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How to Use the Basic 1:1 Product Template

Video Included

Erin Kelly avatar
Written by Erin Kelly
Updated over a year ago

This is a free product template available inside of your MV account.

Access it by logging into your admin (your subdomain/admin...if you're not sure, you can look up your account here) > products > add new product > use product template and scroll to the Basic 1:1 product template.

Note: this product template is if you want your people to be able to purchase your 1:1 offer. If you'd prefer that they apply before they can purchase, use our 1:1 Application product template.

It'll import into your account as an invisible product (meaning no one can see it unless you share the link with them or give them access), and you can tweak and play with it until you're ready to turn it to active and share publicly!

Here's what the product template will look like when you import it.
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This template will guide you through how to set up one-to-one offers so that your customers can book directly with you and access their replay sessions.

Here's a checklist on what to complete before you start sharing your basic 1:1 product.

  • Set the product name

  • Add a product description

  • Add a product image

  • Write up your product overview text (this is your sales page copy for people who don't have access to the product)

  • Set the payment option(s)

  • Edit the promo text area

  • Edit the sign up confirmation text

  • Set the list or form someone should be added to in your email tool when they purchase

  • Enable (or disable) comments (comments are disabled by default)

  • Edit the modules and lessons with your customer's resources

  • Add any relevant actions, with a bare minimum action being tagging when someone purchases so you can trigger a welcome email

  • Edit the quiz questions

Here's a video walk-through on how to use the group program template.

One important thing to note: if you are intending to use the same 1:1 template for all of your 1:1 clients without creating copies of the template per client, keep in mind that the session replays are visible to anyone who has access to your product. If you'd prefer to keep 1:1 calls confidential between you and your client (which we do recommend), then we suggest making a copy of this template to use for each individual client OR sharing session replays through an alternative method.


Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).

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