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Membership & Community · Automation Kit

Recurring membership on Jotform - tier selection, Stripe billing, welcome drip, and dunning baked in

Most membership sign-up forms end at the checkout. No welcome sequence, no tier-specific onboarding, no dunning when the card fails, no portal for members to manage themselves. You lose 20% to failed payments you never noticed and another 15% to members who never activated.

What you'll receive
  • 4 Forms
  • 4 Emails
  • 4 Workflows
  • 4 Integrations
  • 3 Extras

Plus: Member-facing portal template (hosted on Jotform), Referral tracking for member-get-member programs, Churn analysis dashboard with cohort retention

Installed in your Jotform account.
You own everything. No monthly fees to me.

The solution

How this kit actually works.

A Jotform-built membership workflow with tier picker, Stripe subscription integration, welcome drip, member portal, and automated dunning. Designed for community leaders, creators, and niche memberships that don't need (and shouldn't pay for) Mighty Networks or Circle.

What's included

Every piece, ready the day you buy it.

Forms

  • Tier selection form with feature comparison table
  • Member signup with profile fields and onboarding preferences
  • Stripe subscription checkout handoff
  • Member profile update and preference center

Emails

  • Welcome email with member portal link and quick-start guide
  • Day 3 check-in with onboarding progress prompt
  • Renewal reminder 7 days before charge
  • Dunning sequence for failed payments (soft, firm, cancellation)

Workflows

  • Stripe subscription creation and webhook handling
  • Tier-based content or channel access routing
  • Failed-payment dunning automation
  • Cancellation flow with save-offer and feedback capture

Integrations

  • Stripe for recurring billing and subscription management
  • Email platform (Mailchimp, ConvertKit, Resend) for drips
  • Slack, Circle, or Discord for member community access
  • Airtable or Notion for member directory

Extras

  • Member-facing portal template (hosted on Jotform)
  • Referral tracking for member-get-member programs
  • Churn analysis dashboard with cohort retention
Pricing

Pick the fit. Upgrade later if you need to.

Base Kit

Ready to run, self-setup

$139

  • All forms, emails, and workflow configs
  • Setup documentation
  • 30-minute video walkthrough
  • 14-day email support
Book a call
Most popular

Pro Setup

Kit + setup call + customization

$259

  • Everything in Base
  • 60-minute setup call
  • Stripe integration fully configured
  • Tier logic and welcome drip customized
  • 30-day email support
Book a call

Done-For-You

Full implementation by me

$599

  • Everything in Pro
  • Full implementation in your Jotform account
  • Community platform integration (Circle, Slack, Discord)
  • Custom member portal and dunning flow
  • 60-day priority support
Book a call
Frequently asked

The questions I get before someone buys.

  • Does this handle recurring billing?

    Yes, via Stripe Billing. The form creates the subscription, hands off to Stripe Checkout, and listens to webhooks for payment events. You own the Stripe account - no platform fees on top of Stripe's normal rate.

  • What happens when a payment fails?

    The dunning sequence kicks in: soft reminder on day 1 of failure, firm reminder on day 3, cancellation notice on day 7. All copy is customizable. Recovery rates typically 30-40% with this flow.

  • Can members manage their own subscription?

    Yes. The member portal (built on Jotform) lets them update profile, change tier, pause, or cancel. Stripe Customer Portal integration handles the billing side if you want a prettier UI.

  • Is this overkill for a small membership?

    The Base tier works for memberships under 100 members - no overkill, just the essentials. Scale up to Pro or Done-For-You when you cross the threshold where manual admin starts eating your week.

Not sure if this is the right kit?

Free 20-minute call. Tell me what you're trying to do - I'll tell you if a kit fits, or if you need something custom, or if you shouldn't pay me at all.