[Passive Income Series] Take the Quiz: Is your Online Course Sales Funnel-Worthy?!

Take the QUIZ: Is your Online Course sales funnel worthy? | passive income | sales funnel | online courses

Take the QUIZ: Is your Online Course sales funnel worthy? | passive income | sales funnel | online courses

This post contains affiliate links for programs that I use and love! 

Take the QUIZ: Is my Online Course Sales Funnel-Worthy?

Hey, hey! It's week #6 out of our 8 week Passive Income Series.  And this week is a little different! Rather than our normal video-based lesson, it's time to take a QUIZ.  Woohoo! Who else loves quizes as much as me? :)

This Quiz is especially for you if you have an online course or digitial product that you currently offer for sale, or you're in the process of creating one! After taking this quick 8 question quiz, you'll know if your course is "Sales Funnel-Worthy" .... a.k.a can it really make you $$$ while you sleep?!

If you've been following along in this series, you know that setting up an evergreen sales system is not a "quick-money" scheme, and it's certainly not the easiest thing to create (if you *really* want it to convert well).

 But with a little effort, know-how, and hard work, creating your evergreen sale funnel, will be one of the best investments you've EVER made in your business! 

Before we jump in to the quiz, if you missed any of the other lessons in the series be sure to check them out, and then jump back in here to get your QUIZ results!

Week #1: Can you Really Make Money while you Sleep?

Week #2: The Top 3 Reasons your Online Course is NOT Selling

Week #3: So ... You Lauched. NOW WHAT?!

Week #4: 3 Evergreen Launch Strategies without Emailing your List! 

Week #5: The *real* ROI of Evergreen Courses



Since you're a online course or digital product creator like me,  let's take this one step further and look at how a Quiz Lead-Generation Strategy (like this one!) could be applied to your own online business to generate targeted potential students for your courses and products! 

One of the biggest struggles for many people who implement an evergreen sales strategy or sales funnel in their business, is getting consistent traffic (a.k.a. potential future students/customers) into that funnel. 

I believe that if you're creating a evergreen strategy, likely with a purpose of spending LESS thing actively promoting your business, then your traffic-strategies and ways to gain new students, should be inline with that purpose as well.  So things like hustling to post in FB groups every day, or constantly doing live streams aren't the ideal long-term strategy in this scenario.

What we DO want are strategies for gaining traffic to your funnel that are ...

+ Set up once, and do not need constant monitoring 

+ Valuable enough that new people are always wanting in

+ Evergreen content, so that it doesn't "expire" in a few months and be out of date

+ The type of content that people naturally want to share with others

+ Content that can successfully be put into social media scheduling systems for automated future traffic.

Creating a QUIZ around your course topic hits every one of these must-haves, and is an excellent (and totally FUN!) way to bring in new students to your course or digital product.

Creating your Lead-Generation Quiz

I recently partnered with Interact, an online platform with the purpose of helping you generate new leads and drive sales with interactive content (like quizzes, giveaways, and assessments). 

If you've ever seen popular quizzes on Facebook that seem to keep getting shared around, it's likely that Interact helped to create many of them! With customers ranging from big brands like The World Wildlife Fund and Home Depot, to bloggers and online business owners like us, they pretty much got the easiest (in my opinion!) quiz creation platform out there! 

Just a few examples to get your mind turning of what you could do with the Interact platform:

+ Gap Inc. created a "Which swim suits you?" quiz to up social engagements and get insight into what styles their customers like ...

Screen Shot 2017-03-27 at 7.14.15 AM.png

The Toronto Humane Society created a "Which Shelter Animal Are You?" quiz to gain exposure and social engagement for their shelter as a way to get more of their animals adopted. 

A Peak Behind the Scences

I've shot a quick video below to help you get a feeling for how this Quiz Lead-Generation Strategy with Interact could be applied to your own business.  You'll get a behind the scenes look at how I created my "Sales Funnel-Worthy" Quiz, as well as a full understanding of the ease and integration capabilities of Interact. 

Give it a Try Yourself

Convinced this is a lead and list-building strategy that you could use yourself? I think so! I've literally just scratched the service as to the capabilites of this Interact quiz-creation platform, and am looking forward to coupling more quiz creation with Pinterest promotion to see what can really be acheived with this type of system!

If you're ready to give Interact a try, you can get started for free while building your quiz, creating your funnel, and getting everything set up. And then you've got a 7 day trial once everything goes live, and you start collecting emails, to be sure it's a good fit for you.  

Got a quiz created already? Feel free to share it in the comments! I'd love to see what you've got. :)


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

[Passive Income Series] The *real* ROI of Evergreen Courses

Evergreen courses | Online courses | sales funnel | launch strategy

Evergreen courses | Online courses | sales funnel | launch strategy

The *real* ROI of Evergreen Courses

Hey, hey! We're back for Video #5 of our 8 week Passive Income Series.  Each week I'll be posting a new video and blog post on the topic of automated sales of online courses and digital products.

Missed any of the other lessons in the series? Check them out, and then jump back in here, and let's get going with Week #5!

Week #1: Can you Really Make Money while you Sleep?

Week #2: The Top 3 Reasons your Online Course is NOT Selling

Week #3: So ... You Lauched. NOW WHAT?!

Week #4: 3 Evergreen Launch Strategies without Emailing your List! 

You'll be able to get a great recap of the week's passive income topic by reading the blog post, but if you really want to go in-depth into the content, I suggest watching the full video post below! 




In Video #4, we looked at 3 ways to set up an automated sales system for your online course without ever emailing your current list! There 3 systems included ....

  • Content Creation Sales System - creating a blog post + content in a way that guides people to purchasing your paid product/course.
  • Affiliate Based Sales System - creating a system that allows others to share about your course, and receive a percentage of sales in return.
  • Free Email Course Sales System - creating a free email course that provides value and sells your course for you.

We said that you might be thinking it sounds like a lot of work.  And the truth is you’d be right. 

But today, I want to show you why in the grand scheme of things, these hours working on your evergreen sales funnel are 100% well-spent in terms of leveraging your time, your skills, and your expertise. As well as getting a monetary return in your business.


If you’re here with me in this series, I’m assuming that you’ve either already got a course created and ready to sell, or you’re in the process of creating it.  Those hours that you’re putting into it are ones that you are already spending in course creation leading up to your 1st launch.  So you’re spending that time on creating your course, no matter if you decide to put it into an evergreen funnel or not.


Of course a lot of factors go into how long it takes you to create your first course.  But let’s say that it takes you a total 25 hours.  That would be including things like creating graphics, setting up the sales pages, and everything else involved.  And I feel like that estimate of time is on the high side, but that would basically be spending 1 hour on course creation per work day, over a month’s time.  Definitely a do-able thing for most of us, even if we do have a 9-5, kids at home, or some other commitment.


So you spend 25 hours on this course, and you launch.

Let’s say it’s a $197 course, you make 15 sales, and you’ve made it to a $3,000 first launch.

Pretty exciting, right!? Like you can actually do this!

So you’re pumped (and rightfully so!). You’ve validated your idea, you know that people are interested in what you offer, so you stick it on your website, and you wait for more sales to come in .....

Except we all know they don’t right?  And if you don’t know why, go back to Video #2 in the passive income series and I explain exactly why it doesn’t work this way.

First launch, and after your work the math, you’re feeling like you spent ALOT of time on this thing …. creating the content, planning out the launch, and actually executing on it.

