Growth strategies for educators building sustainable businesses

When creators first start their YouTube channels and work hard to grow them, YouTube demonetization is probably the last thing on their minds. Most people focus on monetizing their videos and making money from ads, but not many think about what happens when you lose the ability to monetize your channel. 

More creators than you know probably have run into an issue of YouTube demonetizing one or more of their videos. It's part of being a YouTuber. So, what do you do if that happens to you? Let's talk about what YouTube demonetization is, why it happens, what to do if it happens, and how to foolproof your business.

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What is YouTube demonetization? 

So, what does “demonetized” mean? Well, YouTube demonetization is a process when a YouTube channel loses the ability to earn money from the ads shown on the channel's YouTube videos. YouTube might demonetize one or a few of the videos, or they might demonetize the whole channel. 

All YouTube channels that qualify for the YouTube Partner Program are allowed to run ads on their videos and earn income that way. Just because you qualify for the Partner's Program and are able to monetize your videos is only just the tip of the iceberg. To make money, those videos have to adhere to pretty strict advertiser-friendly content guidelines, or those videos and the whole channel might be at risk of being demonetized.

Demonetized YouTube channel creators can completely lose their income. And if it's the creator's only or primary income source, then it can be a terrifying experience. In some cases, YouTube might completely remote the YouTube channel from their platform.

Common reasons for YouTube demonetization

So, there are two main reasons why certain videos or a whole channel might be demonetized by YouTube:

1. Your content doesn't meet advertising guidelines

As we've mentioned earlier, in order to earn income from ads shown on your videos, your videos have to follow the advertiser-friendly content guidelines. Those guidelines are pretty strict, and there is a lot to be aware of. But YouTube outlines them on their website to help creators understand what's allowed better:

2. Your content doesn't follow YouTube community guidelines

Now, even if your videos comply with advertiser-friendly content guidelines, you also have to ensure that your videos follow YouTube's community guidelines. It's their internal set of rules you aren't allowed to break if you want to have your channel eligible for monetization. 

YouTube aims to create a respectful and safe space for everyone on its platform, so it doesn't allow spam or misleading content, nudity, sex content, content that puts children at risk, or violence and crude content. 

YouTube also pays attention to the content and whether or not it's original to the creator. So, it's important to use copyright-free content (like a soundtrack) and avoid using borrowed content because it might increase the chances of your videos getting flagged by YouTube's video review system.

Step-by-step: what to do if you're demonetized

So, you have a YouTube channel, you are a part of their Partner's Program, and your videos are monetized. You received a notice from YouTube that one or more of your videos are not going to be monetized anymore. What do you do now? 

Here's a simple step-by-step process to help you resolve the demonetization issue:

Step 1: Identify the problem 

First, you'll want to figure out why your video was flagged by YouTube's system and demonetized. If YouTube sends you an email, it might outline the reasons for you. It should also show up on your YouTube Studio. 

Before you do anything else, review your video to identify the issue outlined by YouTube yourself. That's important because you must know whether it was a mistake or whether your video violated guidelines.

Step 2: Review the guidelines 

Once you have reviewed your video, you want to review the guidelines. Diligently review the advertiser-friendly content guide and YouTube's internal guidelines and evaluate where and why your video might have caused an issue. 

Step 3: Make adjustments where needed 

If you notice where your video content violates the rules after reviewing it, fix it. Remove any copyrighted sounds, vulgar words, and other sensitive content. Even the smallest thing might set off YouTube's review system; removing it can help you resolve the issue quickly.

If you have yet to find any issues with your content, and you think it was YouTube's mistake, then skip to the next step. 

Step 4: Submit the appeal 

Finally, the most crucial step in getting the monetization back for your YouTube channel is to contact their Creator Support team and submit an appeal. Once you do that, YouTube will manually review the videos (or videos) that were affected to determine whether your content truly violates their guidelines. 

You can contact Creator Support through your YouTube Studio, and waiting times can vary greatly, so be prepared to be patient. After the review, your video should be back to normal, and if it's not, you can repeat the process and re-submit your appeal. 

Step 5: If everything else fails

Some creators get lucky and get the monetization put back into place super quickly. Others have to jump through a lot of hoops to get their channel monetized again. In those more complex cases, creators often go public with their demonetization issues, which might not be a bad idea. 

YouTuber Tyrone Magnus got his channel demonetized, and when he couldn't solve the issue himself, he turned to his subscribers and asked them to help him by contacting YouTube support on his behalf. Having multiple people contact YouTube might be a way to get noticed quicker and help you resolve the issue. 

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Can you get remonetized on YouTube?

Just because YouTube demonetized your channel doesn't mean it'll be this way forever. In some rare cases, when the channel or a video severely violates YouTube policies, you may not be able to turn the monetization back on. 

If the violation wasn't severe or it was a mistake on YouTube's part, and if you are willing to put in the time and effort, you can follow the process we outlined above and try to get your channel monetized again. 

Be aware that it might be a long and challenging process that requires a lot of patience. YouTube is known for taking the time to address these matters and making mistakes that cost the creators time and money. 

Beyond AdSense: monetizing a YouTube channel 

Even if your YouTube channel is thriving and all of your videos are successfully monetized, it's worth being aware that YouTube might change its mind at any time. So, the best way to protect your income is by diversifying it. Here are some of the most effective strategies for monetizing your YouTube channel without relying on ads:

Sell online courses 

Ali Abdaal is a YouTuber with over 5 million subscribers. He creates videos about productivity, business, and creating the life you want. Despite his large subscriber number and advertiser-friendly content, his main income stream is not AdSense but his online course, Full-Time YouTuber Academy, which does multiple millions in revenue every year. 

Create an online course you sell and market it on your YouTube channel. Online courses require little monetary investment to create, they have great margins, and if you use platforms like Teachable, the whole process is quick and painless. 

Offer coaching 

Leila is a small YouTuber who recently quit her job to pursue her passion for personal finance. She makes videos on personal finance, budgeting, and investing, which are all advertiser-friendly topics. Due to the size of her channel, she only makes a little money from ads. Instead, she focuses on her coaching services, which she often promotes to her viewers in her videos. 

Offering coaching is super easy. There is probably a topic you're knowledgeable about that you can instruct other people on—anything from fashion, business, weight loss to personal finance. 

Create an online community 

YouTube is one of the best ways to find, build, and nurture a community. Even YouTube itself offers a new monetization option that allows you to create a community and charge a fee so people can access exclusive content. Many YouTubers use this feature, but you can create a community even outside the platform. An online community or a membership site can be lucrative for many different niches, from personal finance to wellness. 

Create and sell digital products 

Sarra Cannon is a YouTuber, author, and online course creator. She is the perfect example of diversifying YouTube income to make the best out of it. While her channel is modest in size, she doesn't focus on AdSense income but rather uses her channel to promote her digital products—one of which is digital printable planner templates for authors. 

If an online course feels like too much or doesn't align with your business vision, a great alternative is to create and sell digital downloads. You can create PDFs, worksheets, templates, ebooks, and so much more. 

Sell physical products 

Some YouTubers opt to sell physical products like Raisa Martin. She's a small YouTuber and business owner from Canada. She creates personal finance and luxury goods videos, which help promote her small stationery business, which sells budget templates and physical planners. 

There are many different physical products you can sell, and they don't have to be complicated. The easiest and most popular amongst YouTubers who have loyal audiences is merch. If it aligns with your brand, you can design and sell merch to your audience, which can further deepen the sense of community. 

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Case studies: thriving after demonetization

If you have one or more of your videos demonetized, know that you're not alone in this. Many creators have faced this issue, and many have overcome it and still have thriving channels to this day. Let's look at some of those examples:

Tolu Frimpong 

Tolu is a small personal finance creator who was demonetized out of the blue last year. While YouTube ads weren't a significant income source, it still jarred the creator, who had worked so hard to grow her channel and monetize it. 

Of course, she submitted the appeal to YouTube, and while she waited for the answer, she decided to focus on things she could control that could help her be better prepared in the future if something like this happens to her channel again. So, she doubled her efforts in building an email list and growing her blog.

Slay The Renee' Way

Renee is a small YouTuber with just over 100K subscribers on her channel, which suddenly got demonetized in September 2023. She wasn't specifically told which videos were flagged, but her whole channel was demonetized, and she couldn't make money from the ads anymore. 

