This blog post is about how to write a business plan for your blog or small business. And of course, why you need one and HOW to create one that you will actually follow and use to achieve your goals.

A business plan is important because it gives you a road map for your business, so that you know exactly what to do and where you’re going. I waited two years to write one and definitely wish I had done it sooner.

Here’s why they’re important:

• They help you visualize your future business. It’s kind of like writing a script for a third act in a play, and your business is the star. What role do you want it to play?
• Validate your concept
• Set realistic expectations about your resources and your budget
• Give you a clear picture of how you will market your business and get to the next level
• See the exact steps you need to take in your business so you can accomplish your goals
• Foresee future challenges so that you can plan ahead for them
• Develop repeatable processes for your business and your brand
• Set a benchmark to analyze and evaluate your growth
• See gaps in your business model and refine your strategy

There’s a lot in this list and it may seem overwhelming at first and that’s okay. Take your time as you go through each step and have fun with it.

What I do when I write a business plan is give myself a time frame to work on it, and what gets done is what gets done. Kind of like saying This window is open right now. At 5pm it’s going to shut and it’s not going to open again. Great way to make sure you don’t get stuck in planning mode too long. The thing that will stop you from achieving success faster than anything else is NOT STARTING, so give yourself a cut-off to get it done and move on.

Here are the steps to write an effective business plan:

1) Create a document for your business plan.

Before we look at what to include in a business plan, keep in mind that planning your business is a fluid process. The first thing you want to do is to create a document in your favorite computer program. Two important things to point out here:

1. You want that you can modify the document throughout the year as you learn more about your biz, your goals, and your audience. You’re going to view your business plan every 3 months, because that’s how you’re going to work your goals and track your progress. So every 3 months you’re editing, tweaking, and updating your goals and steps.
2. You definitely want to keep the doc somewhere you can easily get to it, like Evernote or Google Docs. Don’t tuck it away where you can’t find it again!

Is this what you want to say?

To make it extra easy for you, I’ve created a sample business template you can customize for your biz! Just click the button below to grab it.

PLEASE NOTE: In order to be able to edit and customize it yourself, when you’re viewing the template go to File and Make a copy, or you can simply download it as a Word doc or copy and paste it to your favorite program!

2) Client Summary

One of the hardest things can be identifying your one ideal customer. Everyone from solopreneurs to the biggest brands and corporations struggle with this one.

I think what makes it hard is fear:

• Fear that if you focus on one ideal customer, you may actually lose business
• If you let go of trying to be all things to all people, you’re going to wind up being one thing to no one
• The customers you really want won’t want to work with you

But in reality, the exact opposite is true. When you zero in on your ideal customer, you naturally become a magnet for them. They know right away that you’re a good fit for them and start seeking you out vs you hunting them down.

You probably have a good idea who your target audience is. Most of my clients can say things like, “I’m targeting professional high income women with children.”

Well ok.

What do you do with that? You say it. Write it down on paper. Make a mental note of it when you need clarity. And then you completely forget about it. Because it doesn’t really MEAN anything.

If you’re going to catch the attention of your ideal customers, you have to be besties with them. That’s just the way it works. Beyond their age, title, gender and all the basic stuff, you have to know things like:

• The way they see themselves
• Issues they struggle with
• Problems they have
• How they feel
• What their average day looks like
• Things they want to achieve

For help with your one person, check out this video.

Need help with this? I’ve got a free customer avatar template right here that will walk you through exactly how to get clear on your ideal customer and the true value you provide!

3) Brand Summary

Now that you’ve gotten clear on your ideal customer, it’s time to create a summary of your business. You’re going to want to create two “statements”:

A vision statement (the long term vision you have your business)
A mission statement (how you plan to achieve it)

The vision statement is part of your strategic plan and it’s just for you. This is where you dream big. Where do you see your business going? What difference will you make for your customers and for your own life? Make it passionate and emotional. Visualize your success, what your day looks like, what car you’re driving, what kind of customers you have, all of it.

Here’s what mine looks like: My vision is to create a clear and direct path for business owners and entrepreneurs to build a profitable online business.

The mission statement is about how you’re going to achieve your vision statement. Here’s where you want to document why your business exists, meaning:

• What specifically do you do?
• How do you do it?
• Who do you do it for?
• What value are you providing?

My mission statement looks like this: I support this by providing education and training about growing an online brand, supplemented by creative and marketing support to achieve it.

Next steps
In case you want to know, your next step from here is to take these two statements and create a value proposition. Think of it like this: your mission and vision statements are for you. The value prop is for your customers. It’s your 30-second pitch and the message that gives people a reason to choose you over a competitor. If you need help with this, check out this post.

Here’s something I need to point out because it’s easy to get stuck when you’re writing brand statements:

Vision and mission statements will get you absolutely nowhere without the right product/market fit, which we’ll cover later on. People have to want what you have. What I mean by this is that your business will be shaped more by how people perceive it, not by how you perceive it. So until you test the waters, you won’t know if your vision aligns with what they want or need. Or you may realize that you have to adjust how you deliver your vision.

Point is, don’t spend too much time wondering how to write a business plan or perfecting “statements” until you validate your concept.

Brand look and feel
All strong brands are consistent and strategic with their visual identity. So think about how you want readers and customers to feel on your site. What do you want your brand to say about you? What voice do you want to write in? What will you show people? What types of pictures will you use? What graphic elements or fonts will you use? Take all those notes and turn them into a brand style guide, so people will recognize your brand. All your brand elements should have a cohesive look everywhere – blog, website, email, signatures, business card, sales pages, social — all of it.

4) Validate your idea and your market

Two things you need to dig into here:

Market size: The market you’re targeting must be large enough to sustain your revenue goals.
Product/market fit: There needs to be a sufficient demand within that market for what you do.

When you can place a check next to both of these, you’ve got market validation. If you can’t, save yourself the headache and move on to a different market. I’ll give you an example:

For my design business, I was all set to target health clubs. Since there’s literally a gym on every corner where I live, it seemed like a no brainer. The problem? Turns out that gyms don’t care so much about marketing. For whatever reason, it’s just a not a priority for them. So it would have taken me a ton of work to get even one gym customer. And since the market didn’t inherently value my services, I wouldn’t be able to charge enough to meet my revenue goals. What this means for gyms is:

Size of the market: Check.
Product/market fit: X.

You need to do the same for your business. Spend some time researching potential markets before you start going after them. You just need to know that there are enough people who need what you have and are willing to pay for it, so that you can meet your revenue goals in a time frame that works for you.

5) Competitive analysis

Whew! You’re doing great. We’re just about done creating a business plan step by step…

Now, this next step can pull you into a rabbit-hole if you’re not careful! Like the brand statements I mentioned earlier, the problem with competitive analysis is that the focus is on competitors instead of your customers. What I’ve learned is that there are a ton of people out there doing a ton of things, and how you stand out is really a matter of how much (and how) you put yourself out there.

Still, you want to be aware of who else is in your space. Who do you like, who you don’t like? Don’t copy other people, but even the best artists take inspiration from other artists and then make it their own. That’s what you should do with competitor analysis.

Take a look at their pricing, their offers, their processes, how they move people from the “get to know you” stage to becoming a customer. You can use what you learn to model your own offers and services.

Be careful not to compare yourself to your competitors. You’re starting out and they’re probably halfway to the finish line. Just take a look so you have a better idea of where you fit in the market and how you want people to perceive your brand.

