Sample How I Work Document from Pipe & Lime

The Digital Guidebook (2017 Edition)

Welcome to TDG!

TDG 2018 VERSION IS HERE!************
Your Life is About to Change...
Recommended Reading List
How to Use This Course
How to Take Advantage of Your Create Your Laptop Life® Bonus 1-Year Membership

Module 1: Planning + Market Research For A New Digital Product Or Service

Module 1. Unit 1. Business Assessment
Module 1. Unit 2. Competition Assessment
Module 1. Unit (2.1) Competition Assessment Tutorial for Sally (22:46)
Module 1. Unit 3. Business Owner Assessment
Module 1. Unit 4. Past Success/Failures Assessment
Module 1. Unit 5. Ideal Client Avatar
Module 1. Unit (5.1) ICA Answer Sheet
Module 1. Unit 6. Budgeting + Timelines
Module 1. Unit 7. Research Setup
Module 1. Unit (7.1) Why WordPress for Blogging (3:33)
Module 1. Unit (7.2) Research Setup To-Do List and Video Tutorial (24:04)

Module 1: FB LIVES and Emails Sent (May 2017)

FB Live on a ConvertKit Content Upgrade (11:46)
Module 1: Email Pointers

Module 2: Brand Development

Module 2. Unit 1. Brand Assessment + Planning
Module 2. Unit 2. Logos
Module 2. Unit 3. Taglines, Titles + Product Logos
Module 2. Unit 4. Brandboards
Module 2. Unit 5. Templates + Social Media
Module 2. Unit 6. Guidelines for New Professional Photos

Module 2: Walkthroughs

Module 2. Unit 2.1 Photoshop Logo Tutorial Walkthrough (28:09)
Module 2. Unit 2.2. Canva Logo Tutorial Walkthrough (26:44)
Module 2. Unit 2.3 PicMonkey Tutorial Walkthrough (22:56)
Module 2. Unit 2.4.1. Brandboard and Design Inspiration Walkthrough - OPTION I (17:58)
Module 2. Unit 2.4.2 Brandboard and Design Inspiration Walkthrough - OPTION II
Module 2. Unit 2.4.3 Brandboard Examples

Module 2: Resources

Written Logo Tutorial Walkthrough
Photoshop Tutorials and Resources
Illustrator Tutorials and Resources
10 Design + Graphics Blogs to Follow
Color + Font Resources
Where to Get People Pulled Out of Backgrounds

Module 2: Email Sent (June 2017)

Module 2 Overview and Tips Email

Module 3: Creation of Programs + Offers

Module 3. Unit 1. Where We've Been and Where We're Going
Module 3. Unit (1a). Making a Homepage on a Client's Blog with Clickfunnels - OPTIONAL (46:16)
Module 3. Unit 2. Development of PREMIUM Core Offer
Module 3. Unit (2.1). Development of Additional Core Offers
Module 3. Unit 3. Development of Entry Offers
Module 3. Unit (3.1) A Value Ladder Template (3:14)
Module 3. Unit 4. Development of Free Offers
Module 3. Unit 5. Planning it All Out!

Module 4: Lead Generation To 1k Subscribers Prior To A Launch - OVERVIEW

Module 4. Unit 1. List Building Foundations
Module 4. Unit 1A. Tools You'll Need
Module 4. Unit 2. Giveaways with King Sumo and WordPress (4:54)
Module 4. Unit 3. PDFs, Guides, and Checklists
Module 4. Unit 4. Challenges + e-Courses
Module 4. Unit 5. Quizzes
Module 4. Unit 6. Live Webinars
Module 4. Unit 7. Facebook Groups
Module 4. Unit 8. Facebook Livestreams
Module 4. Unit 9. Running Facebook Ads to Your Free Offers

Module 4 List Building Tutorials + Resources Section: GIVEAWAYS

Module 4. Unit. 2.1 GIVEAWAYS : Install King Sumo on WordPress (3:30)
Module 4. Unit. 2.2 GIVEAWAYS: Create Graphics for the Giveaway (4:44)
Module 4. Unit. 2.3 GIVEAWAYS: Setup the Giveaway (4:46)
Module 4. Unit. 2.4 GIVEAWAYS: Place your FB Pixel for Ads (1:16)
Module 4. Unit. 2.5 GIVEAWAYS: Use a Vanity URL (optional) (1:54)
Module 4. Unit. 2.6 GIVEAWAYS: How to Draw a Winner (1:23)
Module 4. Unit. 2.7 GIVEAWAYS: Export Your List for Your Email Service (2:15)
Giveaways that PERFORMED!
Facebook Ads to Giveaways (13:13)