Of course, she contacted Creator Support and appealed YouTube's decision. It took her three months, but she finally managed to get her channel monetized again. Since then, she has grown her channel to 100K and continued to make videos and build her community.

MxR Plays

MxR Plays is an adult comedy and commentary channel created with a large subscriber base and massive views on their videos. Their channel was demonetized last year, and it wasn't the first thing that happened to their channel. 

The couple asked their community to contact YouTube on their behalf so that YouTube would actually look at their appeal and help get it sorted sooner rather than later. Their YouTube subscribers helped, and the channel was monetized once again within a matter of days. 

One thing that MxR Plays emphasized in their video to their community and that helped them survive the unexpectedly lost ad revenue was their Patreon. Because they had income coming from their Patreon, and they weren't relying on YouTube ads alone, it helped them get through the whole situation without worrying about their livelihoods.

FAQs

Let's answer some of the most frequently asked questions about YouTube demonetization. 

Can I fight YouTube demonetization?

Yes, absolutely! Having one or more of your videos demonetized doesn't mean you won't be able to make money from ads ever again. You can always review your content and contact the Creator Support team to appeal their decision and get your videos monetized once again. 

Be aware, though—in some cases where content severely violates YouTube's guidelines and policies, it might not be possible to monetize it again. 

How long does it take to get remonetized on YouTube?

All appeals for demonetized videos and channels go through manual review by the YouTube team, so it's hard to say how long it might take. Some creators had ads put back on their videos within days of submitting the appeal, while others had to wait weeks, if not months, for YouTube to review their content and make the decision. 

What are the alternatives to YouTube ads?

The great news is that there are many alternative income streams. You don't have to rely on YouTube ad income alone. Some other alternative income streams include Patreon, selling online courses or digital downloads, offering coaching services, selling physical products like merch or stationery, and so much more. 

What does being demonetized on YouTube mean?

So, every channel on YouTube that meets the requirements can apply to the YouTube Partner Program, which allows creators to put ads on their videos and earn an income from all the ads that people view. 

For the video to be eligible to run ads, it has to adhere to advertiser-friendly content rules from Google and YouTube's internal community guidelines. If a YouTube video doesn't follow these policies and guidelines, it gets demonetized, which means that the creator loses the right to make money from ads that run on their videos. 

What is the demonetized policy on YouTube?

The demonetization policy on YouTube is pretty straightforward but strict. All videos that are eligible to run ads have to adhere to Google's advertiser-friendly content guidelines and YouTube's community guidelines. If a video violates any of those rules, it is not eligible for monetization. 

Is YouTube demonetizing AI videos?

The answer is—it depends. Recently, YouTube introduced new policies that require all creators to mark their videos with a tag that shows the viewer that some (or all) of the video was created with the help of AI. 

YouTube doesn't have monetization policies for AI video content specifically. However, some of their other monetization eligibility guidelines often make AI-generated content ineligible to make money from ads, like duplicate and repeated content or using copyrighted materials. 

Will YouTube send my earnings to AdSense if I am demonetized?

If your channel is demonetized, all your earnings from ads shown on your video will remain in your Partner Program account until your channel is monetized again. While your channel is demonetized, you can still upload videos and grow your subscribers, but during that time, no ads will run on your videos, and you won't make money.

If you’ve ever been to a party where you didn’t know anyone, you’ve probably experienced the awkwardness of standing on the sidelines. Usually, what determines if you end up heading home early or sticking around is simple: whether or not someone makes an effort to invite you into the conversation. Online communities are no different. Read on for tips on how to write engagement copy for your online community.

Inviting community members into the conversation

When your members first join, they’re similar to that lone guest at a party—except sometimes, none of them know each other. As the community builder, or “host,” you can help your members get situated by being that friendly face who invites them into the fold.

This is usually done through prompts: short-form engagement copy posted by the online community builder to help set the tone and invite new voices into the conversation. There’s a bit of an art to writing engagement prompts, and in this article, we’ll break down some of the core elements that make great ones.

Use a genuine, casual tone

The tone you use when writing your blog or newsletter for your business versus texting your friends is different. Just like any medium, writing prompts will require you to hone a particular tone you’ll use when writing in that channel. This can vary depending on the context of the community, but usually a casual, conversational, and positive tone is appropriate.

If you’re an experienced writer, you may find it easy to switch between writing in different tones. If not, it can be challenging to spot the elements of writing that influence tone. Here are a couple of examples of how you can keep your writing friendly and conversational:

• Use contractions when possible: replace “I am” with “I’m,” etc.
• Use simple, straightforward language: replace “commence” with “start”; “utilize” with “use”
• Write to “one person”: replace things like “I wanted to let our community members know…” with “I wanted to let you know…”

With practice, you’ll get the hang of writing in this style, and it’ll start to feel natural. Remember—this writing style should feel approachable and inviting but not immature. Avoid leaning on things like excessive emojis, exclamation marks, or informal acronyms.

Give context

Short-form engagement copy for your online community should always include some context to help members get situated before they respond. This can also help members who aren’t up to speed. Think of this as if you were chatting to someone new, and you wanted to ask them a question about a TV show you were watching. You’d first ask them if they’d seen the show. If not, you’d probably explain the plot before moving on with the conversation.

Giving context can be as simple as providing a couple of sentences of information in your own words before asking a question, or it can mean linking to a short article or video that members should look at before responding. Just remember to keep the context short—they should be able to read the post and be ready to respond within a minute or two.

Linking to long or complicated context, or introducing totally new ideas in your prompts may cause members to get lost or confused. If you find yourself wanting to do this, that could mean it’s a great candidate for a workshop or guest speaker within your community.

Include a “call to connection”

You’ve probably heard of a “CTA” or “call to action”—the button on a page or email that asks readers to take some action (like subscribing to your newsletter or buying your product) after providing valuable information. The best community engagement posts have this, but we refer to them as a “call to connection.” Basically, a call to connection is just a question you ask members to invite them into the conversation. A call to connection should specify how you would like members to respond (i.e., by commenting, creating a post, or registering for an event).

As a rule of thumb, community posts usually have a single call to connection. Many community builders make the mistake of asking members a long list of related questions in a single post. This will usually overwhelm members and cause them to lose interest. Try to pick the most relevant or engaging question, and save the others for future posts (Pro tip: Keep a spreadsheet of questions or topics you’d like to post about that you add to continuously).

Lead with value

Your goal with any engagement copy for your online community is to draw people into a conversation. But, don’t forget that the goal of engagement is to create value for your members and your business. Don’t try to to garner engagement for engagement’s sake. Many community builders accidentally fall into the trap of “stirring the pot” in their communities. Or they create controversial, “click-bait-y” prompts that may be designed to get lots of interaction, but don’t deliver actual value.

A good way to avoid this is to imagine what the thread you’re starting would look like if only five people respond. Is there enough to discuss with a small number of people? Does the prompt leave room for responses that are relevant enough that a member who doesn’t respond might find value from reading them? Using open-ended questions (like “what do you think about x?” or “how would you approach y?”) are more effective than closed questions with single answers.

Annotated example

Now that we’ve explored some best practices for creating engagement prompts for your community members, let’s take a look at an example prompt. In this example, we’ll imagine the community manager is trying to start a conversation around email marketing.

Hey, folks! Happy Friday. I wanted to start a conversation about something I hear you talking about a lot here: email marketing. Email marketing is a really important way to build an audience for your online course and help them get to know you before you try to sell anything, but it can be hard to get subscribers.

A strategy I know a lot of you use is lead magnets (or, giving something valuable away for free in exchange for an email address). Today I wanted to ask you to share your most popular lead magnet in the comments (plus, why you think it’s so successful). Excited to read through these and see what patterns emerge!  

Let’s break down this example a bit:

• Casual tone, simple language, contractions where possible, and addresses a single reader
• Shares context that explains what “email marketing” and “lead magnets” are to any readers who may not know
• Clearly invites members into the conversation, and gives them one single action to take (share their most popular lead magnet and explain why they think it worked), and explains where/how (in the comments)
• Valuable even to those who don’t respond. It’s easy to imagine some readers may not yet have a lead magnet or email list, but they’ll still gain value from reading the responses of those who do.

Final thoughts

Now that we’ve walked through how to create effective engagement copy for your online community, you may be wondering how often you should be posting things like this. The answer is a bit flexible—it depends on how frequently you want members to visit your community. Usually, especially near the inception of a new community, your posting cadence should mirror the habit you want your new members to build.