6) Business Goals

So now it’s time to move past the warm and fuzzy side of planning and get your hands a little dirty. If you’re going to be in business, you need to know what breakeven and profitability look like.

How much do you need to make right now, so that you can be in business at all, and how much do you want to make tomorrow, when you scale your business beyond startup?

To figure it out, first make a note of all your operating and overhead costs (rent, utilities, supplies, support, hosting fees, cost of goods, travel, payroll, marketing, and so on). Yes, you need a marketing budget – doesn’t have to be huge, but you need it.

Write down everything you can think of around maintaining your business. You’d be surprised at how costs can creep when you’re not looking! Make a note of variable costs vs fixed costs. It’s good to know where the floor is and how much wiggle room you have.

What you’re going for is to establish a breakeven point first, and then project how much profit you want to make in years 2, 5 and even 10.

How will you hit your goals?
Now that you know what your financial story is, you want to map out specific tasks to achieve your goals. If you’ve ever tried to lose weight, you know there’s a big difference between saying I want to lose some weight and I want to lose 5 pounds in one month.

If you’re going to hit your goal, you need to reverse-engineer it. What specific tasks will help you achieve it? Hold yourself accountable and write down specific numbers. What exactly do you want to achieve and in what time frame? Do you want 20 subscribers? 100 Twitter followers? 3 new clients? In 2 months? One Year? You get the idea.

Click the button below to grab a copy of the business plan template so you can start reaching your goals!

7) Services and Products

Making money online is all about having sales funnels. And the best way to create sales funnels is to have some idea about the products you are going to offer, both today and tomorrow. Ideally, you want to manage the way people experience your products and services, AND how quickly you meet your revenue goals.

What services do you offer right now? What about down the road, do you have ideas for that? Will you sell products? Make a list of your current and future products. Your goal is to tie both your content and your process together into a sales process that lets people get to Know, Like and Trust you, and then Try and Buy. Basically, you want to create a process for how people will experience your products and services.

A good way to do this is by bundling them into packages. For example:

• Intro Package: Free Consultation, Strategy Call or Freebie. Your goal here is to introduce people to your brand with tons of free info.
• Trial Package: Low-Cost Analysis, Masterclass, Bootcamp, Ebook – get them to commit to an inexpensive transaction with you.
• Standard Packages: Basic, Premium & VIP based on scope, needs, and budget
• Recurring Packages: Nothing beats guaranteed monthly revenue. What services/products can you offer on a recurring basis now and in the future?

Bottom line, different customers will have different needs, interests and budgets. A solopreneur or small business owner is not going to be able to afford the same price structure as a larger corporation. By lining up your packages ahead of time you can meet their needs and your goals at the same time.

8) Pricing

If anyone knows how crucial pricing is, it’s yours truly! In the early days of my design business, I was throwing estimates out there that were all over the place. Some were super low and some were outrageously high. What I did was start out with high pricing and then I’d just drop them for customers with smaller budgets.

There’s nothing wrong with this, except that I would deliver the same exact end product, regardless of whether my price was high or low. So most of the time I wound up doing way too much work for very little income. I didn’t think ahead for different price points and budgets.

Part of this comes from needing customers. There’s a tendency to do whatever it takes to make a sale, and when you’re on the spot a lot of times it can come down to price. Which is why you need those packages.

Each package reflects a different scope of work. Basic and premium packages will require less work than a VIP package and should be priced accordingly. Fewer people will have the budget for VIP and that’s okay. At higher price points, it’s not a volume play. What you don’t want to do is sell customers a basic and deliver a VIP.

Make sure you price each package so that it:

• Makes both you and your customers happy (not just one or the other)
• Accurately reflects the true value of what you’re providing
• Has a decent profit margin so you don’t hit burn out
• Provides you enough income to help meet your revenue goals

Another thing to keep in mind is how you’ll produce each package. Will you hire people or will you do it yourself? How long will it take to deliver and at what rate? What things will you outsource? What things will you do yourself? Factor those rates into your pricing.

9) Marketing Plan

The universe wants you to succeed! People want and need new services and products like yours. So when you think about it, all you need is visibility so the universe knows you exist.

I stumbled on this quote the other day and it’s so simple but sooooo true:

Startups don’t fail because they don’t have a product, they fail because they don’t have customers.

I’ve seen many people put time and effort into developing their brands, their products, throwing money at things like infrastructure, inventory, materials, and staff, and then have absolutely no plan for sales and marketing. Just a few months ago a friend of mine closed her fashion design business after years of developing her line, getting line sheets together, working with printers, the whole nine. In all that time, what she never did was contact stores, send samples to bloggers, blog, dig into Pinterest or Instagram. Nothing.

href=”https://en.wikipedia.org/wiki/Entrepreneurship”>Being an entrepreneur means you need to follow all the steps to starting your own business. And one of those steps is to become an expert at marketing. Period.

I’m not saying you have to become a full blown marketing expert or excel at every technique. But you do have to commit to rolling up your sleeves, testing out a few tactics, and then leaning on the ones that work. This post on 100 different ways to market your business will give you some great ideas to get started.

Think about how you’ll structure each day so that you carve out time for marketing and lead generation. Your mindset should be to split your time equally between product development/client work and marketing.

Quickest way to get customers today. How can you set yourself up for success today and in the long term? What will you do right now to spread the word about your brand? For example, you could email or call people you know, do local speaking events, connect with people on LinkedIn, join Facebook groups. Think about the easiest, fastest path to getting customers now. Write down every possible strategy you can think of, and then choose the least expensive, quickest path to test out.

Future growth. What else will you do in the next 6-12 months to spread the word out about your brand?

Social media/content strategy. Based on what you know about your ideal customer, what are the best channels to reach them? Write down what your strategy will be for each. For instance, you could write something like, “spend 10 minutes a day liking, interacting and comment on Pinterest and post at least 1 pin a day.” Look at how other brands are presenting their content and think about what types of content you’ll share. Do you notice some posts that stand out more than others? Write down how frequently you’ll blog and what you’ll write about. You should check out this post for some great ideas!

Your email list plan. If you don’t have a list, it’s time to start growing one! Start making a plan to grow your list. Think about things like content upgrades, webinars, email marketing providers. This post will help you get started with building your list.

10) Workflows

Workflows, baby, that’s where it’s at. They’re such a time saver! With so many things to juggle, setting up systems and workflows will help you automate those tasks that you do over and over. You might be tempted to skip over this, but please don’t. It will save you pain and frustration down the road, plus it’ll make things run smoother, I promise!

Automating tasks. Think about things that you do over and over again, like email marketing, outreach, billing, presentations, proposals, blog title images, editing photos, social media, blog posts. Walk through your workflow for each of these. Can you create templates for your photos, proposals, and presentations? How can you schedule your posts ahead of time? If you’re emailing prospects, what software can you use to automate it so that you can reach more people quicker?

Social media + blogging. Come up with a plan for blogging and posting on social media. How often will you post? What will you write about and how frequently. Consistency here is what’s going to make your readers trust you and help you build an audience.

Your process. Branding your processes is a huge time saver in the long run and ensures consistency. Take some time to write down each and every step of your different processes. Examples of processes include how you onboard a new client, and the exact steps you take with them from start to finish.

Your schedule. Consistency and taking action are really important for growing your business! Try to schedule your day so that you’re doing the same things each day so you get into a routine. For instance, schedule time for client work, time for marketing, blogging, and time to develop future products. Try to stick to it as closely as possible.

