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0) What this piece adds (in plain English)

  • Exactly how to set up your social profiles and Skool so links, pixels, and purchases work correctly.
  • Your weekly and 90‑day operating rhythm (content → community → conversion).
  • Metrics and dashboards (what to track, and why).
  • Compliance basics you can copy‑paste (FTC + CAN‑SPAM).
  • Ready‑to‑use scripts (DMs, CTAs, run‑of‑show, outreach).

1) Wire the pipes correctly (one‑time set‑up)

YouTube (reach + trust)

  • Add your Skool join link to the description and pinned comment for every video.
  • Use Info Cards to link to your website/community if you’re in the YouTube Partner Program (YPP). Cards can link to external sites for YPP creators, subject to policy. (Google Help)
  • Use End Screens to drive people to other YouTube videos/playlists or subscribe (end screens don’t link off‑platform). (Google Help)
  • Follow YouTube’s External Links policy (what you link to must comply). (Google Help)
  • Optional: Create structured Courses in YouTube Studio (rollout is limited; check your access). (Google Help)

1‑minute CTA you can reuse (description + pinned comment)

Grab the free Skool community for templates + weekly build clinics → [your link]

TikTok (fast discovery)

  • For a clickable website link in your bio, you generally need a Business account or 1,000+ followers; TikTok’s help page confirms the requirement and notes regional availability. (TikTok Support)
  • If you don’t yet qualify, still add Instagram/YouTube social links via profile → Edit profile → Links. (TikTok Support)
  • Note: Some third‑party guides also cite “Business + 1,000 followers”; treat these as directional and defer to TikTok’s help center. (Shopify)

On‑screen text for TikTok/Reels

“Template in my bio → join the free Skool community”

Instagram (depth + DMs)

  • Add multiple links (up to five) to your profile: Edit profile → Links. Use this to prioritize your Skool join link first. (Instagram Help Center)
  • Use the Link Sticker in Stories/Reels to send traffic directly to Skool. (Facebook)

Skool (where you monetize)

  • Turn on core features: Classroom (for courses/files), Calendar (events), Levels/Leaderboards (engagement). Use level‑locked courses to reward participation. (Skool Help Center)
  • Enable one‑time course purchases: In each course → Buy Now with your price. (Skool Help Center)
  • Payouts: Connect your bank using Stripe Express in Skool’s payout settings. (Different from running your own Stripe account.) (Skool Help Center)
  • Taxes: Skool is merchant‑of‑record and says it handles VAT/sales tax and remits it; your payouts are tax‑exempt transfers for VAT/sales‑tax purposes. (Confirm income reporting with your CPA.) (Skool Help Center)
  • Onboarding plumbing:
    • Auto‑DM: welcome every new member with a “Start here” message. (Skool Help Center)
    • Membership Questions (free groups): collect goal, obstacle, email. (Skool Help Center)
  • Tracking (optional, but powerful):
    • Install Meta Pixel (pageviews, signups, purchases) to enable retargeting. (Skool Help Center)
    • Install Google Ads tracking for ad conversion measurement and retargeting. (Skool Help Center)

2) Your weekly operating rhythm

Goal: keep a simple drumbeat you can maintain for months.

Content cadence

  • YouTube: 1 long‑form (8–15 min) every week.
  • Shorts/Reels/TikTok: 3–5 clips/week (repurposed from the long‑form).
  • Live: 2×/month Q&A or teardown.

Community cadence (Skool)

  • Weekly clinic: live build/help session (record the replay).
  • 1 prompt thread/week: “Share your build log/win/blocker.”
  • 1 showcase/month: student demos.

Conversion cadence

  • Every video: CTA to free Skool.
  • Every clinic: invite to one‑time deep dive (if relevant) or membership.

3) Your first 12 weeks (90‑day plan)

Weeks 1–2 — Wire + seed

  • Switch TikTok to Business if eligible; add bio link if available. (TikTok Support)
  • Set Instagram Links (Skool on top) + use Link Sticker in Stories. (Instagram Help Center, Facebook)
  • Open your Skool group: Classroom, Calendar, Levels; enable Auto‑DM and Membership Questions. (Skool Help Center)
  • Publish 2 YouTube videos + 6 short clips (TikTok/IG/Shorts).
  • Post “Start here” in Skool; schedule weekly clinic.

Weeks 3–4 — Pilot & list build

  • Run a 90‑minute paid workshop via Skool events ($19–$49).
  • Collect top questions → convert into a deep‑dive outline.
  • Install Meta Pixel and Google Ads tracking on Skool for retargeting. (Skool Help Center)

Weeks 5–6 — One‑time deep dive

  • Record a 60–90 min deep‑dive course; enable Buy Now in Classroom ($99–$199). (Skool Help Center)
  • Promote with 1 long‑form video + 6 short clips.

Weeks 7–8 — Membership

  • Launch membership ($29–$99/mo): “What changed this month” clinic + resource vault + priority Q&A.

Weeks 9–12 — Retain & scale

  • Release 1 new template/mini‑course.
  • Invite top alumni to a mentor track.
  • Pitch team licenses to your warmest companies.

4) What to publish (templates you can copy)

Video skeleton (8–12 min)

  1. Hook (10s): “In 30 minutes, you’ll ship X with AI.”
  2. Outcome preview (30s): show the finished result.
  3. Steps (5–8 min): teach by doing (screen‑share).
  4. Pitfalls (1 min): “3 mistakes to avoid.”
  5. CTA (20s): “Template + clinic inside my free Skool—link below.”

Shorts/Reels/TikTok skeleton (30–55s)

  • Problem → single step → result → CTA (“template in bio / link below”).