However, before you assume that every community wants members to visit daily, return to what we learned about leading with value. Don’t just focus on garnering a high volume of engagement for its own sake. Instead, think about what type of engagement style will add the most value.

There are many scenarios where a community’s membership may be extremely busy. In this case, it might be helpful to assume they’ll visit the community once a week. On the other hand, some communities require daily practice of a new skill, where you might expect members to visit more often.

Engage with intention

Overall, it may be helpful to keep in mind that it’s absolutely OK to take breaks from your posting schedule. Most communities display noticeable seasonality in their engagement patterns. For example, they’ll tend to slow down during the summer or around the holidays.

As a community leader, letting your members know you’re taking a break to recharge with your family, and encouraging them to do the same can actually be a powerful way to build trust and a genuine connection with them. “Always on” isn’t realistic for anyone, and our communities should reflect that.

Lastly, it’s important to keep in mind that every prompt you create is a small test that can help you learn more about what resonate with your community. If you do these multiple times a week, you can learn a lot. In addition to these practices, you’ll also be testing what topics interest them. This could give you some great, pre-validated ideas for your next course launch. Good luck, and happy engaging!

Let’s paint this picture: You’re getting ready to create that piece of content that you’ve been sitting on for the past couple of weeks. Two hours and many cups of coffee in, you realize that you somehow have dozens of tabs open on your computer and very little work to show for it.

Even if you’ve been able to push through a situation like this, it can somewhat take a toll on your confidence as a content creator. Then procrastination settles in, and you find it even harder to be productive when the next task comes around.

But, a handy content creation technique just may be a way to resolve this endless cycle. Enter content batching, a process used by many top creators to make content execution seamless and efficient.

Lay it all out: What is content batching?

Simply put, content batching is the process of creating similar sorts of content that require the same systems, programs, process, etc., all in one sit-in.

For example, you decide to post on your business blog to boost a new product or course launch. That one blog post may entail writing the copy, editing, gathering imagery, and promoting on social media platforms (among other tasks). Add in the simple fact you have other blog posts that need to be pumped out as well.

With content batching, instead of working on each blog post and its accompanying assets one by one, you choose days to work on specific similar tasks. For example:

Monday: Brainstorm blog posts + create outlines for a set number of posts

Tuesday: Draft copy for blog posts

Wednesday: Gather imagery for all posts

Thursday: Create social media assets to promote upcoming blog posts

Friday: Edit blog posts + add in imagery and assets

Saturday: Schedule new blog posts and social media posts to drive traffic to your latest content

Sunday: Rest

Of course, you can batch blog content as you see fit for your schedule. This may include thinking in terms of a month worth of content or in days and weeks.

Think logically: Why is content batching beneficial?

Contrary to some beliefs, creating good content isn’t something you can always do on the fly. If you’re looking to create a consistent stream of revenue from your content, make sure you’re consistently putting out content that adds value to your brand. Batching content allows you always to have content in the funnel.

Yes, creating good content is time-intensive. If you’re balancing content creation while holding down a full-time job or other small business owner responsibilities, take note from those who have been there before.

Creator and food blogger Dominek Tubbs of DomNTheCity.com, is an excellent example of how this method can help you become super productive while consistently putting out quality content. She shares:

“As a creator who also holds a corporate position, batching content on the weekend has proved beneficial in building my brand and remaining consistent. Sitting down and carving out four to five hours to work on content allows other areas of my life to run seamlessly Monday through Friday. Batching content has enabled me to remain more present in other areas of my life with friends and loved ones.”

Let’s explore other ways batching content can be game-changing.

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Slow it down: Batching stops you from rushing your content

Most times, rushed content isn’t good content. Your target audience can tell when you haven’t put thought into the video, post, or recording you produced.

Stop scrambling to create content the day of (or even the week of) and plan ahead to ensure all your bases are covered. Nothing is worse than putting something out and realizing an essential piece of information—like an image or certain step is missing—after people already saw it. Reducing procrastination while increasing your productivity is what you should be aiming for with content batching.

Content batching also makes unplugging easier since you’ll always have content in the pipeline.

When you’re ahead of the game, you have time to do other things like relaxing and taking a break. You’ll even be able to focus your energies to exploring new facets of your business if you’ve batched content and have things scheduled out weeks in advance.

3 steps to success: Tips on batching content for beginners

If this is your first time batching content, we want to get one thing straight: It sounds much more complicated than it is. Here’s how you get started with batching content like a content marketing expert.

1. Research topics and dates

As a creator, it’s your responsibility to know what kind of content your audience or potential customers will be looking for and when. By doing some quick research, you can stay privy to holidays, trending topics, selling opportunities, and other tidbits that may point you in the direction of creating content your audience can’t wait to absorb.

2. Brainstorm and keep a running list of content ideas

Sometimes inspiration strikes at the most random moments. Whether you prefer a pen and pad or the notes app on your phone, keep a running list of ideas that you can potentially turn into content or social posts.

No idea is too small or obscure—jot it down and revisit it at a later date when it’s time to create. We always say the most niche topics make for some of the best courses and content. We say it because it’s true.

3. Schedule days to batch-specific types of content

As we mentioned before, marking days to complete similar tasks is the ideal way to batch content. You never wake up not knowing where to start as far as upcoming projects are concerned, for starters. Also, it will put some much needed routine back into your life.

For some thought-starting tips for outlining your course on Teachable, check out this post so you can jumpstart your content planning and get on your way to creating—and earning.

A bounty of options: Tools to make batching content easy

Now that you understand why content batching should be a part of your creative process, it’s time to make sure you’re equipped with the right tools.

Asana: If you wish you had a master calendar of all the things you need to do in one place, look no further. Asana is a great way to create lists for tasks you need to do. It also allows you to see a calendar view, which may help organize your time. Even better, they have an app, so you can never be without access to your calendar.

Pro-tip: Create projects in Asana for specific content types and make the subtasks the individual pieces of content and tasks to be completed.

Canva: If you’re unfamiliar, Canva is an excellent alternative for Adobe Photoshop that provides you with unique templates to make eye-catching visuals. Regarding batching content, Canva makes it super easy to organize content within the site. You can also collab when you need it.

It’s super user-friendly and makes creating similar types of content a seamless experience. Be sure to check out the social media scheduler within the site.

Unsplash: Not everyone has the eye for photos or the skill set to shoot their own images. Stock websites like Unsplash give you access to free, crisp stock imagery that you can use, for your website or social media channels.

Gain back some time by making “shooting images”. This is a task you can remove from your to-do list from time to time. (Of course, if you are ready to begin recording or shooting your own content for your course or various channels, you can. It’s easy to do so from the comfort of your own home.)

Hootsuite: Schedule posts for your content on your various social channels with this handy task-managing tool.

Bottom line: Using a content batching strategy can help improve your workflow and up your productivity. It can also help you begin to reclaim your time, so you can devote more energy to creating content and running your business effectively.

The following is a condensed and edited interview from creator and Instagram marketing expert Carole Bardasano. She’s a Miami-based marketing expert with experience working internally at Fortune 500 companies like Warner Brothers and NBC turned business owner. Through her small business, The Digital Buzz, she originally taught social media marketing courses to executives in person and has since moved completely online. This post is part of Creator Month where we are using our platform to showcase creators who are doing what they do best: sharing what they know!

Where it all started

I spent 16 years working in corporate for large brands like Warner Brothers, NBC, Viacom, and Swatch Group. When this whole digital marketing thing started evolving back in 2014, “digital” marketing was a very exciting term—but not a lot of people were doing it.

I was head of content at MTV, and I left my job to go study digital marketing. I took a year off and I went to San Francisco to get a degree in digital marketing. And when I came back, I wanted to explore it as a career. So I got hired at Swatch Group, which was just moving the entire group of brands from New York to Florida.

I was hired as head of digital marketing and I was sort of assigned the title of “in-house trainer” for digital marketing for the executives of the company. I had never taught in my life because I was doing marketing! Because I was training people on how digital marketing works and social media, I started putting these little trainings together. And while I was a Swatch, I thought to myself, “Maybe there’s something here. I’m just going to take a leap of faith and leave corporate, leave my nine-to-five after 16 years, and launch my own business called The Digital Buzz.”