There you have it! I hope these steps cover everything you want to know about how to write a business plan. Remember, don’t get stuck. Keep movin’ forward! Time to build a life you love and enjoy the thrill of being your own boss!

Grab the business plan template below to get started!

Knowing what to do next for your blog or business can be hard. There’s so much to do and only you or your team of two to do it.

Yes, there are plenty of experts who can help.

The problem is that Expert #1 will tell you to do this, and Expert #2 will tell you to do that. When you search Google for guides and tutorials to help, somehow you wind up feeling even more overwhelmed than you were before.

One thing’s for sure:

There’s no way you can do it all at once.

And that’s your answer right there.

When I started my design business a few years ago, one of the first things I did was to create a list of everything I wanted to achieve over a 6-month period. Then, I transferred my list onto a spreadsheet.

Here’s what it looked like:

January:

• Get one $20K client
• Write 4 blog posts
• Launch a webinar
• Create an Ebook
• Create an online course
• Contact organizations for speaking engagements
• Create a presentation
• Create a newsletter
• And more

I don’t need to show you the other months because they all looked the same. 🙂

Can you see the problem here? Putting pen to paper got me moving in the right direction, but my goals were unrealistic. I was just starting out and had never written a blog post, didn’t have a topic for a webinar (forget about knowing how to create one!) and had absolutely no idea how I was going to land a big client.

Plus, I was clueless when it came to Ebooks and guides.

It was too much. I actually stopped referring to my spreadsheet because February, March, and April were mirror images of January. By trying to accomplish everything at once, I wound up not being able to achieve most of the items on my list.

More importantly, I didn’t know HOW to achieve them.

I kept staring at my list thinking:

Okay, I want to land a big client, start a blog, do a webinar, create an Ebook. Now what? Where’s the big client coming from? How’s the webinar coming together? Where do I even start with the Ebook?

Absofreakinlutely no idea. Until one day it hit me:

I’d been tracking the wrong goals.

Sure, writing down “Get one big client” looked great on paper. Problem was, I had no idea how to do it. Believe me, I worked at getting that client every day. I sent emails, reached out to subscribers, called friends and family, sent connection requests.

I knew I was getting close, but something was off.

I decided to create an action plan and break my goals down into smaller steps.

Here’s what finally worked

First, I picked 2 goals (get a big client and start a blog) and created milestones for them. Then, I broke them down into bite-sized tasks.

For the client goal, I decided to focus on how many connections, contacts, and emails I would send each month. For the blog goal, I decided to start by picking a topic and writing my first blog post.

(Which seems pretty straightforward now, but I was stumped with the whole blog thing at the time).

My list started to look like this:

• Post in 2-3 Facebook groups
• Post in 2-3 LinkedIn groups
• Send LinkedIn invitations to 500 people
• Pick 3 target industries
• Create a prospect list for first industry
• Create an email sequence to send to prospects
• Sign up for a Quickmail.io free trial
• Write a 700-word blog post about web strategies

Now we’re talkin’. Finally, I had measurable and attainable goals.

The 3-Step Action Plan

What helped me narrow down my goals is a simple 3-step action plan.

Here’s how it works:

You take your high-level goals and break them down into months, weeks, and days using my Time Block Template. For instance, a 6-month plan would become:

• Monthly goals
• Weekly tasks
• A daily to-do list
  

With the action plan, you can drill down on specific tasks related to your monthly goals, PLUS any personal things you need to do (working out, errands, breakfast, and so on). Throw everything in there and estimate how long each task will take.

By including both personal and professional tasks on the list, you’ll have a crystal clear view of the week and fewer surprises that come up.

You’ll start to get a sense for how long things really take to get done. For instance, there are times when I’m overly ambitious and estimate 4 hours for an 8-hour task. When that happens, I do my best to forecast it better the next time.

Next up, place your list of tasks onto a visual calendar. Block out hours for everything on your list. I can’t tell you how much this step has helped me. It’s like turning your to-do list into an infographic where you see exactly what you need to do and when you need to do it.

No more questions. No more scratching your head. No more wasting time.

Every Sunday night, create a new calendar so that you’re full-steam ahead come Monday morning.

At the end of each day, make sure you tweak your calendar according to what your got done – or didn’t get done. No matter how much we plan, there are things that will come up and that’s okay. That’s why the action plan is there. You can shift tasks around until you get it all in there.

The best part?  You won’t feel overwhelmed anymore. There’s only so much time in a week…when your time blocks are filled, your week will be too. Push back everything else on your list to the next week.

Tip: I recommend jotting down 6 months worth of goals as a starting point. For instance, what things must you absolutely do today (get clients), and which ones can wait until next week or even next month (tweak website, update social profiles)? If you decide that you need clients immediately, make sure you put it on the top of your list.

To grab a copy of my Time Block Template, download it below:

For a while I thought that being successful in business came from sheer luck or chance. It seemed like some businesses I launched were destined for success and others not so much.

Now I know there’s more to it than that. There’s a formula I’ve seen emerge from the businesses that work, and the successful ones always have the right mix of the right things at the right time.

The trick is figuring out what that right mix of the right things really means.

First, let me say, there’s no such thing as failure. I know you’ve heard it over and over again and it’s true. Failures are speed bumps and your goal should always be to get over them as quickly as you can to get to the other side.

Which leads me to my 25+ tips for being a successful entrepreneur. Follow these tips to get over your speed bumps so you can enjoy the freedom, fortune and amazing ride of being your own boss.

1) First, trust that you can be your own boss

Being an entrepreneur is like sailing out into a big blue sea without a compass. It’s much different than working in a corporate environment where the infrastructure, systems and team are in place to assist in getting things done. The boss who held you accountable in your previous job is now you, and those team status meetings may feel lonely for a while. Be okay with that. It’s going to take some moxie to navigate the waters until you can steer yourself in the right direction, and you can do it. Over time you’ll create systems and processes for your business. The real payoff is that you’re about to create your own compass for your business and your life. And that’s the thrill of being an entrepreneur, isn’t it?

2) Your most important asset is Staying Power

My father is my #1 business coach and mentor (thanks dad! not sure if you know this but it’s true). I always reach out to him when I’m stuck or can’t see my way to the other side. So when he told me that the secret to being an entrepreneur is to have “enough staying power until you figure it all out”, I listened. He’s been successful in business for 40 years and has navigated some pretty murky waters. It wasn’t always pretty, but he hung in there. I can’t even count the number of times he changed his business model until it all started clicking. You have to hang in there too. Things may not come together at once or even the way you planned.

Your first few years are about putting your ideas to the test. You’re going to refine your business model, positioning, products, brand, target markets, and sales processes many times before you hit the sweet spot. The big takeaway here is that you need to be able to sustain yourself until you do. That means you need money to pay the bills, money for product development, money for sales and marketing, money for food, and so on. Whatever you do, DO NOT blow your entire budget on any one thing. It will paralyze your next move and slow things down tremendously.

3) You’re going to need to take calculated risks

It’s not exactly like jumping out of an airplane, but you are taking a leap when you start a business. You need to accept the inherent risk with that and meet it head on. That said, you wouldn’t jump out of an airplane without a parachute, would you? Create a business plan, establish concrete goals to work toward and document a timeline, along with milestones and a plan to achieve them.

4) Know what you’re passionate about

I used to think my passion was being creative. It was how I defined myself and how I wanted people to view me. What a big mistake that was. Those ideas I had about myself led to some really poor business decisions, ones that took me years to recover from financially and emotionally. Once I got clear on my true passion, both my financial success and my confidence soared to new levels.

