Congratulations, you’ve sold your group program and are gearing up to go LIVE with your most excited group of clients yet! Whether you have an exclusive group of 5 members or a large 20-person program, it’s important to nail down the structure of your group program calls ahead of time.
While you put the finishing touches on your curriculum outline, let’s dive into the details of a stellar live experience and create your checklist for success.
Program Preparation
Establish call times based on the group size
For larger programs, solidify the schedule before you open enrollment and promote those dates heavily. For smaller, high-touch containers, use a voting survey (like Typeform) post-enrollment.
Create an AddEvent for each session
Use AddEvent.com to create calendar invites that include the title, description, and Zoom link so your students always have what they need in one click.
Build a ‘show up’ reminder email sequence
Repeat this for each live session:
- “See you tomorrow” email (include fun CTAs to build energy)
- “See you in one hour” email (include Zoom link + prep)
- “Replay is live” email (send after upload)
- “Final day/thank you” email (on final session)
Before the Session
Post on Instagram Stories
- 45–60 min before: Reminder/hype story
- 10 min before: Out-of-office story with where to find their Zoom details and portal access reminder (*This is not only helpful for students who are used to consuming from you on IG, but creates great FOMO for leads not yet converted!)
Check DMs and Email
Scan for anyone needing help joining the call. Use pre-saved replies to make it easy to assist last-minute students.
Prep Your Environment
- Good lighting and quiet space
- No distractions or background noise
- Tabs preloaded and notifications off
During the Session
Hit Record
Auto-record is great, but know you may want to trim replays. Set reminders!
Mute Protocol + Energy Boost
Remind students to mute until otherwise prompted. Play a curated (clean for little ears in the background!) playlist while folks join.
Manage Chat + Q&A
If solo:
- Pause mid-topic to scan for Qs
With support:
- Use a shared Google Doc to categorize questions into:
- Answer Now
- End of Call
- Answered / Archived (great for future marketing)
- Answer Now
Capture Social Proof
Have your team grab screenshots and clips of wins and engagement in the chat. Or do a screen-record scroll at the end if you’re solo.
After the Session
Upload Replays + Resources
Use your course platform or Google Drive. Organize into modules/lessons with:
- Replay
- Slide deck
- Homework prompts
- Reminders
Group Program Call Checklist
✅ Call time confirmed and included on sales page
✅ Calendar link (AddEvent) created and shared
✅ Show-up email sequence set up and tested
✅ Instagram reminders scheduled
✅ Pre-session DM/email check complete
✅ Environment and tech prepped
✅ Zoom auto-record enabled or reminder set
✅ Music cued + mute reminder given
✅ Q&A doc created and chat manager briefed
✅ Social proof screenshots collected
✅ Replay uploaded with supporting resources
Now that you’ve got your structure locked and loaded, all that’s left is to show up in your zone of genius!
Need help streamlining your group offer delivery?
Explore Make It Online – the signature program that helps you scale with a group program model that’s as deliverable-friendly as it is high-converting.
Want to simplify your launch and prep process?
Check out The Anti-Overwhelm Approach to Creating & Selling Your Group Program – built for coaches who want structure without burnout.
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