You are legendary. I’m just here to make sure other people find out how epic you are, how valuable your information is, and why they should buy from you. Also, I’m a ninja.

How to create a course from scratch. How to plan, price, produce, promote, and protect your course.
Truth be told. The first, and second, and every time I’ve published an eCourse, I’ve done something “wrong.” Considering that the whole concept of making money from online courses as independent publishers is incredibly new in the grand scheme of things (we haven’t been doing it for 50+ years like many other forms of business), this is not too surprising.

When I started, I had less than zero idea what I was doing. I picked a random timeframe (90 days), and a topic I was passionate about (establishing a blog—because I did WordPress for a living at the time), outlined each day, and published a signup blog post. << This first course was a free one by the way. One that I did not even finish. #Shame

Even still, it was valuable to the people that stuck with it, and it became the core substance for a course that would later help me make an unexpected six figures. I don’t say that to be flashy; I say that to encourage you because I still had no idea what I was doing when I released even that course.

But here’s the thing. Releasing courses, learning how to create content that helps, figuring out how to sell your materials . . . it all gets more organized and efficient as you go. Things start to make sense. Things start to flow. You start to see patterns. You become more epic at it. I truly believe we will never become “perfect” at releasing courses or other information products, but we can certainly figure out what works well and set ourselves up to learn more as we go.

So my friend, I’m going to sum up the steps of course creation in a framework I haven’t seen presented before. Mainly because I had to learn this as I went and because I don’t read other posts on courses—not because I’m the only legitimate resource (ha!), but because I want to share what has worked from my experience and from the plans I’ve been able to help others put in place. This is not information I read from someone else’s book some 2.3 years ago. This is stuff I believe in, and I hope it helps you create an online course that delights your audience, matters in the marketplace, and sells well.

1. Position

One of the wisest things you can do for your course from the jump is to plan its position in your market, in your audience’s lives, in your brand, and yeah . . . I’m about to repeat myself, in your market.

Seriously. Even if it’s a free course, it needs a position.

Think about it, on a basketball team, there’s a point guard, but there’s also a post player and a wing. Somebody has to direct traffic, somebody has to take and make those 3-point shots, etc. Okay. Actually. I don’t jack about basketball, so if that’s incorrect, just smile and nod and give me a virtual pat on the head for trying.

But the point remains. The coach doesn’t need to and doesn’t want to put five point guards on the court at the same time. Can we say disaster?

So, if within your industry/niche, there are already 17 metaphorical point guards with similar skills, all playing—why turn out a point guard? And if you do decide to make a point guard (figuratively speaking, here), how will you position said player (your course) to be distinguishable and desirable outside of the 17 that already exist?

Figure out your course’s position first. It will help you know how to frame it for your audience, what to build into it, how to price it, and what you need to produce in order to make it epic.

And yes my infopreneurial friend, I do have a 2-day workshop and crazy cool workbook for you on creating courses from scratch—in case you want to go deeper into framing and positioning. Let’s move on to the next step.

How to create courses (and communities) that matter.

How to monetize your brand as a coach (without putting all your eggs in one basket). Hint: This is all about incorporating courses, books, passive income, workbooks, group coaching and more.
Dear ninja friend, not long ago I was coaching business owners and doing a few remaining freelance projects for a full-time income. While I was coaching, I unintentionally (at first) then intentionally diversified my income and added teaching products into the mix. I was part coach, part infopreneur, part freelancer–which really helped me find the place I could be most effective.

But as I was learning and going and making many mistakes, I did definitely see and experience the benefits of monetizing my coaching brand in multiple ways. If you are looking to get into coaching, or if you want to expand your coaching business through workshops, courses, books, and other passive income, this post is for you. Also, this intense, action-packed, 2-day workshop on creating courses might be for you too, but let’s get into the main course of the day: how to monetize your brand as a coach without putting all your eggs in one basket.

Let’s look at this in terms of services that you can monetize as well as digital and physical products you can monetize. And don’t worry, there is definitely a handy checklist to go with this post, that you obvi get for free, because we’re ninja friends and all.

