Create the Ultimate Opt-In Offer
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Create the Ultimate Opt-In Offer

Get your audience excited about what you have to offer!
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
0 students enrolled
Created by Sarah Crosley
Last updated 6/2017
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Current price: $10 Original price: $40 Discount: 75% off
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  • 33 mins on-demand video
  • 1 Article
  • 5 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • How to determine the ultimate opt-in offer that your audience craves.
  • How to create the ultimate opt-in offer that is ideal for your audience.
  • Where to promote your opt-in offer to find your potential customers.
View Curriculum
  • Basic computer knowledge, basic WordPress knowledge, basic email service provider knowledge (i.e. MailChimp, Mailerlite, Converkit)

You know the age old saying that money is in the list? It's totally true in online business. But building your list may seem like an impossible feat. 

In Create the Ultimate Opt-In Offer I will walk you through every step of creating an opt-in offer that has your ideal audience lining up around the block to join your email list. 

This course will walk you through brainstorming your ultimate opt-in offer, creating your opt-in offer, publishing your opt-in offer and where you should be promoting it. 

Who is the target audience?
  • Creative Enttrepreneurs who are serious about building their email list by offering the best incentive for their audience
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Curriculum For This Course
1 Lecture 04:21

I know what it is like to have list envy. You want to reach as many people as possible with just an email list and find yourself struggling for what feels like forever trying to get past a hundred subscribers, but it doesn't have to be this way. You will be on the fast track to success once you decide who your target audience is, and what you can offer them.

What you offer is unique, and you need to find the best way to show it to the world.

This 5-part mini course will put you on the right path by helping you find your ideal customer and decide what opt-in offer will have them eager to sign up.

Preview 04:21
Brainstorming the Ultimate Opt-In Offer
1 Lecture 05:00

How to brainstorm possible opt-in offers.

Coming up with an intriguing offer to get folks to opt-in to your email list can be a bit daunting. However, it doesn’t have to be. It just takes a little of your time and effort to create a list that will be a perfect fit for you and your target audience.

Step 1Download and print the free worksheet.

Step 2: Focus on your audience. This is the crucial part to creating the opt-in that will catch their attention.

Decide who you want your ideal customer to be. What is their age range? What is their occupation? Where are they located? The more specific you can be when targeting your preferred customer; the more satisfied you’ll be with your results. It is important to remember that your offers are simply not for everyone. You will be hard-pressed to connect with anyone if you try to attract too broad of a customer base. Targeting a more specific audience will make them naturally gravitate towards you. Your message will resonate with them on a deeper level than it would with just some stranger on the street that you try and pitch your product to.

Step 3: Now that you have an ideal customer in mind, you can start thinking about how you can solve their problems. Let's list 3 major pain points that your ideal customers may have. This step will help you to better assess what they need and come up with tangible solutions that will get them the results they desire.

Step 4: List products you can create that will solve their problems. This can be an eBook, mini eCourse, workbook, video series, webinar, etc. The method you use to present your solution can vary depending on the customer’s issue.

Keep your list of possible opt-in offerings handy for tomorrow's lesson. We will then narrow it down to the best one and decide what type of presentation you need to attract your ideal customer.

Preview 05:00
Determining the Opt-In Offer and Delivery Method
1 Lecture 06:45

You got the hard part out of the way by pinpointing your ideal customer, discovering their pain points, and coming up with a handful of possible solutions. Now we will narrow it down to the best one, and choose a delivery method that best fits your offer. This will vary from offer to offer as to what will generate the most buzz and gain the highest interest once you get it out into the public eye.

Step 1Download and print the worksheets

Step 2: Determine how much time you have to create the perfect opt-in offer. This will help you to narrow down your potential offerings. For example, you may not have enough time to devote to a 5-part video series, but you could swing a one-time webinar. You may only be able to squeeze in an hour or so at a time; therefore, recording anything may not be practical, but you could write an eBook or a multi-part email course in that time. I would not advise pouring too much time into creating a premium opt-in offer at first. Your main focus in the beginning should be to get it out there to start attracting customers. You can always add more offers down the road once you secure a clientele.

Step 3: Assess your resources to create the opt-in. Let’s say your heart is set on making a video, but you only have a basic computer or cell phone to film it. Yes, it works, but a video of mediocre quality will have people disregarding it instantly. However, if you have a microphone, camera, and professional lighting it will make a world of difference, and you will have a much higher chance at capturing the attention and interest of your potential customers. The last thing you want to do is put out sub-par products that will forever tarnish your online image and turn people off of your brand. Although you’re not generating immediate revenue from this product, it’s still crucial to your success to make everything you do as professional and high quality as possible

If all you have to work with is a laptop, I would recommend focusing more on written content. You can always add video at a later date.

Step 4: Determining the delivery method. By now you should have decided exactly what you’re going to create, so the next step is to determine the best way to deliver it to your new peeps.

If you are creating an email course, then you will need to make sure you have a reliable email provider.

If you decided to go with an ebook, then you need to make the file easily accessible, and either host it on your site directly or use an alternate file hosting provider. You can also use Dropbox, but make sure to include a password.

If you are offering a video, you need to determine if it is important that the video remain hidden except to those that opt-in to your list. I would suggest hosting it on your website from a password protected page with the video embedded from Vimeo or Wista. YouTube is another option. Your video can remain unlisted to the public, but will allow you to share it with others without them being required to opt-in to your email.

So, at this point you’ve chosen the perfect offer and delivery method. Now it’s time to put it all together and bring your idea to life.