 You’re super happy with $3000, but when you really break down the amount of time you spent with how much you made, you’re starting  to feel a little less impressed.


So now you look at your options ….

1. You can leave it on your website, and cross your fingers that people land on it and want it (not a good plan!)

2. You can do future open/close launches (but after just finishing this launch, and feeling pretty stressed out, and overwhelmed by having you go through that whole launch process again you’re not real excited by it).

3. You can set it to the side, and decide course sales just aren’t your thing

4. Or you can leverage the work that you’ve already done, spend maybe 10 more hours setting up your evergreen sales system, and actually get the ROI out of your course that you know you deserve!

I know which I would do! :)


So let’s say you take 10 hours to set up your evergreen sale funnel. Your starting goal is to get 100 new people into your funnel each week. So you’re sharing your free email course in Facebook groups, in your blog posts, you’re promoting on FB, and everywhere you can to share out your valuable free course.

Stastically we know that your evergreen funnel is going to convert at 1-3%.

 So you bring in 100 people per week, that means that 1-3 of those people are going to buy.  That means $200-600 in sales per week, or $800-2400 in sales per month.  See how quickly that adds up?

You get ever more strategic and you start bring in 2x new people each week, so you’ve got 200 people coming into your funnel, 2-6 converting, and $400-1200 in sales each week.

Now what makes more sense spending those 10 hours to set up this system strategically to bring in weekly sales?

Or spending all your time planning out a new launch, that stresses you out, can take literally months to set up, and brings in no more than you would have it you set up an automated system.


Maybe you’re saying, well I could just as easily be providing my signature service and making 2 or 3x that amount each month.  Maybe a client pays you $1000/month, you sign on 3 of them, and suddenly you’ve got $3,000 in reoccuring revenue each month.

Now I’m not going to tell you that’s a bad thing. Right?! But here’s what I am saying ...

How much time are you devoting to those 3 clients each month? That depends on your business 10 hours per client? So 30 hours in total for the month? Maybe more?

Now, let’s take away one of those clients, take the 10 hours that you were going to spend working for HER next month, and instead take those same 10 hours and put it towards building your evergreen sales system.

You work on it for that 1 month, and it's done. Then let’s say you spend 1 hour …. maybe 2 if you’re still doing lots of tweaks at the beginning … to keep it running each month. You'll be doing things like customer service work, optimizing the funnel, and checking systems. 

Remember we said you only need to bring in 100 people per week to result in $800-2,400 in sales per month at a 1-3% conversion rate.  

So you’ve already almost made up the revenue of that 1 client you dropped if you convert at 1% and you’ve over doubled what you were making from that one client if you convert at 3%!

And remember, after that initial set up, you’ve now spent 1 hour per month making that money, versus the 10 hours that you had to devote previously.


See how quickly you can scale this strategy?  And the great thing is that it doesn’t have to be all or nothing.  

If you can find 10 hours to devote …

... whether that’s dropping 1 client, managing your time better, or spending a weekend putting in the work … then you can get started on this strategy while still doing your main business’s work!

Start slow, scale up, and then if you choose you can start to scale back on the client work, as your passive income strategies take off.  Or if you don’t want to scale back you don’t have to! You now have an extra $1-2K spending cash each month to have fun with right?!

So I hope you’re as excited as I am about the potential here to really create a system that does that work for you over and over again every single month, and really provide that time and money freedom in your business that you’ve been looking for!


Join me back here next week, because I’m going to cover one of the top concerns that many people have when we start to talk about funnels …. And that’s traffic!

You heard me say that ideally we’re going to want 100 people per week going through your funnel.  So next week I’m going to cover my favorite traffic sources, and exactly how we’re going to set this up so that you don’t have worry about always hustling to get new leads, or peddling your opt-in in FB groups.

We’ll focus in on free strategies that of course are evergreen, meaning you set it up for success, and the traffic keeps coming in.


For today, I’d love to hear in the comments about what’s holding you back from creating your first evergreen sales system?  

I laid it all out there today … the time it’s going to take, the ROI, what conversion rates you’re going to see, and how you can work this into your current client work.  So tell me in the comments, what piece is currently holding you back? I’d love to know!

And then check back next week, and we’ll dive into everything you need to know about fill your  funnel with traffic.  See you then! :)


Finally, if you haven’t yet, but sure to grab the my Passive Income Checklist + Automation Swipe File that covers all of the items you need in place to create a stream of passive income with digital products such as ebooks or online courses.


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

3 Ways to Set up Your Evergreen Sales System Without ever Emailing your List!

evergreen launch strategy | sales funnel | online course sales

evergreen launch strategy | sales funnel | online course sales

3 Ways to Set-Up your Evergreen Sales System Without Ever Emailing your List!

Hey, hey! We're back for Video #4 of our 8 week Passive Income Series.  Each week I'll be posting a new video and blog post on the topic of automated sales of online courses and digital products.

Missed any of the other lessons in the series? Check them out, and then jump back in here, and let's get going with Week #4!

Week #1: Can you Really Make Money while you Sleep?

Week #2: The Top 3 Reasons your Online Course is NOT Selling

Week #3: So ... You Launched. NOW WHAT?!

You'll be able to get a great recap of the week's passive income topic by reading the blog post, but if you really want to go in-depth into the content, I suggest watching the full video post below! 




In Video #3, we looked at “So ... you launched. NOW WHAT?!". We discussed ...

  • The pro’s and cons of evergreen launches vs. open/close launches
  • How to decide which strategy the best fit for you and your business
  • 4 ways to know if your course is ready to be put into an evergreen passive income system


This week we’re looking at exactly what these evergreen passive income systems may look like for you.

I’m giving you 3 strategy options to pick from, that will never involve emailing your current list.  Woohoo!

So you don’t ever have to worry about overwhelming your list, or pitching them the same product multiple times.  I’ll also be share with you my favorite of these 3 evergreen systems, and why I believe it’s the best place to get started with setting up your own system.


This system is based on creating content that sells your course or digital product for you.  Normally this strategy works best for lower priced products that can be more of an “impulse buy,” versus a course that costs several hundred or more dollars.

Ideas for this type of content creation sales strategy include: 

+ Creating a series of blog posts based on your course topic

+ a case study post of your most successful student

+ a mini-lesson directly from your course content

+ a Q+A of the most commonly asked questions on your course topic

+ Reviews/testimonials, mixed in with what students from your course have achieved

+ a keyword focused post on one specific topic in your course

+  case study of your own personal transformation and experience with your course content

Each blog post will specifically be optimized for sales of your product or course.  So we’re going for a direct sale here.  Someone reads your blog post, and decides right away that they want to purchase.  That’s why this strategy works best for lower priced courses/products, because not as much trust needs to be built up first for someone to take a chance on small price point.

We’ll do things like include calls to action at least 2-3 times in the post, show screenshots from directly within the paid product, and prove why it’s a worthwhile purchase directly through that content that we create.


By implementing an affiliate program, you can take the content creation strategy that we just talked about to the next level.  

In an affiliate program, you’re giving your course students the opportunity to share their own experience with your course, and then any sales secured by someone coming through their content and affiliate links, they receive a percentage of the sale price, for their effort.  

This allows your affiliate to create blog posts or social media posts that do the selling for you.

This sometimes works even better because it’s someone else giving their personal experience and testimonial on what your course was able to help them acheive.

