Create a "YES PLEASE! Freebie Giveaway

Summary

Most new coaches have never created a lead generation funnel. My goal was to design a training that was a step-by-step, easy to follow process to go from ground zero to a fully functioning lead generation funnel, while teaching them the main concepts they need to understand.

The lessons in this example are part of a larger course that includes how to set up the funnel pages, how to write a series of persuasive emails, and how to set up the technology so it all works together.

Since technology changes rapidly, I separated the concept lesson from the technical lesson. This allows me to easily update the technology video when the tech changes, saving time.

Details

  • Type: Custom eLearning Development

  • Client: The Tramayne Group

  • Date: August 2023

Skills

  • Instructional Design

  • eLearning Development

  • Graphic Design

  • Video Editing

Tools

  • Notion. Needs analysis, outline and storyboard.

  • Canva. Presentation slides, action guide, magic AI, graphics, icons, and pictures.

  • Descript. Video recording and editing.

The Design Process

Needs Analysis

I sent a survey to my email list of business owners to determine their level of knowledge and skills regarding developing a freebie giveaway. I also reviewed transcripts of calls with previous clients on their main pain points and challenges.

Screenshot of Freebie Giveaway database

Initial Design

The initial design of this project started as a brainstorming session to get all of my ideas out of my head and on paper. I've been designing and developing lead generation funnels since 2014 so I acted as my own subject matter expert, while also incorporating the feedback from the needs analysis.

I went analog with this by using post-it notes so I could work quickly and capture everything.

I then spent time organizing them into a structure that made sense.

Picture of post-it notes on a board

This picture is a good representation of what it looked like once I'd organized the post-it notes. It's not the actual picture.

Outline & Storyboard

Before designing this project in Canva, I created a combined outline and storyboard in Notion.

Notion allowed me to see the entire course structure on one page while still allowing for a detailed storyboard. When the toggles are closed, I can see the entire outline of the project. When the toggles are open, I can see the storyboard elements.

I color coded the different sections as follows:

  • Pink background: slide copy

  • No background: Speaker notes / audio

  • Gray background: Graphic elements and picture ideas

Streamlining this process cut development time by almost half.

Development

Finally, I decided to develop the slides in Canva. While I've used PowerPoint, Keynote, and Google Slides in the past, I have found it considerably faster to build out non-interactive video designs in Canva than any other tool I've tried.

The ability to choose pictures, graphics, icons, and other elements right from the side menu makes designing easy and quick.

It also allows me to adjust colors within photos to match the brand. For example, the ribbon on the gift image was originally a blood red. With just a few adjustments I was able to match the burgundy of my brand color.

I recorded the video in Descript, which is a video editing suite similar to Camtasia. It allowed me to edit the video using the transcript, saving a considerable amount of time.

The Finished Project

Concepts Lesson

Technical Lesson