How to Package Your Knowledge into a Digital Product in 3 Easy Steps

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If you’ve ever dreamed about turning your knowledge into a course or digital product but felt unsure about where to start – trust me, I relate. Before I created my first digital product, I went around and around (and around) in my head for months. I had expertise, skills, ideas by the boatload but what I lacked was clarity.

Whether you work with clients, create content for an audience, or just want to add an additional revenue stream to your business, you know you have valuable knowledge to share—the challenge is figuring out how to package it into something people actually want to buy.

The good news? You don’t need to be a designer, copywriter, or tech expert. There are tons of easy-to-use tools and templates that can do the heavy lifting for you—that part is actually easy and totally figureoutable (I promise).

The part that really matters—the part only you can do—is having a strong, sellable idea and a clear strategy to make it irresistible to buyers.

In this post, I’m going to show you how to identify your most valuable knowledge, choose the right format for your content so it’s easy to sell, and recommend tools that make the creation process simple.

Ready? Let’s dive in. 😎

Step 1: Identify Your Profitable Expertise

The best place to start is to think about what you already know and do best. Many people get stuck here because they aren’t sure if their knowledge is valuable enough to turn it into a product. But the truth is, you likely have multiple areas of expertise that could become successful digital products – you just need to identify them.

Profitable expertise typically shows up in three key ways:

✔️ Solving specific problems
✔️ Developing unique methods or frameworks
✔️ Explaining complex topics in a simple way

Let’s break these down…

Solving Specific Problems

Instead of getting caught up worrying about whether you’re ‘expert enough,’  focus on how you’re already helping people. What are you good at fixing, improving, or making easier?

If you’ve helped even one person solve a problem (yourself included), chances are good there are more people out there actively searching for help with that problem too.

Think about:

  • What problems do people come to you for help with?
  • Which questions do you get asked over and over?
  • When do people say, “I wish I could do that like you do”?
  • What processes do you naturally explain to others?

👉 Now, instead of answering the same question repeatedly, you have a digital product that does it for you.

Developing Unique Methods & Frameworks

People often systematize their work without even realizing it. If you’ve created a template, checklist, or document that makes a process easier for you or your clients, chances are others would find it valuable too.

Ask yourself:

  • What processes or systems have you developed that make your work easier or more efficient?
  • What templates, checklists, or documents have you already created that could save someone else time?
  • Do you have a unique way of organizing tasks, projects, or information that others might find useful?

👉 If you’ve built something that improves your workflow, chances are, others will find it valuable too.

Explaining Complex Topics Simply

If you have a knack for breaking down complicated ideas into easy-to-understand steps, that’s a valuable skill. People are willing to pay for clarity—especially in industries where things feel overwhelming.

Ask yourself:

  • What analogies do you use to explain technical concepts?
  • How do you break down complex processes into simple steps?
  • Which of your explanations make people say “Oh, now I get it!”?

👉 If people regularly say, “Oh, now I get it!” when you explain something, that’s a sign there’s real demand for your knowledge—and an opportunity to turn it into a digital product that helps even more people.

Finding Your Product Sweet Spot

Now, take a step back. The best digital products come from the overlap of your expertise, the way you naturally teach or solve problems, and what people are actively looking for help with. This is your sweet spot—where your knowledge becomes a product people are eager to buy.

The most successful digital products combine:

➝ A unique approach (your method, system, or framework)
➝ A real demand (a problem people struggle with and want solved)
➝ A clear transformation (guiding them from problem to solution)

Once you identify this intersection, the next step is choosing the best format to package your knowledge into a sellable digital product.

Step 2: Package It into the Right Format

Your expertise can be packaged in several different ways, and the right format depends on how your audience prefers to learn and what makes it easiest for them to take action.

Let’s break down the most common options:

Workbooks & Templates

Workbooks and templates are designed to give your audience a structured, ready-to-use resource. Instead of just teaching a concept, these products help people implement what they’ve learned.

They work best when your audience needs:

✅ Step-by-step guidance to complete a task or reach a goal
✅ Fill-in-the-blank exercises to apply what they’re learning
✅ Pre-made templates to save time and avoid starting from scratch

🛠 Tools to Use for Workbooks & Templates

Canva – Best for visually designed workbooks, planners, and templates. Great for PDFs, interactive worksheets, and polished digital downloads with branding, icons, and graphics. Also supports clickable links for interactive elements.

Google Docs – Best for text-heavy, editable templates. Ideal for guides, worksheets, or forms that users can type into directly. Works well for interactive documents like checklists, fillable workbooks, and collaboration.

Notion – Best for digital, interactive templates that users can duplicate and customize. Great for productivity dashboards, trackers, content planners, and systems that live in a workspace rather than a static document.

Ebooks & Guides

Ebooks and guides are great for teaching concepts, breaking down complex topics, and sharing expertise in a structured format. Unlike a workbook, which is interactive, an ebook is more about delivering knowledge in an organized, easy-to-read way.

This format is ideal when:

✅ Your audience needs detailed explanations rather than hands-on exercises
✅ The topic requires depth and storytelling to keep readers engaged
✅ You want to create a low-ticket offer that introduces people to your expertise

🛠 Tools to Use for Ebooks & Guides

Canva – Best for visually designed ebooks and PDFs with branding, images, and engaging layouts. Ideal for making your content more polished and professional.

Google Docs – Best for text-heavy ebooks, reports, and guides that prioritize readability and easy formatting. Great for simple layouts, collaboration, and exporting as PDFs.

Online Courses & Workshops

Online courses and workshops are best for in-depth teaching where step-by-step instruction is necessary. They work well when you need to:

✅ Demonstrate processes visually (e.g., screen recordings or slides)
✅ Teach a multi-step system that requires structured lessons
✅ Engage your audience interactively with exercises, discussions, or Q&A

🛠 Tools to Use:

Canva – Best for presentation slides and visual course materials. Great for structuring lessons, creating engaging slide decks, and designing supporting resources.

Descript – Best for screen recording, video editing, and captions. Ideal for creating step-by-step tutorials, talking head videos, and course content that requires demonstration.

To sum it up: 

📌 Want a shortcut? Our bestselling Make It Sell It Toolkit  includes 300+ plug-and-play Canva digital product templates to create course presentation slides, course materials, planners, workbooks, eBooks and much more—so you can create professional digital products without spending hours on design or starting from scratch. Plus! Pre-written sales page templates to launch at record speed.

🎉 Special offer: right now, you can use coupon code MISI-50 at checkout to save 50% off — but hurry, this offer is going away!

Step 3: Structure Your Product for Clarity & Ease of Use

Once you’ve chosen the right format, the next step is structuring your content so it’s easy to follow, engaging, and delivers real value. A well-structured digital product makes it effortless for your audience to consume, apply, and get results.

Use the “One Transformation” Rule

Every product should take people from Point A (problem) to Point B (solution). If your content is scattered or tries to cover too much, it becomes overwhelming. Keep the focus clear and actionable.

Make It Easy to Navigate

How your content is presented impacts how people engage with it. Structure it in a way that makes learning simple:

  • For workbooks & templates: Use clear sections, checklists, and step-by-step exercises to guide users.
  • For ebooks & guides: Break concepts into short, digestible chapters with summaries or key takeaways.
  • For courses & workshops: Organize lessons logically and include supporting materials (slides, transcripts, exercises).

Keep It Actionable

Your audience isn’t just looking for information—they want to be able to apply what they’ve learned. The easier you make this, the more valuable your product becomes.

  • For workbooks & templates: Include fill-in-the-blank sections, guided exercises, or checklists so users can immediately put your methods into practice.
  • For ebooks & guides: Add practical examples, case studies, or step-by-step breakdowns that illustrate key concepts.
  • For courses & workshops: Provide downloadable templates, worksheets, or action steps at the end of each lesson to help students implement what they’ve learned.

Bottom line: Don’t just tell—guide your audience through taking action.

Ready to Package Your Expertise into a Profitable Digital Product?

The biggest mistake digital product creators make? Spending too much time overcomplicating the process instead of structuring their content effectively.

Remember:

✔ Your knowledge is the value—not the format.
✔ Choose a format that fits your strengths and audience.
✔ Use tools and templates to simplify the process.
✔ Launch before you feel 100% ready.

If you’re planning to create a digital product, the Make It Sell It Toolkit has everything you need to get it done—fast.

Instead of wasting hours formatting and designing from scratch, just drag and drop from over 300 plug-and-play templates to build workshops, ebooks, interactive worksheets, and more. No guesswork, no tech headaches—just a complete system to help you create and sell digital products with confidence.

Plus! Pre-written sales and landing page templates for WordPress and Canva, so you’re not stuck staring at a blank page when it’s time to launch.

Don’t forget 👉 Use code MISI-50 at checkout to grab the Make It Sell It Toolkit for 50% off—but hurry, this offer won’t last!

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How to Turn Your Digital Product Into an Irresistible Offer Before You Launch

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If you’ve ever poured weeks (or months) into creating a digital product only to second-guess whether anyone will actually buy it, you’re not alone. Most creators follow the “build first, sell later” approach—only to realize too late that their product isn’t positioned to sell.

But what if you could create your digital product and shape an irresistible offer at the same time?

This shift in thinking can mean the difference between launching to crickets and launching to buyers who are already eager to purchase. 

So let’s talk about why the old way doesn’t work, and how to build a product with a high-converting offer before you launch.

The “Old Way” of Digital Product Creation (And Why It Fails)

Most digital product creators follow this process:

1️⃣ Brainstorm an idea
2️⃣ Spend weeks (or months) creating it
3️⃣ Start thinking about how to sell it
4️⃣ Struggle to write a compelling sales page and wonder why it’s so hard
5️⃣ Launch… and hope for the best

This approach is backward—it treats selling as an afterthought rather than a core part of the process. And it leads to some common pitfalls:

❌ A vague or weak offer: Since the offer wasn’t clarified upfront, the product lacks a clear, compelling reason to buy.
❌ Endless revisions: Creators often realize after launching that their product needs restructuring or repositioning to sell effectively.
❌ Sales page struggles: Writing sales copy feels impossible because they haven’t defined the transformation their product delivers.

If you’ve ever found yourself stuck at the sales stage—staring at a blank page, unsure how to describe your product in a way that gets people excited—this is why.

The Smart Way: Build Your Sales Page Before You Finish Your Digital Product

The solution? Reverse the process. Instead of building first and figuring out how to sell later, you start shaping your offer before your product is even finished.

How? By writing your sales page early in the creation process.

When you clarify your offer before you finalize your product, you create a direct path to sales because:

✔ You get crystal clear on what you’re selling—the transformation, benefits, and why people need it.
✔ You design your product with sales in mind, ensuring every part of it aligns with what your audience actually wants.
✔ Your messaging becomes effortless because your offer is already positioned in a way that makes people say, “I need this!”

This process makes product creation easier because you’re no longer guessing what should go inside—you’re building around a validated, irresistible offer from the start.

Here’s how to make sure your digital product is sellable before you launch it:

1️⃣ Start With Your Offer Statement

Before designing a single page of your product, answer these questions:

  • What transformation will this product provide?
  • Why does your audience need this now?
  • What pain points does it solve?
  • What specific outcome will they achieve?

If you can’t answer these questions clearly, your product (and sales page) will feel unfocused—and that uncertainty will translate to your buyers.

📌 If you need help validating your digital product idea, this 1-hour workshop will help.

2️⃣ Write Your Sales Page Early

Once you have your offer statement, draft your sales page before finishing your product. This forces you to refine your messaging and ensures your product aligns with what people actually want to buy.

Use a fill-in-the-blank sales page template to structure your offer quickly—this keeps you from getting stuck overthinking copy.

📌 You can grab our free Sales Page Copy Worksheet right here to help you do this (no opt-in required) or check out our Make it Sell it Tookit that includes pre-written, ready-to-go sales pages. (Pssst… you’ll find a special offer at the end of this post!)

3️⃣ Build Your Product With the Sales Page in Mind

As you create your digital product, continually check it against your sales page:

✅ Does the content deliver the promised transformation?
✅ Are the features supporting the benefits you’ve highlighted?
✅ Is everything structured in a way that makes the offer even more compelling?

This approach makes selling seamless because the product and offer are already aligned.

Refining and Strengthening Your Offer as You Build

When you can step back and read your sales copy, you should be asking yourself:

  • What else does my audience need to fully achieve this transformation?
  • What’s missing that could enhance their success?
  • Are there any gaps in the product that could lead to confusion or overwhelm?

