Professional Documents
Culture Documents
Welcome!
This toolkit is designed to help you figure out how
digital products fit with your existing business.
It covers everything from finding an idea, choosing the right
format, setting it up for sale, and naming your new product.
You’ll find links to even more in-depth resources that cover
everything you need to get started.
Contents
01 The opportunity
02 Coming up with an idea that sells
03 Choose your own adventure
04 Market your product
05 Case studies
06 Get a 90 free trial of Shopify
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01 The opportunity
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02 Coming up with an
idea that sells
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02
When you’re just getting started with the idea of online learning, one of
the first hurdles is “But what would I sell?”
Luckily, no matter what kind of business you run, there’s something you
have to teach or a digital product people would pay for.
We’ve built this section to walk you step-by-step through finding the right
idea to start with, including validating it with your audience.
02
Brainstorming Generate a few great ideas to start with.
Validating your idea Make sure your idea is solid before you spend time building it.
Before we dive into what’s possible, start brainstorming creative online ideas for your business. Write down
all of them—even if you think they’re not good. Bad ideas often lead to good ideas.
Can you teach customers how to use your products? In what ways could you bring your community of customers
For example, if you sell knitting products, you could offer appointments to
together?
teach advanced knitting techniques. For example, if you sell kitchen supplies, you could run a virtual guided
wine tasting event.
Are there things you can help your customers with related to
your overall industry? What are you good at?
For example if you sell surfboards, you could create a workout program to For example, if you’re really great at product photography, you could teach
help your customers stay in surf shape at home. other people how to get better at product photography too.
Think about the values you’ve built your business on. What
are topics related to that?
For example, if you sell sustainable apparel, you could create a course
teaching your customers how to live a more sustainable life.
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Research
Find additional ideas or refine the ones you have.
Do some research to add to your list of ideas. Look for pain points your customers have related to your product,
industry, or values, as well as topics that they love or get excited about. Both present great opportunities to provide
value in the form of an educational product.
Now that you’ve generated an idea, hopefully more, it’s time to validate which one to move forward. The
last thing you want to do is invest a lot of time or money in a new venture unless you know it will be
successful. A couple of them likely stand out to you already.
Size the opportunity of different topics to help narrow down your list. Typically, you’ll want to proceed with
a smaller of topics that seem to have current and growing interest.
But remember, sometimes people don’t know what they want until it’s available. Don’t be afraid to try
something new if you think it’s something your customers would be interested in it.
Use a Keyword Tool to see how many people are searching for Search your topics on Google Trends. Look for topics that are
your topics. This will give you an idea of the opportunity size of growing in interest. This means the opportunity size will keep
each one. growing.
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Ask for feedback
Validating your idea Get early feedback to refine your ideas.
Next, take you smaller list of ideas and ask for feedback. Try and get as much feedback as you can from a
variety of people.
Start with friends and family for a gut check. They’ll tell you if Consider emailing or otherwise contacting your customers directly
your idea is too far out there but they may not be able to speak to to see what they think. Ask them a few questions to see if your
what your audience would like. They may even ask some topic ideas are something they would be interested in. If you’re
clarifying questions that help you improve your ideas. lucky you’ll get very detailed responses.
Social Media
No matter what type of educational product you choose, start small and
iterate. The best feedback comes from actually asking people to sign up for
what you’re offering.
Look for ways to be scrappy as you do this. You don’t need expensive equipment
to get started. Use your phone or laptop. Create a simple PDF in Google Docs. The
goal is to get something out into the world as soon as possible so you can put
your idea to the test and improve from it from there. If you’re worried it’s too
soon to start charging, pick a nominal amount or do a trial run for a donation.
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Bonus tip
Creating educational content can be a lot of work, but the good
news, is you've likely already done some of the heavy lifting.
Sift through existing blog posts, emails, and support tickets –
these could either inform or be repurposed within your new
resource.
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Choose your online education format
You’ve got an idea, you’ve validated it, and now it’s time to choose a format for your
offering.
Set up
online memberships in Shopify.
Online memberships are ideal for businesses that have an active and engaged community. They
work much like a subscription as they rely on recurring payment setup, in return for a virtual
product or service.