Yes, it takes passion to be an entrepreneur. At the same time you need to have eyes wide open so you can see things that are staring you in the face. Just be real with what you’re passionate about and what you’re not so passionate about. Know that you’re amazing either way.

5) Is it a business or a hobby?

Yes, you can turn a hobby into a business and many people will tell you to start there. Other people start businesses because they can’t find something they want in the market and that’s fine. I started a clothing line like that and then realized that I was really designing tops for myself and didn’t care if any one else liked them.

That’s a hobby.

Generally speaking, passion for business is one thing and passion for a hobby is another. Yes, the two can be the same, you just need to analyze your resources and business model to determine if your hobby would translate well into a business before you jump in with both feet. Most of my successful businesses have been driven by looking at where my ideas fit in the market. So you can love making blueberry muffins, you just need the right ingredients (ahem) to turn it into a business.

6) Test your ideas early on

As an entrepreneur, it’s easy to get emotionally attached to what you do. But those ideas…boy, they can steer you in the wrong direction if you’re not careful. Early on I thought that everyone in the world would want my clever invention because, well, I made it. I was so immersed in product development that it took me three years to realize that both the market and profit margin were so small I would never sustain myself. If I had only stepped back from my idea, mapped out a business plan and tested the market beforehand, I would have saved so much time and money.

The last thing I want is for this to happen to you. Find out if your ideas match what people want before you develop the “wrong” product. For info products this means offering a free course to gauge interest in a larger program, and for consumer products this means prototyping and user testing before going into production.

7) Find customers first and figure it out later

One of the biggest mistakes entrepreneurs make is perfecting things before they get out there. Now I’m a Virgo and a perfectionist by nature, so I get it. But I’ve also had enough businesses to know that customers don’t really care. They don’t notice those tiny imperfections. Get your prototypes together and find your customers. You’re going to need their feedback to fine-tune your products and the faster you get something in front of them the faster you’ll know what to tweak.

8) Have some kind of business plan

It doesn’t have to be formal, especially if you’re bootstrapping the early years. You just need something on paper that speaks to what your business is about. Here’s where you identify the market size, brand, value proposition, competition, costs, breakeven projections, timeline, management, and so on. This way you can see any gaps in your concept right there on paper. Take the time to tweak your plan until everything adds up and makes sense. Trust me, this one step will save you tons of time and money later on. Besides, this is all the stuff you need to know in order to create and market your product, so why not do it now?

➤ If you need helping creating a business plan, I walk you through what to include in this post.

9) Don’t get hung up on tactics

There are a million ways to find customers these days and tons of ways to market your brand both online and offline. When you’re first starting out, there’s only one thing that matters and that’s getting your first customer. Whether you do that through networking, trade shows, SEO, social media, offline, online, email campaigns…doesn’t matter. Start with what you know and learn as you go. Social media, content marketing and list building all take time. Think about the quickest way to reach your customer and don’t get hung up on tactics. Your customer is out there and you’ll reach them. What you need to be clear on is what to say to them when you find them.

10) Don’t try to educate the market

Everyone loves a niche market. With fewer players, it’s easier to stand out from the crowd and differentiate your brand. But when you’re so “niche” that you find yourself explaining why people SHOULD want your products, you’ve got a problem. Trying to educate the market is trying to fit a circle in a square. You may be too early or too late to market, or the pendulum just isn’t going to swing your way on this one. Move on. The last thing you want to do is try to sell people something they don’t realize they need. Find a hole in the market first and work back from there, or repackage what you have into something people DO want.

11) Pivot often and quickly

Positioning, products, pricing, marketing… it’s all going to change more times than you can imagine. Expect it and plan for it. It’s just one of the growing pains of being your own boss.

You’re going to have to get good at listening to what people say. I’m not talking about your friends and family, they’ll support you no matter what. I’m talking about people who don’t have to care about what you do. What are they saying? What do they really want around your business?

I promise what you learn will catapult your business, as long as you take notes and change what you need to change as fast as you can. For your business to explode you need people to buy your products, and aligning your business with what they want is the fastest way to get there. You may find that you already have exactly what people want. If that’s the case, high five! Your next step is to get the word out.

➤ Related: How to attract your ideal customers

12) You’re running a marathon not a sprint

Someone told me once that a successful business takes three times longer and costs three times more than you think. Is this true? Could be, then again maybe not. One of my most successful businesses was hugely profitable within the first two years. It really depends on your timing in the market, your business, costs, overhead, forecasts and so on. Every business is different and you’ll need more time to learn the nuances if you’re going in cold. You’ve got to go into business knowing that you’re running a marathon and will need stamina. Forget about how fast everyone else seems to be moving. Set your eyes on five years out and grab on to your Staying Power.

13) Find a way to create a recurring revenue

A steady cash flow is critical to your growing your business. When your pricing is hourly or project-based you can get caught in a feast-or-famine cycle where you either have tons of business or none at all. Try to offer retainer programs instead, where customers pay you monthly rather than all at once. If you’re a coach think about 6-month coaching packages and for a service business, offer monthly programs or annual contracts and think about turning your services into info products for a passive income.

14) Keep moving

I touched on failure before and here it is again.

You’re going to make mistakes.

What you thought was a smart thing to do will turn out to be not so smart and cost you money you didn’t have to spend. That’s okay, give yourself a break. You’ve got to keep moving and not get hung up on it. Learn from each obstacle so you can dodge the next one. In the marathon of running a business, you’ve got about zero time to feel sorry for yourself and zero time to beat yourself up.

15) Don’t compare your start to someone else’s finish

Comparing your start with someone else’s finish is like playing your first-ever game of tennis against Serena Williams and expecting to win. It’s not going to happen. When you compare yourself with big brands and competitors, the trick is to reverse-engineer their starting point and envision the next move they would make given your same resources and bandwidth.

I’ll give you an example. When I started my design business, I knew my website wasn’t up to snuff. Now I’m a designer so that’s kind of a big deal, but I didn’t care. I saw what established designers were doing and they were light years ahead of me at the time, so why would I compare myself to them?

And really, your focus should be on everything in between your start and your finish. That’s where the secret sauce is. What’s the next step that will bring in one more client? Keep your eye on what’s right in front of you and you’ll get to the Finish line soon enough, I promise.

➤ Related: The 6×1 Formula for Getting High-Paying Clients

(NOTE: Have an amazing product or business idea and not sure where to start? Get my 6-Step Blueprint on how to supercharge your launch. Learn what you need to do and when to position yourself, validate your concept and turn complete strangers into excited buyers.)

16) Know what you can do and what you can’t

Before you jump into any business, you have to look at the fundamental requirements of the business itself. Are you planning on designing, manufacturing, and marketing the product yourself? You’ll need to find another way, because that’s going to be challenging.

If you’re a service business, how will you scale beyond a Rollercoaster Revenue that comes from the “sell-then-do” cycle? Can you stand on a handful of products or does your business require a slew of new products every quarter? If it’s a new industry, how much time will it take to learn and can you sustain that learning curve?

The fundamentals of any given business are pretty much set in stone and wishing them away may make you feel better, but it won’t change the facts. As an entrepreneur you’re about more than feeling good, right? Focus on the business requirements and be sure you have the resources to fulfill them before you commit.

17) Trust your instincts

When I started my first business the Internet didn’t exist. If I wanted to find out what other entrepreneurs were up to I either had to join a networking group or go to a library.