This is also a great time to think about bonuses and add-ons that increase perceived value and conversions. Ask yourself:

  • What would help them solve a related problem? This could be a bonus resource, such as a template, checklist, or swipe file.
  • Could I offer pricing options? Adding tiers (e.g., a basic and premium version) gives buyers flexibility and increases revenue potential.
  • Can I bundle complementary products? If you already have related content, bundling them together can make the offer even more compelling.

By thinking about value-adds at this stage, you ensure that when you launch, your product isn’t just something people could buy—it’s something they feel like they need to buy.

Make Selling Easy by Starting With Your Offer

The key to a successful digital product isn’t just in creating it—it’s in shaping an offer that people can’t resist. When you build your product and sales page together, everything aligns seamlessly, making your launch easier and more effective.

If you want a faster, stress-free way to do this, the Make It, Sell It Toolkit gives you everything you need:

  • Fill-in-the-blank sales page templates to describe your offer in a way that converts and without the guesswork.
  • Drag-and-drop product templates easily editable in Canva to design polished, professional products effortlessly.
  • 300+ templates to build everything—from sales pages and landing pages to courses, workbooks and guides.

The result? A digital product with an offer that practically markets itself.

⚡Special offer for our blog readers who’ve made it this far: Because we’re on a mission to help as many digital product creators as possible, we’re offering our best-selling digital product template kit at 50% off for a limited time. 

👉 Grab the Make It, Sell It Toolkit here and use the coupon code MISI-50 at checkout to claim your discount before this offer disappears.

By focusing on your offer first, you take the guesswork out of selling—so you can create, launch, and start making sales faster. 

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Design Your Digital Product with Confidence: Pro Tips for Non-Designers

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You’ve probably seen those beautifully designed digital products—the ones with flawless layouts, that perfect accent font, cohesive color palettes, and custom graphics. They look stunning.

And if you’re anything like most new creators, you want your product to look just as polished.

So, you spend days (or weeks) tweaking colors, obsessing over fonts, scrapping layouts and starting over. You hesitate to launch because your design still doesn’t feel “professional enough,” and every time you think you’re done, you find something else to tweak. 

And just like that, weeks turn into months—and your product still isn’t making you a return on all the time you’ve invested.

The Hidden Cost of Perfectionism

Here’s what most digital product creators don’t realize: every week you spend “perfecting” your product instead of selling it is money left on the table.

Let’s put some numbers to this:

Imagine you’ve created a digital product that sells for $97. You delay your launch by just one month to fuss with the design some more. Let’s say you could have sold 30 copies in that time.

That’s $2,910 in lost revenue.

Now add in the opportunity cost:

💰You could have spent that month promoting your product.
💰You could have started your next offer.
💰You could have built momentum instead of getting stuck in the weeds.

And what’s really holding you back? It’s not the design. 

It’s the fear that your product won’t look “professional enough.” That customers won’t take you seriously unless everything is perfect.

It’s imposter syndrome dressed up as productivity.

The Limiting Beliefs that Sabotage Your Design Process

Let me share something I’ve learned in the last ten years of creating digital products: perfection is the enemy of profit. 

Having worked as a graphic designer for 20 years, I watched countless clients fuss over the wrong details and wind up with an award-winning business card design but no business. 

I learned that behind this strange phenomenon is almost always some kind of fear. 

Yup, there are the loads of limiting beliefs that might be sabotaging your creation process so let’s get into it… 

Analysis Paralysis

When facing too many options (fonts, colors, layouts), you freeze up. Each decision feels monumental when it’s actually quite minimal.

The fix: Create a simple brand guide before you start. Choose two fonts (one for headings, one for body text), three colors (primary, secondary, accent), and stick to them throughout. 

Having pre-set “rules” you stick to eliminates decision fatigue and speeds things up. 

📌 If you need help choosing fonts and a color palette and this is where you tend to get stuck, check out the Brand with Confidence Toolkit. 

Comparisonitis

You’re measuring your first draft against someone else’s fifth version, but what you don’t see are all the cringe-worthy attempts, improvements, and refinements that happened along the way. That’s just how the design process goes… for everyone. 

The fix: Remember that every inspirational result had a humble beginning. When you find yourself comparing, focus back on what matters: helping your customers. (Not beating your competitors in a design competition).

The “One More Tweak” Trap

There’s always one more design adjustment that feels crucial. But each one extends your timeline and chances are your customers wouldn’t even notice the difference.

The fix: Ask yourself: “Does this design change meaningfully improve how easily customers can use and understand my product?” If not, add it to a “design updates” list for the future.

This is the beauty of digital products – you can always improve them after launch, but it’s important to get your “good enough” version into the marketplace where it can be tested with real customers.

Which leads me to…

Feedback Avoidance

Sometimes perfectionism is really just fear of feedback (a.k.a. criticism). You endlessly refine in isolation because exposing your work to the public feels vulnerable and risky.

The fix:  Start with a “minimum viable audience” of 3-5 trusted people who match your target customer. Share your work-in-progress and ask specific, open-ended questions: “What was unclear?” or “What questions do you still have about [topic]?” or “What are you able to do now that you couldn’t before?”

Their feedback will be more valuable during your revision process than making assumptions on your own, and the positive comments will give you confidence to move forward.

The 80/20 Rule of Digital Product Creation

If your really want to stop spinning your wheels and launch faster (and start making sales), follow this simple rule:

Spend 80% of your time on the content and features that deliver the transformation your customers want.

Spend 20% on design—not just to make it pretty, but to make it clear, usable, and functional

Most creators do the opposite. They obsess over design first instead of the things their audience is actually paying for.

But the truth is: Design is a tool, not the value.

Good design isn’t all about aesthetics—it’s about making your product easy to use and understand.

What it doesn’t mean?

❌ Shopping for hours to find the perfect font
❌ Figuring out color combos you like better than the one that’s already great
❌ Searching endlessly for the perfect stock photos or graphics 

Your goal is to get your product into the hands of the people who are out there waiting for your help – and they don’t need you to select a slightly different shade of blue. 

What “Good Design” Actually Means

Most creators get caught up in making things look pretty but “design” isn’t a synonym for “decoration.” 

The primary purpose of design is to support the purpose and function of your product, and to help your customers to achieve their goals with minimal friction.

So if you want to feel confident that your product is well-designed, run through this simple checklist:

  • Is it organized in a logical way? Can readers easily find specific information or sections they’re looking for without getting lost?
  • Is your text comfortable to read? Have you chosen a readable font size and included enough white space to prevent eye strain?
  • Are your formatting choices consistent? Do your headings, subheadings, callout boxes, and other elements follow the same style throughout?
  • Do all your links and interactive elements work properly? Have you tested them on different devices to make sure customers can access everything as intended?
  • Does your color scheme enhance readability/usability? Or does it distract from your content?

If you’re easily checking off these boxes, you’re good. But let’s turn this up a notch and silence the most common self-doubt scenarios… 

But what if customers think it looks unprofessional?

Remember that “professional” means different things to different people. What matters most is that your product delivers what it promises.  When in doubt, err on the side of simplicity. Professional graphic designers focus more on “what can be taken away” than “what can I add to this?” 

But what if my competitors’ products look better?

#truthbomb: There will always be prettier products out there. Always. Just remember that design can elevate the perception of quality, but it isn’t the quality in and of itself. 

But what if I get negative feedback about the design?

Even the most talented designers get negative feedback on a regular basis, it’s just that they’ve learned to have a thick skin about it. Do what they do: use the feedback to make improvements if it makes sense and don’t take it personally. 

Negative design feedback isn’t a reflection of your worth or expertise; and it’s usually a matter of subjective opinion anyway. 

3 Final Tips to Conquer Design Insecurity and Launch Faster

Now that you understand what really matters in digital product design, let’s wrap up with some actionable steps to help you move from overthinking to launching with confidence.

1️⃣ Look at your competitors once before you start, then focus on your own work.
Getting inspiration is helpful, but constant comparison leads to self-doubt and unnecessary revisions. Set a time limit for research, then close those tabs and trust your own vision.

2️⃣ Use templates to eliminate design guesswork.
You don’t need to create everything from scratch. Professional templates allow you to drag, drop, and publish instead of wasting hours fussing.

3️⃣ Set a time limit for design.
Give yourself a hard deadline to format your product and stick to it. The goal isn’t to win a design award—it’s to launch a product that sells. Try using a timer for design sessions to prevent perfectionism from taking over.

And a bonus tip: launch before you feel 100% ready. No matter how much you tweak, you’ll always find things to improve. Get your “good enough” product out there and iterate later if needed. You got this. 💪

Taking Action: From Advice to Implementation

I hope these tips have helped you you move past design hang-ups and launch your digital product with confidence! Remember – your expertise and the results you deliver are what truly matter to your customers.

You can put these tips into practice right away or find tools to help you along, but the most important thing is to take action. Launch your product, get feedback, and make improvements as you go.

If You Want to Speed Things Up

If you’d like to save time on the design process, the Make It Sell It Toolkit might be just what you need.

We created this after watching countless creators (ourselves included) get stuck in the design phase for way too long. It includes:

✅ Polished, professional digital product layouts—without endless tweaking
✅ Sales page templates for WordPress & Canva, so you don’t waste time figuring out what converts
✅ 300+ plug-and-play Canva templates to create presentation slides, course materials, eBooks, and more. 

It’s the same system hundreds of creators use to create and sell beautifully-designed digital products quickly—and you can use it too!

⚡Special offer for our blog readers who’ve made it this far: Because we’re on a mission to help as many digital product creators as possible, we’re offering our best-selling digital product template kit at 50% off for a limited time. 

Click here to see everything that’s inside the Make It Sell It Toolkit and use the coupon code MISI-50 at checkout to claim your discount before this offer disappears. 

We hope to see you inside, but either way, let this be the moment you stop overthinking and start selling!

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How to Stop Overthinking and Create Your Digital Product

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If you’ve spent countless hours thinking (and rethinking, and re-rethinking) your plans to create a digital product but haven’t actually started, this is for you.

Before I created my first digital product, my mind would spiral playing out every possible scenario… 

→ What if no one buys it?
→ What if someone points out a mistake?
→ What if there are tech issues?
→ What if it’s priced too high? Or too low?

The questions were endless, and they kept me stuck in planning mode for months.

The truth is, I wasn’t planning – I was paralyzing myself with endless possibilities. If you’re anything like me, your overthinking might be masquerading as “being thorough.”

Breaking free from this cycle means:

  • Learning to recognize when you’re overthinking vs. actually planning
  • Having a system to validate your idea quickly (before your mind spirals)
  • Knowing exactly what steps to take first (so you don’t get overwhelmed by all the possibilities)
  • Starting before you feel 100% ready (because you never will)

There are a lot of moving parts when it comes to creating a digital product. In fact, it’s too much to cover in this blog post.

But that first step of breaking free from overthinking is huge, because:

✅ Every day you spend overthinking is a day someone isn’t benefiting from your knowledge (and you’re not generating passive income)

✅ The longer you wait, the more likely someone else will create what you’re thinking about (and capture that opportunity)

✅ Overthinking keeps you trapped in the feast-or-famine cycle of trading time for money, when you could be building something that works for you 24/7

It’s time to turn that overthinking into action. 

📌Quick note: If you’re reading this and thinking “I just want to know if my idea will actually work,” that’s exactly why I created the Validate Your Digital Product Idea with ChatGPT workshop. It gives you a proven system to validate your idea quickly so you can stop overthinking and start creating with confidence. 

First, Shift Your Mindset

That voice in your head that keeps coming up with “what if” scenarios? It thinks it’s protecting you. But really, it’s just keeping you stuck in an endless loop of preparation.

It’s time to recognize overthinking for what it really is – fear masquerading as “being thorough.”  

Let’s get to the bottom of what’s really going on. Ask yourself:

  • What specific scenarios do you keep playing out in your mind? Write them all down – even the ones that seem ridiculous.
  • What’s the actual worst thing that could happen if you launched something that wasn’t perfect? (Spoiler alert: The world wouldn’t end.)
  • What opportunities are you missing by not starting? (Think about the people who need your help and the income you’re not generating.)
  • What would you do if you knew you couldn’t fail? 

With that out of the way, let’s dive into practical steps to move from overthinking to action.

Step #1: Catch Yourself in the Overthinking Spiral

The first step is learning to recognize when you’re overthinking versus actually planning.