The Monetize Your Coaching Business Worksheet

16 Ways to Monetize Your Coaching Brand

a.k.a. 9 Services and 7 Products that are Super Epic for Coaches

1. Custom 1-on-1 Coaching Calls w/ Friendly Recaps

When you are first getting started in coaching, this will likely be one of the services that is simplest to offer. Now, don’t get me wrong. I think you need to plan what it entails along with what you will and won’t do, and I do still think it needs a signed client agreement. But, it’s a great place to begin because you can figure out what people really want and need, what really troubles people, and where you truly fit as a coach and teacher.

With your custom 1-on-1 calls (Skype sessions, telephone calls, or even in-person meetings), you’ll typically:

  • send your client a questionnaire and/or meet with them to discover their specific needs and where you fit in
  • decide on a timeframe that y’all will work together or set up a rate per meeting or per month
  • send out an agenda before each call (if you have some general talking points for the meeting–and hopefully you do)
  • send out client notes sheets or a link to a shared doc where you client can take notes digitally (optional, but cool)
  • conduct your session (usually 30 – 90 minutes depending on the type of call–this should be clear and communicated ahead of time)
  • (with permission) record your session
  • recap your session via email (or send the recording/replay to your client)

2. 1-on-1 Coaching Program w/ Calls, Check-ins, and Homework

Once you’ve done custom 1-on-1 coaching for a while, or once you have an understanding of the general steps your audience needs to go through to reach the goals you help them with, you can develop your custom coaching into a program. A coaching program is a setup in which you have the same general steps + processes that you’re taking multiple people through individually.

You still check in with your clients, have calls, and provide customized recaps and help to them, but it’s all based off of one system.

In a coaching program, you’ll usually:

  • give your potential client an overview doc/email that outlines the programs, timeline, and steps, to help them decide whether or not it’s a good fit
  • have a call/questionnaire that helps you determine if the client is a good fit
  • send a welcome kit (optional, but wonderful) with your client’s first homework assignment and an invitation to schedule their first call after the homework is completed
  • conduct your first call
  • send the next pre-developed homework assignment (w/ a recap of your call)
  • repeat this process for as long as your program lasts

Note: To fully protect yourself and your client, your signed agreement with them should outline your refund policy, and the point at which the client is forfeiting the rest of their package (ex: you haven’t heard from them in 45 days and you’ve emailed them at their provided email address at least three times).

I once had a web project that lasted over a year because my client would never get back to me but I didn’t have a helpful “forfeiture clause” in my agreement–and P.S. I had spent every dime they’d paid me, so I wasn’t to keen on refunding them. Side note: The project ended up being super attractive and the client loved their site.

How to create an epic email course from scratch and use it as an opt-in for your email list.
Soooo, let’s take a deep dive into how to create an email course (correction: an epic email course) that you can use as an opt-in for your email list to grow it wildly and to impress your savvy audience.

And yo, the first thing to note, is that there’s a 3-day online bootcamp this weekend (Thursday, Friday, and Saturday) that is free for you, complete with live video, worksheets, guest appearances by Kory Woodard, and more . . . all focused on helping you create an epic email course (planning, content, design, promotion, etc.). I’ll tell you more about it at the end of this post, but you can also hop over to and RSVP for it. It will only be available over the weened and for a short replay time after that.

A free bootcamp on creating your first/next email course as an opt-in for your email list.

Okay, let’s get started with the 18 steps of creating an epic email course that people go insane for.

Really, Regina? 18 steps. Are they truly necessary?

Yes, my email ninja friend, they are. We don’t make weak email courses around here. Stick with me, and I think you’ll have several solid ideas and clear steps to make them happen.

1. Pick a topic.

There are so many legitimate ways to generate great ideas for what you want to communicate through an information product. I shared 15 of my top ways in this free Infopreneur Workshop (and 15-page workbook) recently—they came from the 25 ways I go over in Infopreneur Ninja.

Let’s get into seven of the most actionable idea-generating categories.

For Freelancers:

1. Teach the beginning.
As a freelancer who works on individual projects with clients, you probably have a lot of pre-work, or work you do towards the beginning of your project that can be translated into an information product of some sort—and in this case, perhaps an email course.

For example: When I was freelancing (creating WordPress websites for people), I quickly learned that people needed way more definition and information about their brand and purpose before they started on a website project. In order to save their time, their money, and my time + sanity, people needed so much more clarity at the beginning of a project.