Module 4 List Building Tutorials + Resources Section: PDFS, GUIDES, + CHECKLISTS

Module 4. Unit 3.1.1 PDFS: Design Lead Magnet in Canva (14:00)
Module 4. Unit 3.1.2 PDFS: Design Lead Magnet in Photoshop (18:51)
Module 4. Unit 3.1.3 PDFS: Design Lead Magnet in Google Docs, Word, Pages (17:34)
Module 4. Unit 3.2.1 PDFS: Design Lead Magnet COVER in Canva (15:06)
Module 4. Unit 3.2.2 PDFS: Design Lead Magnet COVER in Photoshop (21:36)
Module 4. Unit 3.3 PDFS: Design Landing Pages & Deliver Lead Magnet (25:14)
PDF's and lead magnets that PERFORMED!
Facebook Ads to PDFs, Guides, + Checklists (29:25)

Module 4 List Building Tutorials + Resources Section: E-COURSES + CHALLENGES

Module 4. Unit 4.1 CHALLENGES + ECOURSES: Create Your Registration Page (5:54)
Module 4. Unit 4.2 CHALLENGES + ECOURSES: How to Hook Up Your Materials to Your Email, and Registration Page (7:45)
Module 4. Unit 4.3 CHALLENGES + ECOURSES: How to Create a Video Watch Page That You Update Each Day (5:27)
Module 4. Unit 4.4 CHALLENGES + ECOURSES: How to Offer an "Unlock All Now" Option (8:49)
Challenge and eCourses that PERFORMED!
Facebook Ads to E-Courses and Challenges

Module 4 List Building Tutorials + Resources Section: QUIZZES

Module 4. Unit 4.1 Funnelhacking the Quiz Walkthrough (3:44)
Module 4. Unit 4.2 Try Interact Quiz Walkthrough (11:22)
Module 4. Unit 4.3 Playbuzz Walkthrough (6:30)
Quiz Examples that PERFORMED!
Embed Quiz & Deliver Results in ClickFunnels Walkthrough (8:57)
Facebook Ads to Quizzes (5:06)

Module 4 List Building Tutorials + Resources Section: LIVE WEBINARS

Module 4 Unit 6.1 WEBINARS: Check Out the Live Webinar Bootcamp!
Module 4 Unit 6.2 WEBINARS: Tips and Tricks for ZOOM Webinars Livestreamed on Facebook (5:28)
Facebook Ads to Webinars (25:09)
Webinar Tools, Pricing, and Links

Module 4 List Building Tutorials + Resources Section: FACEBOOK GROUPS

Module 4. Unit 7.1 FACEBOOK GROUPS: Registration/Thank You Pages & Setting Group Password (3:37)

Module 4 List Building Tutorials + Resources Section: FACEBOOK LIVESTREAMS

Tools You Can Use to Livestream
Facebook Ads for Livestreams (3:15)
How to Create a Facebook Ad Audience from Video Views (3:47)

Messenger Bot Resources

Using Messenger BOTS: Real-life: Behind the scenes for a webinar funnel campaign on Facebook - Part I (21:23)
Using Messenger BOTS: Real-life: Behind the scenes for a webinar funnel campaign on Facebook - Part II (11:31)
Hybrid Messenger Webinar Funnels with ManyChat (54:51)

Module 5: The Art + Science of Copy And Storytelling

Module 5. Unit 1. Intro to Copywriting
Module 5. Unit 2. Sales Pages
Module 5. Unit 3. VSLs
Module 5. Unit 4. Webinars
Module 5. Unit 5. Facebook Ads
Module 5. Unit 6. Landing Pages
Module 5. Unit 7. Emails and Subject Lines
Module 5. Unit 8. Copywriting Problems + Digging Deep

Module 5: Copy Resources, Tutorials and Walkthroughs

Module 5. Unit 2.1 How to Write Your Product/Service Outline to Prepare for Your Sales Page (10:42)
Module 5. Unit 2.2 How to Write Your Headline (13:36)
Module 5. Unit 2.3 Write Your Sales Copy Walkthrough (23:04)
Module 5. Unit 2.4 Format Your Copy Before You Give it to the Client (3:18)
Module 5. Unit 3.1 VSL Resources
Module 5. Unit 4.1 Webinar Resources
Module 5. Unit 5.1 Facebook Ad Swipe File and Inspiration
Module 5. Unit 6.1 Bullet Point Download Sheet
Module 5. Unit 7.1 The Email Workbook
Module 5. Unit 7.2 Email + Subject Line Examples
Module 5. Unit 8.1 The Digging Deep Worksheet
FunnelScripts Example and Walkthrough (7:13)