Nowadays, it’s hard to put one foot in front of the other without feeling like you’re missing something. Everyone else has got the key and if you just read one more article, you’ll have the key too. So you look for more stories to validate your own journey, and wind up feeling further away from where you want to be.

Half the battle here is monitoring your social time. The other half is deciding to trust your own gut and instincts. Listen to your story more and others less. Deep down somewhere you know exactly what your next move is. So shut down the computer, turn off the TV and crank up the volume of your inner voice. Then muster up enough courage to take the step you KNOW you have to take. Trust me, you already have the key.

18) Create a partnership

I’m not talking about a referral partnership here, I’m talking about taking on an actual partner in your business. You can go it alone and you can hire business coaches, still nothing beats having someone in the trenches with you every single day. You want someone whose skills compliment your own without overlapping.

I once partnered with my best friend who did the same thing I did, which meant neither one of us did all the other stuff. And my best partnerships have come about organically where we were naturally a good fit. So if you’re the creative arm, find a partner who has business development or sales experience to balance out your skills.

19) Market, market, market!

I can’t emphasize this enough. I’ve seen so many entrepreneurs forget about marketing and it kills me. You can’t put all your money into product development and leave nothing for sales and marketing. There’s just no place in the business universe where you can justify spending $50K on things like materials, labor or structural improvements and $0 on marketing.

Here’s the deal. If nobody knows you exist, then you don’t, period. People have to be able to find your business and they won’t be coming out of the woodwork to do that. It’s up to you to wave your brand flag and let them know you’re here, and it takes time and money to do that. If your marketing budget is small, be prepared to put more time in to things like social media, email, PR, and so on.

If you’re short on marketing ideas, check out this post where I list over 100 ways to market your business. The possibilities are endless!

20) Prioritize goals and tasks

It’s easy to get stuck when you’re staring at a huge To-do list and not quite sure what to do first. I know I’m a lot more pumped when I’m checking the box and getting things done.

Time management really boils down to three things: 1) factoring in everything – work, exercise, shopping, kids, date night…all of it; 2) getting better at estimating your time; and 3) breaking each goal down into sub-components. So if your goal is to launch a webinar, you’d break that down into smaller tasks like this:

• Research webinar platforms (2 hrs)
• Pick a topic (1.75 hrs)
• Find a presentation template (1.5 hrs)
• And so on…

➤ Related: How to Get a Massive Amount of Stuff Done Each Day

21) Find ways to automate things

Being an entrepreneur means wearing many hats and one of your biggest challenges is how to get more done wearing fewer hats. The great news is that a lot of the things you find yourself doing over and over again can be automated.

I used to spend hours each day scouring Google, LinkedIn, and Data.com for prospect lists. Then I’d research the email addresses, craft each email and send them out one by one. With automation I was able to create an email system that downloaded lists, gathered emails and scheduled email sequences without me ever lifting a finger. I now have my own “virtual assistant” reaching tons of people around the clock and the best part is that it freed up about 3-4 hours a day.

What hats can you take off? Start thinking about systems you can install to replace recurring or repetitive tasks.

➤ Related: How to Prospect Like a Pro on LinkedIn

22) Focus on one thing at a time

Feeling overwhelmed by all the things you need to do? The first thing to do here is to pinpoint the single most important thing you can today do to move your business forward. Make sure you block out time for that each week and do it. Then take a breath and know that everything will get done. Be okay with doing one thing at a time and follow it through to completion before you move on.

23) Get support when you need it

In the corporate world, team status meetings usually go something like this: one person brings up an issue and then everyone chimes in to find a solution. Somehow you need to play all of these roles in your business, and that’s where business coaches can be tremendously helpful.

I worked with coaches when I was starting out and still turn to them for guidance whenever I make major shifts in my business. Try to find someone who understands your business and can provide clarity and direction so you can keep moving your business forward.

24) Don’t procrastinate

The biggest reasons entrepreneurs procrastinate is because they don’t know what to do next – and deep down – they don’t really want to find out how to do it.

I get it. It’s a whole lot more fun to play in a sandbox, but being an entrepreneur means taking action. Have the courage to put your brand out there. Stop doing what you want to do and start doing what you need to do to skyrocket your business.

Yes, it’s hard to navigate social media, list building, Facebook and all the rest of it. You still have to do it. Don’t let confusion lead to procrastination here. Start with one channel, get comfortable with it, and then move on to the next. Before you know it you’ll know exactly what you need to do and when.

25) Know when to fold

So you want to be in it for the distance, but just how far will you go? How much money and time you will invest in your business before you expect to make a profit?

➤ This is where having a business plan is crucial.

You have to set reasonable expectations for your business so you know what success looks like, when to keep pushing and when to call it. Your business plan is where you’ll project milestones for breakeven and profit points. Obviously you need some wiggle room, but the bottom line is this: what’s your strategy if you’re not profitable within that time frame?

You may need to tweak the timeline, or maybe you underestimated the resources you’d need. This happens a lot, so be flexible and fluid. It could just be that your first projections were off and you need to update your business plan. Just know that if you’re not showing a profit at year five or even year seven, it may be time to walk away. And remember it’s not what you’re walking away from but what you’re walking to that counts. Make an objective decision about what’s working.

26) There are some things money can’t buy

There’s a strange correlation we sometimes make between spending money versus spending time on things. I used to think that the sheer fact I was spending money related to my business meant that I would see a return on it, so I’d kind of sit back and wait for the sales to roll in.

But here’s the thing: money won’t solve poor positioning or a weak concept.

Spending money doesn’t replace the hustle you have to put in to your business. If your messaging or product doesn’t connect with people, then your cost of acquiring customers will be high.

So before you roll out a big campaign or make a huge purchase in your business, put the time in and make sure your products, offers, positioning and marketing techniques are all spot on. Once you do that, you’ll actually be able to spend LESS money to get those same customers, so your customer acquisition costs will be lower (and your profit margins higher).

27) Learn by doing versus reading

You can Google anything you want and spend hours searching for a solution, a path, the answer, a secret formula, the missing ingredient…or you can try something, see how it goes, learn from it, and create your own experiences. This is really the way you’re going to learn and move forward with your business. The bloggers you’re following are only walking you through what they’ve already tried or experienced and the difference between you and them is that they’re doing it and you’re not. So just start doing it too. You’ll get more confident as you go and light years ahead with your business this way.

(NOTE: Have an amazing product or business idea and not sure where to start? Get my 6-Step Blueprint on how to supercharge your launch. Learn what you need to do and when to position yourself, validate your concept and turn complete strangers into excited buyers.)

You know you need an email list. I know it. We all know it.

But the thing is, where do you start? How are you going to get those subscribers?

Hopefully when you started your website design, you thought about how to optimize it beyond just a newsletter sign up form. What you really need is a complete opt-in sales process to turn web traffic into leads and paying customers.

The good news is there are some really simple marketing tools you can use to boost your website with an irresistible opt-in that builds your email list quickly and effectively.

This article will cover tools to create a killer opt-in and sales process:

• Getting ideas for your opt-in
• Designing your opt-in
• Creating a landing page
• Creating opt-in forms
• Social sharing
• Automate following up
• Automate social posts

1. BuzzSumo: Content ideas for your opt-in

You might know what content your ideal customers need for their business to flourish, but sometimes the key to getting more leads and sales is shaping that same content into something they want.

And that can be tricky if you don’t know what people want to read. It makes sense to do a little research before you spend time creating your freebie.

