to promote your paid workshop:

If you think you’re being too salesy… you’re in the right direction!

My personal opinion is if we’re not sharing our message far and wide, it’s virtually impossible to rise above the noise.

Step 11: Evaluate your sales results

It’s been 5 days, so it’s time to figure out if you’re onto something, if your idea is connecting with your audience. Let’s look at your signups.

8+ signups

  • Congrats! You’ve struck gold!
  • Keep promoting it. You’ve got 9 days left!
  • Start building out your workshop and getting things set up (if you are planning an hour workshop, you will need to upgrade to a paid Zoom account)
  • Your job is to turn these first attendees into your evangelists
  • Figure out your next offering to ladder up after this one!

2+ signups

  • Keep promoting it. You’ve got 9 days left!
  • Start building out your workshop and getting things set up (if you are planning an hour workshop, you will need to upgrade to a paid Zoom account)
  • Turn your one signup into your biggest evangelist. Love on them!
  • Figure out how you might adjust your sales page to get more signups
  • Figure out your next offering to ladder up after this one!

0 signups

  • Do not build out your workshop
  • Remember you are just in the testing stage
  • Listen in FB groups
  • Re-examine what problem you’re solving
  • Email me and I’ll happily brainstorm with you!
  • Set up your second product in MiloTree Easy Payments and create a new sales page
  • Start promoting it for 5 days to see if you get signups

Step 12: BUILD OUT YOUR ACTUAL PAID WORKSHOP (it’s easier than you think!)

  1. Use this Workshop Checklist to help keep you on track
  2. Use this Canva Presentation Template to create your presentation
  3. Using this Email Swipe File to set up your reminder emails so your attendees have the date, time, and Zoom link
  4. After your paid workshop, send your thank you email with the recording (you can find a template in the email swipe file) and everything your attendees need to get their “win”!
  5. IMPORTANT! Promote your next offering (next paid workshop, paid membership, coaching, products and services, etc.) at the end of your workshop!
  6. FB GROUP: Please add a post in the FB group to share how your paid workshop! We’re cheering you on! 🙌🙌

If you have any questions about putting together your workshop, please reach out to me. Also, I’d be happy to get on a Zoom call with you to help you build your workshop and walk you through it step-by-step.

I’ve seen people have tremendous success putting together their “quick win” workshops.