Taking a leap with teaching

Because I had worked in corporate for so long, I started getting a lot of corporate clients. I was doing in-person trainings, and so developed a program called the Digital Marketing Bootcamp for executives. It taught executives everything they needed to know about digital marketing in just two days. And the program was very successful! I started pitching it to different companies in Florida, and they started hiring me. I would go to their offices set up in their boardrooms, and I would train their departments.

I did that for two years. When 2020 started, all the work that took me two years to build, the social proof, and the referrals, everything completely disappeared, vanished. No one was doing in-person trainings. So every single thing got canceled. And I had no business practically—by March everything was gone.

I had been doing three or four trainings a month. I had always thought about doing online courses, thinking I should learn them. But it felt like a huge mountain to climb.

Bringing it online

While I loved the interaction [of in-person courses], I was getting exhausted. Doing the same training 16 hours week after week—I was almost tired of my own training! And then you can only make so much money because you’re one person.

I was by myself because I had left corporate and I didn’t want to hire anyone. So I knew I needed to learn online courses.

I enrolled in Melyssa Griffin’s course. I bought her course and I learned everything I needed to know at the time: How do you record things? How do you structure modules? How do you do your courses online?

If you haven’t done both in-person and online courses, you don’t know how different it is. You have to structure everything completely differently. So I created the first course, which was the Digital Marketing Bootcamp. I transferred everything over online and it did amazing. It took me three months to record, edit, and structure it.

After the first course, I was so hooked that I completely canceled any in-person trainings. To this day people call me to do the live training, saying, “We’ll pay you whatever!” But it’s not only about the pay for me. It’s more that I don’t want to stand up for eight hours doing a training when the course is right there online.

I went from training groups of 12 to 15 in a classroom. Now my last course was around 200 people.

I am relaunching in the fall with a different course called, “How to run your Instagram like a CEO.” I know that a lot of business owners struggle with how to get Instagram to work for them without being glued to the platform or having to post seven times a day doing crazy Reels, and all that stuff. So with this course, I teach more digital marketing so that students can drive business with more effective strategies.

A newfound freedom

I used to do consulting. I used to run ads for people. And I canceled everything and only do courses now. Freedom has been something I don’t want to give up. I now spend three months creating and marketing the course. And then after that I can go back to the daily grind. I have total respect for a nine to five. But at this point, now that I did all the work of putting the courses together, it feels nice to breathe.

I have packed my coaching business that I used to charge six figures for right into the course. I used to deal with huge budgets with Fortune 100 companies and I want to make this information accessible for everyone.That part has been super rewarding and being able to impact students from all over that I could have never dreamed of. It’s not possible without an online course. It’s the only way you can do that.

With 2021 coming to an end, it’s time for online course creators to wind down and start thinking about the next year. And it’s also a perfect time to spend some time doing end-of-year business reflection to help you set new goals and celebrate last year’s wins.

Why is reflection crucial?

Business reflection matters for many different reasons. But here are three of the most important ones for all online entrepreneurs:

Ensures you are on track

Running a business can get hectic. And when things are tense, and you’re focused on managing and running your business, it’s very easy to lose the vision of the bigger picture. Self-reflection ensures that you stay on track.

As you grow and improve, there will be new opportunities that come your way. Some of them will be life-changing, while others might not be worth your time. Serial entrepreneur and coach Dr. Jeff Cornwall writes that it’s a common trap entrepreneur find themselves in, stating: “Often they have lost track of their own goals and aspirations as the business takes on a life of its own. Many talk about becoming servants of the business rather than the business serving their needs.”

If you do business reflection sessions every quarter, you’ll be able to accommodate those new opportunities without going off track from your original business vision.

Improves business performance

Researchers at Harvard Business School have found that reflecting on our work and experience increases work performance. Many entrepreneurs learn from their failures and mistakes, and consistent business reflection helps them do that better. It’s a way to keep yourself accountable and ensure that you’re moving forward and getting better.

Allows you to celebrate

While business reflection is mostly focused on learning from your mistakes and improving in the future, it can also be useful to help you remember what you accomplished. It’s very easy to get lost in new goals and new challenges, forgetting to celebrate the wins in your business.

When you spend time on self-reflection on your small business, you have an opportunity to mark important wins, however small they might be. That will help you build your confidence and believe that you can achieve things even if they seem hard right now.

7-steps to productively reflect on your business

If you want to learn how to do your business reflection the right way, here is a very simple seven-step process to help you get started:

Step 1: Reflect on your goals

The first thing you’ll want to do is find the best way to reflect on your past business goals. Some people might find it helpful to do it digitally, using tools like Notion or simple Google Sheets. Others might prefer paper notebooks over digital files. Find the method that works for you and set aside enough time for this activity.

Many entrepreneurs utilize the morning pages, which is a concept created by Julia Cameron, in their daily lives to stay on top of their business and goals. Taking this daily practice and using it for your business reflection can be a great way to self-reflect productively if you’re doing it for the first time.

Step 2: What were the wins? Mark them

Once you’re ready and set up for your business reflection, start by marking all the wins from last year, however small they might be. It will probably be hard at first, so here are some questions you can ask yourself to get the brain flow going:

• What new products/courses did you launch this past year?
• What were the projects you worked on and completed?
• Did you reach a certain milestone you set yourself?
• Have you reached your financial goals? If not, how far away were you from your initial goal?
• Has your online course received praises from students?
• Have you gone to do interviews on other podcasts or written guest blogs?
• Was your business mentioned on a list, or was it featured in the local magazine/newspaper?
• Have you met someone who made a huge impact on you and your business?
• Did you hire help for your business?

Every small detail that pushed your business forward this past year matters, and you should mark them as your successes. It’s very easy to forget about all the small things when you get lost in the process of running your business. So, use this opportunity to congratulate yourself.

Step 3: What were the losses? Evaluate them

The next step won’t be so pleasant, but it’s equally important to conduct a successful business reflection. Just like you made a list of your wins before, now it’s time to look back and write down all the losses your business experienced and why. Here are some questions you might want to ask yourself:

• Did your new product/course launch didn’t go as well as planned?
• Have you missed out on a certain opportunity because of X, Y, Z?
• Did you receive negative feedback from your students?
• Did you release fewer products/courses this past year than expected?
• Was your revenue lower than expected?

Once you’re done listing your losses and things you wish you did better, it’s time to evaluate them. Ask yourself these questions:

• What stopped you from fulfilling your goal that failed?
• Was it something you need to do better, or would it be easier if you got help?
• What exact steps do you need to take, so it doesn’t happen next time?
• How have you addressed the situation when it happened, and how do you wish you had addressed it instead?

Reflecting on your failures will ensure that next time, you’re better prepared when something goes wrong. Failure is a natural part of entrepreneurship, and it’s the best way to become better, so don’t shy away from your failures.

Step 4: Learn, don’t judge

With a whole list of mistakes facing you eye to eye, it might be hard to be kind to yourself and refrain from judgment. Imposter syndrome will be strongest in moments like these. So, it’s important to realize that you need to embrace your mistakes and learn from them instead of judging yourself and putting yourself down.

This is where the morning page strategy comes in handy when doing your business reflection. It can serve you as a “brain dump” to write out any negative emotions that come to you during this process. Write them all down, preventing them from occupying your mind. After a while, you’re going to see that negative feelings will die down, and you’ll have space for positive ones once again.

Step 5: Prepare for yearly goals in advance

Formulating concrete, achievable goals takes time. It might take you a few brainstorming sessions to nail them down perfectly. So, take your time and give yourself enough space for setting New Year’s or yearly business goals.

Also, always write down your goals. Even if you know what you want to accomplish, make sure you mark them digitally or on paper. Research has proven that people who write down their goals are more likely to accomplish them. And if you’re serious about improving your business next year, start with this simple step.

Start your preparation for next year in November if possible. November is busy for most small business owners, but it’s also a great time to start looking at what you want your business to look like in the New Year. Write your goals down, and then leave them be for a while. Sit on them and then return to them when the busy season has ended, and you’re ready to transition into the next year.

Step 6: Simplify your goals

The success of your goals is very straightforward—the simpler, the better. If you did prior steps of your business reflection, then you’ll be fairly tuned in with what you want from your business in the future. Then, use that vision to remove the goals that are not important in the next year.

For example: Let’s say you have an online course teaching people to draw fashion illustrations. One of your goals for your business might be to be the #1 resource for learning fashion illustration in the US. That’s a wonderful goal to have. However, it’s very broad, and long-term focused.