You can super-charge an affiliate strategy by making your you have a quality affiliate program, including:

+ Swipe file of social media graphics to use

+ Graphics or screen shots to use on their blog

+ Ideas on the type of blog posts they might write

+ Sentence starters and rough outlines of emails they can write to their list, including the affiliate link for sales

It’s really important to set your affiliates up right, making it easy for them to share your course.

You can take this up another level by setting up affiliate webinars, where you host the same webinar over and over again for different hosts.  The host will receive affiliate sales for any purchases on the webinar.  

The affilate will be the one responsible for promoting the webinar to their email list (not you), so it’s their job to get the people signed up, and then it’s your job to deliver the content and convert sales.


(My personal favorite, and where I believe the large majority of people should start.)

This specific strategy is the primary way that I run my automated evergreen system, although I do use the other two strategies that we just talked about as well.

The free mini-course sales funnel strategy involves getting your potential customers to opt-in to your email list through a free mini-course that you’ve created on the same topic as your paid course.  It’s often 5-7 days of content, followed by a sales sequence promoting the sale of your paid course.

Reasons I love this system:

+ a free mini-course is perceived a “high value” opt-in, so it can often be easier to get someone to sign up for a free course vs. something like a checklist.

+ It’s gives you an authentic reason to collect their email address, and email them regularly, since they’ll be receiving an email for each day of the mini-course.

+ You’re building your email list in the process

+ There are so many different ways you can present the content based on your strengths/preferences:

  • could be all email based
  • could include additional downloads
  • could include recorded video/slides
  • could include replays of live streams you’ve done
  • could include interaction in a FB group or community

+ Lots of opportunity to up-level your content.  Start out simple - just email based; and then make your next edition even better!

+ Done right, people will feel like they got tons of valuable out of your free content, and of course can’t wait to check out your paid stuff, since they know it’s going to be even better!

When I started with my first free email course it was simple text emails, and that was it.  

It was one of the first opt-in offers I ever created, and it was probably the best decision I ever made!

 It’s been responsible for bringing in over 1/2 of my total email subscribers, and has been my signature “freebie” that people now share on their own accord because it’s so valuable.

Of course just setting up a free course by itself isn't going to bring in the sales.  

You got to:  

  • structure the emails in a way that primes your students to be ready for your paid course
  • add the urgency factor
  • actually ask for the sale
  • and many more nuances!

But if you get this right …. you’ve got a gold mine that is going to pay for itself and the time you put into creating it, over and over again.

And once you’ve got an free email course sales system in place, you don’t have to worry about the actual “selling part” anymore.  The email course does that for you, and your main focus becomes geting more traffic and more leads into your sales funnel.


To recap, I've given you 3 ways to set up an automated sales system for your online course:

 + Content Creation Sales System - creating  blog posts + content in a way that guides people to purchasing your paid product/course.

+ Affiliate Based Sales System - creating an affiliate system that allows others to share about your course, and receive a percentage of course sales in return.

+ Free Email Course Sales System - creating a free email course that provides value and sells your paid course for you.

Of course there are more strategies as well, but these are 3 of my favorites to get you started.

As you start to think about what type of evergreen sales system you want to set up, you might be thinking …. this sounds like a lot of work.  

And you know what …. you’re right it is!

But in next week’s video I’m going to breakdown the exact ROI, or return on investment, in terms of what you have to gain if you set up this system strategically from the start.

We’ll be looking at:

  • Why courses are THE way that some of your favorite and most successful online entrepreneurs are leveraging their time, and getting incredible returns on it.
  • Why this is a super smart investment of your time, no matter what stage you are in your business.  
  • About how long this is going to take to set up.
  • What you can expect in terms of how many people will be converting to actual sales through your evergreen system.

But for now, I’d love to hear which of these 3 evergreen sales system options you most excited about implementing in your own business.  

Is it the content creation system, or the affiliate based system, or maybe it’s my favorite too - the free email course sales system?  Let me know in the comments which you’re ready to implement, and then I’ll catch you next week for the next video.

Finally, if you haven’t yet, but sure to grab the my Passive Income Checklist + Automation Swipe File that covers all of the items you need in place to create a stream of passive income with digital products such as ebooks or online courses.


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

[Passive Income Series] So ... You Launched. NOW WHAT?!

Online Course | Launch Strategy | Sales Funnel

Online Course | Launch Strategy | Sales Funnel

So ... You Launched. NOW WHAT?!

Hey guys! We're back for Video #3 of our 8 week Passive Income Series.  Each week I'll be posting a new video and blog post on the topic of automated sales of online course and digital products.

Missed any of the other lessons in the series? Check them out, and then jump back in here, and let's get going with Week #3!

Week #1: Can you Really Make Money while you Sleep?

Week #2: The Top 3 Reasons your Online Course is NOT Selling

You'll be able to get a great recap of the week's passive income topic by reading the blog post, but if you really want to go in-depth into the content, I suggest watching the full video post below! 



Welcome Back + Recap

In Video #2, we talked about the 3 key reasons why your course is NOT selling:

  • No Urgency: no reason to buy now vs. later

  • No Education + No Pain: no understanding of why your topic is valuable; no marketing towards solving pain points

  • No Trust: the know, like, and trust factor has not been built

Later in this 8 week series, we’ll go more in depth into each of these key factors and how to ensure you’re hitting each of them, but for now, we need to decide …..

+ Is an automated “evergreen” style passive income strategy right for you?

OR are you better suited to holding an open/close launch several times per year?

+ if you want to go with the evergreen/passive income strategy, how do you know you’re ready?

+ And how do you know if your course or digital product will work selling on auto-pilot?

So let’s dive in …..

Evergreen or Passive Income Strategy means:

  • Your course is always open for enrollment + can be bought at anytime.
  • Any “deadlines” in your strategy are specific to individual people, based on when they initially entered your sales funnel.
  • You have a series of marketing pieces that work together through automation systems that lead potential buyers on a “sales path” (also called a sales funnel) that takes them from initial interest in what you do, all the way to a paying customer.
  • Everything works automatically. The payment processing, the course login system, the on-boarding email series, all triggers by itself.
  • Far less hands on interaction from you once everything is set up.

Open/Close Launch Strategy means:

  • Your course opens for sales for a specific amount of time, and then closes again normally after a 1-2 week “cart open” period.
  • There are specific deadlines, expiring bonuses, price increases and other factors of urgency that are the same for all potential customers.
  • You still have a series of marketing pieces that work together, however it’s more likely that live components will be included as well - webinars, live streaming, etc.
  • Much more “all-hand-on-deck” interaction needed since everyone has the same limited time to enroll.

So how do you decide which is right for you?

The decision comes down to your goals, your lifestyle, and your strengths as an entrepreneur.

Evergreen sales strategy brings in more consistent income throughout the year; versus an open/close launch where your year’s revenue largely depends on a limited number of large/live launches. Does this stress you out, or do you like the challenge and excitement?

Open/close live launches will need to be planned for times of the year when you and/or your team are not traveling, do not have other major commitments in your life, and in general have the launch period fairly free of other distractions; while evergreen/passive income strategy continues to run “in the background” no matter what’s going on in your business or life

Do you thrive on the live components, the personal interaction, the energy of a large group all engaging with your content at the same time, like what happens during open/close launches? Or do you prefer to jump in live when you feel like it, but have the majority of your sales strategy not hinging on one live webinar, etc.

Do you prefer to work in intense periods (such as an open/close launch), and then take a break from it all? Or would you rather have your marketing work spread throughout the year?

