How To Set Up The Tech For Your Course Like a Pro (Even If You’re As Tech Savvy As a Potato)

Alright you amazing Legends, it’s time to bust out the tech talk—but don’t worry, I’ve got you covered like a warm cup of tea and a fluffy pair of socks. Today, I’m going to walk you through the exact steps you need to set up the tech behind your free or paid course, webinar, workshop or coaching program.

Whether you’re launching a juicy lead magnet, a one-off digital product, or a full-blown membership with all the trimmings, these tech steps are your magic keys to a smooth, sexy student experience.

So let’s dive in!

🎯 Tech Doesn’t Have to Be Terrifying

Before we go there—yes, I know that even hearing the word ‘tech’ can give some of us heart palpitations. But listen here: if you can follow a cake recipe, you can do this. We’re going step-by-step, and by the end of this little adventure, you’ll be clicking buttons like a pro, setting up workflows like a wizard, and automating your business like the legend you are.

🔧 The 3-Step Tech Setup for ANY Digital Offering

Let’s start with my simplified 3-step system that I use for both free and paid offers. Whether it’s a digital file, an online workshop, a self-study course, or a full-blown program, your tech journey comes down to this:

1. Create the Opt-In Form

This is where your future students tell you, “Yes please! I want in.” You build a simple form with fields like name and email address—nothing more unless absolutely necessary. Keep it simple. No need for birthdates, shoe sizes or star signs, alright?

Bonus tip: You can pop that form onto a standalone opt-in page or embed it on your sexy new sales page (more on that later).

2. Create the Product Placeholder

Now we’re getting saucy. The placeholder is where your content lives. In Tekmatix, this is where you upload your course videos, PDFs, or resources—or if the content isn’t ready yet (because you’re clever and selling it before you build it!), you can just drop a “coming soon” note and a Zoom link for the live session.

Think of it like your virtual bookshelf. You’re just popping a book on it called “Amazing Workshop That Changes Lives,” and your peeps get to read it once it’s released.

3. Set Up The Automation Workflow

This is the real MVP. This is where your CRM (ahem, Tekmatix, of course) delivers your content, sends reminder emails, review requests, and follow-ups—all on autopilot. Automation is like hiring a team of robots to run your business while you nap or drink sangria.

🧰 What You’ll Need: Tech Tools You Can’t Live Without

Let’s talk tools. Now, I’m the founder of Tekmatix, which is the only all-in-one platform I use and recommend. Here’s why:

• Unlimited course and membership hosting (yes, really).
• Built-in automation tools.
• Funnel builder.
• Student mobile app integration.
• Templates for everything—from sales pages to automations.

If you’re still duct-taping tools together like Frankenstein’s monster, it’s time for an upgrade. Tekmatix is your new BFF.

🔍 Free Offer? Paid Product? Here’s What Changes (Spoiler: Not Much)

Free things: You still go through the exact same 3 steps. The only difference is your opt-in form won’t have a payment gateway. Instead of sending an invoice, you’re just sending a “Here’s your freebie, enjoy!”

Paid things: Add a checkout step to your funnel (don’t panic—I’ve got templates for that in your Tekmatix dashboard). People pay, get added to your course, and receive an automated email with login details. Boom. Done.

🎥 Walkthrough Time: Creating an Opt-In Funnel in Tekmatix

Let me break it down for you like you’re 10 years old—or me after a 6am school run and no coffee.

1. Log into Tekmatix.
2. Click Websites & Funnels > Funnels.
3. Use the Business Automation Bootcamp template I’ve added for you.
4. Clone it. Always. Clone it. So if you stuff it up, you’ve still got the original.
5. Customize your new funnel:
   • Sales Page: Describe what people are opting in for.
   • Checkout Page: Only for paid offers.
   • Thank You Page: Confirm their registration and tell them what happens next.

🧠 Creating Your Course Hub (a.k.a. Product Placeholder)

Inside Tekmatix, go to Courses > Course Builder.

Here’s what goes in there:

• Upload your video (or placeholder text).
• Drop in PDFs, checklists, workbooks.
• Add categories for modules (e.g., Week 1, Week 2).
• Clone your structure for future courses.

And remember—this is where ALL your digital assets go. Think of it like your Hogwarts library of genius.

🔁 Automate EVERYTHING (So You Can Do More Netflixing)

Inside Tekmatix:

1. Go to Automations > Workflows.
2. Choose the Free Opt-In Workflow or Purchase Confirmation Workflow.
3. Set up:
   • Confirmation email.
   • Event reminders if it’s a live session.
   • Post-delivery review request.
   • Ongoing nurture sequence.

Extra pro tip: use wait steps for events. Set a specific date (e.g., July 3 at 9am), then tell the system to send reminders 3 days, 1 day, and 1 hour before. Magic.

📱 Mobile Apps & Community Integration

Did you know Tekmatix lets you link your community AND course into a mobile app? It’s included. This means students can access everything from their phones. You’re not just building a course—you’re building an ecosystem.

🧠 Get This In Your Diary: Do the Doings

Now that you’ve got the map, your next job is to do the doings. Don’t just sit on the fence and watch the tech train fly past.

Here’s what to do this week:

• Create your opt-in form.
• Set up your placeholder.
• Build your funnel.
• Add your automation.
• Press PUBLISH.

Version one is better than version none. The world is Googling right now for answers you have—and if your course isn’t out there, they’re buying from someone else.

💥 Final Thoughts: You’ve Got This

Every single step in today’s blog is taken straight from the Concept To Course training. I know how daunting tech can feel—but remember, I’ve been doing this for over 15 years, I’ve made all the mistakes, and I’ve built the tools to make it easier for you.

So please, for the love of leads, do the doings. You’ve got a message that matters and students who are desperate for what you know.

🎓 Want the Full Recording and Resources?

Join the full Concept to Course program and access all the training sessions, templates, tech tutorials and support to launch your course with confidence:

👉 https://sarahcordiner.com/c2