You’ve connected your site. Your AI can see your members, plans and payments. Now what?

The blank chat box is the hardest part. So here’s a plan for your first week: ten asks, in order, that take you from “let me look around” to “okay, I trust this.” The first seven only read your site. Nothing changes. The last three make small, safe changes: a draft you publish yourself, then two that wait for your approval in your AI app.

Copy each ask, paste it into Claude, ChatGPT or Cursor, and edit the details to fit your site.

If you haven’t connected yet, Start free walks you through it in a few minutes. The free plan’s 50 actions a day are plenty for everything below.

Days 1 and 2: get the lay of the land

1. Who joined this week?

Who signed up this week, and which plan did each person pick?

Start here because you already know roughly what the answer should be. That makes it easy to check your AI is reading the right site. You’ll get a list of names, plans and signup dates. If the numbers look right, you’re connected.

2. Look up one member

Look up [email protected]. What plan is she on, when did she join, and when was her last payment?

Pick a real member you know well. This is the ask you’ll use most once you’re settled in, especially when a support email comes in and you need the full picture fast.

3. Get the big picture on revenue

Give me revenue by month and churn per plan for the last 90 days, with the biggest change called out in one sentence.

This one pulls a few reports at once. Ask it to put the results in a table if you want to paste them somewhere. The revenue and churn playbook has variations, like comparing this quarter to last.

Days 3 and 4: find what needs attention

4. Find failed payments

Which members had a failed payment in the last 7 days? For each, draft a short, friendly note asking them to update their card. Do not send anything.

Failed payments are the quietest way members leave. Most of them didn’t mean to go. This ask finds them and drafts the follow-up, and your AI writes the notes itself, so drafting doesn’t use extra actions. You copy the notes and send them from your usual email tool. More in the failed payments playbook.

5. See who renews soon

Which subscriptions renew in the next 14 days? Group them by plan and give me the total.

Good for cash planning, and for spotting a big batch of annual renewals coming up. If you see one, that’s a good week to send members a reminder of what they get.

6. Check your plans and rules

List every plan with its price and billing period, then list every access rule and what it covers. Flag anything that looks unfinished.

Sites collect leftovers over time: an old plan nobody buys, a rule that points at a deleted category. This ask shows you everything at once. It’s also the first half of our pre-launch audit playbook, which is worth running before any big launch.

7. Check what the public can see

Check the posts in my Premium category as a logged-out visitor. Tell me which ones are visible without a membership.

This one makes people nervous in a good way. If something members pay for is showing to everyone, you want to know. Your AI checks access for each post and reports back.

Days 5 through 7: make your first changes

Now that you’ve seen how your AI reads your site, it’s time to let it change something. Each of these starts as a preview. The coupon and the access change always wait for your approval in your AI app, and the draft is never public until you publish it. Read the preview before you approve. That habit is your best safety net. Seth explains the rest in how we keep your AI from breaking your site.

8. Draft a welcome post

Write a short welcome post for members who joined this month. Save it as a draft page called “Start here” and don’t publish it.

A low-stakes first change. New posts and pages are always saved as drafts, so nothing goes public until you publish it yourself in WordPress. Open the draft, tweak the wording, and publish when it’s right.

9. Create a coupon

Create a coupon LAUNCH20 for 20% off the first payment, limited to 100 uses, expiring at midnight on the last day of this month. Show me what you’ll create first.

Your AI will come back with the code, discount, limit and end date. Approve it in your AI app when it asks. If anything is off, just say so (“make it 15%”) and it previews again. The launch coupon playbook covers partner codes and one-off discounts too.

10. Lock a category to members

Make everything in the Premium category members-only for the Annual plan, then check each post logged out and tell me what is still visible.

This one changes access, so read the preview carefully. Then your AI checks its own work, running an access check on each post as a logged-out visitor. If something still shows, it tells you. See the members-only content playbook for more.

A few tips from the first week

Be specific about time. “This week” and “last 7 days” can mean different things. Say the dates if it matters.

Ask for a format. “As a table,” “in three bullet points,” or “as a CSV I can paste” all work. Your AI handles the formatting, so it doesn’t cost extra actions.

Follow up. You don’t have to start over. After the revenue report, try “which plan drove that change?” Your AI remembers the conversation.

Check the activity log. Every action your AI takes on your site is logged in your WordPress admin. Take a look at the end of the week. It’s a nice way to see exactly what happened.

Watch your usage. Each lookup or change is one action. If you find yourself running into the daily limit, check your usage and see whether Plus or Power makes sense. Every plan has every tool. The paid plans just let you do more each day.

What to try next

Once these ten feel easy, browse the playbooks for more tested asks, or see everything you can do with Membership MCP. Then start asking the questions you’ve been meaning to dig into for months. That’s where it gets fun.

Not connected yet? Start here. It takes about as long as reading this post.