Implementation BlueprintExecution layer

My Community Platform White-Label Community Launch (7-10 days)

A repeatable delivery playbook for agencies to stand up a branded My Community Platform community for a nonprofit, association, or membership client, replacing Eventbrite, Mailchimp, and Facebook Groups with one portal. Time: 7-10 days.

By InnovaAI ResearchPublished Updated

Client Portal

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Blueprint

My Community Platform White-Label Community Launch (7-10 days)

A repeatable delivery playbook for agencies to stand up a branded My Community Platform community for a nonprofit, association, or membership client, replacing Eventbrite, Mailchimp, and Facebook Groups with one portal.

Prerequisites
  • Agency white-label account on My Community Platform with domain, logo, and brand colors configured
  • Client's existing member list exported as CSV, with email addresses and membership status columns intact
  • Stripe account connected for payment collection and Calendly connected for scheduling
  • Client decision-maker available for a 60-minute kickoff to approve event calendar and welcome email copy
  • Signed scope confirming which plan tier the client sits on (Launch, Growth, or Scale) and who owns the monthly subscription
Execution Timeline
  • 1.Register the white-label environment and apply the agency's domain, logo, and brand colors
  • 2.Connect Stripe for payments and Calendly for scheduling through guided onboarding
  • 3.Confirm which plan tier the client will sit on: Launch at $150 monthly, Growth at $900 monthly, or Scale at $1900 monthly
  • 1.Import the client's member CSV into the Member CRM and People Database
  • 2.Set up applications and approvals so new members route through a review step
  • 3.Build segmentation groups by membership tier, join date, or geography for later email targeting
  • 1.Configure the branded community website with client navigation, homepage blocks, and member directory visibility rules
  • 2.Draft the member-facing welcome page copy and publish it to the client's domain
  • 1.Create the first three events with RSVPs and ticketing, including one paid event to test Stripe checkout end to end
  • 2.Set ticket tiers and capacity limits per event
  • 3.Test the RSVP confirmation email and calendar attachment
  • 1.Build the monthly newsletter template and a three-email welcome sequence in the email communication module
  • 2.Schedule the welcome campaign to the imported member base
  • 3.Verify sender domain authentication before the first send
  • 1.If the client is on Growth or above, configure the native iOS and Android app branding and push notification settings
  • 2.Enable direct and group messaging for member-to-member contact
  • 3.Turn on Community Engagement Insights for web and mobile so the client can see activity
  • 1.Run a full member journey test: signup, approval, event registration, payment, and email receipt
  • 2.Fix any broken links, missing images, or payment failures found in the test pass
  • 1.Train the client admin on member management, event creation, and email campaign scheduling in a recorded 90-minute session
  • 2.Hand over a one-page admin cheat sheet covering the five most common tasks
  • 1.Launch the community to the full member base with a single announcement email
  • 2.Monitor the first 24 hours of signups and event registrations for errors
  • 1.Deliver a launch report covering member import count, email deliverability, and first event registrations
  • 2.Schedule the monthly retainer check-in and agree on the next event or campaign to build
Client platform cost runs $150 to $1900 monthly depending on tier; agency delivery fee of $2000/mo covers 20 hours of setup plus 4 hours of monthly management7-10 days
ROI Logic

A Launch tier client costs $150 monthly and supports up to 5,000 members with 50,000 emails per month, so an agency charging $2000/mo for setup plus management keeps roughly 90 percent of the retainer after platform cost. Growth tier at $900 monthly adds native iOS and Android apps and 150,000 emails, which justifies a higher retainer for clients with mobile-first member bases. Scale tier at $1900 monthly supports 25,000 members and 500,000 emails, so agencies serving large associations can still hold a healthy margin at a $4000 to $5000 monthly retainer.

Deliverables
  • Branded My Community Platform website live on the client's domain with member directory and event calendar
  • Imported and segmented Member CRM with applications and approval workflow configured
  • Three live events with RSVP and Stripe ticketing tested end to end
  • Monthly newsletter template plus a three-email welcome sequence scheduled
  • Recorded admin training session and one-page admin cheat sheet
Definition of Done

The client's members can sign up, get approved, register and pay for an event, and receive the welcome email sequence entirely inside the branded My Community Platform portal without agency intervention.

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