Here’s what overthinking usually looks like:

  • You keep researching the same topics over and over
  • You’re collecting more information but not using what you already have
  • You’re focusing on problems that don’t exist yet
  • You’re trying to plan for every possible scenario
  • You keep changing your mind about small details

Real planning, on the other hand, involves:

  • Setting specific goals and deadlines
  • Breaking down big tasks into smaller steps
  • Making decisions and moving forward
  • Focusing on the next immediate action
  • Being okay with figuring some things out as you go

Start paying attention to which category your thoughts fall into. When you catch yourself in an overthinking spiral, immediately write down one small action you can take instead.

Step #2: Create a “Launch Before You’re Ready” Plan

Here’s what most people do: They try to create the perfect product right out of the gate. They overthink every detail, every module, every bonus.

Here’s what successful digital product creators do: They start small, test quickly, and improve based on real feedback.

Your “Launch Before You’re Ready” plan should include:

  • One specific problem you’re going to solve
  • The minimum content needed to solve that problem
  • A timeline for creating that minimum content
  • A date to start testing with real people

Don’t worry about making it perfect. Your first version won’t be perfect, and that’s exactly as it should be.

Step #3: Set Up Your Overthinking Off-Switch

When you feel yourself sliding into overthinking mode, you need a circuit breaker – a simple strategy that snaps you back into action mode.

For example, let’s say you’re trying to decide what format your digital product should be. You could spend hours researching the pros and cons of ebooks vs. courses vs. templates, looking at what everyone else is doing, and still not make a decision. Sound familiar?

Here’s how to break free from that cycle:

  1. Set a 15-minute timer when you start planning
  2. If you’re still planning the same thing when the timer goes off, you must either:
    • Make a decision and move forward, or
    • Write down the specific information you need to make a decision
  3. Go get that specific information or take the next step

So in our format example, when the timer goes off, you either:

  • Decide “I’m creating a course” and move on to outlining it, or
  • Write down “I need to know which format my audience prefers” and go ask them directly

No more endless research. No more “just one more tutorial.” When the timer goes off, you decide or you do.

Step #4: Take Imperfect Action

We’re almost there, but this last step is crucial.

You need to take action before you feel ready. Why? Because that feeling of ‘not ready yet’ isn’t protecting you – it’s just another way your brain tries to keep you safe by keeping you stuck. 

The reality is, you become ready by taking action, not by doing more research, taking another course, or endlessly tweaking your product.

Most successful digital product creators aren’t the ones who felt most ready – they’re the ones who took imperfect action. 

They didn’t wait for permission or perfect conditions. They just started.

Instead of getting lost in the big picture of everything your digital product *could* be, start with something small but concrete – something you can finish today:

  • Create an outline for your digital product
  • Record one test video
  • Write one module
  • Show your draft to one person

Each of these actions moves you from the endless loop of thinking to the momentum of creating. And momentum? That’s what transforms vague ideas into real income.

The key isn’t to do it perfectly – it’s to do it now. Because a simple action today is worth more than a perfect plan that never leaves your head.

From Overthinking to Clarity to Confident Action

I remember how terrifying it was to create and launch my first digital product, so I get it. It took all my courage just to put it out into the world.

But here’s what I’ve learned from creating dozens of digital products over the last eight years: it gets easier. 

The clarity you’re looking for? It comes from selling your digital products and courses to real customers. They’ll tell you exactly what they need next– but only after you’ve taken that first scary step of putting yourself out there.

But I remember what it was like to be just starting out, and operating on guesswork and assumptions. I would have given anything for a way to test my ideas and find out if people would actually buy what I was planning to create. 

Now that we have AI, it’s a totally different ballgame. You can get incredible intel about your customer if you know the right questions to ask.

I use it for identifying ideal target markets, generating customer personas, and even to “interview my customers” by instructing AI to play the role of my ideal customer. It’s like having a focus group at your fingertips! 

This (and more!) is what I teach in the Validate Your Digital Product Idea with ChatGPT workshop. 

In just one hour, you’ll learn a process you can use over and over again to feel confident in your plan – for this product idea and every one after that.

By this time tomorrow, you could have the clarity and confidence you need to finally move forward. No more endless research. No more paralysis. Just clarity about your audience and an action plan.

If you’re ready to break free from overthinking…
If you’re tired of being stuck in your head…
And you’re ready to finally turn your knowledge into a digital product…
And you want a proven system to follow instead of figuring it all out alone…

Spend an hour with me inside the Validate Your Digital Product Idea with ChatGPT workshop. As a special thank-you for reading this to the end, use the coupon code VALIDATE50 at checkout to enroll for just $47 and save 50% off the regular price of $97. (But don’t wait, this offer will not be available for long!) 

I hope this post has shown you that creating a digital product isn’t about finding massive blocks of time or waiting until everything is perfect. It’s about taking consistent (imperfect) action. You got this. 💪

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A Beginner’s Guide Email Promotions: How to Boost Sales All Year Long (with Examples + Free Planner)

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The goal of every online business is to attract and convert customers in order to make sales, but with ad costs on the rise and algorithm changes making it harder and harder to reach them, what worked a few years ago just doesn’t work the same way today. 

And as more and more people are starting online businesses and competing for your customers’ attention, and as platforms increasingly expect you to  “pay to play”…

The question becomes, “What still works to drive sales that a small business can even afford?” 

The tactic that’s remained consistently reliable (with no signs of slowing down) is hands-down running email promotions. Considering that the average ROI for email marketing is $36 for every $1 spent, that makes it the best investment of your marketing dollars around. 

If you haven’t adopted an email promotional strategy yet, it’s not too late to start! Think of it this way…

Ad costs will always fluctuate, and getting organic traffic to your offers isn’t going to get any less competitive. Relying exclusively on social media or SEO means the costs and opportunities to sell things to people will largely be out of your control… 

But your email list is something you do control. It’s not Facebook’s audience or Google’s user base – it’s your list. You control the costs and how frequently your audience sees your messages. 

In this post, we’re going to cover:

Table Of Contents
  1. What is an Email Promotion?
  2. How to Create an Email Promotion Calendar and Hit Sales Targets
  3. Planning an Email Promotion
  4. Creating a Promotional Email Sequence
  5. Example Email Promotions 
  6. 4 Types of Email Promotions Ideas to Try

Before we dive into the nitty-gritty, be sure to grab our Free Email Promotion Planner & Tracker for Google Sheets:

Alrighty then, let’s start with the fundamentals…

What is an Email Promotion?

An email promotion is a series of emails (usually 2-6 but sometimes more) that you send to your list over a specific time period in order to promote a deal(s) or special offer. 

While marketers often use the term “email promotion” in the context of using email to promote something that’s free (e.g. a webinar or a challenge) or to re-engage subscribers…

In this post, we’ll be focused on using email to make sales. Around here, if we’re talking about “running an email promotion” what we’re talking about is:

  • Offering something specific and special to our subscribers 
  • Sending out a predetermined number of emails 
  • With a start and end time and date (usually 5 days or less)
  • For the purpose of generating $$$ 

How to Create an Email Promotion Calendar and Hit Sales Targets

The last thing you want to do is leave things to the last minute when it comes to email promotions because there are a lot of moving parts and they take time to plan and put together. 

Whether you run promotions every week, month, quarter, or just once or twice a year is totally up to you, but you want to schedule them in your calendar, plan ahead, and give yourself deadlines to create everything you’ll need, including: 

  • The “hook” or theme – the reason for offering it (e.g. celebrating a holiday, flash sale)
  • The emails needed for each day (2-6+ emails each with a different angle and building upon the previous email to guide your readers toward a purchase) 
  • Mockups of your products, bundles, bonuses, etc. 
  • A sales or checkout page ready to go*

*Since this is your “warm audience” and you’ll be sharing lots of information within your emails, you don’t necessarily need to rely on a long and fancy sales page to do the selling as much as you do with a cold audience. We often use a simple ThriveCart checkout page when promoting something to our list unless we already have a long-form sales page created.

To give you an idea of how we approach our email promotion calendar:⁠ ⁠ 

Start by setting sales goals 

First, we start with an annual income goal. Setting a specific number is what drives our plan for the entire year. ⁠

Then we set an income goal for each month, with every month building upon the previous month. For example, we may need to make $25k this month, so next month we aim for $30k.⁠ ⁠ 

If we’re not on target at any point, we get creative and run an email promotion to get our numbers up. We might run a flash sale or create a bundle of products to offer at a special price for a limited time. ⁠Basically, we do whatever we need to do to hit our goal at the end of each month.⁠ 

We call these… 

Evergreen Promotions

Evergreen Promotions can be run as needed and they’re invaluable when it comes to helping us hit sales targets. We think of them as a way to “turn on the money faucet.” 

If there’s no specific holiday that makes sense to use as an excuse to show up with sale pricing, we create our own – all you need is a creative “hook”!

But we also commit to a certain number of… 

Seasonal Promotions

Every quarter we create a plan for a seasonal promotion for the next quarter. 

A seasonal promotion differs from an evergreen promotion in that it gets locked into our calendar with a hard deadline and utilizes a date-specific occasion as our “hook”: a holiday, observance, or celebration.

Think Valentine’s Day, Memorial Day, celebrating back to school and so on.⁠ 

⁠Because they’re seasonal and not just done “as needed,” this is income we factor into our strategy for hitting annual sales goals and setting our priorities for the quarter too.

(Do we need to create a digital product or a bonus? Do we need to write blog posts and freebies on this topic? Do we need a sales page? ) 

You can plan seasonal promotions a year in advance if you want to, but our approach to planning them just one quarter ahead of time gives us the perfect amount of flexibility to pivot throughout the year if we need to while also allowing us plenty of time to pull the promo together. 

We’d be remiss if we didn’t mention Black Friday as a special case when it comes to seasonal email promotions. This is the biggest opportunity of the entire year for an online business to run a promo and make sales. During this period, your customers will be watching their inbox for the biggest and best deals of the year and they’ll be ready with their wallets open waiting to buy things at a discount. 

If you’re able to offer discounts, a Black Friday promotion can not only give your fourth-quarter sales a huge boost, it can often make your year. And it’s not just limited to a one-day flash sale… 

Hot on the heels of Black Friday are the days that follow it: Small Business Saturday, Cyber Monday, and Giving Tuesday – all opportunities to extend the promo period and keep the celebration going for multiple days. 

We’ve also learned that if you time it just right, launching new products during this time can be very effective too… 

Our most successful promotions introduced a new product on Cyber Monday and Giving Tuesday. We offered two new products for a special price only to our subscribers and donated a portion of sales to a charity.

Since this was an exclusive “early bird” deal, we had a lot of people raising their hands which meant we were able to follow up with our customers to get their feedback and testimonials. This helped us immeasurably with sales and conversions going forward. 

If you decide to run big seasonal promotions like Black Friday, break down what you need to do, create, and write and spread those tasks out over a couple of months for a stress-free promo and then kick back, relax, and watch the sales come in.

Planning an Email Promotion

Here are some of the things to decide when planning an email promotion: 

What will you offer?

Will you offer multiple items or just one product or service? Do you need to create a new package or bundle or add a bonus to make your offer more enticing?

How will you create urgency?

Will you offer a discount? A bonus? A limited time package or bundle?

What’s the theme? 

What will your “hook” be? Introducing a new product? Celebrating a milestone? Observing a holiday or season? 

Who will you send it to?

Will you email your entire list or only certain segments? 

For example, you’ll want to exclude people who’ve already purchased and may want to leave out people who opted in to a freebie that’s not at all relevant to your offer. 

Why? Too many promotional emails sent to the wrong people (who are not a good fit for this offer) will only cause them to unsubscribe — when the reality is, the next promotion might have been the perfect fit! 

How many emails will you send and over how many days? 

This is something you’ll want to experiment with but as a good rule of thumb, it typically depends on the price and complexity of your offer: the higher the price and the more information your audience needs to make a decision, the more emails and time your promo will need.

What types of emails do you need?

Since you’ll essentially be promoting the same thing for a number of days, you want to think about how all of your emails are going to work together… 

There will be some common elements to each email (e.g. what’s included, how much it costs) but each email will need to have its own angle – what works for one person isn’t going to work for another.

In other words, one day you might just cover all of the features and benefits in detail and the next, you may want to include testimonials or answers to common questions and objections.

Psssst, no need to take notes, just grab our free Email Promotion Planner & Tracker. All of these tips will be there for you when you’re ready.

Creating a Promotional Email Sequence

Now we’re ready to get into the nitty-gritty of how to build a series of emails that work together to guide people to a purchase, are you ready? 🙂 

At this point you’re probably getting excited about the possibilities of using email promotions to generate revenue – it’s a proactive, affordable, and proven way to build your business… “Sign me up!” 

But you probably still have a lot of questions about what types of emails to write, how many, and exactly when and how frequently to send them – we definitely did in the beginning and it’s totally natural (it’s not intuitive!). 