Memberships are great for managing member-only access to content on a website, and even for
physical businesses (like a yoga studio) that offers guided sessions online.
Since this content is behind a gate that only paying subscribers can access through their
customer account, you can also host exclusive content that can be streamed rather than
downloaded.
● An app for managing online memberships with Shopify (e.g., Bold Memberships,
Recurring Order + Subscription)
● Use an app like SkyPilot as your digital delivery system
● An email marketing tool for sharing updates or new content with your members (e.g.,
Constant Contact or Klaviyo)
● A tool for running your regular classes/services/etc. (e.g., Zoom or WebinarJam)
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Best Practices
● Use email to keep your members informed of new content. Round up emails, video teasers,
and customer testimonials are great ways to build excitement for new launches.
● Collect feedback from your members and use it to inform new content ideas. Delivering
content that your members want will help you retain them.
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Get started
with online workshops and webin
ars.
Online Set up your slide deck.
Think of online workshops and webinars as virtual classrooms that connect you with your
audience across the world. There’s something to be said about the impact and experience that
live events create, and hosting a live (virtual) event allows members to connect real-time, ask
questions, and build closer relationships.
Whether you run in-person workshops and need to move them online or start sharing your
valuable knowledge with your audience, online workshops are quick and simple to get started
with.
“Using Shopify to sell our online workshop was so much better than InfusionSoft or WordPress
because Shopify has end-to-end attribution, so we could actually see how much we spent on
advertising and how many sales it brought in. That’s actually unheard of in the information
marketing world.” - Ezra Firestone
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Best Practices
● If you have extra help, assign someone to manage your webinar/workshop chat.
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Online Set up
online coaching and consultation
s in Shopify.
coaching and Tools
consultations to help you create online coachin
g and consultations.
Best practices.
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Online coaching and consultations are great for 1-to-1 or small group interactions where you
sell your time in the form of training or guidance.
You can sell your consults or coaching appointments directly from that product, and
follow up with each customer by email to book a time, but you can also use one of the
booking apps available on the Shopify App Store.
These apps will allow customers to book their session directly on your store, saving you
time and making the entire process seamless for your customers. Each one will have a
slightly different set up process.
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Best Practices
● Train your staff on how to run online consultations. Create scripts or talk tracks that they
can reference during sessions.
● Make sure that the process of booking and canceling a consultation is easy for your
customers.
● Collect post-session feedback and iterate on what consultations look like, if necessary.
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Set up
a digital product in Shopify.
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Digital downloads (such as PDFs, ebooks, checklists, and templates) are a great way to share
your expertise in a scalable way. There’s upfront work in creating the product, but once it’s
ready, you can upload it to your website and sell as many copies as people want to buy—with
no shipping costs or extra time per product.
Think: fitness guides, tutorials, and instructional presentations (like this one!)
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● Google Docs: Use it to create written documents that you can download as a PDF or
Microsoft Word document. You can also link customers directly to a Google Doc they can
access online anytime.
● Canva: You can use Canva’s library of templates to create ebooks and other downloads, and
save them as a PDF.
● Pages or Microsoft Word: You can use your preferred text editor on your computer and
save the files as a PDF. Here are instructions for Pages and instructions for Microsoft Word.
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Best practices.
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Online courses are best suited for in-depth content. They will require some effort up front, from
creating a presentation to recording a video walk-through.
Think: bartenders teaching mixology, chefs teaching meal prep, business people teaching
negotiation tactics, and videographers teaching editing.
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After deciding on your ideal learner, also called a buyer’s persona, it’s time to create a course
outline. A course outline to a course is like a business plan to a business. It’s essential to stay
organized and be clear on what you’re going to teach. In the course outline include the goal of
the course, results + skills students can expect, and break the course into modules and lessons.
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After creating your course outline, decide if you want to film your course or teach mostly via a
slide deck. If using video equipment you can film via your smartphone and a lavalier mic or
invest in a DSLR camera. You can also edit via iMovie or invest in a freelancer to help you.
Best Practices
● When creating courses, start with learner outcomes: What do you want the learner to know
or be able to do at the end of your course?
● Include quizzes, knowledge checks and interactive activities within your courses to help
break-up learning content and make your ecourse more engaging.