These are all of the factors and questions that go through my mind as I decided which was the right strategy for me.  You’ve got to consider each for yourself to determine which style fits your life and your business more perfectly.

Now, let’s say you’re leaning towards the Evergreen/Passive Income strategy like me.

Now that you know that’s what you want to do ...

How do you know that you have a course or digital product that is ready to be into this type of system?

There are a few factors that I use to decide:

1. Have you done a live launch of your course at least 1 time?

After you initially create your course, it’s important to go through the open/close launch process at least once.  This ….

  • allows you to really interact with your potential customers: find out their concerns, hesitations, etc. (they often will not be what you think)
  • gauge strategies that worked well and those that didn’t
  • create content that you’ll be able to re-use in your evergreen strategy

2. Do at least 3-5 students purchase your course during the launch period?

(3 for a higher priced course; 5 for a lower priced one)

if so, then you have a viable course that will convert in an evergreen sales funnel.

3. Have you gotten feedback, secured testimonials + made any needed updates of things that are missed based on student responses?

You want to have you best product ready, so that when new students enroll you feel really good about welcoming them in.

4. Do you have the automations + systems in place, so that someone can easily purchase, and automatically be sent all login info and welcome information without any additional on-boarding work from you?

If you can answer yes to those 4 questions, then you’re ready to put your course or digital product into an automated, passive income sales system!

Now even in a passive income/automated sales system, there is still an element of “selling” involved. And I know some people start to get a little squeamish when they hear that they’ll need to be a “salesman” or “saleswomen” to bring new students into their course.

So next week, we’re going to be talking about 3 different options for creating your evergreen sales system.  I’ll let you know which is my favorite and why, but I’ll also give you options that you may personally may be more comfortable with.

And the cool thing is not one of these involves sending emails to your current email-list.  So no worries about overwhelming them with the same launch emails over and over again!  

We’ll also dive deep into what “sales” is, and why it doesn’t have to be a word that gives you (or your potential students) an icky feeling.

But for now, I’d love to know if you’re leaning towards an open/close launch system or an evergreen passive income sales system, as well as why that’s your decision.  Let me know in the comments! 

Remember there is no “right” answer here, and I would love to hear your thought process behind it. And I’ll catch you next week for Video #4 where we’ll look at 3 different options for creating your evergreen sales system.


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

[Passive Income Series] The Top 3 Reasons your Online Course is Not Selling

Passive Income | Online Courses | Online Entrepreneur

Passive Income | Online Courses | Online Entrepreneur

The Top 3 Reasons your Online Course is NOT Selling

Hey guys! We're back for Video #2 of our 8 week Passive Income Series.  Each week I'll be posting a new video and blog post in this format.  

Missed the first week's lesson in the series? Check out Video #1: Can you Really Make Money While you Sleep? then jump back in here, and let's get going with Week #2!

You'll be able to get a great recap of the week's passive income topic by reading the blog post, but if you really want to go in-depth into the content, I suggest watching the full video post below! 


If you're on my email list than you will receive a weekly email alerting you to the new video + blog post in the series when it's published.  So if you're not, be sure to download my brand new Passive Income Checklist + Automation Swipe file below, which will also get you on the list to be notified as the rest of the series is published! 


Welcome back + Recap

  • Video #1: We talked about what passive income is (it’s NOT work-free), the 3 main types of passive income, and why I believe it’s a smart decision for almost any business model.

  • We also started to talk about digital products and online courses (my favorite type of passive income), and the UGLY truth of how most online course are NOT selling, past the initial launch period.

  • If you haven’t watched it, yet sure to watch Video #1 first here: www.ladybossleague.com/blog/make-money-while-you-sleep

  • And I left you on video #1 by telling you the reason why online course + digital products are NOT selling on auto-pilot is NOT because …

    • You need more traffic

    • You need to lower the price

    • You need more bonuses or more “stuff” to add

  • Here's the REAL reason they are not selling ....

The 3 Main Reasons that Online Courses + Digital Products do not Sell

There are 3 main reasons:

  • No urgency

  • No education + pain

  • No trust

If your course is not selling, it is missing at least 1 of these, if not more.  

So let’s break this down …


There is no reason for a potential customer to pull out their $$$ and buy NOW, versus deciding they’ll do it “some day,” …. What’s the rush?

This is not a sleeze tactic, and it needs to be authentic.

But the truth of the matter is that through psychology of purchasing behavior, we know that people need a reason to take action.  Even the most motivated and driven of us drag our feet when it comes to making a decision.  So just imagine everyone else who doesn’t have that drive built into them ….

They come across your product/course ….

Click through to the checkout page ….

They see that they can purchase at any point, and get everything that is listed ….

  • No reason to believe the price will change.
  • No reason to believe they’ll be missing out on any bonuses.
  • No reason to think the course will close.
  • No reason to login to their PayPal account and purchase NOW.

When you’re doing your 1st launch of your product there are likely a BUNCH of reasons to buy (course closing, price increasing, bonuses expiring, live calls, going through with a group, etc.).

So when you’re putting your course/digital product into a passive income sales system, you need a way to still instill urgency to buy.  And this can be more complicated to do.  But to really see consistent sales on auto-pilot, it’s going to be a must.


So let’s say that you’ve got the urgency component taken care of.  People have a reason to buy and do it now.  

But unless their are already educated on the reasons that your course or digital product is worth their while, AND they are feeling a specific pain that your course can solve … then it’s not going to matter.


... or in other words “Why Should Anyone Care?

For example, I have a course on Pinterest marketing for online businesses.

There are two types of people that come across my course ...

No Education on Pinterest marketing Person #1:

  • believes Pinterest is for recipes, pinning holiday decor, and finding fashion tips
  • Has never considered Pinterest as a possible marketing tool
  • Does not know anyone who uses Pinterest except for personal pinning
  • Can’t understand how Pinterest could help to grow a business

Some Education on Pinterest marketing Person #2:

  • Has looked at Pinterest as a possible marketing tools
  • Knows someone or has a read a case study about marketing success on Pinterest
  • Has tried out a few Pinterest tips + strategies, and has seen a little success
  • Understands the potential and wants to learn more

Education can come from other people and past experiences.  But WE want to take control.  ‘

During a launch you’re normally providing education through emails, webinar, live streams, or similar strategies.

But by adding an educational component into our passive income sales strategy, we gain the ability to market to people who may not already have any understanding of our topic or why it matters.


.... or in other words “What are you actually selling?”

Let’s take an online course on "Decluttering your Home" as an example.

You’re not actually selling a course on how to declutter your home.

Say what?!

What you’re actually selling is ….

  • The luxury of living in a home where you know where anything is at any moment
  • Never having to be embarrassed when an unexpected guest stops by
  • The feeling of coming home at the end of your work day to an organized and calming space

No one actually wants to do the actual work of decluttering their home.  What they do want is the end result of how it’s going to look, and make them feel when they are finished.

So if you’re selling what your course DOES you’re doing it wrong.  

We want to be solving people’s Pain Points.  We’re selling the ultimate outcome.  What are they are going to achieve, and how is it going to make the things that are causing their pain right now, go away?

Including both education + pain in our marketing is a MUST to appeal to the emotional level of our potential customers, and ensure they actually understand what our course/digital product can do for them.


Finally we have the issue of trust.  More than likely the first time someone lands on your site and views your course or digital product, they are not going to be sold right away.  It’s unlikely they are ready to purchase the very first time they learn about you and your product.