It took years for us to wrap our heads around exactly what goes into setting up an email promotional sequence that drives sales, but no worries, that’s why we’re here and we’re about to break it all down so you don’t have to rely on trial and error. 

We’ve invested countless hours analyzing all sorts of campaigns and experimenting with our own too, and we’re about to share with you exactly what we’ve learned. The good news is, putting together a profitable email promotion is simpler than you think! 

Alright, now this is going to sound weird, but… 

We want you to think about your series of promotional emails like a sandwich. ?. 

First, you need two slices of bread as the foundation:

→ 1. An announcement email
→ 2. Last call email

Let’s take a deeper look under the hood so far… 

The Announcement Email

An announcement email is the first email in your sequence and lets your audience know all about your promotion and gets them excited about it. 

It should include a description of who it’s for, what’s included, the price, and the deadline for taking advantage of your offer. 

Your announcement email can be short or long, and here’s how to decide… 

Short announcement: Short and sweet is the way to go if you’re planning a promotion that lasts for 4 or more days and you just want to give your readers a “heads-up” that you’ve got something exciting planned over the next few days. You’ll give them a little teaser, tell them to watch out for your next email, and give them a link to a sales page that has all the details.  


A long “kitchen sink” announcement: If your promotion is 3 days or less, your announcement email will need to work a lot harder so it needs to be longer and more detailed and include every possible thing they need to know about the offer without needing to click on anything. See the following example…

Announcement Email Example:

Email Promotion Example

The announcement email kicks off the promotion. Then, to wrap up your promotion you’ll need… 

The Last Call Email

You might have heard the term “cart close” when you hear marketers speak about funnels and launches. It’s one of those jargon terms that used to intimidate the heck out of us, but then we realized that anybody who’s selling something online (whether a product or service) can do a “cart close”… 

It simply means that your deal or offer will end at a specific time. That’s it.

It doesn’t mean you have to stop selling it or that the thing that you sell actually is going away for good, it just means the promotion is ending. 


Think about it like this: the cart is closing “at this price,” “bundled this way, “with this bonus,” etc. 

The reason why we need a “cart close” is that your promotion needs an end time or there won’t be any incentive for your audience to take action.

We call it a “last call” email. That is, “this is your last chance to take advantage of the deal” (whether for now or forever). It’s a reminder to your audience that the offer is about to expire and it’s your one last chance to pitch it to them. 

Because of the urgency that’s baked in, it’s almost always the highest-converting email in the series. 

It should include enough details about the offer so even if this is the first email your reader has opened, they’ll have all the important information. So at a bare minimum that means:

  • How long they have left to take advantage of the offer 
  • A recap of the features and benefits
  • A final call to action

For promotions that last more than one day, you’ll send the last call email in the morning of the last day with an optional final reminder “it’s going away” email sent a few hours before the cart closes (that last one should be short and simple). 

Last Call Email Example 

If you have an announcement email and a last call email, you’ve got everything you need to open and close a promotion so you can now run a 1- or 2-day promo. These are perfect for “impulse purchase” offers (<$50 + no-brainer value). 


A longer promotion is needed if you have something higher-ticket or new. 

In this scenario you’ll want to send out one email per day for 3-6 days so you have time to warm up your audience and give them the information they need to feel confident purchasing and give them time to consider the offer. 

For that, we’re going to need some ingredients in the “middle of the sandwich” and you can get creative here! 

There are no rules about what you need to include on what specific day, but again, you want to come at it from different angles because different members of your audience will respond to different things.


These are a few themes that work: 

  • Relate: demonstrate that you understand what they’re struggling with and how they feel, that you know what they desire and what’s standing in their way
  • Social proof: Share stories of other people who’ve gotten the results they desire, testimonials, or case studies
  • FAQs: Answer frequently questions to help them overcome objections
  • A Bonus: Introduce a bonus that will help make solving their problem even easier 

Mix and match these angles and don’t sweat it if you don’t have what you need to do one type of email… just pick a different one! 

For example, if you don’t have testimonials or case studies yet, use a “relate” email instead of a social proof email. If you don’t have a bonus, answer frequently-asked questions and so on. 

Example Email Promotions 

Here are a couple of examples of how this might all come together… 


Example #1: The One-Day Promo


Needed: Announcement email + Last call email (2 emails, 1 day)

If it’s a very low-ticket offer (under $50) you can run a 1-day flash sale and send out two emails: one in the morning to announce it and one at the end of the day to remind people that the offer is expiring in a few hours. 

This is a basic “bread sandwich” promo but just because it’s not stuffed with extras doesn’t mean it isn’t appetizing for your readers. Some of our one-day flash sales featuring low-ticket offers have generated between a few hundred and a few thousand dollars!* 

*Note: income results will vary depending on the size of your list and the relevancy of your offer – so always be list-building and creating freebies that will attract the right people onto your list! 

These tiny promos work because they’re “grabby” deals that we know will help a large segment of our audience (the value is a huge no-brainer) and they’re offered at an impulse price point. 

And, because it’s just one day, there’s a huge sense of urgency which is the key to a successful email promo: urgency, urgency, urgency.

Got that? Urgency! 😉 

Example #2: The 5-Day Seasonal Promo

Needed: Announcement email + 3 middle emails + 2 Last Call emails (6 emails, 5 days) 

This is a longer promotion and we generally reserve them for a specific holiday, seasonal observance, or special occasion. 

We include several yummy “middle of the sandwich” emails with one email going out for four days and then two emails on the final day. It looks something like this… 

  • Day 1: Bread 1: Announcement
  • Day 2: Yummy stuff: (e.g. pain points, goals & desires, a transformation story they can relate to)
  • Day 3: Yummy stuff: (e.g. success stories, case studies, testimonials, results expressed as data)
  • Day 4: Yummy stuff: (e.g answers to frequently asked questions, overcome objections)
  • Day 5: Bread 2: Last Call, Final Reminder

If you want to get fancy, you can mention a bonus you haven’t told them about yet on the second-to-the-last day to really trigger FOMO (fear of missing out). 


4 Types of Email Promotions Ideas to Try

Here are some examples of email promotional themes you can use as your “hook” (the reason you’re showing up in their inbox)… 

Flash Sale

You’re probably already familiar with flash sales – this is all about offering a discount on either one featured product or multiple products. Here are a few additional ideas:

  • Deal-a-day: A different product or collection is featured every day for X days
  • Everything is on sale for a flat discount using a coupon code for a limited time
  • All the products on a specific landing page are on sale from X%-XX% off 
  • An exclusive bundle at a one-time-only price 

Holiday & Seasonal Email Promotions

You already know about the big shopping holidays and seasons for retailers – Black Friday, Christmas, Memorial Day, Labor Day, Back to School, etc. but you’re not limited to those! 

While it can be an advantage to run promos during these time periods because customers often “wait for sales” and will be on the lookout, it can also be worth experimenting with lesser-known and less competitive holidays such as “the first day of spring” or “customer appreciation day.” 

Evergreen Promo

Evergreen promotions can be run anytime but you’ll still want to get creative and give it a theme. You can introduce a new product, create a special bundle or package, add a bonus, or invent your own special occasion – e.g. “I’m celebrating my 10,000th subscriber!” or  “It’s the 3rd anniversary of [Company Name]!”  

Early Bird Product Release

One of the easiest ways to launch a new product is to introduce it to your subscribers before you make it available anywhere else. Since this is your warm audience, they’ll be more likely to consider something new without a lot of fanfare than someone who’s never heard of you before. You might offer it at a special price exclusively for them or throw in a group coaching call (which doubles as an opportunity to get their feedback!) or other limited time bonus. 

So there you have it!

We’ve covered all the essentials you need to know about running a high-converting email promotion and we wish you the best of luck with running your first or next email promotion! With a little planning, a dash of urgency, and the right offer – email promotions are a way to generate revenue for your business both when you need it and seasonally for a boost of sales. 

To learn more be sure to check out:

And don’t forget to grab our Free Email Promotion Planner & Tracker before you go!

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From Freelancer to Funnels: How to Scale a 1-Person Business

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Are you selling 1-1 services to clients and want to grow and scale your business? You’ve come to the right place! In this post, we’re going to give you the roadmap from trading hours for dollars to scaling your income beyond your time.

But first, there’s an important distinction we need to clarify and that is…

The difference between a freelancer and an entrepreneur

We think Seth Godin defines it best:

“A freelancer is someone who gets paid for her work. She charges by the hour or perhaps by the project. Freelancers write, design, consult, advise, do taxes, and hang wallpaper. Freelancing is the single easiest way to start a new business.”

Entrepreneurs use money (preferably someone else’s money) to build a business bigger than themselves. Entrepreneurs make money when they sleep. Entrepreneurs focus on growth and on scaling the systems that they build. The more, the better.”

Which one are you? Which do you want to be? Maybe it’s not clear?

The reality is, that “entrepreneur vs. freelancer” is not an entirely black and white thing. You can be one, or the other, or something in between…

  • Some freelancers aspire to evolve into entrepreneurs 
  • Others want to reach higher (paid) levels of freelancing

Seth Godin describes himself as a “freelancer” despite being a top marketing authority and author of countless books everyone in his niche can quote by heart because he still “does the work.” 

The goal for an entrepreneur, on the other hand, is to no longer “do the work.” (That’s not for everyone and that’s… ok!)

For example, we know many service providers who find immense pleasure “in the doing” and have no desire to stop doing those things – but that does NOT mean you can’t scale your business.

We actually consider ourselves hybrids — something in between. We love helping people 1-1 and rolling up our sleeves and doing the work, but we also make money while we sleep. ?

(What can we call people like us?  Maybe Freelancepreneurs?) 

This is the journey from serving 1-1 to 1-many

Whether you aspire to be an entrepreneur or simply to add passive revenue streams to your “done for you” services in order to scale, there are four distinct stages self-employed business owners must go through. 

In each, there are common characteristics, problems, objectives, and opportunities. What you need to focus on to level up to the next phase will depend on which stage you’re in. 

Let’s dive in so you can see where you’re at and how to move forward… 

Stage 1: Explore

In the explore stage, you’re transitioning from conventional employment to working for yourself. Or maybe you’re right out of school and the thought of working for “the man” isn’t an option, so you set out on your own and look for clients rather than a job.

(Just a pause here to say HECK-YEAH-RIGHT-ON-YAY!)

You have marketable skills and expertise and you view self-employment as the path to living life on your own terms.

YOUR CUSTOMER

At the explore stage, your first order of business is to get clients — any clients — who need your skills.

MARKETING

Your first move will be to tap into your personal network and tell everybody about what you do. You also might use a freelance marketplace (e.g. Upwork) or job boards to get gigs.

Once you book your first clients, if you do a great job for them, they’ll tell other people about their experience and you’ll start getting client referrals. 

You’ll start building a portfolio, testimonials, and case studies and that will lead to more work.

But, you’re not in full control of who you attract and you don’t always feel 100% confident you know where your next client is going to come from. Because of that, you say yes to most of the opportunities that come your way.

You probably have some basic marketing assets — social media accounts, a website or portfolio, business cards, etc. But you don’t have much time or energy to do all that much with them. Mostly they exist so you can look profesh and so people have a way to find and get in touch with you.

You spend very little time doing marketing tasks and as much time as you can doing billable work.

PROFESSIONAL BOUNDARIES

At this stage, you may not have strong client boundaries and instead, are focused on making them happy (so you can get referrals). 

You’re likely learning lessons about all the ways clients can test your boundaries and struggling with things like scope creep, texts and phone calls on the weekends, and not getting feedback or payment on time.

You probably commiserate about crappy clients with your colleagues.

YOUR OFFERS

If you are capable of doing it and somebody is willing to pay you for it, you are putting it on the menu and saying yes. You likely have a laundry list of services and deliverables on your services page. You create custom project quotes for each client or you bill by the hour for tasks you do for them. 

Leveling Up from Stage 1 to Stage 2

Get clear about your zone of genius

Start thinking about the work that really gets you into a state of flow. When you’re making money and feeling fulfilled in whatever it is you’re doing — when time seems to fly by — what are you doing exactly? 

This is what we call “the work you’re meant to be doing.” 

Get better at describing your expertise

Think about ways you can be more specific in the way you talk about what it is that you do.

Take a look at your marketing messages and think about the words you use to describe your work with people you meet — then make sure you’re communicating in clear language the type of work you want people to come to you for. 

If you can’t describe it in the time it would take you to travel between floors on an elevator, they’re not going to remember it and come to you when they need it…. so work on that.

