Klatch Facilitator Journey

Facilitator Journey

One of Klatch's biggest priorities is to make the facilitator journey as smooth as possible so we can get you ready to host workshops and reach your audience. This article covers what the facilitator journey looks like, our expectations for you as a facilitator, and a quick workshop tutorial to help you get familiar with setting up workshops of your own.

What is the Klatch Vision?

Klatch is an all-in-one social learning platform specifically designed for real-time, interactive online workshops. While our facilitators often load some workshop materials (images, rubrics, worksheets, pre-recorded videos) the entire experience is built around a live, hands-on experience that our facilitators create instead of hours & hours of video recordings or webinars (lectures) where the instructor speaks 90% of the time and takes a few questions at the end. In fact, at Klatch facilitators don't use the word "course" or "webinar"  - we use "workshop" and "sessions" to refer to live sessions within the workshop. Instead of "teachers", "lecturers", or "instructors" you're a "facilitator". It's not just terminology, it's a material difference. 
You are facilitating an experience, which when done right should be far more rewarding for learners and you as well (and far more lucrative). Our best Klatch facilitators have learners who keep coming back, time & time again because they feel a part of the learning experience. So when you think about your goal as a Klatch facilitator -- it is NOT to create picture-perfect materials -- the focus should be on creating meaningful, hands-on experiences. In fact, because we believe facilitator autonomy & creativity is necessary to the innovation process, we have very view rules at Klatch -- but our golden rule is: a facilitator should speak less than 50% of a live session and in many cases when done right it may be less than 20%.  You've been selected to be a Klatch Facilitator because you're a subject matter expert, but you're not meant to be the "sage on the stage" but rather a "guide on the side".  As Maya Angelou said 'I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel."

How is the Klatch Platform Unique?

Most online platforms are focused on asynchronous or non-live content -- either hours & hours of video recordings or just straight webinars. Klatch is a custom-built platform just for live workshops. We've automated just about everything that can be automated in the workshop creation & management process, removing dozens of hours per month of email sending & admin time, and we've streamlined the rest with checklists, best practice guides, blogs, and support center articles. Most of our facilitators who were running workshops pre-Kltach had to use 6-10 different platforms costing hundreds of dollars per month & consuming incredible amounts of time. Say goodbye to those days.
This 3-minute demo video (facilitator login required) shows you some of the key features of Klatch. You can also see a great high-level walkthrough of benefits on the Klatch Facilitator Page.
Here are just a few of the top benefits that our Klatch Facilitators love:
  1. If you’re doing online, live learning, Klatch is the best platform to automate & streamline your process, slashing dozens of hours of monthly admin time, while helping you scale your audience.
  2. You can launch a workshop in minutes, not weeks & because it’s so easy you can rapidly test new workshop ideas.
  3. With group workshops & a platform suited specifically for groups you no longer have an hourly rate ceiling – attract more people at a lower cost & way more net dollars over time.
  4. Our optimized landing pages, social platform tools, and 3rd party review system can increase conversion to purchase your workshop by 5X, build trust, and increase customer retention.
  5. You don’t have to go it alone anymore! You’ll be joining a talented Klatch community of passionate creators, teachers, and entrepreneurs backed by tons of marketing, facilitation, and best practice guide to help take you to the next level.

What To Expect

Klatch is an all-inclusive platform for live, hands-on workshops and as such we expect a level of urgency and high quality from our facilitators. Below you will find our expectations and the timeline we seek to maintain for all our prospective and current facilitators.

  1. Klatch expects facilitators to submit their first workshop within 7 business days (which then gets reviewed by the Klatch Learning Team), publish their workshop within 10 business days, and host at least the first live sessions with 30 days of being accepted as a Klatch Facilitator.  We expect new Klatch facilitators to be self-driving in launching and marketing their workshops using the best class step-by-step onboarding materials we've provided here and check lists. (see instructions below to get started on Submitting your 1st Workshop!)
  2. We expect facilitators to draw at least 15 learners across their first 3 workshops on their own and to have each of those complete the "feedback" section to get a public review, helping you draw more learners. Remember, you keep 93% (inclusive of a ~4% PayPal fee) of all revenue for learners you bring! While many facilitators bring existing audiences, our most successful facilitators who are launching online workshops for the first time won't see overnight success but organically build a considerable audience over time on Klatch over several months by reaching out to friends and past clients, building listserves, and promoting on social media and related online groups, or even running ads to their Klatch workshops. We've provided many quality marketing templates that we will share in your onboarding later (in Part 2).
  3. We want you to make your workshop as interactive as possible. Facilitators should make it their goal to speak less than 50% of their workshop by having your learners acitvely engaged throughout -- whether it's working problem sets, role playing, discussion, or Q&A).  Klatch offers many resources to help show you how!)
  4. Within 3 months of joining Klatch, we suggest facilitators hold live sessions at least once a week, but no less than once a month to remain active on Klatch. If we see your account is nactive for an extended period we may suspend your Facilitator account.
  5. To abide by Klatch's workshop & live session cancellation / rescheduling policy and facilitator protocol:  To sum it up -- You can't cancel a workshop once it has learners signed up but you may reschedule live sessions in that workshop if absolutely necessary.
  6. To use the Klatch platform to engage social learning before & after your live sessions wherever possible. Learning is not just in your live sessions! Posting a welcome message in the workshop feed & questions / discussion topics for your learners, uploading pre or post-session materials that could be helpful (could be a youtube video, diagram, or activity) and encouraging people to comment directly on it. Our most successful facilitators engage conversations or share interesting materials before, between, and even after all of their live sessions are complete to build communities -- this means when they launch another Klatch workshop, those learners are far more likely to sign up again.
  7. Klatch is a platform for you to build, manage, and scale your online learning communities. Per the Klatch terms of service you signed, Klatch is not a platform for you to draw  learners away for live online learning or similar services elsewhere; if you had a prior relationship with the customer pre-Klatch of course you can continue to offer those services to those individuals, but if first initiated on Klatch those leads must stay here and contact for Klatch should be on platform in the feed or Klatch Direct Message. The exceptions to this include products that are not related to online learning or online coaching (e.g. if you're selling a book and shared it during your Klatch workshop or other complementary materials).