So what to do? We have to build trust.

My favorite ways to do this are …

  • Social proof
  • Doing what we say we’re going to do
  • Video and/or live streaming
  • Showing up consistently
  • Providing value

We can give them some of this on the initial contact.  For example:

  • Having testimonials on your sales page
  • A video of you speaking about your course
  • Other related free and valuable info on your site

Here’s the key: once someone leaves your website, it’s a good chance they won’t find their way back.  

We need a way to be able to continue to follow up with them, and to build that know like and trust factor in a reliable way.

The #1 way to do this is to get them onto your email list + into a sales funnel that build the trust and then ultimately pitches your course or digital product. And this is something we’ll talk more about in future videos.

However, there are definitely other ways too:

  • Getting them to join you on one of your active social media accounts (IG + Facebook work best here)
  • Serving them Facebook ads based on the fact they viewed your sales page.

But the easiest way is to get them on your email list, which gives you the best opportunity to build the trust, and eventually go for the sale.


To recap, the 3 things you must have in place to sell your digital products/course on auto-pilot are:

  • Urgency - a reason for them to buy NOW, not later

  • Education + Pain - understanding why they should care about your product, and the pain point it’s going to solve for them

  • Trust - do they trust you enough to purchase?

Think about your current offers, and see if you can identify which of these 3 areas you’re missing.  Or if you’re in the process of creating a course, be sure you’re thinking about how you’re going to address each of the 3 key areas in your post-launch marketing strategy.

Next week, we’re going to dive into the question of “You Launched, Now What?”

We'll talk about how you decide whether creating a passive income strategy is a good idea for you and your course, or should you actually be focused on doing several big open/close launches each year instead?

And we'll discuss some of the pros and cons to an evergreen passive income launch strategy, compared to a live launch strategy. You’re going to need to consider several factors to determine which one is the best fit for your lifestyle, your ultimate goals, and your strengths as an entrepreneur.

Finally, if you haven’t yet, but sure to grab the my Passive Income Checklist + Automation Swipe File that covers all of the items you need in place to create a stream of passive income with digital products such as ebooks or online courses.

And don't forget to let me know in the comments ... which of the 3 key strategies for getting your online course sold is the #1 thing that you need to implement? I'd love to get your feedback and ideas! 


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

[Passive Income Series] Can you Really Make Money While you Sleep?

Passive Income | Sales Funnel | Online Courses

Passive Income | Sales Funnel | Online Courses

Can You Really Make Money While You Sleep?

Hey guys! I'm starting a new 2 month series running from now through mid-April about Passive Income or aka “making money while you sleep”.  Each week I'll be posting a new video and blog post in this format.  

You'll be able to get a great recap of the week's passive income topic by reading the blog post, but if you really want to go in-depth into the content, I suggest watching the full video post below! 


If you're on my email list than you will receive a weekly email alerting you to the new video + blog post in the series when it's published.  So if you're not, be sure to download my brand new Passive Income Checklist + Automation Swipe file below, which will also get you on the list to be notified as the rest of the series is published! 


What does Passive Income Really Mean?

Passive income does NOT  = income with no work involved.

Passive income means making money in a way that does not require trading time for money.

So What could this Look like?

+ Digital Products ... online courses, e-books, recorded trainings, templates, workbooks

+ Affiliate income …. promoting products or services that you’ve used and believe in for a commission

+ Hiring employees or contractors to do the actual work for you.

I do a a little of each of these forms of passive income strategies, however our focus for this series will be creating passive income streams using digital products … specifically courses.

Why Passive Income?

For me it comes down to necessity ….

+ I’m a Mom of 2 young kids younger than school age, and I’m a stay-at-home Mom too.

+ My main work times are at 5 am, nap time, and after the kids have gone to bed.

+ I also run a local company - pet sitting and dog walking company, manage a team of 20 part-time employees

+ Most days I have around 3 hours to work on my business (on a good day).  This works out to maybe 20 hours per week.

If I was spending my time trading time for money, then I’d been spending my limited work hours per day working IN my business, versus working ON my business.  And I wouldn’t be building something sustainable.

That’s my reason for pursuing passive income.  But yours could be different ….

+ You’re a college student that doesn’t want to enter the traditional workforce when you graduate.

+ You’re working a 9-5 with limited hours to work on your side-hustle.

+ You’re looking for the independence to travel, but not to be spending your time in all these new locations, wholed up in your RV working instead of exploring.

+ You’re currently running an online service-based business (VA, graphic designer, copywriter) but you realize it’s not sustainable the way you’re growing it, and you’re going to hit an income ceiling or burn-out.

Our Purpose for Passive Income

.... Is to create an income stream that you create ONCE, which then brings in revenue for you over and over again with little additional work or “maintenance” from you.  

This is a scalable revenue option meaning it’s just as easy to deliver your passive income product to 1 person, as it is to deliver it to 100 people.  So the sky is the limit in terms of people that you can reach and help.

And your future efforts can be used on advertising, exposure, and spreading the word, versus always being in work and creation mode.

What we’ll be covering in this Series

What this series is and is not …..

In this series I will NOT be discussing in-depth how to create your passive income product.

There are already a TON of resources out there that discuss exactly how to create a high-quality online course, or training product.  

If you need help in this area, I highly suggest checking out Mariah Coz’s blog Femtrepreneur, and her signature offering called “Launch Your Signature Course.”

Teachable is also another great resource that provides a simple to use platform to build and host your course, as well as lots of course creation tips on their blog.

What I WILL be covering in this series is the BIGGEST problem out there that I see in the passive income and digital product community.

There is a lot of info out there on creating a course or a digital product, and even a lot of guidance on launching your product once it is created.

But then what? THIS is what’s missing.

You’ve spent multiple hours, late nights, long weekends, and poured your blood, sweat, and tears into what you believe to be the perfect course.  You launch it into the world, and maybe you have success …. a $1,000 or $2,000 first launch … If you’re really doing everything right maybe you even hit the 5-figure mark and have a $10,000+ launch on your first time around.

Personally my first time, I brought in about $5,000 on my first launch.

But then what?

The Ugly Truth

Here’s the ugly truth. The majority of digital courses and products after their initial launch are sitting on websites and not selling.

You’ve likely come across them before … they have beautiful graphics, amazing sales pages, some high-quality testimonials …. and you imagine they are flying off the digital shelves for the course creator, bringing in tons of passive income.

But the problem is … they are not. I can’t tell you how many course creators I’ve talked to that I imagine must be killing it in course sales.

But instead they tell me they’re actually thinking about pulling their course off of their website all together because their course is such a miniscule part of their revenue that it’s not worth the real estate on their website.

This is SUCH a shame.  Hours, weeks, and months wasted creating a high-quality online course or digital product, and after the initial launch, it just sits there.

THIS is the problem that I’m going to be addressing in this series.  

It Doesn't Have to Be This Way

And I’m telling you right now, it doesn’t have to be this way.

Next week in Video #2 of the series, I’m going to be looking at exactly what’s going on with this issue.  Why are these high-quality courses, e-books, and trainings sitting there and not selling?

I’m going to show you why the answer is NOT more website traffic, not lowering the price, and it’s definitely not creating more products.

Passive Income Checklist + Automation Swipe File

But for now, be sure to download my Passive Income Checklist + Automation Swipe File that covers all of the items you need in place to create a stream of passive income with digital products such as ebooks or online courses.