Get clear about your ideal client

Think about the clients you enjoy working with most. What are their common characteristics? What about them makes the working relationship satisfying? Then, think about how you can get in front of MORE of these people.

Set boundaries and enforce them, this is important

In order to be efficient and profitable with what you’re doing, “people-pleasing,” “going above and beyond,” and “letting things slide” are not good ways to go about things.

Create good contracts, keep track of what you’re spending your time on and create some rules around that time, and don’t be afraid to say “no” when something doesn’t serve you.

And most importantly: Make time for marketing and market your business with consistency. If you are not planting seeds and building awareness and trust, you’ll never be able to pick and choose who you work with and the type of projects you take on.

Choose a content type: written, audio, video, or visual (whichever plays to your strengths and comes easiest for you) and create as much as you can.

Then, choose a social media platform and share that content consistently. (Check out our Content Calendar System which will help you do that in a fraction of the time)

If you’ve not been consistent with marketing, this is going to feel like a distraction from your billable work — but in order to level up, you need to start putting your own business first on your priority list.

Grab this free download to have tons of ideas you can take action on. ?

Stage 2: Master

You’ve been at it a while and you feel pretty confident this self-employment thing is gonna work out for you. (Hurrah!) You’ve learned some lessons and you’re starting to think about which direction you want to take things.

CUSTOMER:

You’ve had some experience working with lots of different types of clients and you’re beginning to notice patterns — some of your clients light you up and work feels effortless and others are a pain in the arse and more trouble than they’re worth.

You’re at the stage where you’re starting to get clear about who your IDEAL client is and who you DON’T want to work with. You start recognizing red flags and run the other way when you spot a “bad apple client.”

You may find that you’re most happy working with people from a particular vertical and you start to network with people from specific industries.

MARKETING:

Because you’re getting clearer about who your ideal client is and the type of work you want to do for them, you become more focused with your marketing messages.

You’re creating content designed to attract a specific type of customer and showing up on social media consistently. You also take steps to make sure your content is discoverable in search — whether that means Google, YouTube, Itunes, or Pinterest.

PROFESSIONAL BOUNDARIES

You are beginning to understand that establishing and enforcing boundaries is a huge aspect of doing client work.

You have processes in place, you’ve established policies, and you work with contracts always.

You have a system for vetting clients — you know what questions to ask and what to look for before saying yes to the work.

OFFERS: 

Because you’re getting clearer about the work you want to do and who you want to do it for, you begin creating packages that describe this work. Your bulleted list of capabilities is replaced with more specific offerings.

The way you speak about your work starts moving beyond “WHAT” you do and starts focusing on “HOW” you do it — the benefits of your offers and the special sauce you bring to the table. You create a unique value proposition.

Leveling Up from Stage 2 to Stage 3:

A lot of freelancers make a respectable living in stage 2 – in fact, you might coast here for quite a long time before even thinking about making a change. 

Just a word of advice about that: it’s easy to get stuck in the “it ain’t broke, so why fix it?” trap. 

Remember things can EASILY change out there — your competition can change, your marketing platform algorithms can change, and you may find yourself in a situation where what always worked before doesn’t work anymore. 

Make marketing a priority.

Even if you’re so busy you think you don’t need marketing.

Create a clear vision for your future

This is a stage where burnout can easily creep up on you. You get busy reacting to what’s in front of you and get stuck on the feast or famine roller coaster.

If you’re not steering your business ship toward work that fulfills you, you may wake up one day and your exciting self-employment adventure feels more like a job you’d rather avoid.

If you feel BLAH, uninspired, exhausted, or you’re questioning what the heck you’re even doing, this is just a signal that it’s time to level up and everyone goes through it.

You may invest in courses and books and coaches to try to find your way forward and get unstuck — and while all of these things are good, and can even help you get the clarity you need, ultimately it will be up to YOU to take the leap.

What we’ve found is that people get STUCK trying to find answers outside themselves rather than having a good, honest gut check and accepting what’s not working and creating a clear vision for the future. We’ve seen people circle around themselves for YEARS. 

Get outside your comfort zone

Moving past your stuck points at this stage requires doing some serious mindset work and getting comfortable with going outside your comfort zone.

Think about the things you need to let go — whether tasks (yes, it’s time for you to hire a VA), clients, service offerings, or something else. We all do things that aren’t serving us anymore (it’s a moving target!), and leveling up is as much about recognizing that as adding new strategies and tactics to the mix.

Most of all, work on feeling confident in your highest value — really get to the bottom of what that is, and when you do, OWN IT.

Stage 3: Expert

This is one of the most EXCITING stages of being self-employed. 

When you’re ready to move past being an order taker and doing anything you’re capable of doing for any-ol’-body and start designing service offerings that attract the right people to you to do the right work, you’re in the EXPERT stage.

You are focused on getting to the bottom of where your HIGHEST value is so you can create offerings that will reward you personally and financially.

You begin to design your marketing, offers, and messaging around your ONE THING: that one thing you want to get famous for. And people start coming to YOU because for them, there can be no substitute — it has to be you.

This means you are finally operating in your zone of genius which means you’re fulfilled in your work and able to command more money in less time.

YOUR CUSTOMER

You are VERY specific about your target customer and you know everything about them. You know what keeps them up at night, you know what they desire, and you know what they need.

When you create marketing messages, you speak directly to them — you speak to their pains, obstacles, struggles and you talk about the transformation they want too… and you’re the one to help them get it.

MARKETING

Your marketing gets more focused and you’re connecting the dots between your content and sales.

You create a system to attract clients on autopilot, and they come to you because you have the solution they need and you’ve been building trust at every step of their journey.

You’re creating sales funnels that guide people to your offer using conversion tools like webinars, email sequences, and free courses.

You feel confident you know your client pipeline will always be full and marketing becomes soooo much easier because you’re focusing on your strengths, the people you want to attract, and the offers you’re guiding people to.

The content you create revolves around establishing your expertise and building authority: you might write a book, host a podcast, write guest articles in high-profile publications, run webinars, and/or give speeches.

You move beyond social media and focus hard on building your email list because you know this is where trust and sales are won.

OFFERS

You narrow down your service offerings so you’re exclusively operating in your zone of genius and switch from hourly to fixed/value pricing. You create systems and processes so you’re becoming more expert and more profitable the more you do this work.

No recreating the wheel with each and every client and no spending time doing custom proposals or doing the long, drawn-out sales process of back and forth emails and free discovery calls. You have a bullseye offer and people come to you for it.

You stop trading dollars for tasks and start selling solutions and pricing those solutions based on their value, not time spent.

At this stage, you may create a product (digital course, book, etc.) to not only attract high-ticket clients as a low-risk way to take the first steps with you but to make passive income.

You may reinvest that additional revenue in larger-scale marketing campaigns or growing your team — you’re thinking like an entrepreneur now and foregoing short-term gains in order to scale.

PROFESSIONAL BOUNDARIES

At the EXPERT stage, your business is your #1 client. You know that every minute you spend serving clients 1-1 that you are not being compensated for is an opportunity cost for your business… so you stop giving things away for free.

You spend that time instead on tasks that help you grow, scale, and create consistency such as improving your processes, training your team, and creating marketing systems that keep you moving toward making more money in less time.

You’ve got crystal clear boundaries in place and you know how to enforce them. You feel empowered to say NO. A lot. And you do.

And once you get a taste of being more in control of your business? You might not want to stop there… ?

Leveling Up from Stage 3 to Stage 4

In order to transition from serving clients 1-1 to scaling your business by creating 1-many services and digital courses and products, it’s imperative that you become very protective of your time — you will need it so you can devote a large percentage of your time to marketing and product development.


Grab our free Value Ladder Planner to help you rock the Expert stage!

Stage 4: Scale (Entrepreneur) 

At the SCALE stage, you’re ready to stop trading hours for dollars and move from serving 1-1 to 1-many. If you do continue 1-1 work, you now charge much more for less time spent. 

You’re focused on creating systems to become more efficient and profitable, and you’re pivoting to selling more 1-many programs and/or digital courses and products. 

CUSTOMER

Your target customer MAY shift here, and you’ll likely need a strategy for reaching more than one audience.

You’ll find that a client who wants a done-for-you or done-with-you service and is willing to pay a premium price is not the same customer who’ll sign up for a course or group program so they can learn how to do it themselves. 

At the scale stage, you’ll need to recalibrate your thinking about your target audience and marketing strategies to reach more people.

MARKETING

By now you’ve fully embraced the fact that strategic marketing is where you must put a large % of your time and attention in order to scale. 

Your focus moves toward paid traffic, product and/or service launches, and setting up evergreen funnels. Your focus is on authority-building (getting famous for your one thing ramps up) and building your audience and visibility online and of course, your email list.

By this stage, you’ve got a pretty great marketing machine already in place, but you’ve got some gaps you need to fill and you’ll actively seek out programs or experts to help. 

You’ll focus heavily on watching your numbers and optimizing every step of your funnel to maximize conversions and margins. 

OFFERS

You’re continuing to improve your process for delivering your services and packing them with loads of value so you’re able to charge more in less time. 

Because you’ve created systems around delivering these services, you’re ready to train others to implement (or at least help).

You’re making the kind of choices that free you up in order to keep the business moving forward. 

At this stage, that means much of your time is spent creating and/or launching digital products or hosting 1-many programs and automating the sales process around those offerings. 

PROFESSIONAL BOUNDARIES

At this stage, your business is your #1 best client and you’ll streamline customer service. 

You’ll create policies for things like how you’ll handle refunds, complaints, or questions and outsource those tasks to your team. You’ll have onboarding and offboarding processes in place, and every step of your client’s journey will be predictable and as much as possible, automated. 

Even if your goal is to stay a one-person business or keep your consultancy small, you’ll know when a task is better outsourced and where your time is most valuably spent.

Once you have a system to scale, the sky’s the limit!

So, where are you in the entrepreneur journey? 

Freelancing, self-employment, entrepreneurship — whichever word feels right for you — is a journey. If you’ve spent time comparing YOUR journey to someone else’s, we hope this has helped you realize that evolving from one stage to the next is a process and it’s okay to be where you are.

Just keep putting one foot in front of the other and you’ll get there! Don’t try to leapfrog — take a look at what needs your attention TODAY and make one change at a time. You got this!

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Finding the Confidence to Get Visible in Your Online Marketing

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If you want to attract clients to your business, you know that means getting visible with them online.

And when we think of all the ways we can get visible, it probably looks something like this:

  • Sharing things on social media
  • Having a stunning brand identity and beautiful website
  • Creating content for a blog, podcast, or YouTube channel
  • Networking with people in online communities

You may call these activities building brand awareness or online marketing, but it doesn’t really matter what you call them — they’re things we engage in that allow clients to see us, like and trust us, and eventually, buy from us.

*Record scratching sound.* Hold up.

Let’s rewind for a sec and go back to the part where we “allow clients to see us.” Because I think what doesn’t get said often enough is that it takes courage to be seen.

And I don’t mean it takes courage to set up a Facebook page and post things to it. I mean it takes courage to truly be seen for who we are, to tell the world about the amazing gifts we have to offer, and to really–I mean really–put ourselves out there.

Gulp, right?

Want more visibility? Then you can’t play it small. You gotta show up in a way that sets you apart, that’s memorable and gets your audience telling their friends about you. And that? Usually means stepping waaaaaay outside our comfort zones.

Which is objectively terrifying.

But that’s why you’re here and we’re gonna work through it. 😉

The secret to getting more visible is having the confidence to be seen.

What I want you to know right up front is that having the confidence to be seen in a much bigger way doesn’t come naturally to most people. I’ve yet to meet an entrepreneur who isn’t holding themselves back in some way and making themselves smaller than they’re capable of.

One of my favorite questions to ask my clients, colleagues, and even myself is…

What are those things you KNOW will get you more visible with the right people but you’re just not doing them?

We all have those things. They’re there in the back of our minds, those fleeting thoughts we quickly suppress that start with, “I should really_____.”

  • Host a workshop
  • Attend a conference or networking event
  • Give a speech
  • Lead a Facebook group
  • Get on Facebook live and share a tip
  • Create and promote a webinar
  • Connect with influencers in my industry to see if there’s a way we can collaborate
  • Reach out to prospects and invite them to get on a call
  • Start a blog, podcast, YouTube channel
  • Write a book

What is YOUR thing?

What’s holding you back from doing it?

What things are you doing instead that aren’t doing a damn thing to help you move forward?

In other words…

What Does Your Comfort Zone Look Like? 