One way to research popular themes in your niche is to use BuzzSumo. A content research and monitoring tool, BuzzSumo lets you see what content and blog posts are shared the most so you can see what’s trending right now for your specific topic.

BuzzSumo can help you answer these questions:

• What topics resonate most with my audience?
• What social networks should I focus on distributing my content?
• What headlines are working and on which networks?
• Which influencers are sharing and amplifying content related to my topic?
• What other content are these influencers sharing?

Once you find popular content related to your opt-in idea, all you have to do is improve upon it with an epic piece of content and then  turn that epic content into a PDF.

Here’s a bit more information on the features and how BuzzSumo can help you create an irresistible lead magnet that grows your list:

• Research Content: You can research any topic to see what posts get the most shares. All you have to do is input a topic or keyword and BuzzSumo will give you a list of posts ranked by the amount of social shares each receives! This is a great way to look for popular posts and then see how you can improve upon them and make them even more usable (like an epic blog post and then convert it into a lead magnet format!)
• Research Headlines: Need headline ideas? With BuzzSumo you can see which headlines work the best and on what social networks, so you know how to position your opt-in headline.
• Social networks: BuzzSumo monitors the most shared content across Facebook, LinkedIn, Twitter, Google+, Pinterest. This is a great way to gauge where to promote your freebie and which social networks to focus on.
• View sharers: You’ll need to upgrade to the Pro version to see everyone who shared each post, as well as their Twitter followers and other content they’ve shared. This is how you would outreach to people who you mentioned in your content or people who shared the post so they can share yours too.
• Filtering: There are so many filtering options! You can narrow your search results by, say Facebook or Pinterest, to see what content that is most popular on each network. You can also filter by date, domain (great way to spy on the most shared content for your competitors!) and by the type of content to find out which infographics or videos are most popular.
• Content alerts: This is a great way to monitor when blog posts mention you, as well as when new blog posts are created by your competitors or around your keyword. You can even create a custom dashboard to monitor your alerts.
• Twitter influencers: You need the Pro version for this, but is helpful if Twitter is your go-to social network. Just run a search for your keyword to find the top influencers, view the links they’re sharing and view their followers. A great way to build a target list to reach out to as part of your overall content strategy.
• Trending Now: This dashboard will show you the most trending content for set categories such as fashion and marketing, but you can also create your own custom dashboards for topics or domains. You can even create RSS feeds to bring the content into Feedly.
• Export data: With the pro version you can export any dashboard results to an Excel spreadsheet

PRICE:

• Individual account (with limited features): Free
• Pro – Starter plan for entrepreneurs & small teams. $99/month or $79/month with annual contract
• Agency – all Pro features plus the Facebook Analyzer. $299/month or $239 with annual contract
• Enterprise – Unlimited everything with advanced functionality: $999/month

• Visit BuzzSumo

Alternative: If budget is a concern, you can use Google’s Keyword Planner and Google search (both are free) to do your research.

2. Canva: Drag & drop design

Now that you’ve done your research and created your opt-in, how do you go about designing it, especially if you’re not a designer and need to get it done quickly?

That’s where Canva comes in.

Canva is a free design tool that makes designing anything fun and easy. You can easily turn your content into a stunning design with the drag and drop platform. It’s as easy as selecting a template and then dragging shapes, text boxes, images and icons from the library onto your template. You can even share your design and get feedback while you’re working on it.

Here’s some more info on Canva features:

• Drag-and-drop template: Love, love, love the templates they have! Over 100 layouts to choose from – for everything from social media posts (Pinterest, Twitter, Facebook, Instagram, Tumblr), presentations, ads, blog graphics, PLUS they just added an eBook template. They’re constantly adding new templates too or you can create a custom one.
• Design elements: You have so many design elements to choose from… images, fonts, icons, shapes and images. The design possibilities are limitless! Some are premium and others are free, but even the premium ones are only $1. And you can upload your own images if you can’t find something from their library.
• Design options: So many fonts, so many colors to really get creative. It’s pretty easy to crop photos and add filters to image, like for when you want to darken a background image with overlaying text. You can also adjust the transparency of shapes to add some dimension.
• Pages: This is what makes this so simple for creating ebooks, where you need multiple pages. It’s super easy to add more pages, copy pages, and delete them.
• Download, share & make public: You can download your file as a png, pdf or jpg or  post it directly to Facebook and Twitter. You can also email it as an editable graphic if you’re collaborating with a team.
• Subscription service: If you need more design flexibility and consistency, you can upgrade for more features like customizable templates, magically resizable designs for difference social media channels, and creating your own branded theme with colors and fonts.

PRICE:

• Free – The Canva library gives you access to a whole stack of free images, graphics and fonts.
• Premium image – $1 from the premium library. You can try the elements in your design before purchasing them.
• Canva for Work – For teams of designers and content creators. $12.95 monthly per team member or $9.90 per member billed annually.

• Visit Canva

3. Leadpages: Landing pages

When you want people to opt-in for your freebie, you need a dedicated page where you can collect contact information.

The best way to do that is to create a landing page for it.

Landing pages are pages with the specific goal of capturing contact information in exchange for your freebie. They generally have nothing else on the page except for some information about your download, your logo and the form (no other navigation or links to distract people).

Using Leadpages is the easiest way to create high-converting landing pages.

A landing page builder, Leadpages lets you quickly and easily create landing pages using pre-designed templates that you can customize and integrate with your subscriber lists.

They put a lot of research into what prompts visitors to take action, so when you publish your landing page you know it’s already designed for conversions. All you have to do is add some great copy and tweak the design to fit your brand and then track how it’s performing.

Here’s what else you need to know about Leadpages to kick-start your lead generating system:

• Templates: Here’s the best thing about them, you can pick from templates for any freebie you have, whether it’a a webinar, ebooks, PPC campaign, sales page and so on. All you have to do is add your copy, upload your logo and images, and change the colors to match your brand. And you can sort by highest converting pages.
  
• Responsive + mobile friendly: Shows up just as perfect on any device!
• Analytics: This is such a simple feature, which is what makes it so great. Right on your dashboard you can see how your page is converting so you know if you need to tweak and test another version to increase conversions.
• Drop-in Pixel Tracking: It’s super easy to paste your Google Analytics code or Facebook pixel to keep track of campaigns.
• Leadboxes: You don’t even need another sign-up plug in! Right from Leadpages you can build a sign up form and add it to any page on your site.   … a real time saver when you don’t want to deal with learning another tool.
• Publishing: You can publish your landing page on Leadpages, WordPress or right on your Facebook page as a custom tab.
• Email + CRM: Integrations include iContact, ShoppingCart, Aweber, Constant Contact, ActiveCampaign, Infusionsoft, ConvertKit, Drip, Emma, GetResponse, MadMimi, MailChimp, SendReach, Ontraport, Zoho, and Infusionsoft. With the advanced plan you can integrate Hubspot, Marketo, and Salesforce.

PRICE:

• Standard – for entrepreneurs. $25 per month.
• Pro – for small businesses. $49 per month. More advanced features like custom landing pages, priority support + live chat, A/B split testing, and more
• Advanced – For teams and agencies. $199 per month. Enterprise-level features like integration with Hubspot, Marketo, and Salesforce, coaching programs, etc

• Visit Leadpages

4. ThriveLeads: Opt-in forms

According to Thrive Leads, about 50-80% of website visitors will leave and never return. I don’t know where they got this stat from, but it sounds about right.