Klatch's Commitment To You, Our Facilitators

  • Klatch provides its best-in-class platform for live workshops.  To highlight just a few features the Klatch platform offers:
    • Klatch auto-sends emails to learners on your behalf (signed by you): a welcome email when they enroll, a reminder week before each session, a reminder a day before each session, a reminder an hour before each session, a feedback form after each workshop, an email to past learners every time you launch a new workshop, and an email every time you (the facilitator) posts in the Feed. (NOTE: You can find these in the "Email" section of each workshop after creating your workshop). On-platform notifications are also to all faciltiators and learners.
    • Auto-generates a beautiful, optimized landing page & Workshop Studio (with all your tabs & learners) within seconds of completing a 1 page "Add Workshop" form (which can take as little as 2 minutes without the hundreds of options of most online pre-recorded platforms).
    • One-click join live sessions (no complicated links to email out to your learners) for facilitators and learners; simple uploading of materials, and easy access to a feed. We also provide you with access to our Zoom just for workshops you host on Klatch; you can run a test session from the Sessions tab.
    • Provides a full review system for every learner and counts every learner who attends -- providing prospect learners with the transparency and 3rd party credibility they need to convert at rates up to 5X more.
    • One place to manage everything -- what would normally be 6-10 different platforms all in one dashboard, including the Payment Center to easily manage sales, coupons, individual orders, and view payouts.
    • A Facilitator Hub to interact with other facilitators and exchange ideas.
  • Klatch automatically collects all payments on your behalf and pays out via PayPal  after the end of a workshop on the 2nd and 4th Thursday of each month.
  • Klatch automatically routes all refund requests to you, the facilitator, but provides a standardized policy for you to make it simple. You can always be more generous to the learner, but not less.
  • Provides best-in-class marketing templates and a marketing plan to help you market your workshop at every stage. You can also find a plethora of marketing guides with examples of marketing emails and social media in our blog and covered in Facilitator Onboarding: Part 2.
  • Offers a robust support center for every question under the sun (please check here first). You can also search the suport center by clicking the magnifying glass in the bottom right corner of our site.  
  • An expert support team -- where something is not covered in the support center, you can message our support team questions at support@getklatch.com and we'll get back to you within 48 business hours (often faster). Please note the office is closed on the weekend.
  • Klatch reviews your first 3 workshops to ensure they all meet Klatch standards before we set you workshops to auto-approve (at which point you'll be able to go directly from draft to publish on your own) though you are still bound by our community guidelines and other policies, and our team still keeps an eye on all of your workshops. Please make sure that all of your workshops adhere to Klatch's guidelines ane examples provided in the "Add Workshop" form for best practice so that they get approved.
  • Help market your workshop after you get traction in your first few months, including facilitator spotlights across our social media accounts, joining related groups online and featuring you, and often running ads as you scale beyond 100 learners at which point you are provided with additional Klatch resources including a dedicated account manager and optional check-in calls. 
  • WHAT KLATCH DOES NOT DO:
    • Provide a person to hold your hand every day; we trust you're the best at what you do & autonomy is important to our successful Facilitators
    • Conduct Live 1-on-1 platform demos because This 3-minute demo video coupled with this onboarding document, platform checklist, our robust support center, blog, and automated emails and friendly nudges, and our support team covers everything far better than a live person could!
    • Tell you what workshop you should run. It's up to our facilitators, who are the subject matter experts, to determine which topics will sell. That said, our blog does provide a process for how to determine this - for great materials on how to do this see here, here, here, and here. As our facilitators get traction we will often reach out to provide some suggestions for topics we've seen interest for. We do, however, always recommend every workshop have a very clear target customer who has a willingness to pay and every workshop must have a defined outcome (e.g. helping them get a job, role play for the interview, build a website, build a plan around parenting, etc). Note -- workshops whose outcome is purely to "explore themes" or ideas or "developing a deeper sense of self" without a very clear takeaway often do not sell because learners will pay for concrete outcomes that help them fill a critical need in their life.
    • Provide Feedback on every facilitator's workshop copy. Our Support Team sometimes will send back suggestions, but our best practice examples go in-depth on this.
    • Change copy or pricing of your workshop without your permission -- though a workshop may not be approved for not meeting the guidelines shared, we will never modify anything in your workshop without telling you.
    • Modify any of our policies for facilitators. This includes paying early. Every single one of Klatch's policies was crafted for a specific reason to protect facilitators and learners. Klatch is a facilitator-first platform; we believe if you're successful, we'll be successful. With that in mind we only have created rules or guidelines where we believe it's absolutley necesary and given you, the innovator, the autonomy to innovate.

Facilitate On What YOU Want

Klatch is all about you and providing you with the tools to facilitate on what YOU want.  You can facilitate on any number of topics like the ones below and we are always welcome to new ideas for workshops. 

Facilitator Timeline

Below you'll find our facilitator roadmap which takes you from when you first submit your application, up until you're running and promoting workshops often.

Workshop Tutorial

We've also included a quick tutorial on our workshop studio so that you're already up to speed on how to make edits and publish your workshop once your first workshop is approved. You can find this quick tutorial video here.

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