As soon as those thoughts about “what we should be doing” appear, we quickly push them to the back of our minds and focus on something else. Some activity that feels safe. An activity that’s not going to get us visible...

  • Checking analytics, seeing how many new followers and subscribers you have.
  • Reading blog posts that promise the secrets to achieving our goals.
  • Taking yet another course.
  • Checking out the competition… man, they’re killin’ it.
  • Getting completely overwhelmed, shutting it all down, and turning on Netflix.
  • Doing busywork
  • Fussing and fiddling with things that aren’t ultimately that important
  • Procrastinating

Let’s be honest: these are all things we all do to avoid doing the scary things. So those things you know you need to do? That’s for later. That’s for when you “feel motivated and ready.”

(Sorry to break it to you, but that’s not a thing.)

Let’s get to the heart of what’s really going on here, shall we?

The Most Common Ways Entrepreneurs Hold Themselves Back

I want to dive into some major ways I see my fellow entrepreneurs hold themselves back (and the ways I hold myself back, too). As you read through them, and where you recognize yourself, I want you to ask yourself… “If I could overcome this limiting belief, how would that change the game for me?”

Deal?

Then, I want you to visualize your future business and in turn, your future life…

How is it different? What would you be able to do for yourself, your family, your community–even the world–that you can’t do now?

#1 Imposter Syndrome

The symptoms:

  • You feel like everyone else knows more than you do
  • You feel like if you put yourself out there in a bigger way, you’ll be exposed as the fraud that you are 
  • You attribute any success you have to luck–that somehow you’ve fooled people into believing you’re more capable, talented, and/or intelligent than you really are

Fun Fact About Imposter Syndrome: It’s most prevalent among high-achieving people.

How Imposter Syndrome Affects Your Visibility:

  • You may feel uncomfortable with self-promotion
  • You may feel anxiety about sharing your views or work
  • Or you may struggle with imposter syndrome’s cousin, perfectionism

How to Cure Imposter Syndrome

#1 Take the focus off of yourself 

Instead, think about the people you can help. You are capable of helping others even if you’re only one step ahead of them, so you don’t have to wait until you’re the leading expert in your industry to get out there and help people.

They need you to show up. They need to hear from you. What they don’t need is for you to be perfect, a leading expert, a guru, or a ninja.

(And by the way, you become an expert through practice and experience.)

#2 Recognize when your ego is playing tricks

It’s helpful to be aware of the stories you tell yourself because our ego means well and tries to protect us, but that doesn’t make the stories we tell ourselves true.

When you catch yourself thinking, “Who am I to put my voice out there? Somebody else is already doing it better!” that’s your ego being a trickster.

You are enough. Today. Right now. So see #1 and do something to get more visible with the people you can help.

#3 Remember that the most successful people you know are feeling the exact same way

It’s easy to think that everyone else has it all figured out, but they don’t.

When someone achieves success in one area, they move on to the next challenge. As soon as they conquer Imposter Syndrome in one area, a new one crops up.

“Who am I to do this thing? Somebody else is already doing it better!” starts all over again.

Conquering Imposter Syndrome is a process. It all starts with being aware when it’s holding you back–that’s probably your signal that it’s the very thing you need to get over in order to get visible.

#2 Comparisonitis

The symptoms:

  • You feel like everyone else is so much further ahead than you there’s no way you’ll ever catch up
  • You have a hard time articulating your own unique strengths and value
  • You feel envious or inadequate when you see what other people are doing

How Comparisonitis Affects Your Visibility:

  • You’re tempted to mimic what others are doing and wind up with a knock-off version of someone else’s brand
  • You don’t attempt things because you won’t be great at them in the beginning
  • You’re unclear about your own direction and value, so your brand message isn’t unique to you  
  • You feel intimidated to express yourself because somebody else has already said or done it better

Fun Fact About Comparisonitis: It’s more common today than at any other time in history thanks to social media

We rarely get to see the:

  • Struggle
  • Insecurity
  • Failure
  • Mistakes
  • Embarrassing moments
  • Obstacles

How to Cure Comparisonitis

#1 Give yourself a personal challenge

What could you accomplish if you really put your mind to it?

Imagine your future-self one year from now: you’ve dedicated yourself to learning or mastering a thing and you applied regular, consistent effort toward that achieving goal.

Where could you be?

That’s the vision you want to hold in your mind, and when you want to compare yourself to something, compare yourself to where you were a month ago, six months ago, a year ago.

Recently in my own life, I had to check myself and do this very thing…

It was one year ago that I set a goal to learn the Croatian language within 2 years. Each morning, I pull up a Croatian news site and try to read an article and it takes me an hour. I don’t understand half of it and I just want to cry!

But when I read a story that’s at my current level? I wiz through it with ease. I rarely have to look up words and I comprehend exactly what’s going on.

Could I do THAT a year ago? Heck no, not even close. And when I think about it that way, the frustration disappears and I just keep on doing what I’m doing. Comparing my 1 year spent with the language to readers who’ve had 20+ years with it is not going to help me get where I want to be.

Said another way…

Keep your eyes on your own paper and keep going.

#2 Celebrate your micro wins

We don’t give ourselves credit. When one person signs up for our mailing list it’s like, “Ugh, only one person signed up for my mailing list, Julie has 50,000 people on hers!”

Celebrate that one person who raised their hand and said, “I like what you have to say and I want to hear more from you.”

That’s not a tiny thing, that’s a BIG HUGE THING, so celebrate the hell out of it.

Those micro wins are signals that you’re on the right track and tell you that you need to keep going, double down, amplify.

Big wins don’t just happen. They’re an accumulation of hundreds and thousands of micro-wins along the way.

#3 Practice gratitude

Be grateful for what you have now. For every person who trusted you enough to hire you or buy from you, for every person who followed you on Facebook or visited your website… be grateful for them. It’s too easy to look at our stats and forget that there are real people attached to those numbers.

The more grateful you are for the people who have raised their hands and said “yes,” the more people will be attracted to you and say “Yes! Me too!”

#4 Conduct this “IT’S OKAY TO GROW AS YOU GO” experiment 

One thing we forget is that people don’t start out being super-mega successful. They start at step one. But for some reason, people insist on comparing their step one with someone else’s step 1000!

Gosh, just stop doing that! 😉

Here’s something you can do. Step inside the Wayback Machine over at www.archive.org and search for your business or brand heroes. Go back in time and see where they were in the beginning…

Here’s one of the internet’s leading thought leaders, Marie Forleo. This is how her website looks now — BEAUTIFUL!

But back in the early days when she was just getting started, it looked very different…

What she teaches her students about running a successful online business comes from the experience of building a successful online business. The things she advises people to do with their websites today are the things she was doing all wrong in the beginning.

Even Marie Forleo didn’t have it all figured out on day one.

It’s okay to grow as you go.

I don’t think less of Marie because she didn’t come out the gate with a perfectly polished internet empire. In fact, I respect her more for keeping her brand and domain name the same so we can see the evolution.

#3 Fear of Failure

Ooof, this is a biggie. Ready?

The symptoms:

  • You’re afraid of what other people will think
  • You actively avoid disapproval, criticism, the “thumbs down vote”
  • You avoid situations where you’ll be judged
  • You fear looking stupid or making a fool of yourself

I’m just going to say it. Fear of failure is just another way to say you’re prideful. It’s great to be proud of yourself when you accomplish things, but it’s not very helpful when it comes to tackling something new.

It can stand in your way of doing something because you fear you’re not going to be universally praised for it and that’s only going to hold you back. (You already instinctively know that, right?)

Fun Fact About Criticism: The only things that aren’t criticised or judged are things that ARE. NOT. SEEN.

How Fear of Failure Affects Your Visibility:

  • You’ll play it safe (which is actually not safe at all)
  • You’ll say NO to the very things you should be saying YES to
  • You’ll feel stuck or ashamed because you know what you need to do, you’re just not doing it

How To Cure Fear of Failure

#1 Get yourself a vision that makes you tingly all over

I mean really go for it and be specific. “I’d like to make more money” isn’t gonna cut it. Envision your future business and life transformed in a way that gets you psyched.

When I struggled in my business a few years back when I first moved abroad, the only goal I really had was to get work and pay my bills. I think a lot of us get stuck there from time to time and we forget to DREAM.

It was when I really got clear about how I wanted my future life to be that things started turning around for me, and I started applying relentless and consistent effort toward achieving those goals.

I wanted to make more money, yes, and to get out of the “feast or famine” lifestyle… but I also imagined things like:

  • Retiring my husband so he can focus exclusively on making art
  • Purchasing a seaside home and art gallery on the coast of Croatia
  • Having the ability to take extended vacations and travel
  • Feeling rewarded in my work because I’m doing the things I’m meant to be doing and helping great people

These are all things that are far more important to me than any one person’s opinion on the internet.

My dream is to do this every day — visit Saša’s art studio where he’s doing what he’s meant to be doing.

Notice the trick? Motivation. Get yourself some great motivation and fear just simply can’t stop you.

#2 Accept that you’re just not going to be for everyone 

And you shouldn’t try to be! Trying to appeal to everyone means you’ll say the same recycled things everyone else is saying and that’s not going to help you build a brand that gets noticed or get you visible with the right people.

But you’re for someone, and they need you to show up.

#3 Practice the art of being vulnerable 

I can tell you that being vulnerable–putting yourself out there and being unafraid to reveal that you just don’t have it all figured out — is one of the most liberating things you can do.

Not only that, it’s effective marketing. People don’t respond to stiff, perfect, corporate robots… they respond to humans being humans. We’re all in this and it ain’t always easy or perfect.

When you have a chance to let your expertise shine? Do that. But don’t be afraid to share stories about areas you struggle with.

An expert isn’t someone who knows everything. An expert is willing to say, “You know, I’m not sure, I don’t have any experience in that area so I can’t speak to it. But I can look into it and give it some thought.”

Ironically, by being transparent and real and imperfect, people are more likely to trust you.

#4 Conduct these “EVERYONE WITH ANY AMOUNT OF VISIBILITY IS GOING TO GET CRITICIZED” experiments

The Amazon Experiment

Go to Amazon.com and pick any book, your favorite book, a classic or a bestseller… Look for the one- or two-star reviews. Here’s one:

Imagine if the author had been afraid of reviews like this and decided not to publish the book at all.

What a pity that would be, because this is the book…

The YouTube Experiment

Go to YouTube and search for your favorite inspirational speaker…

I guarantee that you’re going to see “thumbs down” votes. Imagine if they stopped giving speeches because they were afraid of those?

Brené Brown is a personal hero of mine and she’s had a big impact on the way I view the world. I’d be so upset if she let her haters stop her because I need her!

The people who need you are the ones who count, not the critics.

The bottom line is that if you’re not getting criticized on the internet, it’s because you’re INVISIBLE.

I used to let this fear hold me back BIG time and over the years I’ve had to push myself past this mental roadblock.

I’d love to tell you that nothing bad will ever happen and nobody will ever say anything critical or unkind. THEY WILL.

But when it happens, know that you’re in control – it’s called hide, ban, and delete.

It will sting at first but then it won’t.

If you keep your eye on the prize (the future life you want) and stay focused on all the people you’re helping, you’ll eventually get to the point where you can shake and laugh it off. I pinky promise.

So, what are you going to do to get more visible?

I hope this has helped you figure out where you’re holding yourself back, and if you recognized yourself in any of these areas that you’ve realized: YOU ARE NOT ALONE. Now go out there and do those things you know you need to do, I’ll be cheering you on.

Please leave me a comment below if you have a story to share, I’d love to hear it!

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Create a Bullseye Service by Identifying Hidden Client Needs

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If I were to ask you, “What do your customers need?” could you answer quickly and clearly? Identifying customer needs is crucial if you want to create offers they’ll gobble up–because if you’re not selling something your customers need, good luck getting them to buy it.

This is where a lot of business advice goes wrong: it’s not enough to figure out what you love doing and what you’re great at and then telling people you sell it.

Having a dream of finding your true passion and then hoping and praying there’s a market for it is not the same thing as having a business strategy that will reward you both personally and financially.

Yes, you must figure out your unique strengths in the market and play to those strengths, but you must also create offers that customers need.

Where it gets tricky: the way you’re thinking about it is most likely not the way they’re thinking about it.

If your marketing messages are not designed to join the conversation that’s already going on in their minds, they won’t listen.

You’re intimate with the things you know will benefit your clients the most, but if they don’t already know they need it, they won’t recognize your solutions as something that’s for them.