If you think about it, when was the last time you visited a website twice? It’s one thing to check out a fashion brand like Brandy Melville to see their new styles. But let’s face it, most of us entrepreneurs don’t have the bandwidth to create new products fast enough to make visitors crave coming back.

That’s why you need opt-in forms and sign up boxes on your site so you can capture contact information from every visitor. This is the quickest way to turn your website into a lead generating machine.

There are tons of WordPress plugins you can use to build your list, but my latest favorite is Thrive Leads.

I love how easy to create a great looking form, and the fact that they have tons of location options like header, sidebar, popup box, ribbon, footer, in the content and more.

Plus it’s full of features that go way beyond standard functionality. It also integrates with just about every email service provider and autoresponder out there, which makes it an ideal solution for both entrepreneurs and enterprise businesses.

Check out how easy it is to create opt-ins with Thrive  Leads:

• Templates: No technical skill required! Just select a form template and start tweaking, designing, and adding your content. The pre-designed templates look great and are so simple to use. You can choose your brand colors and even select a Google font for your forms.
• Integrations: Mailchimp,AWeber,GetResponse, MailPoet, Onraport, iContact, ConvertKit, ActiveCampaign, Infusionsoft, SendReach, KlickTipp, Sendy, ArpReach, Drip, Madmimi, Hubspot, SendinBlue, WebinarJam, GoToWebinar,Mandrill, Postmark, Mailbgun, Amazon SES, SendinBlue Email.
• Form options: Slide-In, popups, exit intent trigger, smart exit, header, ribbons, widget forms, in-content, footer.
• Visual Editor + Interface: Love the simple dashboard! I can select my form or add another form type without having to figure out where I am like some other plugins. It’s also easy to see your edits in real time, so you know exactly what your form will look like as you’re tweaking it.
• Responsive + Mobile-friendly: …no mater what device!
• Tutorials: I love their tutorials and webinars. I was able to create my first opt-in after about 20 minutes scraping through their materials, which are pretty comprehensive. Even if you’re not that techy in under 45 minutes you’ll know enough to create a high-converting opt-in.
• A/B Testing: You can test your designs, triggers, offers, and form types. This is great when you want to compare offers or which placement gives you the most conversions!
• Technical support: Free support for one year, which is really helpful. I’ve used the support forums pretty extensively and they’ve always been able to solve my problem. They respond generally within 24 hours and once the year is up you can purchase another year for only $40, or become a Thrive Themes member and get it free.
• Upgrade: If you start out with a single site license and then need more, you can upgrade to an unlimited personal site license and pay only the $30 difference.
• List building strategies: The plugin authors are big on helping you build your mailing list as fast as possible, not just the functionality of the plugin itself. They share list building strategies to help you get the most out of it.

PRICE:

• Single site – for one site. $67.
• Unlimited sites – Use on all of your own websites. $97
• Agency License – $49 per month. For client sites

• Visit Thrive Leads

Alternatives: If this seems pricey, try Optin Forms or Magic Action Box Pro (I haven’t used Magic Action Box Pro but have heard great things). Optin Forms has fewer integrations and is still super easy to set up and use.

5. AWeber: Email marketing & auto responders

Syncing your opt-ins to an email service provider like AWeber will help you build relationships with people who have shown an interest in your business.

Sending out regular emails to your subscribers is a brilliant way to connect with your target audience on a deeper level, and also a proven method for converting clients.

Aweber is a popular email platform for your campaigns because it’s easy to use, affordable and very professional.

It’s got a ton of features, with gorgeous plug-and-play designs that will impress your subscribers, grab their attention and pull them back to your site.

Here’s how Aweber will help amplify your opt-in and your business:

• Easy to use: Aweber is very simple to use and doesn’t require coding. Even if you’re not techy, you can build a beautiful email in no time at all and the monitor conversion. You can also use one account for lists across multiple sites, which is a huge advantage if you’re dealing with several brands.
• Stock Images: If you need images for your emails, they’ve got more than 6,000 to choose from.
• Templates: They’ve got over 700 design templates to use that are really visually appealing for a wide range of marketing purposes. The designs are responsive so they’ll look great on mobile devices too.
• Auto responder: Successful email campaigns are built with auto-responders, which means that you plan your emails ahead of time and then schedule them at predefined intervals once they opt-in. This is a huge time saver because by automating you emails like this, you can be reaching more and more people in less time and with less effort. You create your emails once, and then queue them up to send out on the back end. It’s also a great way to filer out discounts and offers over a period of time, as well as delivering courses and tutorials for new subscribers.
• Reporting: Reporting and tracking are really great. You can easily see the number of emails sent, how many opens, clicks, undelivered emails and more.
• Split Testing: You can send out different versions of your emails on a few contacts and then take the best performing one and send it out to the rest of your contacts. It’s a great way to test headlines and intros to know which ones really grab people’s attention.

PRICE:

• Up to 500 subscribers: $19 a month
• 501 to 2,500 subscribers: $29 a month
• 2,501 to 5,000 subscribers: $49 a month
• 5,001 to 10,000 subscribers: $69 a month
• 10,001 to 25,000 subscribers: $149 a month

• Visit Aweber

Alternatives: MailChimp and MadMimi are both great tools for mailing lists that are super easy to use and really visually appealing.

6. SumoMe: Social sharing buttons + shareable images

This tool is more about having strong social media and getting more traffic to your site and your opt-in. It’s a simple way to amplify your social presence even more.

The SumoMe plugin is one of the best tools on the market for increasing social shares and driving traffic through social networks. It’s quick and easy and bursting with features.

When people hover over an image, they can share it. How cool is that?

SumoMe is free and if you want even more functionality like A/B testing, premium templates, more customization, tracking and more you’ll want to upgrade.

Here’s what you can do with SumoMe:

• Design: SumoMe has incredibly attractive sharing buttons. And you can easily change the colors, sizing, style, and number of buttons, and more!
• Shareable images: This is a great thing about this plugin. I think Shareaholic has this feature too, when you hover on images you can have multiple share buttons come up Facebook, Twitter, Pinterest so people can share your images.
• Ease of use: Simple sharing to Facebook, Twitter, Pinterest, LinkedIn, and more. And it’s easy to set up and integrate with most email marketing services, like AWeber, Mailchimp, GetResponse, MadMimi, Constant Contact, Infusionsoft and more.
• Flexible placement: And you can place the buttons on the top and/or bottom of your posts, or have them float on the side of your content. Place them above or below your posts.
• Text Highlighter: This one is pretty cool, when people highlight a phrase on your site, a box will appear asking them if they want to tweet it. Pretty awesome, right?
• Analytics: You can see the top pages, number of clicks and shares right from your WordPress dashboard. You can also see how much of your posts are being read so you can optimize them.

PRICE:

• Free – just install the plugin and get free access
• Upgrade: SumoMe Pro includes all their apps (List builder Pro, Sharing Pro, Heat Maps Pro and more); varies from $20 – $119+ per month depending on your site’s traffic
• Visit SumoMe

Alternative: Shareaholic is another free sharing plugin that works with WordPress. I had some problems getting the image sharer to work correctly, but didn’t do much testing and have heard it works well for others.

Now that you’ve developed a super valuable ebook or checklist, you can sit back and wait for people to find it, right?

Hah! If only it were that easy.

Now it’s time to let as many people as you can know about it so that they can find it.

This is where having a content promotion strategy comes into play. Here are a few steps you can follow to drive traffic and get the best possible results for your lead magnet.