Skool Auto‑DM (paste into plugin)

Hey #NAME#! Welcome to #GROUPNAME# 🎉

  1. Start here checklist (pinned)
  2. Grab the Starter Pack in Classroom
  3. RSVP to this week’s live clinic
    Reply with your #1 task and I’ll point you to a template. (Skool Help Center)

Membership Questions (free groups)

  1. What AI workflow do you want to build in 30 days?
  2. Where are you stuck?
  3. Best email for event reminders? (Skool Help Center)

5) Measure what matters (and nothing else)

Acquisition

  • YouTube Studio: CTR, average view duration, cards click‑through (to your site/community if in YPP), end‑screen CTR (to next video). (Google Help)
  • TikTok/Instagram: profile views → bio link clicks; Story Link Sticker taps. (Facebook)
  • UTMs: add ?utm_source=youtube&utm_medium=description&utm_campaign=video-title to your Skool link.

Activation & Monetization (Skool)

  • Join → RSVP to clinic rate
  • First post within 7 days
  • One‑time purchases (deep dive)
  • Membership conversion and 30/90‑day retention

Remarketing (optional)

  • Build audiences in Meta (pageview/join/purchase events) and Google Ads (pageview/join). (Skool Help Center)

6) Your monetization math (quick sanity check)

Start here so your pricing + output make sense.

  • One‑time deep dive:
    • $149 × 40 buyers/month = $5,960 gross
  • Membership:
    • $49/mo × 120 members × 80% 90‑day retention ≈ $4,704 MRR after churn
  • Cohort (optional):
    • $999 × 25 seats × 1 cohort/quarter = $24,975/quarter

The deep dive drives immediate cash; membership compounds; a quarterly cohort injects larger spikes.

7) Keep people coming back (engagement loops)

  • Rhythm: weekly clinic + weekly prompt + monthly showcase.
  • Level‑locked perks: unlock an advanced page at Level 3 (Skool supports level‑locked courses). (Skool Help Center)
  • Wins wall: celebrate visible outputs (screenshots, metrics).
  • Mentor track: top alumni get a badge and free month for hosting office hours.

8) Lightweight compliance (U.S.) you can copy‑paste

Endorsements & affiliates (FTC)

  • If there’s a material connection (discount, affiliate commission, sponsorship), make clear, unavoidable disclosures in the video/post and description (e.g., “Ad,” “Paid partner,” “Affiliate link”). See the FTC’s Endorsement Guides and FAQ. (Federal Trade Commission)

Email (CAN‑SPAM)

  • Accurate headers; no deceptive subjects; include a postal address; provide a working unsubscribe and honor it promptly. Read the FTC’s Compliance Guide. (Federal Trade Commission)

YouTube external linking

  • Keep outbound links compliant with YouTube’s policy; for external link cards, YPP is required; end screens promote internal videos/playlists. (Google Help)

(This is general information, not legal advice.)

9) Troubleshooting: common roadblocks (and fast fixes)

  • “My TikTok won’t let me add a website link.”
    Switch to Business or cross 1,000 followers; the help center notes Business or 1,000+ followers enables website links (availability varies by region). Meanwhile, add Instagram/YouTube links and pin a comment with the URL in captions. (TikTok Support)
  • “End screens aren’t linking to Skool.”
    They can’t—use cards (YPP) for external links, and end screens to your next video/playlist. (Google Help)
  • “Low conversion from YouTube.”
    Move the CTA earlier (0:45–1:15), add the link at the top of the description, and pin a comment. Offer a tangible Starter Pack inside Skool.
  • “Skool sales not tracking in ads.”
    Re‑install Meta Pixel and Google Ads tag in Skool’s plugins; use Test Events/Tag Assistant to confirm purchase events. (Skool Help Center)
  • “Nobody posts in my community.”
    Use level‑locked perks at Level 3, run weekly build prompts, and spotlight member wins every Friday. (Skool Help Center)

10) Copy‑paste run‑of‑show (your weekly clinic)

Prep (15 min)

  • DM a reminder in Skool; paste the agenda; put the Skool deep‑dive/course link in the chat.

Live (45–60 min)

  1. Welcome (2 min): outcome for the session
  2. Lightning wins (5 min): 3 quick shares
  3. Live build/teardown (20–30 min)
  4. Q&A (10–15 min)
  5. Soft CTA (2 min): “If you want the full build + templates, it’s inside [Course Name] in Classroom.”

Post (10 min)

  • Post replay in Classroom; write a 3‑bullet recap; tag people who asked questions.

11) Example offer stack (for an AI Course with levels)

  • Free Skool: community + Starter Pack + weekly clinic
  • One‑time deep dives: 60–90 min, $99–$199 (Classroom → Buy Now) (Skool Help Center)
  • Membership: $29–$99/mo (monthly “What changed in AI,” resource vault, priority Q&A)
  • Cohort (optional): 4–6 weeks, capstone, 1:1 reviews
  • Team licenses: seat bundles + quarterly manager report

Use level‑locking to make one advanced page unlock after active participation (drives healthy engagement). (Skool Help Center)

12) One‑page checklist (print this)

Set‑up

Weekly

  • 1 long‑form YouTube + 3–5 Shorts/Reels/TikToks
  • 1 clinic + 1 prompt thread + 1 email reminder
  • Review metrics; post “wins” round‑up

Monthly

  • Release 1 template/mini‑course
  • Publish 1 case study
  • Host 1 alumni‑only clinic

Quarterly

  • Run a cohort (optional)
  • Pitch 10 companies for team licenses

Final note

Keep the drumbeat simple and steady. The deep dive gives you cash flow, membership compounds revenue, and community keeps your brand durable. You’ll know it’s working when: (1) your short videos reuse long‑form builds, (2) Skool threads answer 80% of repetitive DMs, and (3) alumni buy advanced courses without you needing long sales pages.

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