So how do you figure out what your clients need? Let’s start with the basics:

Getting To The Bottom Of What Your Clients Need


What every client needs and wants


When I was in college I studied communications, and in just about every class, we were presented with Maslow’s Hierarchy of Needs pyramid. I memorized it, but it took me a long time to figure out why it’s relevant in my work.

If you’ve never seen it, or you need a refresher, it goes like this:

Maslow’s Hierarchy of Needs


What this theory aims to teach us is that human beings all have the same needs, wants, and desires. It starts with basic needs―like, if you don’t have a roof over your head and you’re starving, you need to satisfy those needs before you can start worrying about finding true love or winning awards at work.

At the top of the pyramid are the things we should help our clients get. People want to be seen, understood, valued, respected, and to find a way to become the best version of themselves.

It doesn’t matter if you’re a life coach, a designer, a copywriter, a blogger, or a virtual assistant … what they buy from you is part of their master plan to get what they need, and those needs are basic to all humans.

Understand what that means for your clients and help them get there.

Ask Better Questions to Determine Customer Needs


It all starts with asking better questions than “What do you want?” and “When do you need it?” These are questions an order-taker asks, not a go-to expert.

Instead, ask probing questions that will help you understand where they’re coming from. They all have obstacles standing in their way of climbing up Maslow’s pyramid, what are those things?

  • “What change (in life/business) do you hope to see?”
  • “Looking back a year from now, how will you know our work together was successful?”
  • “What is the future you want, and what’s standing in your way of getting there?”
  • Then listen, really listen.

Over time, as you come to understand your clients better, you’ll start to recognize patterns: common fears and common expectations. By listening and learning from your client, you can improve your process and the outcome you promise them in your marketing messages.

Always Be Looking for Clues to Reveal Your Client’s Hidden Needs & Desired Outcomes


Clients will tell you what they really (really, really) need, but usually not directly. So always be on the lookout for the language your target customers use when describing their problems.

I recommend keeping a document where you can store questions, turns of phrases, and descriptions of their frustrations.

Here are some of my favorite ways to find customer insights into their problems:

  • Join Facebook Groups that include members of your target market and pay close attention to their questions, complaints, and frustrations
  • When you’re on an initial sales call or consultation, record the session (I recommend Zoom) and play it back so you can really listen
  • Initial emails with new clients will provide you with a treasure trove of words and phrases that describe how they’re thinking about their problems
  • Look at online forums, blogs in your niche, comments on your competitors’ social media accounts to see how your target clients are describing things

Create a Bullseye Offer That Meets Your Clients’ Deeper Needs

Once you uncover how your clients are thinking about their problems, you can create offers that will help achieve the outcome, result, or transformation they desire.

A bullseye offer, or a signature offer, is one that plays to your strengths, offers clients something they already know they need, and is something they’re willing to pay enough money for that you can meet your income goals.


Solve root problems


Customers are very good at describing external problems, but a stronger brand message is one that speaks to deeper internal problems.

Say you’re a health coach, clients may come to you and say something like “I need to lose weight and get in shape” but when you uncover the deeper reasons why, you discover they lack confidence in social situations and feel left out when their friends participate in athletic activities.

In this scenario, which marketing claim aims for the top of Maslow’s chart?

“I can help you lose weight and get fit” or “Show up to your life with more confidence, strength, and energy.”

I don’t know about you, but the idea of losing weight and getting in shape sounds hard, but I’ll raise my hand to have more confidence, strength, and energy all day long. Make sense?

Sell The Transformation


When you can do that, the people interested in the transformation you can help them get will come to you. People will be loyal to you because you helped them get the outcome they’re after―you’re not interchangeable with every other service provider offering a solution to the surface-level problem.

Move beyond being an order taker by asking better questions, discovering what your clients really need, and then sell them the outcome they want.

Recommended next step: The Brand Story Blueprint will help you get crystal clear about your customers’ needs and the story they need to hear from you. Investing in mastering your message is the most important thing you can do to build your brand as a go-to expert that meets the needs of its customers.

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How to Set Better Client Boundaries

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As a consultant, solopreneur, or creative you know that your most valuable business asset is your time. And yet, one of the biggest challenges of serving clients is keeping our professional boundaries with our clients in check.

We THINK that loosening our boundaries creates an amazing client experience…

? “I answered an email at 9pm on a Saturday, they’re going to think I’m such a rockstar!”
? “I said yes to out-of-scope requests and I didn’t charge them extra, they’re sure to tell all their friends and colleagues about how amazing I am!”
?“When a client comes to me with an URGENT! request, I hop right on it. Surely they’ll remember me in their will.”

But let’s be honest here for a second. Underlying it all, really, is a feeling that…

“If I don’t say yes to this, bad things are going to happen.”

Things like… 

? “They won’t refer me to their friends or leave me a positive review”
? “They won’t pay the final invoice if I don’t do this thing”
? “They won’t be satisfied with the work and that’s my worst nightmare”
? “They won’t like me”

We often confuse people-pleasing with great customer service when in fact, nothing could be further from the truth. Being a pushover and doing things to benefit someone else’s business at the expense of your own is not a great way to go about things and you know that.

But what you may not be thinking about is that it absolutely does not guarantee your clients are going to leave you five-star reviews and rave about you to everyone they know.

In fact, the opposite may actually be true…

A former client told me a story about how she worked nights and weekends to “go above and beyond” to create magic for a difficult client — just after giving birth to her first child! — and her client left her a nasty review on Yelp! anyway. 

Setting firm but friendly professional boundaries is the key to creating an amazing client experience

The way your clients feel about you is your brand, and people develop those feelings largely through experience

So ask yourself: what experience are you creating for them if you’re allowing them to walk all over you? #RealTalk: They’re going to perceive you as an order-taker or a pushover rather than a hired gun.

While they may appreciate your willingness to drop everything to be at their beck and call, what they’re actually thinking is, “I can let things slide,  I know they’ll be there to clean up my mess.” 

Urgent requests are a great example of this. Unless you’re an ER doctor, there are very few real emergencies. Lack of planning and organization is something you train clients to indulge in by not having boundaries set from jump street. 

A great client relationship does not require that you bend over backward to please them by going out of scope, working overtime at your own expense, or dropping your life to answer “URGENT!” emails on the weekends.

Set good boundaries by:

Making your professional boundaries clear in advance of any client engagement

Let them know “How it works to work with you” from the very beginning. 

Bad apple clients aren’t going to appreciate your boundaries and they may say “this isn’t for me, it’s not how I want to work” and they’ll move along and that’s what you want. 

High-quality clients respect that you have a process and boundaries in place and they’ll come to you to follow your process because they’re also busy and they’ll be grateful you take the lead. 

Productizing your services

Design your services (and client experience!) the way you want it to be by creating offerings with a fixed price, scope, timeline and a repeatable, predictable process you guide your clients through.

Productized services put you in charge.

When you do that, people who want that experience will raise their hands to work with you because that’s the experience they want. Clients who want to be in control of everything and test your boundaries to the limits won’t even be interested. 

Bad clients are indecisive, unorganized, controlling, and disrespectful of others… having boundaries and processes in place won’t appeal to them, and to that we say “YAY!” because serving bad clients always comes at a COST to your business.

Getting clear about the reputation you want to create

We like to think that pain-in-the-*bleep* clients are a one-off: “I’ll just do what I need to do to finish this work and then I’ll be done.”

But here’s the thing. Bad clients know other people who will also be bad clients and that’s going to be your referral network.

When they talk about what it’s like to work with you, they’re going to say things like,

“Oh she’s great — she’ll drop everything for you 24/7. If you have an urgent request on the weekend she’ll get right back to you, she doesn’t charge for additional requests, and she’s really flexible — if you get busy she’ll accommodate you and pick things up where you left off.”  

Is that the experience you want to be known for? 

If you’re constantly signing up bad apple clients, you’re fooling yourself if you think you can people-please them into not being a pain-in-the-arse. Trust me, it’s better to focus on attracting great clients by creating a great experience — one with boundaries.  

Getting clear about your opportunity cost

When I was serving clients full time, I got very frustrated that I wasn’t able to scale and I knew the reason was all of the time I used to waste on…

  • The long, drawn-out sales process
  • Going out-of-scope
  • Going “above and beyond” what was outlined in the contract
  • Doing a heck of a lot of people-pleasing

All of those things were not only zapping the joy from my work, they were preventing me from being the master of my own time — which is why I went into business in the first place.

Then I made a simple change that eliminated the fluff in my schedule instantly…

When someone inquired about working with me, I had a response ready to go — I’d send them a “How It works to work with me” document that outlined:

  • All of my services — what the engagement entails, how much it costs, and what they need to do to move forward
  • When I’m available to respond to their emails and when I am not
  • How we will communicate and on what platforms
  • How to reschedule appointments and project milestones without incurring additional charges
  • The consequences of non-emergency project delays
  • What happens in the event they have a “rush” project and the additional charges they’ll incur

This tweak in my process allowed me to free up two days per week to work ON my business, which I spent doing things like marketing, education, improving processes, creating digital products and passive income streams.

It started by recapturing my time through better boundaries and it completely transformed my business. I now have enough consistent income coming in through passive revenue streams that I don’t even have to take on clients anymore unless I want to.

This may seem impersonal or robotic or unfriendly but that’s not true at all. Having a process to kick off a client relationship by setting firm but friendly boundaries and then having a repeatable process for the actual project only enhances the personal relationship and rapport.

Rather than having yet another awkward “scope creep” conversation, or being frustrated because they got busy with other things and couldn’t give me what I needed (e.g. feedback) to move forward… the expectations, consequences, and procedures were spelled out in the beginning.

With all of that out of the way and everybody on the same page, client engagements were FUN and focused and friendly rather than resentful, combative, confrontational and stressful. 

Enforce professional boundaries by…

Being friendly rather than defensive 

When you establish clear boundaries early it’s much less likely you’ll run into problems. 

But in the event you have a client who insists on testing your boundaries, rather than being resentful and negative or even aggressive about it, frame it in a positive way in your mind remembering your professional boundaries are what allow you to run your business well, do good work, and create a great experience for them.

In other words, assume they’ll be cool with it before you enforce your boundaries rather than catastrophize or make false assumptions. 

For example, in the event of a non-emergency project delay, you might say something like this: 

“I totally understand you’re busy right now! If you can’t get me what I need by Thursday the project timeline will need to be readjusted, so what I can do is pause the project. This gives you a bit of space to catch up on things. When you’re ready, I’ll reschedule you according to my next availability — just a reminder per our original contract, there’s a $100 restart fee to restart a paused project. When you’re ready, I’ll do my best to get you back into production as soon as I can.” 

Having systems and processes in place so you can repeat them with each client

Being prepared is going to be your secret weapon when it comes to enforcing your boundaries, so think about areas in your business where you need more control.

Where is time slipping through the cracks? In what areas do things tend to go off the rails?

Here are a few things to think about…

  • If you’re saying the same thing over and over to every client, create a document, video, or add a section to your “FAQs” page to point people to. 
  • Have a plan for how you’ll respond to client inquiries and what you’ll cover in your sales calls. Having scripts prepared in advance will help prevent you from being caught off guard.
  • Be prepared for how you’ll handle the question, “Can I pick your brain?”

The idea is that you want a way to move conversations where your clients are testing your boundaries toward learning how you work and how you don’t.

“Can I pick your brain?” is a tough one for creatives, consultants, and coaches because what we sell, ultimately, is our brain stuff. Clients don’t MEAN to ask for free work, they just need your help, so it’s important to have a response ready for them when this happens. 

“I’d be happy to give some thought to this and share my ideas! Just a reminder, my minimum rate is a 1/2 day — let me know if you’d like me to get you booked into my schedule.”
Or…
“Here’s a link to my calendar to schedule a strategy session” (you can use a tool like Calendly.com that allows them to pay for that session on the spot). 

If they don’t want to pay you for your time, now you know something. They were never going to pay you for your time to get your input and you shouldn’t be giving your time away for free unless they’re following your process that you created that you know will guide them toward a paid project. Doing favors ain’t it.  

And you know what? Nothing bad is going to happen.

Nobody is going to respond with, “Well, I never! I don’t like you anymore.” Nobody is going to leave you a 1-star review for a service you didn’t even perform. Nobody is going to fault you for asking to be compensated for your time and expertise. And if any of those things happen? That’s fine too… how they respond is on THEM, not on you. 

What’s exponentially more likely to happen is they’ll be respectful of your time and come to you when they’re organized, prepared, and have the budget to afford you. And that’s what you want! 

If setting better professional boundaries means you all of a sudden have lots of time on your hands — time you weren’t being paid for — you can focus on your own business and do the things that help you scale, profit and grow. Or… just personal time! Taking care of your well-being or even a vacation once in a while is essential to being happy in your work life. 