And don't forget to let me know in the comments ... what do you think about this new video lesson format? I'd love to get your feedback! Also, let me know if you're ALL-IN for getting a passive income system up and running in your own business!


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

6 Reasons Hosting a Virtual Summit is Easier than Launching an Online Course

Guest post by Bailey Richert | this post may contain affiliate links

In 2016, my infopreneur business was reaching a bit of a plateau.

Nothing was wrong; everything kept moving along as it was supposed to. I just had this desire to take my business to the next level. I wanted to elevate my exposure in my niche, grow my email list and increase my revenue fast. 

I already had ebooks, online courses, private coaching and other revenue streams. I was also already doing all the usual marketing techniques: social media, podcast interviews, and the like.

So, I decided to try something different. I hosted the Infopreneur Summit.

In just 90 days, I was able to completely launch a virtual summit from scratch, and I was simply blown away by all the benefits I reaped from this endeavor!

I grew my email list by over 1,000 people.

I grew my Facebook group by 355 people.

I made an additional $4,000 in revenue that month.

I formed business relationships with 27 influencers.

Today, when business owners – both beginners and those who are more established – ask me what I did to achieve such rapid growth, I tell them: host your own virtual summit.

Many people who don’t fully understand how virtual summits can benefit a host remain skeptical at the idea of launching their own. I often hear in response to my suggestion, “I would rather put that effort into creating another online course.”

Oh, if only they knew just how much easier and more beneficial to their business hosting a virtual summit would be over launching just another course!

In this post I would like to share with you 6 specific ways in which I have found that hosting a virtual summit is far easier than launching an online course, and perhaps convince you to give it a try! 

1. You don’t need an expensive video recording setup.

When creating an online course, everyone wants to appear as professional as possible. Part of that entails creating a recording ‘studio’ in your home to create your content. Even if you only invest in middle-of-the-road equipment, it can all add up fast! A backdrop, camera, tripod, lapel microphone, desk microphone, video editing software, screencasting software.

The content you will record for a virtual summit is in the form of online interview which require far less equipment. For my first virtual summit, I was able to get away with a $60 webcam and USB microphone. I even edited my videos inside of YouTube for free!

You can get by with less hardware and software when hosting a virtual summit compared to creating an online course.

2. Content creation is much, much easier.

Speaking of creating content, it can take literally hundreds of hours to create awesome content for an online course. Even if you are “only” doing screencasts, you still have to edit, add callouts and on-screen text or captions. Plus, don’t’ forget all the time that the videos take to render!

Interviews with influencers are the content in a virtual summit. The people you are speaking with are literally creating the content for you! There’s no scripts to write out, perfect and memorize. The video interviews are recorded once, barely edited and ready to go.

Creating content for a virtual summit is faster and easier than recording videos for an online course.

3. Launching takes less time.

Piggybacking off of number 2, it is easy to see why having help from influencers makes the content creation happen more quickly. But that’s not the only reason why virtual summits can be a faster revenue stream to launch than an online course.

In my free ebook, I explain my 3-phase process for launching a virtual summit in just 90 days! That is exactly how quickly I was able to launch my first summit from “idea” to “execution”. Normally, when I launch an online course it can take me anywhere from 4 to 6 months to allow enough time for recording videos, developing bonuses, recruiting affiliates, pre-selling, creating the sales funnel and more!

A virtual summit can be launched in 90 days whereas online courses often take many, many months. 

4. You don’t have to be an expert in everything.

When creating an online course, it can be hard to determine where you should start and end the content. You want to provide your students with as much help as possible, so you start to teach on topics that are truly beyond the scope of what the course should be. Sometimes, you might even feel obligated to offer content on topics you don’t really know. Boundaries for online courses can be tough.

Virtual summits solve this problem entirely because you are asking the guest speakers to offer their expertise. As the host, it’s your job to let them shine. You don’t have to be an expert in the topic that they are sharing. It’s your job to ask insightful questions, not be the teacher.

Virtual summits highlight other influencers’ expertise so you can cover many topics for your audience, even those of which you have little or no knowledge.

5. You have dozens of influencers promoting for you. 

Let’s be honest. Profiting from an online course can be difficult if you don’t have an amazing email list of subscribers. Plus, it can be tough to recruit affiliates in your niche who are busy promoting their own products.

Virtual summits bring together dozens of influencers who will be sharing and promoting your event at the same time, culminating in a huge rush of traffic to your opt-in page.

Whereas promoting an online course can be an uphill battle, promoting a virtual summit is easy with many influencers working to drive traffic to your event at once. 

6. Urgency prompts attendees to buy more without requiring a “pushy” hard sell.

Many online business owners went into business to practice their craft, not to sell. It’s a common fear, and the others just think it’s unnatural to ask someone to buy. But, when you are launching an online course, that’s exactly what you need to do: push your product.

A virtual summit has the benefit of being a limited time event. Attendees are faced with a very real sense of urgency to purchase their All-Access Pass because the summit has actual start and end dates at which time the price goes up. The attendees accept these deadlines more easily than they do with online courses where potential buyers are more inclined to put off purchasing in favor of a holiday sale or the next launch.

Virtual summits use the short time period of the event to create urgency around the purchase of the All-Access Pass which sells more easily than online courses do during a launch. 

While online courses tend to be the beloved revenue stream of many online business owners, virtual summits should not be overlooked. In many ways, they are far easier to launch than online courses and can bring even more benefits to your business that an online course cannot, such as exposure, explosive email list growth, business relationships with influencers and more.

The next time you are thinking of new ways to boost your business, give hosting a virtual summit a try instead of just creating another online course!

Interested in learning more about virtual summits?

Download my free “Virtual Summit Set” and receive an ebook, 2-page planning worksheet and guest speaker checklist all intended to help a beginner learn to launch their own virtual summit from scratch in 90 days! 

Bailey Richert is a business coach who helps individuals launch profitable online enterprises as “infopreneurs”: respected experts in their fields creating value and generating income by sharing their life experience, knowledge and passions with others in a manner that supports their ideal lifestyles.


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

5 Case Studies on the Power of Pinterest Marketing

For the past year I've been working with students and clients to improve their Pinterest strategy, and skyrocket their traffic, leads, and sales for their businesses and blogs.

I’ve created a free 5-day Pinterest course that over 1K students have worked their way through, I’ve held multiple free online workshops, I’ve written “share-all” blog posts, and I’ve worked with hundreds of students in my signature Pinterest course, Pintastic Profit Plan.

I love when students get back to me after implementing even just 1 or 2 of the strategies that I teach, and get these incredible little “wins,” that really encourage them to keep going and fully implement a complete and strategic Pinterest strategy.

Today I want to share with you the results from 5 different people who I have worked with on their Pinterest strategy in some way.

Whether it be as a student in one of my courses, or someone who participated in one of my other free trainings, these ladies have achieved some incredible results!  But before we dive in, if you KNOW that you’re ready to increase your traffic, leads, and sales for your business or blog, but don’t know where to start, then I’ve got something for you!  

And now, on to the Pinterest case studies!

Elisa Giorgio from Single Mama Blueprints was able to add over 50 followers in less than 24 hours!  

“I just wanted to say thanks for this e-course! All I did was update my profile and description yesterday and already have picked up 51 followers! Holy cow! I know followers aren’t the ultimate goal, but it was that instant gratification I needed to keep moving forward :)” ~Elisa

Casey Evans from Baipai Creative was finally able to wrap her head around how to plan out a successful Pinterest strategy!  

