Plan Your Opt-in - Jewels Branch

Welcome to the Opt-in Planner!

The Opt-in Planner covers four key areas: audience, content, design/branding, and marketing. Each section has questions for you to answer that will help you get started creating your next freebie or content upgrade.

Type your answers in the boxes below. Once you’ve answered all the questions and submitted your answers, you’ll get a pdf of your Opt-in Plan in your inbox.

1 Audience

2 Content

3 Design/Branding

4 Marketing

Before you dive right in to creating your PDF freebie, stop for a few minutes and take a big picture view of the project. Doing this ground work that will set the foundation for creating a beautiful and useful PDF that will get downloaded and used (not downloaded and forgotten)! The questions below will help you do this. They cover four key areas: audience, content, design/branding, and marketing.
Audience
Who is this PDF for?
Picture someone reading your PDF and smiling and nodding and taking notes. Who is it?
How can you make this just for them?
What questions do they have that you can answer?
How do you want them to feel when they see/read your PDF?
Inspired, empowered, curious, entertained?
What step will they be able to take after reading your freebie? What will it help them do?
Why are they reading your PDF? What do they want to know, learn, or become from reading?

Content
What is the topic of your pdf?
What are you going to write about my dear? Start with what your audience needs to know in order to hire you or buy your product.
What do you have to say about this topic that no one else does?
Now’s the time to differentiate yourself from everyone else. Say something new. Say something YOU.
What format is the content going to take?
Tips, Manifesto, Checklist, How To, Look Book, Product/Service Comparison, Process Explanantion, 411 – Industry Jargon Explained, Workbook, E-book.
Where is the content coming from?
Is this new content, a blog post you are expanding, old content that you are converting to a new format?
What ancillary info can you include to add more value to your content?
Will it include links to extra materials (videos/mp3/blog posts on your website)? Bonus resources/tips?

Design/Branding
How do you want this freebie to look?
Lots of photos? Mostly text? Bold or understated? Full of charts?
How are you going to maintain your current branding in the design?
What colors, fonts, and design elements from your website and other branding can you use to keep the look consistent?
How does this PDF fit into your business mission/goals?
Is it helping you expand into new areas, reinforcing your expertise in your niche?
How does it fit in with the rest of your content/marketing materials.
Does this lead into a product or service you have? Is it an introductory piece for people who are new to your brand or something meatier for your loyal fans?

Marketing
Why do you want to create this freebie?
Why you, why now? What makes this the right time to be creating this?
What results do you want?
Do you want more signups for your list, do you want to drive traffic to a sales page, etc?
How can you measure the results?
What’s your subscriber count now? Twitter followers, FaceBook fans? How are you going to keep track of the results this PDF brings?
What will success look like?
What increase/changes would make you ecstatic?
How can you take this up a notch and really make it a one-of-a-kind pdf that only you could create?
What skills, talents, background, unique perspective on the topic do you bring to the table?
How is this pdf going to be presented to your audience?
Opt-in, free, only to your list as premium content, as part of a product launch, as an add-on to an existing program/service, as a bonus for someone else program?
What kind of promo activities are you going to do to make sure your audience knows this resource is available to them?
Blog posts, guest posts, Tweets, status updates. Make a plan now to get this out in the world!
Your First Name*
First
Your Email*
Enter your email address to receive a PDF of your Opt-in Plan and emails from us with branding tips and resources.

Welcome to the Opt-in Planner!

Audience

Content

Design/Branding

Marketing

Pin It on Pinterest