For your yearly business goals, you want to have a list of more concrete and achievable goals. So, think about the next step for your business to take to fulfill the long-term goal of being the primary fashion illustration resource in the US. What can you do in the next year that will bring you closer to that broader goal?

Once you have it, write it down. And then go over every single goal on your list and do the same. Simplify, clarify and make your goals measurable.

Step 7: Track

Use a system that allows you to track and be on top of your goals daily and weekly. Always knowing where you are when it comes to your business goals will allow you to reflect on your business when the time comes. And it also will help you stay on track and make sure that you’re accomplishing your goals in time.

You can use tools like Notion, simply keep a sheet for tracking goals on Google Docs or go with a paper planner like Passion Planner. They have a built-in self-reflection system in place and a way to be on top of your work goals daily.

Progress over perfection

Remember, when it comes to your business, progress is always more important than perfection. Naturally, when you’re doing business reflection, you’ll want to have a perfect review of your business. But even if it doesn’t look perfect, it’s still valid and valuable.

However, with time you’ll start noticing that the more disciplined with goal tracking you are and the more consistent with your self-reflection you get, the more of your goals will get accomplished. Simply because you’ll always be on track, putting your business first.

People have short attention spans. So short, in fact, that if they aren’t hooked on an article within eight seconds, they close it.

So why, in the age of social media platforms like Twitter and TikTok, are marketers still debating between long-form and short-form sales pages? If you’ve been on any marketing team or forum, you’ve probably heard something along the lines of:

•   But, there’s not enough information.
•   Longer pages give people the option to skim and find the information they want.
•   There’s not enough emotional connection with a short page.

And on the other side:

•   People are not going to read until the end!
•   We need to show our audience what they want in one glance.
•   It’s too long winded and repetitive.

There are valid arguments and proof that both long-form and short-form sales pages can indeed improve your conversion rates. What it comes down to is how you use long-form and short-form sales pages and the content in each page.

The case for a short-form sales page

A sales page is a landing page created for the purpose of convincing someone to purchase something you’re offering. So, when do short-form sales pages typically perform the best?

Let’s imagine this. If you were trying to sell someone a product in person, when would you choose to do a quick pitch instead of a deep dive? The most likely scenario for a quick pitch is when someone comes up asking you about a specific model instead of a general item.

Let’s say someone comes up to you and asks: “Can you show me the Macbook Pro 13 inch?”

At this point, you wouldn’t want to waste their time explaining all the other products you offer. In fact, to seal that sale, you’d want to give them exact information they are looking for—the best qualities of the product and the cost.

That’s exactly what a short-form sales page will do for you. It provides your audience with straightforward, “need-to-know” information that will allow them to make the purchase. Here are some other scenarios where opting to use a short-form sales page might be more effective:

1. You’re promoting your offer to warm leads

Warm leads refer to an audience who is already familiar with your product or brand. You’ve built a relationship with them through social media or via a newsletter. They trust the content that you put out, and they know who you are. They don’t need to do additional research to find testimonials about why they should learn specifically from you.

You’ve already laid the foundation, so a short, direct sales page will do the trick to convert them into a paying customer.

2. You have a simple product

The product you are promoting is a simple course. It’s a simple offer—no additional PDF download, bonuses, community access, or weekly coaching calls. All they need to know is if the course is for them, what they’ll learn, and the outcome they’ll achieve.

With a simple product, all you need is a straightforward short-form sales page.

3. Your offer is low cost and low commitment

When you’re offering a course in the $30-$50 range, there is typically less to consider. It’s not a large investment that might require a discussion with your family, or extended research for you to commit.

If your course—like your mini-course or introductory course—is low cost and low commitment, there are less objections you have to address, and you can accomplish that with a short-form sales page.

Remember, what method you choose always comes back to who you are trying to target. Think about and find out what your audience’s buying behavior is like. It will help guide a lot of your marketing writing, not just your sales pages!

The case for a long-form sales page

A long-form sales page still has the same purpose as a short-form sales page—to convince someone to buy—but includes much more written content.

The tricky thing about long-form sales pages is that they can very easily be used incorrectly, leaving an overwhelmed and frustrated audience who will disengage and click away. Imagine a customer walked up to you this time and asked: “Which laptop should I buy?” Now, you’re in for a much longer sales pitch with different packages you may want to offer.

Here are a few scenarios where long form sales page can outperform short form ones:

1. You’re promoting your offer to cold traffic

Cold traffic refers to your website visitors who have never heard of you before. They may have clicked through to your sales page because of an ad, social media post, or a mention in an article.

Use the long-form sales page to earn their trust. Tell them why they should specifically learn from you, how you’ve helped other people reach their goals, and why you can do the same for them.

2. Your product has complicated additional offerings

When you’re running a big launch campaign, it’s not uncommon to add in additional bonuses to sweeten the deal. It can include one-time bonuses like additional ebooks, one-on-one Q&As, or accountability partners.

While the bonuses can sweeten the deal, it can be too much for your audience to understand the true value without further explanation. You want to explain to your audience how all these bonuses complement the course that you offer, and how each of those bonuses can help you reach your goals.

3. There’s a premium price tag on your product

Depending on your audience, this could mean a course in the $500-$1,000 range or more. You hit the threshold where your audience will consider this a hefty investment. Because of that, your audience may have more concerns:

Am I worth it? Am I ready?

Can I achieve my goals with this course?

Do I have the time and support to do this?

The more objections and pain points your audience may face, the more content you will need to produce to help them overcome these roadblocks. Use the content in a long-form sales page to directly address these pain points to shift their beliefs and help them take action. Provide them with the vision on how you’ll be able to help them solve their problems and make the transformation they are looking for.

Why Your Audience Matters

So, which type of sales page should you write? It depends! It’s not a one-size fit all solution, because who you are writing to is way more important—it dictates what and how much you write.

Here’s a graph that Copyhackers made to illustrate the point:

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It’s all about where they are in your marketing funnel, and which of your audience personas they fall under. Identifying both will be key to helping you write targeted sales page copy that will convert.

If you don’t know which page will perform and want to try both out, you can do so now by creating additional sales pages for your course!

While we often hear the terms “content creator” and “influencer” used interchangeably, there’s actually a stark difference.

We’ll dive deeper into the differences, but one of the biggest is that a content creator is more known for the content they make, while influencers are more known for who they are and their overall “influence.”

Learn even more about what these two career paths have in common, as well as what sets them apart—plus, discover how brands can work with both content creators and influencers.

What is a content creator?

A content creator is someone who, for lack of a better description, creates content. There are many different types of content they might make, like:

• Online courses
• Ebooks
• YouTube videos
• Blog content
• Graphics
• Other informational resources

A content creator might work only for themselves, building up their own audience by offering valuable informational content. Or, they might also create content for brands.

One great example of a content creator is Matt Shirley, or @mattsurelee on Instagram. He creates fun, colorful charts that he shares on Instagram, and has amassed a following of over 400k by doing so.

Here’s one of his charts:

He even created a book out of his charts that his followers can purchase:​​

However, Matt has also started partnering with brands to create charts in his recognizable style that they can share on their own social media platforms.

Here’s an example of a chart he created for HubSpot:

Content creators work to build up their own audience who enjoy the content they create. This then makes it valuable for brands to partner with content creators—they get great content for their own marketing purposes while also appealing to the content creator’s existing audience.

What is an influencer?

An influencer does also create content—hello, photoshoots, lifestyle curating, Instagram/TikTok videos, and more. The key difference is that an influencer focuses more on building an audience around their lifestyle rather than around their content.

Influencers, well, influence. They build up an audience by sharing their lives with their followers. The connection is more between the influencer and their followers, rather than between the content and its consumers.

Danielle Carolan, @daniellecarolan on Instagram, is an influencer with over 250k followers. She regularly posts lifestyle content, like this Reel showcasing what she does on Sundays to prep for her week:

However, Danielle also partners with brands to promote their products. Here’s an example of a sponsored post from a collaboration with Brooklinen:

Influencers build up their audiences through a genuine connection. They then partner with businesses to promote said business’s products on their own social media platforms.

What’s the difference between a content creator vs. influencer?

The difference between a content creator vs. influencer is that a content creator’s job is to write, design, and make content to build an audience while an influencer’s job is to showcase their lifestyle and other passions to build an audience.

Both career paths are heavily reliant on social media. The use of social media platforms is invaluable for sharing their content or lifestyle and building up a large following.

