<aside> ℹ️ To edit this template in Notion, we recommend going back to the Choose Your Path page and Duplicating that page into your Notion workspace. This will add both the Short and In-Depth versions of the workbook for you!

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<aside> ▶️ Workbook Introduction:


<aside> 👋 A message from us


Welcome to your Client Off-Ramp Workbook!

We’ve laid out some exercises that correspond to the free coaching session you requested here in this interactive workbook. Don’t be too precious with this workbook and try to get each answer perfectly “right.” 😉 The purpose of this workbook is to give you more clarity than you currently have which will help you move forward with a clear plan of what you need to start building your audience, more cash buffer, and more time.

Enjoy!

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<aside> ✅ Workbook Progress


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Check the “Completed” box as you finish the 7 exercises below this progress box, and watch your Workbook Progress update. 👍

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<aside> 🔗 Click to jump to a section


🧩 Four-Part Audience Puzzle

📦 Your Product Offer Idea

💌 Email Newsletter Idea

🧲 Your Lead Magnet

🏡 Your Strategic Website

💰 Identify Current Client Cash

🎯 Identify Goal Client Cash

📣 Go All-In on Outreach

⏰ 🚧 Non-Negotiable Time Block Plan


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<aside> 📋 Workbook Summary

Fill this out once you’re done!


Your product offer idea 📦:


Your newsletter idea 💌:


Your lead magnet idea 🧲:


Your strategic website 🏡 :


Your MMM Number 💰:


Target number of clients you’re aiming to fill in the next 6 months 🎯 :


Client outreach sprint dates and ideas 🏃‍♀️ :


Non-negotiable time block plan ⏰ 🚧:

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<aside> 🧩 ——

Four-Part Audience Puzzle

👉 (to give you a clear path forward 🗺️)


Remember, the purpose of this exercise is not to figure out EVERYTHING right now. We just need to help you form a general idea for these 4 crucial pieces. Once you’re able to clearly see these four pieces, you’ll feel so much less overwhelmed and can actually get started creating these things.

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b29ca1a8-00da-4833-9b3a-eb424157d8e6/Notion.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b29ca1a8-00da-4833-9b3a-eb424157d8e6/Notion.png" width="40px" /> Notion tip: Click the ► next to the lesson toggles below to expand the section view the exercises for each! You can click the ◄ again to collapse the section.

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#1: 📦 Your Product Offer Idea

#2: 💌 Email Newsletter Idea

#3: 🧲 Your Lead Magnet

#4: 🏡 Your Strategic Website

🧩 Putting it all together!

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<aside> 🏃 ——

Client Runway Sprint

👉(to give you cash leverage to turn your attention to your audience-building 💰)


Instead of continuing to get clients haphazardly, let’s focus on a SPRINT to build up your client runway and your monthly income for the next 6 months so you don’t have to spend time trying to land clients while building your digital product business. Remember, a sprint isn’t about burning yourself out or pushing beyond your capacity. It’s about focused effort for a short duration of time.

Step 1: Identify Current Client Cash 💰

Step 2: Identify Goal Client Cash 🎯

Step 3: Go All-In on Outreach 📣

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<aside> 🚧 ——

Non-Negotiable Time Block Plan

👉(to give you the time you’ll need to build your audience ⏰)


This last part is absolutely crucial, because it’s probably the one bottleneck preventing you from taking action on anything we’ve mentioned in this training. If you don’t carve out time in your schedule REGULARLY to work on your digital product business (the 4-part puzzle!), it simply won’t happen.

It hasn’t happened by magic thus far, so it will take an intentional DECISION to finally make this shift a priority.

How to set up non-negotiable time blocks


<aside> ✅ Congrats! You just finished the first exercise. Click the “Completed” checkbox on this card and you’ll see your workbook progress at the top of this page automatically update!

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<aside> ✨ BONUS! You made it to the end of the workbook! Congrats! If you want more tips on how to make this shift from clients to digital products, check out our podcast, What is it all for? In episode 161, we go over 27 tips directly from solopreneurs who have made this pivot themselves! Episode 161: 27 Tips To Get You From Clients To Digital Products - Click here to listen!

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