Did I leave anything out? Did anything ring true? Let’s talk about it in comments! 

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Create a Value Ladder of Offers to Scale Your Service Business

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So you’ve been hearing all the buzz about “value ladders” and wondering whether you need one? Or how to set one up? Well, you’re in the right place my friend, we’re going to walk you through all of that and more! But first, a definition:

What is a value ladder? A value ladder is a lineup of offers that increase in price and value in order to meet people where they are on their journey to become a customer: from initial awareness to their final decision to buy your premium offerings. It’s an effective way for you to build trust and maximize the lifetime value of each customer.

The way it works in a nutshell: you start off by offering something of value for free and then increase the price and value with your subsequent offers.

Table Of Contents
  1. Why You Need A Value Ladder
  2. The Benefits of a Value Ladder
  3. How to Create a Value Ladder
  4. Variations to Your Value Ladder

They’re usually discussed in the context of sales funnels and it can sometimes sound like: “get as much money out of ’em as possible for as long as you can!”

But a business’s first imperative is to get and keep customers, and when you do that, the revenue will follow. So when you’re planning your value, be sure to make your customer’s experience the primary focus.

A value ladder, when executed correctly, is actually interlinked with your brand strategy.  Your lineup of offers is used to build trust and ultimately, inspire brand loyalty. In other words…

You use a value ladder to get and keep customers

Before we get into the details about how to create a value ladder, let’s first take a look at how this all works from the perspective of your customer.

Why You Need A Value Ladder

It’s easy to forget that most of your customers who see your marketing messages aren’t going to sign up instantly. There’s no magical formula that can persuade someone to whip out their credit card and purchase a premium offering if they’re just not ready.

Enter… the value ladder.

It’s a way to meet people where they are in their decision-making process and readiness to commit to a purchase. So let’s talk about what that looks like…

Your customer’s decision-making process to make a purchase

The goal of your brand strategy should be to communicate the reasons why customers should choose you instead of all their other options.

Along the way, your job is to provide value and earn their trust in order to help them make that decision.

(Also known as marketing.)

From your customer’s perspective, the journey looks like this…

When businesses forget that potential clients are going through this process, they do things like drop a bulleted list of capabilities on their services page with a “get a quote” button and call it good.

Which, for all of the people who are just beginning to become aware that they maybe-possibly need help, sounds like this:

“MAKE A DECISION NOW! DO YOU WANT TO HIRE ME? YES OR NO!!!”

Kind of awkward on a first encounter, right?

A value ladder, in contrast, takes prospective clients by the hand from the very first interaction and walks side by side with them as they grow to trust you.

A value ladder guides your clients toward purchasing your premium offers by providing them with smaller offers along the way

Visually, then, it looks something like this…

Customer decision-making process & offers that meet them where they are.

Now, their journey and your offers aren’t always going to line up perfectly like this. For example, people in the consideration phase may sign up for a free offer. But here’s the key takeaway:

Having different offers at various price points means there’s something for everyone.

A little sneak preview for ya here (I’ll get into more detail when we talk about how to create a value ladder), but what we’re essentially going to do now is take the idea of creating different offers as part of the customer journey, and then rotate the customer journey funnel onto its side. And voila! Now it looks like a ladder.

Neat, right? 🙂

A Basic Value Ladder

The ladder is a great metaphor because as you can see, now we can visualize how we’re going to create offers that will increase in price and value and naturally lead from offer one to the next.


The Benefits of a Value Ladder

A value ladder focuses on solving a problem your client is grappling with and gives them options to solve that problem based on their readiness to commit and their budget.

Because you’re the expert, you’ll design service offerings that give them the outcome they desire.

This approach is very different than reacting to a potential client who rolls up and tells you what they think they need and asks you for a quote. They’re not steering the ship here, you are, which is why figuring out what to include in your offers takes a bit of upfront work.

But the advantage is that for you, there’s no recreating the wheel figuring out what each and every potential client wants and preparing time-costly proposals–instead, you’ll be identifying the problem(s) in advance and have solutions to offer them all ready-to-go.

Because it’s your process, and because you’re presenting it like a product (you’re selling whatever is needed for them to get that outcome), you’ll be perceived as the go-to expert rather than an order-taker. And when you do that, it’s easier for people to understand. They’ll come to you to follow your process because you’re offering the outcome they want. Make sense?

Have The Flexibility to Upsell and Downsell Your Offerings

Once you have the steps of your ladder in place, you’ll upsell along the way.

For example, when people buy your low-priced INTRO offer (also known as a tripwire), you can pitch your LEAD offer as a next step. Then, you can present your BULLSEYE premium offer and so on.

You can also experiment with the order!

For example, you might offer something for free — let’s say a webinar — and then pitch them on your highest-ticket offering.

For those customers who don’t buy your high-ticket offer, you can “downsell” by offering them an INTRO or LEAD offer instead. (Which can be set on autopilot with automated follow-up email sequences.)

By having different offerings at varying degrees of value, you’ll have something to offer people based on what they need and how much they’re willing to spend.

Earn The Trust of Hesitant Customers

A tripwire or low-cost offer helped me win clients who were interested in my premium 1-1 services.

I found that 10% of the people who purchased a low-price offer (a $30 eBook) went on to sign up for thousands of dollars in services. In those cases, they were interested in hiring me (closer to the “decision” phase), but they wanted some final reassurance that if they trusted me with their dollars, I’d deliver value.

So they grabbed one of my low-priced offers to “vet” me. Interesting, right?

Here’s where it gets even more interesting…

The price of that product was $30.

When I calculate the lifetime value of a customer who does 1-1 work with me, it works out to about $3,600 per customer. (Some are a few hundred bucks one-and-done and some are tens of thousands over years.)

So for a small investment in my time to create a simple eBook, I’m able to shortcut the time and effort it normally takes to earn the trust of a complete internet stranger and potentially for life. Which is far more than $30, it’s more than 100 times that! (Results will vary of course, but I did want you to see the big picture.)

Not only that…

A Value Ladder Extends The Lifetime Value of a Customer

Because you’re incorporating different offerings into your lineup, you have the potential to extend that lifetime value.

An introductory or low-price offer (which should be a digital product of some kind) can actually be quite profitable and generate an evergreen passive income stream.

A lead service (which I’ll get to in a sec) can help you recapture all the time that slips through the cracks pitching your services to people who are just kicking tires and are never going to get there.

The way I like to think of these initial steps in your ladder is they’re a way to monetize your sales and marketing and leverage your time (so you have more of it to fine-tune your processes and make passive income products!)

You can also extend your premium services by creating “loyalty” offers!

Hopefully, by now you’re chomping at the bit to get started, so let’s get into it…

The Value Ladder

How to Create a Value Ladder

There are many ways to go about it, but here’s a formula you can use to create a basic value ladder. Some value ladders have three steps and some have eight, it really all depends on what you’re offering.

If you offer more than one service line–for example, say you offer web design services and social media management, you would create a separate value ladder for each.

The Value Ladder

Step #1 Free Offer

Definition: The purpose of the free offer is to generate sales leads. Once you’ve identified your ideal client’s problems, you’ll demonstrate your expertise (you’re the one to solve it) by helping them solve their problem (5-10% of the way) with a free offer.

Ground rules: It has to be valuable. Your free offer is going to take the place of you getting on a sales call with them to demonstrate you’re trustworthy and an expert at solving this problem. Just because it’s free doesn’t mean it shouldn’t be valuable, quite the opposite.

Examples: Blog posts, a free e-book, checklists, swipe files, worksheets, how-to videos, audio exercises, a free introductory course, a webinar, etc.

This is how you’re going to get people to your website, but keep in mind that as people are going through their decision-making process and figuring out whether you’re the one to trust, it may take interacting with your brand 10-15 times or more before they’re ready to commit.

Having free content as an incentive to interact with you isn’t a magic sales bullet, it’s used to build trust. Make it valuable and focus on solving their problems, and when they’re ready to commit with dollars, you’ll be the one they turn to…

This is called reciprocity.

The idea is that when you’re providing value for free, your audience will begin to feel grateful for your help and even indebted to you. When deciding who to choose, they’ll be much more likely to go with you because you’ve already helped them solve their problem part of the way for free.

Step #2 Intro Offer

Definition: An intro offer is a low-priced offering that solves the problem a little bit more than your free offering

Ground rules: Again, it must be valuable. You’re still nurturing trust and establishing yourself as the go-to expert. Make sure it solves a specific problem and you’ve clearly articulated the outcome they can expect when they purchase it. The price should be set somewhere between $7-$49. Important: it should not require your time working 1-1 with clients.

Examples: eBook, paid workshop/webinar, an email challenge, a mini-course

Your intro offer isn’t designed to make a profit, but rather, to offset the costs of creating it and promoting it. The goal is to create a customer as quickly as possible so you can lead them to the next step, which is…

To learn more, we have an entire blog post devoted to setting up an intro offer (or tripwire) right here.

Step #3 Lead Offer

Definition: Your lead offer requires a larger financial commitment but it includes a much greater value. Here, you can begin offering 1-1 services that require your time, or, if you’re selling digital products, it will be a higher-priced offering than your tripwire but still less than your high-ticket offerings. This offer should be designed to be profitable.

Ground rules: Focus your lead offer on a specific outcome or “quick win” you can give your clients.

It must solve a problem and not create one. For example, if you’re designing a 1-1 service, an “audit” creates problems (“here are all the things you need to fix, have fun!”) whereas a road mapping or strategy session solves one (“here are your biggest opportunities and next steps”).

You should strive to create a service that allows you to replicate the process you’ll guide your clients through (no re-creating the wheel). This way, you can become better (more expert at solving this problem) and more efficient (and more profitable) the more you do it.

Things to consider:

  • What aspects of your process are you currently doing for free that you can monetize instead?
  • Is there an aspect of your larger high-ticket services you can “break apart” as a first step?

Examples: Road-mapping session, a done-for-you playbook or strategy, an introductory course, 1-1 coaching/consulting to achieve a specific result

Step #4 Bullseye Offer

Definition: A bullseye offer (or a “core offer”) is something we go into more detail about in The Bullseye Offer Formula, but basically this is where you pull out all the stops and do whatever you need to do to solve your customer’s biggest problem.

Ground rules: It should be priced based on the value of the outcome and really, the sky’s the limit. It’s your process and ideally, should utilize your zone of genius, the expertise you want to become known for. It must also be something your dream clients already know they need.

Examples: This is a high-priced offer–either a more comprehensive course or done-for-you 1-1 services.

Guiding people to a bullseye offer is where most people call it good, but to maximize the lifetime value of a customer, you can also create a…

BONUS (Step #5): Loyalty Offer

Definition: A loyalty offer extends the value of your signature offer by offering ongoing or ancillary services and digital products that continue to help them solve their problems.

Ground rules: Your loyalty offer provides you with ongoing revenue and allows you to create an ongoing relationship with your customers. These may be priced lower than your signature offer, but extends value over time.

Examples: Ongoing done-for-you services, a mastermind group, weekly group coaching calls, private paid Facebook group or slack channel, a membership site, subscription-based content, additional digital products, and courses to help them continue on their problem-solving journey, annual workshops or retreats.

Variations to Your Value Ladder

Again, the above is just an example to get you thinking about offering value along your customer’s journey. Every business is different and you may find that creating three steps is enough: maybe a freebie offer, an introductory offer, and a premium or signature service offering.

Maybe you’ll want six or seven steps in your ladder. You might decide to create two or three signature offers and a value ladder for each. Maybe you won’t have a signature service at all, maybe it makes more sense for you to create multiple introductory offers and then get people right into a loyalty offer.

Inside our course, we walk our students through the four key steps of the value ladder as a starting point, starting with the Bullseye Offer. Once you know where you’re leading people to, it becomes a “no-brainer” to create a logical, related line-up of offers that lead people to your premium 1-1 services.

Value Ladder
Create a bullseye offer first, then your lineup of offers

In summary

A value ladder helps make marketing your services easier. It allows you to earn trust, scale your business by increasing the lifetime value of a customer, and move away from selling your services like a commodity.

A commodity has no differentiated qualities; a brand is the opposite of a commodity and focuses on the value you can provide your customer. So in a way, the value ladder is just a framework for you to build your brand.

By creating different degrees of value-based offers corresponding where your customers are at in the decision-making process, you’re not only better positioned to get and keep clients but to maximize profit and lifetime customer value as well.

If you have any questions, hit us up in the comments and be sure to grab our FREE value ladder planner below!

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