Legit. So, I created a questionnaire, then a workbook, then a little brand discovery process that all my clients went through before really getting started on their project. That workbook was the first digital file I sold (clients got it for free though). It still sells right here. Anyone not willing to go through that process was someone I had to direct elsewhere.

What is it that you need your clients to know, do, discover, create, or understand before they start working with you? What would make your job simpler? Why not create the process as a free email course? You can hit us with videos, worksheets, whatever you want to in an email course. #Epic #MindBlown

Your clients will feel indebted to you since you will be the one who brought such [fun, clarity, organization, direction, etc.] to their very important project.

2. Teach the end.
Can you guess where we’re going here? Create an email course (or perhaps another type of product) that teaches:

  • how to maintain the products you create (ex: best ways to maintain your WordPress website)
  • how to grow what you make (ex: now that you have a website, how do you get traffic to it?)
  • how to get the full benefit out of what you create (ex: now that you have a brand identity, where can you use it? how do you integrate it into your existing platforms? etc.)

3. Show them how to do what you do.
So, if you’re considering creating an email course, chances are you’ve done something epic that you can teach others about, such as:

  • starting a business
  • getting your first few clients
  • letting go of fear and publishing your art portfolio online for the world to see
  • etc.

What have you done in your freelance business that other people ask you about? How about a simple email course or challenge to help them out with it?

Wait. Are the ideas flowing? If so, you may want these completely free worksheets to accompany this blog post as you work through it. You don’t have to sign up for my email list or anything. Just click and download.

Email course planning worksheets

For Coaches:
4. Structure the madness.
So here’s the reality: the steps required to accomplish ________ (whatever you coach on) are simply not that apparent and are truly overwhelming for some of us. Here’s the other deal: you don’t have enough time to coach tons of people through similar processes individually. There’s a cap on how many clients you can take on.

BUT. There’s not a cap on how many people can benefit from your email course (or other product) that structures the madness for them and takes them through some of the same processes that you would take them through one-on-one.

Bring order and clarity to the process that your potential clients and audience members really want/need to go through. #TheyWillLoveYouForIt

For Anyone:
5. One-step wonder.
Yep. Kinda like a one-hit wonder. Except, nothing like it at all. A one-step wonder is an information product (such as an email course or tutorial series) that helps your audience with one simple step. It appeals to your audience because that one simple step is something they’ve been wanting to learn or get past.

Examples: “Learn how to set up your website’s email list sign up form.” “How to set up your new Mac laptop.” “How to configure XYZ plugin in WordPress.”

What’s one step that people want to take that you’re willing to teach for free? What’s a step that could be part of a larger series? What’s a step that could be part of a paid course?

6. Key results.
Have you achieved some key results that you can teach the methods behind? For example, I noted the specific actions I took when I was growing to my first 100 email list subscribers, then my first 1,000, then my first 10,000 friends and beyond. Teaching those methods, though the results will vary, is exactly what I do in my Audience-Building Ninja course. And though I haven’t taken it, I’m sure that teaching actual methods is what my buddy Kory does in her email course too.

Can you think of any key results you can boil down to an email course?

7. Current content.
Sure would be nice if there was a whole blog post on expanding a blog post/series into a book that could also be used to help us expand it into a free email course that we offer as opt-ins to our email lists. Yes?

How to Create Info Products, Courses, and Passive Income as an Infopreneur--a free workbook and 2 hours of training materials

Well, hey there. I have something particularly special for you.

Nothing super creepy. Promise. Just semi-creepy. It’s called a FREE 15-page workbook and two hours of training materials.

Okay, that’s not what it’s called. It’s called the #InfopreneurWorkshop. But it does come with some actionable tips, lots of epic planning worksheets that have gotten exciting feedback, and two hours that you and I get to spend together. We’re going to talk about how to start creating courses, high-value workshops, books, and other passive income products. There’s going to be a huge focus on online workshops though, because I think they are an amazing place to start.

If you know me, it’s no secret that information products, courses, books, and workshops are my jam. You can create them to help so, so many people and you can drastically change your quality of life with products that free up your time.