“I've had my Pinterest account for several months, however I've always known that my Pinterest game wasn't even in the right zip code!  I found your course, and just did it all in 5-hours!  Now I'll be the first to admit that I have A LOT more homework to do!  I didn't cut corners exactly, I just did a fast-track, doing some very minimal trials and testing, playing around with it along the way really.

Well guess what?  I've doubled my followers in the past hour (LOL, it's true, but I only went from 2 to 4)!  Just off of ONE (!!) new pin that follows your methods (the rest of my boards and pins are still a mess!).  But let me tell you, that alone, on top of the makeover I'm doing to add my photo, better "about" and board descriptions, etc, has given me tons of confidence and a great sense of accomplishment today.  So I genuinely want to thank you for making that impact on me!” ~Casey

Chakayla Taylor from ChakaylaJTaylor.com was able to increase exposure and traffic for her blog! 

“THIS is what I call a Pinterest come up! Since taking your course, my profile impressions are through the roof. After tweaking my Pinterest profile to reflect my target audience (instead of my obsession with cupcake recipes) and creating branded (and beautiful) pins, my impressions have increased everyday since completing your Pinterest course. You are truly the Pin whisper!” ~ Chakayla



Holly from Create Alchemy was able to design a Pin that went viral based on what she learned!  

Checking in again because one of my pins went viral (222 repins last I saw!) and my audience has grown even more since I last emailed you. I'm at 929 today and I'm projected to break 1000 by Friday. (I only had about 160 followers and 600 pins when I started). I have 2074 pins now with hardly any work.

Now I just have to recreate the magic of that pin that went viral, and I think I'll have cracked the code. But the most exciting part is logging into Pinterest and seeing that red notification alert at the top with a 10+ inside it. :)


And finally, I want to go even more in-depth, and share with you the full case study of Morgan Nield of the Etsy Shop, Little Highbury, after going through my course.  Morgan is already a highly successful, multiple six-figure business owner, that is sold on the opportunity that Pinterest gives her to increase her audience and exposure for her business even more!  Now she is teaching other small business owners how to turn their Etsy side-hustle into a full time business at MorganNield.com.

Here’s a quick interview with Morgan on her experience with my Pinterest course ...

Q: Tell us about you and your online business.

Morgan: I’ve run a multiple six-figure Etsy shop for about 2 1/2 years, and throughout the process, I got A LOT of questions asking for tips + tricks for selling on Etsy. These were always my favorite questions to answer! So I decided to start a new business that would help handmade sellers effectively market their business + convert followers into profitable sales.

I started this completely from scratch— no email list, no social media following, and a brand new website. It was daunting to say the least! I knew that I wanted to focus a lot of my energy on Pinterest strategy, but I also knew that I needed a clear plan if I wanted to succeed.

Q: What were your goals before you started the course?

Morgan I started from square 0 — absolutely nothing. It was a completely new experience for me going from selling physical product to an online service, so I wasn’t sure what to expect. I KNEW that I wanted to hit around 1,000 Pinterest followers in the next 12 months, and I wanted to have Pinterest be my largest traffic-driving source. At the very basis of it, I guess you could say that my real goal was just to convert at least 1 client through Pinterest to prove to myself that I could make a business out of this!

Q: Tell us about your experience starting your Pinterest account.

Morgan: I was that awesome horrible case-study story that started out with 15-20 boards with 10-15 pins on each featuring everything from home decor to recipes to kids crafts— you know, the stuff that I was interested in. It was a hot mess, to say the least, and I had NO idea what I was doing. I was trying to use my Pinterest business account as if it was a personal one (yeah….)

I finally stumbled upon Summer’s free Pinterest Power class (on Pinterest, of course!) and immediately signed up. Lesson 1 came into my inbox and I KNEW that I had found something awesome :)

The next couple of weeks were spent optimizing my Pinterest boards, getting a decent number of pins on each, and making Pinterest-optimized graphics that linked back to my blog. Summer was SO generous in all of her information.

Q: Did you achieve concrete results from taking the course?

Morgan: Oh my gosh, yes! I seriously was stuck on 149 followers FOREVER. Seriously. Like I would gain 2 a week and then lose 2 that next week. It was frustrating and disheartening to say the least.

Once I implemented Summer’s tactics + optimized my boards for getting more views, I was AMAZED at how effectively I started to grow my followers! I’ve been following her strategies for about 2 months now and am almost at 800 followers (which is HUGE for me!). I gain around 60-80 followers/week on a consistent basis and only spend around 30 min/week on Pinterest in total!

Q: What was your biggest takeaway?

Morgan: I absolutely LOVE what Summer said about not losing sight of why we’re really on Pinterest—to get people to our website + convert! Sometimes I get so caught up in pinning other people’s content (which is great!) that I forget to pin my own! I’ve since come up with a “pinning schedule” that reminds me to pin 2-3 of my own pins for every 10-15 pins from other people. It helps keep my content new + fresh, but without bogging people down with shameless self-promotion.

After those 5 case studies, are you convinced now that Pinterest is a MUST for any business or blog?  I hope so!

 If you’re really ready to amplify your audience and reach online, be sure to grab your copy of "The Ultimate Pinterest for Business Checklist


Summer Tannhauser

I'm Summer! I help LadyBOSS entrepreneurs build their dream businesses through rock solid action + advice, with more happiness, less overwhelm, and full of freedom.

Swipe Guide to my Top 5 Automation Systems for Business

This post contains affiliate links for programs that I use and love! 

I’m all about utilizing whatever I can to make it so I’m spending less time on the mundane, repetitive tasks in business.  On an average day I’ve got about 2-3 hours max to truly devote to business (those of you with multi-passionate business dreams, kids, or 9-5s will understand!), so I’ve really got to make sure I make each of those minutes count.

I definitely don’t have the whole “work-life” balance thing all figured out.  Sometimes my evening will be spent writing emails on the computer after the kids go to bed, rather than hanging out with hubby.  But on the other hand, some days are spent going to the zoo all day with the kiddos, rather than actually doing work.  It’s not perfect, it’s not your “normal” work schedule, but for now, it works for us!

So today, I want to share with you a swipe guide on how I’ve set up 5 different automations in my business, with the help of some pretty kick-ass systems and programs.

The goal is to spend the limited time I have to work, on things that truly move my business forward, rather than dealing with the tedious (but need to get done) tasks.

AND because I love you guys, I’m hosting a GIVEAWAY where you can win a subscription to a couple of my favorite programs (ConvertKit AND Tailwind … woohoo!!!), plus a scholarship to my Pintastic Profit Plan 2.0 course that relaunches this October (totally updated, along with a huge section on website conversion strategy added).

Go ahead and grab your entry now! It closes October 6th, 2016 so don’t wait.  AND you can get (a lot!) more entries by sharing the entry out on social media, so be sure to look for that after entering.

Now on to the swipe guide to my top 5 favorite automation systems for business.

1.     Tailwind

2.     ConvertKit

3.     MeetEdgar

4.     ClickFunnels

5.     Deadline Funnel

1.  Tailwind (win 1 year free!)

I’m starting here because I’m ALL about Pinterest marketing, so of course using an automation system to keep my pinning schedule consistent is at the top of my list. I’ve been a Tailwind customer for quite some time now, and after looking at all the other Pinterest scheduling options out there, it’s definitely top of the pack in my opinion.  They are constantly coming out with new snazzy features and updates based on customer feedback!

