Make the first Skool course an onboarding track of short videos, from a welcome to a map of the path to the result.
The track has one goal: get oriented, plug into the community, and set yourself up to take action fast. A new member who finishes it knows what the program is, who is on the team and what to do this week.
What should the onboarding course in Skool contain?
Short videos in a fixed order, each ending in an action. A typical track, in order:
- Welcome
- How the program works, with a commitment letter
- The founder's story
- The business model the program teaches
- Ways to win
- Next steps
- Meet the team
- The path from day one to the result
Nine videos, but only a handful of steps for the client to do. Keep the steps to five to seven, never fifteen, and explain each one in a video and in bullet points under it.
What should new members see first in the Skool community?
One pinned post with three lines. Start here, with a link to the onboarding course. Book your onboarding call, with a link. Introduce yourself in the comments: your name, where you are today and your goal.
The introduction gives the client success manager something to reply to, and other members something to welcome. Pin nothing else at the top. Five pinned posts means none of them gets read.
Why do new Skool members disappear?
They log in, see a lot of content and no first action, and leave. Acquisition Ace was a Skool program with a couple of fractional coaches and a pile of information when we started. Nobody knew what to watch first or what to do after it.
The fix was order, not more content. Action-based video training, the right video at the right time, and a structure from A to Z. The learning curve is far faster when everyone follows the same path instead of building their own.
A classic coaching offer: a Skool program, a couple of fractional coaches, and that was it. No SOPs, no client success managers, no structure, just a pile of information. We built the A-to-Z process so a client knows what to do and when. Action-based video training: watch the right video at the right time, do the thing.
What should the first action in Skool be?
Something small that feels like progress: set something up, get something prepped, have the brand ready, build the account. At Laundry Profits, Level 01 starts with building the operation: the brand, the price, the service offer, the workspace.
The onboarding track only has to get the client to that first task with momentum. Put the first action in the pinned post and again at the end of the last onboarding video. Nobody should finish onboarding and wonder what to do next.
Who checks that new members are active?
The client success manager. New clients are the highest priority, with up to three check-ins a week in the first 30 days, by DM or voice message. Checking the community sits between their other tasks every day.
Log three things for each new client on the board: onboarding course finished, onboarding call booked, introduction posted. A client missing all three by day three gets a message that day.
Note. Skool's own levels come from likes on posts and comments. That counts activity, not progress in the program. Track milestones on your client board, and use Skool levels for community fun only.
Should chat support run inside Skool?
We keep Skool for the training and the community. For chat support or community chat we prefer WhatsApp or Telegram, where clients already reply fast. Tell new members in the welcome post which channel is for what.
The community then holds wins, questions other members can learn from and the call schedule. Questions about access, billing or one client's own situation go to the chat channel, where the client success manager answers them the same day.
Further reading: Skool vs Circle vs Slack for high-ticket coaching delivery · What the welcome video for a coaching program should say
Diego Miescher