Understand partnerships.
Learn more
about Shopify’s affiliate program.
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Becoming an affiliate partner for your favourite brands is a great way to generate revenue from
sharing your favourite products or services with your online community. When you share an
affiliate link on your website or social media, you earn a commission on every sale that comes
from your link.
The stronger your personal brand is, the more influence you have online.
Think: hairdressers referring their favourite shampoo products or Shopify store owners
referring the platform to other aspiring entrepreneurs.
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To get started with affiliate marketing, you need to focus on building your personal brand
online. As a business owner, you already have a head start on the three basic requirements of
building a personal brand.
Next, it’s time to start reaching out to brands. It’s important that you only promote products that
you have used yourself and would recommend to a close friend or family member.
Many brands these days have a public Affiliate Program that you can find on their website.
Once you’re approved into the Program, start sharing your unique referral link across all your
chosen channels!
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● Adjective: A powerful word used to describe your product (e.g. new and improved, secret,
1-on-1, best, ultimate, magic, etc.)
● Keyword: A word or words that easily identify your product’s niche (e.g. web design,
fashion, crossfit, etc.)
● Descriptor: A word that identifies your product type (e.g. checklist, toolkit, course,
program, template, membership, training, blueprint, webinar, session, etc.)
● Target Audience: Anything from soccer moms to scuba divers
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2. Holding personalized office hours where clients can come ask questions about keto diet and
nutrition:
● Udemy
● Skillshare
Also our formula is just a place to get started. Feel free to spice it up with words that identify
with your own business and brand!
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Adding images is important for both your product page and your social media platforms.
Consider some of these options for visuals:
● Testimonial quote images from customers
● Still images from videos
● Videos and PDFs “in place” in a computer screen (you can create mockups like this using
Canva!)
● Scaled down images of your PDF
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Recap
The opportunity
You have a massive opportunity to expand your business and impact with elearning. As a
business owner, you’ve acquired so much knowledge. It’s time to share that knowledge.
Final As you get started on one (or many!) of the ideas you’ve generated using this deck, there are a
words of few things to keep in mind.
advice ● Don’t get hung up on making it perfect. It’s easy to look at TV-quality videos and
picture-perfect graphics online and be intimidated, but the most important thing is the
substance of your course. If the substance is there, don’t let your presentation stop you
from getting it into the hands of your customers sooner rather than later—you can
always edit and improve documents later.
● Your audience values authenticity, and they’re right here with you. They
understand now more than ever that you’re working through some big changes in your
business, and that you’re doing your best to deliver value to them. They’re not
expecting Hollywood movies, and they want to support you.
● We want to support you, too. Shopify’s Support team is available 24/7 to help you as
you add new products and figure out how this fits into your business.
● Let us know what you think of this deck. We’d love to hear what would make this
more useful to you. Send us feedback on this presentation.
● Consistency is key. Remember that you didn’t build your business in a day, and it’s
likely that you won’t build a digital product income stream in a day either—that
doesn’t mean it’s not working, or that it’s not worth it. It may take some time and some
marketing muscle to start bringing in sales for your digital products. Keep at it and get
feedback from your audience often so you can iterate as you go.
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05 Case studies
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Vivian Kaye
Founder & CEO KinkyCurlyYaki
“The best part of a digital product is it’s
available to anyone and everyone. If you have a
dream to be an entrepreneur, there’s no barrier
to entry. Everyone is on the same playing level,
and it can be done anywhere.”
Kat Gaskin
Founder & CEO The Content Planner
“Covid 19 forced me to pivot to an online model
as quickly as possible. Within 48 hours I switched
my in-person workshop to online, and my first
session
is now 75% sold.”
Ezra Firestone
Owner of Smart Marketer
“The best part of hosting online workshops is
the experience of being able to engage with our
customers and giving them access to ourselves and
our brand. It’s that connection, intimacy, and
relationship that’s built.”
Cathryn Lavery
CEO & Co-Founder of BestSelf Co
[The best part] is just not having to deal with
shipping! It’s also much easier to tweak a digital
product because you don't have thousands sitting in
a warehouse that you need to sell before you do
anything different to it. So you can literally be
tweaking it all the time and making it better