Here are a few of the ways that I use the system, and keep my pinning queue full:

-       Optimized schedule: Right now I have 30 times picked for each day when my pins will be sent out.  This schedule is all optimized on what Tailwind says are the best times for my pins to receive the most engagement. (Yep, they know that kind of data!)

-       Group board lists: I have all of my group boards that I’m a part of listed in 1 Board List.  This allows me to quickly schedule a new blog post image to post to ALL of my group boards, spread out over the next week, with 2 clicks.

-       Tailwind Tribes: this is a new feature in Tailwind that allows you to join a group of like-minded Pinterest users to be able to easily share and re-pin each others’ content.  I like how easy this makes it to find new, high quality content from other Pinners that I trust.

-       Pin Inspector: I love this tool that let’s me quickly determine which of my boards and pins are doing the best on Pinterest in terms of gaining traction. This allows me to figure out the topics and Pin styles that seem to be the most popular, so I can base future content on that information.

If you’re serious about using Pinterest for marketing or traffic generation purposes, then a system like Tailwind is really a must. 

Remember you can win 1 FREE YEAR of Tailwind in my Pintastic Business Booster giveaway.  Or if you just can’t wait, you can sign up through my referral link to get 1 free month of Tailwind when you purchase a paid plan.

2. ConvertKit (win 6 months free!)

ConvertKit is my complete email system, and was one of the first “pro” investments I made in my business. (If you missed it, I just wrote a blog post about 17 lessons learned from 1 year with Convert Kit)

Like many of us, I started out with the free MailChimp plan, but quickly realized that there was a lot of functionality that I was missing.  I knew that I was going to be building my email list by using multiple opt-in “freebies” and an automated free email mini-course, and with MailChimp that whole process was going to be extremely clunky and time consuming.

ConvertKit has made it easy for me to do all those things that I only *wished* I could do with MailChimp. 

Here’s some of my favorite ways that I use ConvertKit:

1.     Free Email Course: Creating a free email course was one of the best decisions I ever made for my business.  It’s been responsible for bringing in over ½ of my 3K+ subscribers, and it’s an asset that I can keep promoting over and over again.  My free course has come a long way since I first created it, but to start with it was a simple 5 day sequence of emails that provided instruction and value on my topic.  It’s a great way to gain trust in your business and brand!

2.     Tags: I set up systems in ConvertKit to tag subscribers based on how they joined my email list.  Some of my tags include what they are interested in (based on where they signed up), what they have purchased, or what trainings they have attended.  This helps me to know what my audience is interested in, and where I should spend my time creating new content.

3.     Automated Webinar Sign-up: Instead of forcing people that are already on your email list to enter all of their information again to sign up for a webinar (or anything that you’re offering), you can create an automated link.  So if someone clicks on my webinar sign-up link in an email, they are automatically tagged and registered for the event!

4.     Connections to other Systems: I love how I can connect ConvertKit to my other automation systems. I have it set up so that when someone purchases my Pinterest course or my Canva Templates, they are automatically added to my email list, AND they are sent an automated welcome email giving them what they need to access their purchase.

And don’t forget, you can win 6 months of ConvertKit for FREE in my Pintastic Business Booster giveaway! Woohoo! :)

3. MeetEdgar

Honestly there is no way I would be able to keep a consistent presence on my Facebook and Twitter accounts without this social media scheduling tool.  It allows me to enter my content into the system once, and then it keeps posting it over and over again for me on whatever schedule I want. 

I tried the whole sit down once a week or once a month, and schedule all your social media at one time thing.  But it just wasn’t happening for me.  MeetEdgar is less than you’d pay a VA to do your social media each month, so that works for me! Also, it allows me to manage the social media accounts for both of my businesses, which makes things even more cost efficient.

I change up my schedule in MeetEdgar here and there, but some of my regular categories are:

  •  My blog posts
  • Quotes
  • Inspirational / funny
  • Tips
  • Others’ content to share
  • My newest blog post + content upgrades
  • Promotional
  • Webinar
  • Checklist

4. ClickFunnels

This is a newer system to me that I’ve justimplemented in the last couple of months, so I know I’m only scratching the surface of what it can do for my business!  I like to think of it as “LeadPages on steroids.” :) 

The whole idea is that it allows you to easily recreate a sales funnel, with an easy drag-n-drop interface.  So within ClickFunnels, I’m able to create the initial opt-in landing page, the thank you page, a tripwire sales page (a low priced offer that is available for a limited time after opting in), the checkout cart, and then deliver the product. But really, that’s just a small part of what it can do. 

Here’s a few of the ways I’m currently using it, as well as future plans I have for the platform:

-       Designed + created all of my opt-in pages for content upgrades

-       Hosting my full free 5-day Pinterest course on the platform

-       Hosting a webinar directly within ClickFunnels, along with Google’s live streaming

-       Processing either Stripe or PayPal payments through their system

-       Creating a password protected membership or course site

-       Easily split testing pages to see what converts best

-       Creating an automated webinar funnel

One of my favorite parts is that they have a lot of template pages and complete funnels already built within the program (that are totally customizable), so it’s easy to get additional ideas directly within the system. 

If you want to give it a try, they do offer a free 14 day trial that you can get started with here through my referral link

5. Deadline Funnel

This is a bit more of an advanced system, but totally worth it if you currently have any type of sales funnel in place that needs a form of urgency to promote sales. 

Creating funnels within my business is a large piece of my profit puzzle, and Deadline Funnel lets me create an individualized deadline for each person that enters my funnel.  That means I can offer each person a special offer within my funnel that expires at a specific day/time based on that individual person’s signup date.

If you’re new to funnels, and want to learn more, my recent blog post, The 5-Step Client Booking Funnel is a great spot to get started, and even includes a free sales funnel swipe file to download. 

Here’s how I’m currently using Deadline Funnel:

1.     Free Pinterest Course: When someone signs up for my free Pinterest course they activate a deadline countdown timer.  It is set so that my paid Pinterest course is pitched to them with a special offer included throughout the free course content, but only for a limited time.  So once the deadline expires, it goes back to the standard offer for them.

2.     Evergreen Webinar: When someone signs up for up for my automated evergreen webinar recording, they activate a deadline countdown timer.  On the webinar they are pitched my course at a special offer.  After several days of follow-up emails after the webinar, then the special offer closes again.

3.     Tripwire Canva Templates: When someone opt-ins to either my free Pinterest course or signs up for my Pinterest Checklist, they are offered a chance to buy my set of 10 editable Canva templates for just $7 (regularly $19).  That offer is only valid for 15 minutes, the Deadline Funnel timer counts that down.

So what happens once the timer expires for an individual person? They are automatically sent to a different page of your choice (could be the regular sales page, or a different page that says the deal expired).  It works correctly even if they access the link from different devices.

If you want to give Deadline Funnel a try, you can get a 30 day free trial through my referral link (on the website, you can only get 14 days).  And if you have a sales funnel currently in place, I think you’ll definitely see results within your free trial period after implementing Deadline Funnel!

And that’s a wrap! My 5 favorite automation tools and systems to keep my business working, so that I don’t always have to!

Let me know if you have questions about any of them, or need ideas for how you might implement them in your own business.

And don’t forget to sign up for the Pintastic Business Booster Giveaway to win:

  • a scholarship to my online course Pintastic Profit Plan 2.