However, content creators also have the advantage of bringing other platforms into the mix. Many content creators have their own websites they use to host some of their content. They use tools like Teachable to house online courses and other digital products. Many also have their own email list they’ve built to send out a recurring email newsletter.

There are also differences in how brands work with content creators and influencers.

When working with a content creator, the end goal is typically to have some piece of content created for the business to use for their marketing purposes. When working with an influencer, the goal is to boost awareness and increase sales of a product from that influencer’s audience.

Similarities between influencers vs. content creators

There are also similarities between influencers and content creators. One of those is how they go about building up their audiences.
As I mentioned, both are heavily reliant on social media. They tend to utilize several social media platforms to share a lot of content, engage with other users, and build up their audiences. The only difference here is the types of content they’re sharing.

Another similarity is that both work with brands. Content creators and influencers both want to partner with brands in order to bring in additional income. The difference here is the way each one will work with a brand. Let’s get into that a bit more.

How brands can utilize both content creators and influencers to their advantage

When it comes to partnering with a content creator and influencer, it’s not an “either/or” type of decision. Both can be equally beneficial depending on your brand’s needs.

When working with a content creator, the goal is to have a piece (or multiple pieces) of content created that your brand can share on its website, blog, social media, etc.

This could be a video to share on YouTube or TikTok. It might be a podcast episode or a blog post with educational information about your business and its product/service. It could be a chart, like we saw in our example from Matt Shirley, or high-quality product photos.

When working with an influencer, your goal is to showcase your product or service to an additional audience. Instead of working together to get a piece of content for your business, you’ll provide the influencer with your product/service and they’ll showcase it on their own social media platforms.

Influencer partnerships help to build brand awareness, improve trust in your brand, and reach a wider audience. If you provide the influencer’s audience with a discount code, you might even be able to bring in new sales from the partnership.

Working with content creators and influencers do different things for your business. You can easily find a number of content creators and influencers that you decide to partner with to both create content for your business and promote its products or services.

Content creator vs. influencer FAQs

What is the difference in how influencers and content creators get paid?

Influencers typically get paid based on how much promotion your brand wants. They’ll usually create packages that will vary in cost and outline what you’ll get.

For example, the packages might look like:

• Tier 1: One Instagram post
• Tier 2: One Instagram post + one Instagram story
• Tier 3: One Instagram post + one Instagram story + one Instagram Reel/TikTok video

They’ll vary based on which platforms the influencer uses and how long it takes to create each type of post.

Content creators are typically paid based on the projects they create. They’ll often have their own rates outlined, in which they may choose to charge by the project, word, or hour.

Brands can reach out to content creators in order to outline what kind of project they’re looking for and get a quote from the creator based on the project’s scope.

Can you be a content creator and influencer at the same time?

Absolutely! While the differences outlined throughout this article are generic, sometimes they overlap. For example, Cassey Ho from Blogilates started out as a content creator, creating pilates videos, healthy recipes, and other content on her website and YouTube channel.

She’s since amassed a huge following and has started to promote other brands alongside creating her own brand and branded products.

Creating engaging content starts with an idea or vision. A creative brief template can help put those ideas onto paper and set the foundation for successful creative projects.

Creators commonly use creative briefs when:

• Partnering with brands or sponsors
• Collaborating with one or more teams in their company
• Working with other third parties like marketing or influencer agencies

Creative briefs outline every step of a project—goals, timeline, stakeholders, deliverables, and more. A well-written creative brief organizes projects, streamlines processes, and gets everyone on the same page.

To help you write effective creative briefs, we’ve put together this guide covering the most important elements. You can also download the creative brief template and apply it to your own business projects.

What is a creative brief?

A creative brief is a dynamic one or two-page document that outlines the scope and focus of a creative project. Creative briefs are useful when collaborators from different companies or departments are involved in a project. A copywriter, designer, marketer, or developer may review the brief to understand the project vision, expectations, and more.

For example, a marketing team that outsources copywriting and video production can use a creative brief. A self-employed creator who works with freelance writers can share a creative brief to outline the project.

The best creative briefs include details about every component of the project and help minimize confusion.

How to write a creative brief

Each creative brief varies depending on the project. That said, they share these basic components.

• Title
• Overview
• Company background
• Goals and objectives
• Audience
• Tone and voice
• Deliverables
• Budget
• Competitors
• Key messages

Title

The title of your project should be simple and descriptive. Don’t worry about crafting a catchy project title. Instead, focus on naming your project something that everyone will understand. For example, let’s say you want to promote a new product launch or online course with paid ads. You could title the project as the name or topic of your course and the type of campaign.

Project overview

The project overview introduces and summarizes your project. It concisely summarizes the project and gets collaborators and stakeholders excited. In a few sentences, it should cover:

• Main project details
• A summary of the project and goals
• Project benefits and value
• Measurable outcomes

When in doubt, keep it simple. The project overview should clearly and concisely state what you want to do, how you’ll do it, and why it is important.

Company background

When you’re working with external partners—freelancers, agencies, or other brands— include a company background section. This may include your brand’s mission, or how it generates revenue. You might also include company history details like years in operation, milestones or achievements, or noteworthy campaigns and products.

Many companies have a “boilerplate” that they include on most or all marketing materials that give the company’s history and background in one or two paragraphs. If you’re not sure what to include in the company background section, you can repurpose some of your boilerplate copy.

Goals and objectives

The goals or objectives section answers the basic but valuable question of why. Why is it a priority and why will it help your business?

There isn’t one correct answer to this question, but it’s still important to answer. The goals and objectives are a “north star” for your creative team. If everyone understands the purpose and measurable goals, they’ll have a more clear picture of what success looks like.

Your goals and objectives should always be specific, measurable, attainable, relevant, and time-bound. Good examples of goals are:

• Publish a landing page that ranks in the top 10 of Google search results for ‘online nutrition course’ within three months of publication.
• Generate at least 30 waiting list sign ups in 60 days for a new product management course by creating 12 TikTok live videos and Instagram ads. Test ad effectiveness by measuring clicks, leads, and conversions.  

The goals are specific. They include deliverables and outline metrics for success. A bad example of a goal would be to get more people to sign up for your new online course.

When in doubt, get more specific. Can you add any numbers or dates to clarify what you want? The more you include, the more prepared your project collaborators will be.

Audience

Your audience for the creative brief is the group of people that you hope will consume your product or piece of content. If your creative message is an arrow and your creative brief is the bow, then the audience is the target you’re trying to hit.

One common mistake that many make with a creative brief is targeting an audience that is too broad. If you try to market your product or service to everybody, you could end up reaching no one. Instead, focus on the people that are most likely to convert. If you already have students or clients, look at them for guidance. What are their shared interests and characteristics? Do you have power clients—these can be big spenders or advocates for your brand.

Here are a few examples of target audience descriptions for a creative brief.

• Adults between the ages of 25 and 30 who live in San Francisco, earn at least $100,000 per year, and who never learned how to cook.
• Online creators and freelancers in their 20s and 30s who want to increase their rates and salary while working remotely.

Tone and voice

The audience portion of the creative brief template describes where, or toward whom, you are directing your message. The tone and voice describe how you speak to your audience.

The voice describes what the brand “sounds” like. Like in the real world, a voice usually reflects the person (or brand) who’s speaking. A voice can be stuffy and formal, relaxed and casual, high-energy and exciting, or slow and soothing.

A tone can be persuasive, offended, delighted, or lethargic—think of it as the “mood” or emotion behind the voice.

Using emotional language, or adjectives and descriptive words, to describe your voice and tone helps your project collaborators understand what the creative piece should sound like. Here’s an example of a good voice-and-tone description.

• Voice: Youthful, exuberant, high-energy
• Tone: Anticipatory—excited for an upcoming change

You should also use examples of messages that portray your tone and voice. For example, Hulu includes a “tone of voice” section in its brand guidelines.

One way that Hulu describes its tone of voice is “Delightfully Human”. To convey what that means, Hulu explains what that means and provides an example of copy that embodies it.

• Welcome to the family. Now sit back and get ready to be seriously entertained.

In your creative brief, include a few examples or link your brand book for more in-depth guidance.

Deliverables

Your deliverables are the specific items that you plan to create. A creative brief might have one deliverable, especially if it’s a large piece of content, such as an ebook, or several. For example, a blog post might require both written and visual deliverables.