PITSTOP

Where We're At

Module 6: The Pre-Sale + Launch Process

Module 6. Unit 1. Prepare for Launch
Module 6. Unit 2. Setup Course Area
Module 6. Unit 3. Prepare Your Product
Module 6. Unit 4. Prepare Your Pre-Launch Content
Module 6. Unit 5. Sales Page Design and Order Forms
Module 6. Unit 6. Get the Live Webinar Registration Ready
Module 6. Unit 7. The Launch Sequence

Module 6 Resources + Walkthroughs

Module 6. Unit 2.1 Setting Up Custom Domain for ClickFunnels Members Area (2:40)
Module 6. Unit 2.2 (A) Setting up ClickFunnels Members Access & Area (16:10)
Module 6. Unit 2.3 (B) Setting Up Teachable Site and Course (ALTERNATE) (4:36)
Module 6. Unit 3.1 Fulfillment Email Example
Module 6. Unit 4.1 Five Day Pre-Launch Challenge Walkthrough in ClickFunnels (6:51)
Module 6. Unit 5.1 Wireframing a Sales Page in ClickFunnels (5:55)
Module 6. Unit 5.2 Designing a Sales Page in ClickFunnels (12:54)
Module 6. Unit 5.3 Sales Page Design Resources + Examples
Module 6. Unit 5.4 (1A) How to Integrate Stripe and ClickFunnels (1:12)
Module 6. Unit 5.4 (2A) Order Form and Product Setup in ClickFunnels (15:10)
Module 6. Unit 5.4 (B) Connect Purchase in ClickFunnels to Teachable School (ALTERNATE) (9:32)
Module 6. Unit 5.4 (C) Integrate ClickFunnels and Kajabi (ALTERNATE) (2:20)
Module 6. Unit 5.5 Connect ConvertKit Onboarding Sequence to ClickFunnels Product (3:43)
Module 6. Unit 5.6 Setting up a Subscription Plan in Stripe and ClickFunnels (7:09)
Module 6. Unit 6.1 TDG Presentation Examples (165:09)
EXTRA RESOURCE: ClickFunnels Backpack Affiliate System Overview (8:49)
EXTRA RESOURCE: Setting Up ClickFunnels Affiliate Member Access & Area (15:15)

Module 7: Product Development After Launch

Module 7. Unit 1. Program Development
Module 7. Unit 2. Communities
Module 7. Unit 3. Onboarding
Module 7. Unit 4. Live Calls
Module 7. Unit 5. Refunds + Customer Support

Module 7: Resources + Walkthroughs

How I Build Content As I Go (13:08)
How to Manage a Private FB Group
Slack Walkthrough (12:20)
Voxer Walkthrough (5:17)
How to Run a Live Zoom Meeting (4:33)
Processing Refunds (3:11)
How to Create a Google Form For Feedback That Goes To a Spreadsheet (7:18)
How to Use Skitch To Make Testimonials (1:29)
Spreadsheets for Members Area
Hosted Forum Resources (for Memberships off of Facebook)
Recurring Membership in CF + Stripe for Community Access (2:15)

Module 8: Turning The Product Launch Into An Evergreen Funnel

Module 8. Unit 1. Sales Funnel Overview
Module 8 Unit (1.1) How to Use the Sales Funnel Template (3:17)
Module 8. Unit 2 The Lead Gen Funnel (from Module 4) Continues... (3:56)
Module 8. Unit 3 The SLO Funnel (6:59)
Module 8 Unit 4 The Webinar Funnel (3:51)
Module 8 Unit 5 The Hybrid Tripwire Webinar Funnel (1:46)
Module 8 Unit 6 The Automated Launch Funnel (3:24)
Module 8 Unit 7 The Event Funnel (2:31)
Module 8. Unit 8 The Free + Shipping Funnel (2:45)
Module 8 Unit 9 The Service Provider Funnel (3:25)
Module 8 Unit 10 The Affiliate/MLM Funnel (3:01)
Module 8 Unit 11 The Local Biz Funnel (1:51)
Module 8 Unit 12 The Summit Funnel (1:15)
Module 8 Unit 13 Creating Your Sales Funnel Workflow Spreadsheet (31:18)

Module 8: Funnelbuilding Clickfunnels Help (More Added Frequently)

READ THIS FIRST: Funnelbuilding in Clickfunnels
Creating Blog Post Content Upgrades Using ClickFunnels and Actionetics (21:31)
Setting Up Multiple Live Webinar Registration Dates on Same Registration Page in ClickFunnels (17:13)
Setting up a Blog Post in Clickfunnels (9:34)
Changing CF Page Type Using HTML (8:49)
Edit Column Background Colors in ClickFunnels (1:21)
Connecting CF Website Pages with WP Blog (3:52)
Setting Up Paid Trial to Membership Using ClickFunnels & Stripe (10:35)
Custom Domain Setup in ClickFunnels - NEW (14:12)
Split Testing in ClickFunnels (4:30)
How to Keep Your Funnels Safe from Facebook's Fickle Algorithm (8:19)