1. Create a landing page

The first way to drive traffic to your lead magnet is to create a landing page for it. This should be a simple page on your website with a description of your content and a form so people can provide their email in exchange for the download.

The landing page should let people know exactly what they can expect to receive once they click. Ideally, you’ll remove navigation and other links from the landing page so that readers have only one thing to focus on: the “submit” button.

Here’s a sample landing page to use as a guide:

Once you have the landing page, you’ll need to create a call to action button or CTA. This button is different from the download button on your landing page. You’ll use this CTA throughout the rest of your website to drive traffic to the landing page.

Make sure the design of the call to action is unique so that it stands out from other elements on the page and captures people’s attention immediately. Do some A/B testing to find out which combination of colors, fonts, placement and size are most effective in getting people to click.

The best way to grab the reader’s attention is to use actionable verbs such as “Download Guide Now” or “Get the Report”. People need to know quickly what you want them to do, and if you use passive text such as “Report” or “Guide”, they may not get it right away. Be as clear and direct as possible with your call to action.

Here’s an example of a CTA:

Notice how both the CTA and the landing page include an image of the book so that when people click through, there’s a clear connection. Visitors know immediately that they’re in the right place. Taking that a step further, it’s important to use consistent messaging, titles and naming conventions as well.  For instance, if you call it a “guide” in your CTA, don’t use the word “ebook” on the landing page. This is a small but important detail that can make a huge difference.

2. Place the CTA on high performing pages

One of the easiest ways to promote content is on your website.

If you have Google Analytics installed (which you should), you can easily see which pages are most popular and get the most visitors. Chances are good that your home page tops the list, so be sure include a prominent CTA there.

Don’t forget to include CTAs on your blog posts too. You may drive tons of traffic to your website through your blog pages, but if you don’t engage visitors once they read your article, you’ve got a missed opportunity.

A natural “next step” for readers to take is to download an ebook or guide that’s related to the blog post. Since they’re already engaged with your content and in “research” mode, there’s a good chance they will click on your offer in order to learn more.

Place the CTA in the right sidebar of you blog and within the article itself, either early in the post or at the end of the article.

Even though the bulk of your CTAs should be driving traffic to content, it’s okay to drive people to other pages on your site as well, as long as they’re related. And every now and again, use a call to action to your services or product pages. Some readers may be ready to purchase and want to learn about what you offer.

(NOTE: Want to create content that turns visitors into customers and grows your list by thousands?? Get my Irresistible Lead Magnet Checklist.)

3. Email it to subscribers

You’ve got an email list. Use it!

Once you’ve developed your ebook or checklist, create an email campaign to let your subscribers know about it. Make sure your email includes the benefits of your freebie and answers questions that people will most likely have about it.

Keep in mind that each freebie you create may not be relevant to everyone on your mailing list. The more targeted your email, the better your conversion rate will be. You first need to segment your contacts and create targeted lists for each piece of content.

You also want to differentiate the content you offer existing customers from what you offer other people. You might offer one ebook providing special value and detailed information for customers and a more general introductory one for leads.

Emails can be simple text, like this one:

Or HTML with images and graphics like this one:

Your HTML email can include an image of your ebook, a short description and bullet points highlighting the information. Once readers click through, they’ll be taken to your landing page with your opt-in form. Be sure to include share buttons on your email as well as your landing page so that subscribers can share your content with their connections.

4. Share it on social media

The same way that you use your social media profiles to share blog posts, you have to make people aware of your premium content. This may take a little extra work, but with the right social media strategy you can drive traffic to your content that rivals search engines.

Here’s a sample sequence for social media sharing:

• Tweet about it. The first day your content is available, tweet about it 3 or 4 times and include a picture of your ebook and a link to your landing page. Don’t forget to include 2 or 3 hashtags as well.
• Share it once to Google+. The best way to comment on Google+ is to use a bold, eye-catching title and short paragraphs that describe what your book is about. At the end of your commentary, ask people a question to start a conversation about it. Just like Twitter, you’ll want to include 2 or 3 hashtags. Once you’ve shared it, +1 your share to start the ball rolling and encourage others to share. You only need to share it on Google+ once on the first day.
• Share to LinkedIn. Copy the Google+ commentary to share to your LinkedIn profile and groups.
• Share to Facebook. Post the same commentary to your Facebook profile, business pages, and any groups.
• Schedule additional tweets. Tweets are gone in a second, so use Buffer or Hootsuite to schedule more tweets for the first week. Keep your tweets fresh by tweeting something different each time and using different hashtags. Tweet an excerpt once, then tweet your thoughts about the book, ask a question, point out key takeaways, and so on. Make sure you add a picture of your ebook with a link to your landing page.

Once you create a following, you’ll have more visibility for your book. As your followers share your posts with their own connections, you should see a substantial boost in traffic. This type of social media sharing is what creates viral landing pages.

5. Create a Facebook Contest

Facebook contests are a powerful way to gain exposure and place your ebook in the hands of new audiences.

You’ll want to create a brand page for your ebook with the same information you included on the landing page: title, key points and benefits, bullet points, and so on. Include a link to your landing page on your brand page.

Once your page is up and running, it’s time to attract followers who will engage with your content and download your book.

Here are a few tips for creating your contest:

• Make the entry steps simple. The shorter the entry the better.
• Use an actionable CTA. (“Download the report here”, “Get the details”).
• Include a great visual of your ebook. Use the same one you shared to social media profiles.
• Promote the contest. Announce it on your website, on social media and to your subscribers.
• Keep the enthusiasm going. Contact winners personally and announce your next contest to keep fans engaged.

6. Reach out to influencers

Guest posting on well-known blogs is a powerful way to drive traffic, especially if your own blog doesn’t have a lot of traffic already. By reaching out to influential bloggers, tweeters and brands in your space, you can reach their followers and generate qualified leads from new audiences.

And it’s not as hard as you think, especially when you offer an ebook that is packed with great information. There are many bloggers who like to share content that is relevant to their audiences.

The first step is to find top blogs and influencers in your niche and in your target market. In case you don’t already know, influencers are trusted authorities in their field and highly active in social media. Their content is always top quality and they’ll have a lot of followers. Once you find the blogs, you’ll want to subscribe to them.

You may have to do a little digging to find popular blogs that your ideal customers read. Technorati is a great source for finding popular blogs in your space. For influencer research, try Followerwonk or Little Bird.

Pro tip: If you haven’t already, try to find a way to include some targeted sources in your ebook. Mentioning influencers in your content gives them an added incentive to want to share your post.

Once you have your list of influencers, it’s all about the outreach. When emailing people, keep it personal, short and to the point. Make sure you answer these 3 questions right away:

• What are you pitching?
• What’s in it for me?
• Who are you and why do I care about your brand?

If the outreach isn’t getting the response you expect, be persistent. It may be as simple as tweaking your subject line, or you may need to send two or three emails before you hear back. It’s a good practice to split test different subject lines to see which ones perform best.

And finally, don’t spend time creating the post until you have influencers interested in your topic. Your goal is to find compelling subject matter that both connects with their audience and relates to your ebook.

As with all marketing, influencer outreach is a number’s game. You have to reach out to at least 100 influencers if your goal is to target 10 or 20.

Key Takeaways

Putting a content marketing promotion strategy into action will drive traffic to your content, more targeted leads and and more sales. The best part about following these steps is that your content will always be working for you, from the moment it’s published and over the long run.

(NOTE: Want to create content that turns visitors into customers and grows your list by thousands? Get my Irresistible Lead Magnet Checklist.)