For example, a landing page for a 30-day, interactive coding challenge might include the following deliverables.

• A checklist of challenges and a description for each
• An interactive, 30-day calendar that participants can share on social media
• A social media content calendar with graphics and videos for Instagram, TikTok, and Facebook
• An Unbounce landing page

Budget

How much money do you have available to spend on this project? The budget section of your creative brief should provide a need-to-know overview and a breakdown of different line items.

Outlining your budget from the start will help you avoid overspending and guide your decision.

Consider who needs to know what when you’re putting together the budget in your creative brief. A freelance writer or photographer will want to know how much you’re willing to pay them for their part of the project, but they don’t necessarily need (or want) any insight into the total project budget.

Alternatively, your accounting department might be most concerned about how much you’re spending. They may also require the granular line-item details from the creative brief.

Timeline

When do you need deliverables done so that you reach your goals? The timeline keeps everyone on track. It can also help break down large projects into more manageable milestones.

There are two ways that most project managers build timelines. One is to start from the current date and determine how long it will take to execute. Then create a timeline moving forward from today.

The other is to choose a date when you would like the project to be ready to launch. Then work backward from the launch date to figure out how long you can take for each step.

Each method of creating a timeline has its own benefits and drawbacks. The most important consideration to create a timeline is to make sure it is realistic. If you have a target launch date that is three months away, consider the workload and timeline for each collaborator.

Competitors

Some creative briefs don’t include any details about competitors. However, in marketing and advertising, it’s common to include a competitive landscape.

The competitor section should cover the company’s biggest market rivals and any relevant information about competitive campaigns and products. It should be fact-based and stick to only the information that the creative team needs.

Here’s an example of what a competitor section may include.

• The biggest competitor in this space is Meditate Intl. They recently launched a meditation program targeting young professionals and beginners. The campaign was energetic with bright colors and characters. Our messaging should focus on simplicity and relaxation. Designs should be clean and minimalist with calming colors.

Key messages

The key messages section outlines exactly what you want to say. Focus on one core message first.

If you include too many messages at once, you’ll likely confuse audiences and impede decision-making. By narrowing it down, you direct your audience’s focus to the most important information. It can also help reduce anxiety and influence your audience to take action. According to American psychologist and author of Paradox of Choice Barry Schwartz, giving audiences fewer choices or messages helps them make a decision.

If you have more than one key message, then consider if they are related or could stand on their own. If they aren’t, make a separate creative brief for them.

To help you craft your own, here are examples of key messages for various companies.

• Hiking and running shoe brand – Live more adventurously. Our waterproof, lightweight, trail running shoe is made for avid hikers that want to venture off the beaten path.
• Online cooking course – Create masterful dishes from the comfort of your own kitchen with cooking lessons from a Michelin-star chef.
• Startup entrepreneur coaching – Get one-on-one business advice and learn how to get your first 1,000 customers from the founder of two $100M companies.

Creative brief template

Ready to write your own creative brief? Here’s a creative brief template you can use to kick off your next project.

Project title and overview

Tip: Include the type of content that is being produced—video, blog post, online course—in the project name)

Company background

Who or what is asking for this piece of content or creative work? The company background should include details about how the company generates revenue.

(Company name) was founded in (year). We produce (product/service) for (target audience).

Goals and objectives

We are producing this (content type) to meet (general goals). Specifically, we want to generate (number) of (sales/visitors/impressions/follows) in (timeframe).

Audience

The target audience for this creative work is (age), has (education or career background), and makes (income level) per year. They consider themselves part of (lifestyle/group). Their likes are (activities or qualities), and their dislikes are (activities or qualities). They hope this product will help them (goal or aspiration).

Voice and tone

Our company voice is (adjective). The tone of this piece will be (emotion).

(Example of copy or creative that embodies your tone and voice.)

Deliverables

Project deliverables are:

• (Type of deliverable, including details about size, file type, brand guidelines)

Budget

Our budget for this project is (total amount). We expect this to include:

• (Description of each cost and the amount)

Timeline

The project launch date is on (DATE). Due dates for different deliverables are as follows:

• (Deliverable 1 – due date)

Competitors

Our biggest competitors in this space are:

• (Competitor 1 and a brief description of its core product, service, or feature)

To fully differentiate our product, please focus on (benefits) and use (tone).

Key messages

The key message we should convey:

• (key message)

Why is a creative brief necessary?

You might think a creative brief is unnecessary if your team is experienced, but nothing could be further from the truth. In fact, there are lots of important reasons to draw up a creative brief for every campaign or creative project.

For starters, creators may find clients and brand partners expect a comprehensive creative brief before they provide a down payment or sign off on a project. Plus, internally, your team may need a creative brief before they can begin working with any confidence. Creative briefs are also important because they:

• Ensure that the creative messages and elements are all on brand or unified in their direction.
• Give your creative team a vision or inspiration for the resulting product, which can help them focus their work.
• Act as a starting point for your team to brainstorm great ideas.
• Allow third-party contributors, like freelancers, a quick and easy way to understand the project, product, and brand.
• Reduce client-creative conflict by guaranteeing that both parties are on the same page.
• Align the client’s expectations and budget with the overall creative strategy or project requirements, preventing issues with finances later.

Types of creative briefs

Creative briefs are used across industries and are very common tools, particularly among successful creators/advertising firms. Here are just a couple of types of creative briefs you might need to draw up depending on your niche and client’s requirements:

• Marketing creative briefs: These are used to successfully bring advertising campaigns to the market.
• Product design creative briefs: These are used to give a marketing team information about a new product or feature launch or to help a team design and launch a new product from scratch.
• Advertising agency creative briefs: These describe brand guidelines and help advertising agencies put out marketing materials that adhere to a brand’s voice and goals.

That said, creative briefs can come in all types, sizes, and varieties. If you regularly complete projects for your clients or partners, whether with an online business on Teachable, a small family business, or in person, and whether you work alone or with a team, writing a creative brief will only provide you with benefits in the short and long terms.

Who normally makes creative briefs?

Generally, a creative brief is made by a project manager, account manager, or supervisor in traditional work environments. They’re the people who work closely with clients and designers to produce creative projects, like advertisements, marketing campaigns, etc.

However, any project lead—or in our case, creator—can make a creative brief, as can anyone on your team. Some teams may even have multiple members draw up briefs to compare against each other so the team can choose the brief that feels like the best roadmap to success.

In addition, a brief can be produced by multiple people working simultaneously. For example, you may need the following teams to put together an effective creative brief:

• Your creative team may be responsible for brainstorming the initial ideas and determining whether the vision or concept is possible.
• The marketing team can help gather valuable data to focus your efforts and devise a winning strategy.
• Your accounting team, who will use sheets and accounting tools to track and analyze budgets and finances properly.

Even if you’re a creator with a limited team (or no team at all), a brief can help narrow down the scope of the work and cause you to think strategically.

Creative brief examples

Do you need some inspiration for drawing up your own creative briefs? Here are just a couple of examples to show what you should try to emulate and the benefits that creative briefs can provide:

• A visual creative brief used by Quaker Oats. This brief looks a little unorthodox compared to other briefs, but it has a lot of fundamental facts and critical information that advertisers and marketers can use to improve sales (clearly marked as “the objective”).
• A creative brief used by PayPal. This one is a little text-heavy, but it has an interesting graphic at the bottom to outline how the project’s various elements combine for maximum results.
• A creative brief for Hush Puppies. This brief clearly states the goals, message, tone, and other key factors in a list style, so it’s very easy to scan and comprehend whether you are a hypothetical longtime team member or someone just coming onto the project.

Remember, the visuals for a creative brief can vary heavily. Your briefs don’t have to look exactly like these examples, but they are good places to start.

Finishing your creative brief

With this creative brief template and tips on how to write a creative brief, anyone can plan successful collaborative projects. You may even tweak or adapt it to suit different types of projects for your brand.

Starting your creative projects with a brief will help you align with everyone from employees to brand partners and other collaborators. With Teachable’s digital downloads feature, creators like you can build and monetize templates, online courses, coaching, and more on a single platform.

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FAQs

What is the purpose of a creative brief?

The purpose of a creative brief is to provide inspiration and guidance to your creative team so they can produce the best project possible. It’s also intended to provide your client with a timeline and budget framework so they know what to expect.

What makes a good creative brief?