Module 8: Funnelbuilding Strategy in REAL LIFE

READ THIS FIRST!
Session 1. Selling a $47 digital product (productivity course) and a $20 physical product (planner) (42:31)
Session 2. Funnel + Traffic Strategy for a Consignment Store (33:06)
Session 3: An SLO Funnel with PHYSICAL Products PLUS Facebook Ads Setup (53:17)
Session 4: Brianna Battles - Selling a $600 Fitness B2B Product (19:39)
Session 5: Lei Edstrom - Selling $15.00 Resume Templates on Etsy (35:21)
Session 6: Destiny - A Local Face Painting Party Business (32:14)
Session 7: Cristi - Small Group Coaching Program with 1:1 Component (49:21)
Session 8: Gwen - YouTube Specialist - Service Provider Funnel (23:31)
Session 9: Small Biz Life Membership Funnel (off of a Podcast) $39/m (26:50)
Session 10: Selling hand-made jewelry on Etsy & Website ($5-$20) (22:58)
Session 11: Sherry - Dog Resort & Training Business (28:29)

BONUS! Module 9: Content + Social Strategy (Rolling Out As Published!)

Content + Social Strategy Overview
An Overview of Pinterest Marketing - Interview with Pinterest Expert Miranda Nahmias (30:22)
An Overview of YouTube Marketing - Interview with YouTube Content Expert Gwendolyn Gay (30:01)
An Overview of SEO for Business - Interview with SEO Expert Spencer Mecham (34:12)
An Overview of Summits - Interview with Summit Expert Bailey Richert (30:15)
An Overview of Instagram Marketing - Interview with Elise P. (31:36)
An Overview of PR + Media - Interview with Kristi Dosh (23:41)
An Overview of LinkedIn (for getting work) - Interview with LinkedIn Expert Tracy Lindley (35:14)
An Overview of Amazon + Self Publishing - Interview with Self-Publishing Coach Alexa Bigwarfe (32:38)
An Overview of Running Your Own FREE Facebook Group - Julie Stoian Live Episode (30:27)
An Overview of Content Marketing on Facebook (Virality) - Interview with Digital Media Specialist Kat Abianac (35:28)

The Digital Marketer's Vault

Facebook Ad Violations, Disabled Accounts, and Flagged Pages (22:34)
Facebook Ad Pixels for Conversion (13:52)
Selling FB Ad Services to Local Businesses (171:05)
FB Ads in Real Life with Cathy Olson (2hr. Bootcamp) (126:07)
30 Min Funnelbuilding Strategizing Session in REAL TIME (10:26)

Behind the Scenes in Julie's Biz

Step by Step Digital Marketing Business To-Do List
How to Get Your Head in the Game to SELL (24:22)
Unit 1. How to Find Clients
Unit 2. How to Write Proposals for Jobs (53:20)
Unit 3. Real Life Digital Marketing Proposals (that got accepted!)
Unit 4. How to Use Your Proposal to Onboard Clients: Workflow (17:51)
Unit 5. How Setup a Team (18:22)
Unit 6. How to Setup a Referral Program (7:47)
Unit 7. Accounting, Taxes, and Money - Interview with Julie's Accountant Kristin Ingram (35:47)
Sample Contracts + Agreements
Sample How I Work Document from Pipe & Lime

The Digital Gangsta Bonus Courses

WordPress in 10 Easy Steps
ConvertKit Basics
Facebook Ads Vault
The Clickfunnels Design Class
The Live Webinar Bootcamp

Hacking Time + Productivity Bonus Course

SACRED TIME - Unit 1
WORRY DUMP - Unit 2
BIG LIST/LITTLE LIST - Unit 3
RAWWRRR!!! - Unit 4
JUDGE YOUR LIST - Unit 5
FINDING HOMES - Unit 6
KILLING BIRDS - Unit 7
TROUBLESHOOTING - Unit 8
MINDSET MANTRAS - Unit 9
NECESSARY OR NICE - Unit 10
DELEGATE - Unit 11
BECOME A PRODUCER - Unit 12
BONUS: Example Runthrough (10:24)
BONUS: Printable Workbook
BONUS: If the 100/50/10 concept hurts your brain.... (19:45)

Shortcuts (Hacking Your Way Video Series)

5 Steps to Launching Course, Membership, or Coaching Program (11:20)

Sample How I Work Document from Pipe & Lime

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