For me, it all started a couple of years ago with:

  • a free email course
  • then a $3 eBook and $25 printed book
  • followed by a $75 eCourse
  • eight more eBooks
  • more than a dozen online workshops
  • another printed book
  • over 50 live, in-person courses
  • and five more online courses

And, did I or did I not mention the:

  • three more email courses
  • virtual office hours
  • two physical tools for infopreneurs
  • online conference
  • 30-day challenge
  • affiliate content
  • online community
  • and print publication?

So for real. I love information products, I love passive income products, and 100% of my income now comes from scalable information products. And I’m not alone. One of my friends makes thousands of dollars each month from a chess (the game) website. Another of my friends is a fashion blogger who makes thousands of dollars every time she hosts a high-value workshop. And still another guy I went to college with, a food blogger, makes all the money ever from his website, Instagram account, and phone app.

How to Create Info Products
A few days ago I was in Baltimore speaking at an epically useful conference called Blogalicious. So many amazing people were there, it’s almost unfair. And I promise, this post will be about how to create info products, but please just let me share what got me here.

Two of my favorite people (okay, that’s cheating, they’re my sisters) also spoke at Blogalicious. We all attended each other’s seminars and had an amazing time. Check out Mattie of in the middle picture below on the left, and Maya of on the right.


At the end of one of my sessions, Mattie posed a great question to get us all thinking.

Can anyone with information they’re passionate about (and truly knowledgeable on) create an info product?

And my answer was “YES.”

Why? Because I have an IRL friend who runs a chess website that makes a few thousand per month. He teaches people the basics of chess as well as complex moves (or whatever they’re called–I’m not epic at chess) in a membership site. I also have a friend who teaches people how to downsize to a camper and make a true home out of it. She too makes thousands per month from this one course.

In my personal experience, I happen to like talking about freelancing, coaching, and infopreneurship, because other than two briefly successful cleaning and t-shirt businesses back in the day, these three areas are the ones I’ve been able to build profitable businesses from. Whereas I rarely freelance or coach anymore, I still love teaching on how to get started and grow in those areas as well as how to get into creating info products and establishing your empire. I’m deeply in love with creating eProducts and teaching others how to monetize their information.

Today I want to share the three keys to creating a successful info product, my list of both common and uncommon info products, as well as an invitation to join a free 5-lesson email course on infopreneurship that starts soon.

Step 1: Pick a Clear + Helpful Teaching Topic

It’s important to pick something clear. What do I mean by this? Your topic needs to be:

  • One that you can explain.
  • One that you can describe the benefits of.
  • One that you know you can be helpful with.
  • One that you feel confident hopping into a Q+A session on.
  • One that you know you can present in a way that helps others really grasp it.

The key is that you will have to position your product. Positioning is about giving your product a distinct place in the market. If your info product doesn’t stand out from the countless other options, you’re making your job as the primary marketer and instructor/creator much harder.

You can position your product as:

  • the ultimate guide to ______
  • an authoritative niche guide to ______
  • the low-cost resource for ______
  • the luxury experience in learning ______
  • the most interactive and community-centered guide to ______
  • etc.

It just has to have a recognizable position. When trying to figure out what position your eProduct will have, consider:

  • what your audience doesn’t need any more of
  • what your audience is not used to seeing
  • how your audience processes new information in your industry (skeptically, excitedly, etc.)
  • the information your audience is currently lacking on your topic
  • the other resources and guides your audience has likely purchased

Think about it right now. Does the product you’re considering creating have a unique position or advantage in your market? What additional features or reconfiguring might help it get there?

The simplest and most noticeable ways to position a product away from its competition are (1) playing with how much it costs, (2) changing how comprehensive or niche it is, and (3) being purposeful about the experience it creates for your customers.

What are the brands with the most distinct positions in your mind?

  • Apple? They position themselves as higher-priced (which is meant to communicate higher value) with a luxury experience (everything from the packaging to the stores in which they’re products are sold is all “ooh” and “aww” worthy).
  • Wal-Mart? They position themselves as the low-cost leader in home and grocery needs with an extensive inventory. They don’t advertise the durability and quality of their items as much as a more luxury or higher-priced brand like Nordstrom would do.

You get the point!

Step 2: Pick the Type of Info Product (That Best Fits Your Audience and Your Information)