A good creative brief should be comprehensive, easy-to-read, and descriptive of your project’s goals, target audience, and hypothetical results. It should also be interpretable by third parties who may come into the project late.

What is in a creative brief?

A creative brief usually includes a breakdown of the brand, a description of the project and its goals, the steps by which the project will come to fruition, and budget estimates. The exact contents of a creative brief can vary from project to project.

As leaders in our respective fields, we welcome any opportunity to gain invaluable insight into our skills, habits, and personality types. When we have a better understanding of how and why we operate, as a result of either nature or nurture, we can then make improvements to better ourselves and the interpersonal relationships necessary to enhance our personal brands and businesses.

Myers-Briggs is, arguably, the most widely recognized tool in identifying how one perceives the world and interacts with the people around them, though most recent attention has been placed on Enneagrams: nine unique ways that explain how and/or why a person may think, feel, or act in practically any situation.

To explain Enneagrams in further detail and shed light on what your specific type may say about your overall leadership style, we chatted with Michael Norton, co-director and teacher at The Enneagram Group, to lend his expertise and break down what it all means.

What is an Enneagram personality type?

“The Enneagram is a tool that identifies nine different ways of seeing and being in the world,” explains Norton. It can be used to illustrate how people may respond to social situations, romantic relationships, and, perhaps the most helpful since it takes up most of our day, work projects.

These are the nine Enneagrams by number and nickname. Keep in mind that no personality is better or worse than the other and you can identify yours by taking a short quiz (which is also available on The Enneagram Group’s website).

• Type One: The Reformer
• Type Two: The Helper
• Type Three: The Achiever
• Type Four: The Individualist
• Type Five: The Observer
• Type Six: The Loyal Skeptic
• Type Seven: The Enthusiast
• Type Eight: The Challenger
• Type Nine: The Peacemaker

Why Enneagrams are helpful for leaders, their teams, and the workplace

“As a leader, we choose to put our attention and focus on certain areas of our work, and to ignore or override information from others,” says Norton. “The Enneagram helps not only to recognize our strengths as a leader, but also how our worldview might be limiting our success.”

“In this way, the Enneagram is not only a map that points to our default patterns, but also offers ways to expand our limiting patterns and see reality more clearly,” he adds.

By going out of your way to understand and interpret your innate and learned behaviors, you’re already taking the first step to better yourself and deepen your sense of self-awareness.

“The tools we’ve developed with the Enneagram help people understand not only why others behave the way they do, but also how to work with others to find a solution,” argues Norton, claiming that these identifiable personality types can help to answer seemingly complex questions like “why does my boss act this way?”

“All workplaces have default operating systems that, intentionally or not, inform feedback, strategy and mission. In our experience, most of these operating systems are developed unconsciously and quickly become the water we swim in. Like a fish, a team feels disempowered to change it because they can’t see it,” stresses Norton. “When the teams we work with start to incorporate The Enneagram into their workplace, communication becomes more efficient and productive because the operating system becomes clear. Missions align and strategy is enhanced as the team starts to understand each individual’s unique skill set and focus.”

In fact, once you’ve developed a general grasp on how coworkers, clients, and direct reports see and experience the world, you can then interact with them in a way that is not only productive, but motivating.

“Less time is wasted on drama and miscommunication.”

Enneagram leadership styles and how to improve them

After proactively figuring out your Enneagram personality type, your next step is to actually take a step back and be open to feedback and constructive criticism.

We tapped Norton to provide a detailed explanation of each type’s typical leadership style, as well as a “growth edge,” which is an opportunity for leaders to challenge their norm, learn from potentially negative habits, and grow into a better version of themselves.

Type One: The Reformer

Leadership style: “Reformers focus their attention on what’s right and wrong, so as leaders they’re great at determining the right course of action and leading a team with integrity. This focus on doing the right thing can also create hardship for the One, as they might hold themselves and others to incredibly high standards and be perceived as judgemental by their team.”

Growth edge: “Notice how many ‘shoulds’ navigate your leadership style and find more time to communicate what you really want with your team.”

Type Two: The Helper

Leadership style: “Helpers focus their attention on the needs of others, so as leaders they’re fantastic at working hard to make their team feel cared for. They are great at the ‘people’ aspect of work. This focus on other’s needs can create dynamics at work where a Two leader will work really hard to avoid saying no or disappointing their team. They might fall into the trap of believing it’s easier to do it themselves than upset another team member.”

Growth edge: “Pay more attention to your own needs and ask your team directly to get those needs met. You should regularly check in with your team members on who is responsible for what, and notice your impulse to take on more than your [fair] share.”

Type Three: The Achiever

Leadership style: “Achievers focus their attention on tasks and getting things done, so as leaders they have a gift for motivating others and driving a project to the finish line. However, this focus on getting things done points to an underlying belief that their value comes from doing and achieving. Threes can struggle with slowing down, finding work/life balance, and recognizing when something has failed.”

Growth edge: “Notice how you might have a habit of exaggeration or ‘softening of the truth’ and can go blind to failure. You should recognize that admitting failure and expressing your frustration or fear builds morale and can actually build confidence in yourself as a leader.”

Type Four: The Individualist

Leadership style: “Individualists focus their attention on what’s missing in themselves, others, or the world, so as leaders they’re fantastic at noticing areas for improvement and finding innovative, creative solutions for them. The challenge of this focus is that Four leaders can have a hard time feeling complete or satisfied, both with themselves and with their team. This dissatisfaction can create psychological and emotional strain on a team because of their over-focus on problems and difficulties.”

Growth edge: “Focus on what is already present as positive and notice how your focus on what’s missing and wrong creates emotional reactivity and suffering for yourself and those around you.”

Type Five: The Observer

Leadership style: “Observers focus their attention on intrusion and what others might expect of them. They are often more comfortable with data and facts than people. This makes Fives more of a ‘thought leader’ than other types. They often exhibit a unique capacity to gather data and information on their own and are excellent at remaining objective and rational in a crisis. The challenge of this focus of attention is a pattern of isolation and detachment as the Five attempts to conserve energy.”

Growth edge: “Recognize how your instinct to withdraw and withhold actually invites more intrusion. Practice being more forthright and stay present which is, in the long run, a path to more energy and freedom.”

Type Six: The Loyal Skeptic

Leadership style: “Loyal skeptics focus their attention on potential problems and hazards. As leaders, they’re fantastic at thinking through what could go wrong and being prepared. Loyalty and predictability are really important for this type, so their leadership tends to be reliable, measured,and cautious. The difficulty for Six leaders is learning to trust. Because of a focus on what could go wrong, they rarely consider what could go right and can be seen as pessimistic or overly skeptical to team members.”

Growth edge: “Recognize how much of your strategy is led by fear. Start to take action and lean into a bit more risk before you’re fully prepared.”

Type Seven: The Enthusiast

Leadership style: “Enthusiasts focus their attention on pleasant options and possibilities. As leaders, they’re optimistic visionaries who can see connections and innovations that others can’t. The leadership challenge for a Seven is following through on their vision and not having too many balls in the air. Sevens are often very excited and engaged at the beginning of a project, but when it becomes difficult or frustrating, they often get distracted by something more exciting and new. Over time, this can create confusion on a team as to where they should be placing their energy and focus.”

Growth edge: “Slow down and focus on one task at a time. Sevens need to work on making and keeping their commitments, even if it starts to become uncomfortable or difficult.”

Type Eight: The Challenger

Leadership style: “Challengers focus their attention on fairness, truth, and empowerment. As leaders, they are strong and direct, and are great at inspiring a team to take action and have an impact. However, as leaders, Eights have a tendency to become controlling and unintentionally disempower the people around them. They are driven to be strong and protect their team from a world they perceive as tough, but this often causes them to overlook the value in everyone’s vulnerability, including their own.”

Growth edge: “Recognize that vulnerability is a strength in leadership. Let your team see your weakness, which can create more empowerment for everyone.”

Type Nine: The Peacemaker

Leadership style: “Peacemakers focus their attention on other people’s agendas. As leaders, they are great at supporting others on their team and have a unique strength of ‘leading from behind’ by listening to everyone’s position and synthesizing a solution. The challenge for Nine leaders is focusing on what’s important to them rather than on what’s important to others. Overly focusing on harmony often means creating consensus at the expense of their own agenda.”

Growth edge: “Take a personal position on an issue, regardless of what the group wants. Establish (and then adhere to) your own priorities and communicate them clearly to your team.”