How to Pivot from In-Person Events to a Digital Membership Site The Right Way

Behind the Scenes of Investment Mastery: A Memberium Case Study

In this video you’ll get a behind the scenes look at a real membership site built by John Castro, a seasoned membership site entrepreneur, and his successful online platform Investment Mastery.

This is part 1 of 2. Part 2 will be released soon and detail the technical aspects of the site.

In part 1, John shares the behind-the-scenes of his transition from a seminar-based business to a thriving online membership site.

A few key takeaways are:

  • Adaptability is Key: John’s team transitioned from in-person events to mastering the digital landscape.
  • Target the Right Customers: Focusing on customers who can genuinely benefit from the service is crucial.
  • Teamwork Makes the Dream Work: A dedicated team is essential to handle the growing demands of a large membership base.
  • Value-Driven Approach: Delivering high-quality, relevant content to members enhances their learning experience and fosters loyalty.

If you’re interested in connecting with John and learning more about Investment Mastery, visit

You can also check out their YouTube channel by clicking Here.

Important Lessons & Highlights Shared In This Video


How did the transition from in-person seminars to online platform impact the business? – 05:07

John explains why the transition was a necessity due to COVID-19 restrictions, but it turned out to be a positive change for them. His team quickly adapted to the new digital environment, learning everything from handling webinars to managing customer inquiries. This transition allowed them to reach more people and offer more flexible learning options, which increased their membership significantly.


Importance of having the right team in place when scaling a membership site. – 09:02

John mentions that having a dedicated team is crucial to handle the growing demands of a large membership base. He explained that as the number of members increases, so does the volume of administrative tasks and customer inquiries. So, having a team in place allows the business to provide a high level of service and support to its members, which is essential for retention and growth.


What advice does John have for those looking to start a membership site? – 45:11

John emphasizes the importance of starting simple and evolving based on client feedback. Using available templates and tools can help get the membership site up and running, and then it can be refined and improved based on the needs and feedback of the members.

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