Preview 06:45
Creating the Opt-In Offer
1 Lecture 11:04

Deciding which opt-in offer to utilize can be overwhelming with so many different options at your disposal. All of the major methods come with pros and cons, but I have mapped them out to help you decide the best fit for you and your offer.

The Easiest to Create: Email eCourse

The Tools: Computer or tablet, email provider - MailChimp (recommended), ConvertKit, Aweber

The How: Create an automated email sequence that covers a portion of the course each day. Set up the emails to send once a day after sign up until course completion.

The Perks: It can be evergreen, and can be scheduled to include group interaction during "launches".

The Negatives: Not as personal as video. Application and retention rates may drop drastically as the campaign continues. Most will not follow through on actionable advice given.

The Best Evergreen Option: eBook

The Tools: Computer or tablet, file hosting provider, email provider - MailChimp (recommended), ConvertKit, Aweber

The How: Create a short ebook that can be automatically sent upon signup to your email list.

The Perks: Evergreen.

The Negatives: Most who download will either read very little or none at all, and the majority will not follow through with actionable advice given.

The "Nice to Meet You" Option: Webinars

The Tools: Fast and stable internet connection. Computer/tablet/cell phone. Webinar hosting provider (such as Google Hangouts).

The (Recommended) Supplemental Tools: Lavalier microphone or blue yeti (sound quality is very important), a landing page to host the webinar such as LeadPages, or a page on your WordPress site with a chat box such as ChatWing.

The How: Plan out your webinar complete with a registration and landing page. Create slides (if you plan on using them) and don’t forget to stay confident and be awesome!

The Perks: Your audience gets to see and connect with the real you on a more personal level. You’re able to prove your knowledge and answer questions throughout. This can also be repurposed into a paid product or a free evergreen product.

The Negatives: You are live; therefore, there are no edits or do-overs. You might not get the response you anticipated which can be discouraging.

The Most Intensive to Create Option: Videos

The Tools: You’ll definitely need a good quality camera, microphone, computer, editing software/knowledge, and secure video hosting. I wouldn’t recommend this option unless you have the proper knowledge and tools to make it professional.

The How: Outline your content, record and edit videos, upload to secure hosting, and direct email subscribers to view the video.

The Perks: The "get to know you" option, but with the added bonus of editing. Videos allow you to fit more information into a smaller time frame attracting more consumers and increasing follow-through.

The Negatives: This will be the most intensive option. It’s essential to have the right equipment, lighting, and knowledge to go with this option; otherwise, your quality will suffer, and your results will be disappointing.

While there are several other methods you could use, these four are the heavy hitters. You will see these often as you begin to notice what others are offering to lure people on to their email lists. Once you have decided which method is best for you, grab the checklist and get to work putting it all together.

Creating the Opt-In Offer
Publishing the Ultimate Opt-In Offer
1 Lecture 02:51

Now that you have created your ultimate opt-in offer, you need to publish it. Depending on the creation method you went with, this will either be scheduling an email sequence, uploading a PDF to a file hosting provider, scheduling a webinar and setting up the backend, or uploading videos to Vimeo or Wistia.

Now grab the must-have publishing tools and the creation checklist.

Email Sequence:

  • Upload written content to email provider and schedule email drip campaign


  • Upload PDF version of book to file sharing host like dropbox or Amazon s3
  • Schedule an email to send a download link of the book after someone joins your list


  • Set up page to host webinar
  • Set up YouTube Live, embed on page to host
  • Send link for the webinar to your list when they join
  • Send reminder email a day before
  • Send final reminder 15 minutes before you go live


  • Upload video to Vimeo or Wistia
  • Embed video on a secure page of your website
  • Send link to watch video in email once someone subscribes to your list
Publishing the Ultimate Opt-In Offer
Promoting Your Ultimate Opt-In Offer
1 Lecture 03:17

You have taken your time to create the ultimate opt-in offer, and now it’s time to share it with the world. You’ll need to shout it from the roof tops if you want people to show up. You will have to put in just as much, if not more, effort in promoting your offer, because people are not going to just find it on their own. I’m going to recommend a few different strategies, and they will vary based on the money and time you want to spend promoting.

  • Post on your social media accounts.
    • This will get those peeps that follow you on social media to join your email list, and always encourage them to tag a friend who would benefit.
  • Create ads for social networks.
    • If you have the budget to do this, I recommend testing out some ads on Facebook and Pinterest if your ideal customers are repeat visitors of these pages.
  • Connect with peers in your niche.
    • If you have some peers in your niche that you are not directly competing with, you may ask them to promote the freebie for you or allow you to guest post on their website.
    • The four sentence pitch.
      • Hi [insert name], I recently read [insert blog post you read] and [insert key point] really struck a chord with me. I would love to expand on [insert topic]. I believe your audience would eat it up. You can get a better sense of what I can offer your audience here [insert link to blog post on your own site]. I look forward to getting started on something soon.

There is no single solution when it comes to finding your ideal customer; although, you may need to implement a variety of strategies to get momentum at first. Don’t let yourself get discouraged if you don’t gain the traction you were hoping for. It will take time and some fine-tuning what works and what doesn’t along the way. However, just one new customer can open the door for many more.

Promoting Your Ultimate Opt-In Offer
1 Lecture 00:04
About the Instructor
Sarah Crosley
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Lead Designer and Founder of The Creative Boss

With over 7 years in the digital space I have created a systematized approach to building an audience and growing my email lists. 

If you are a creative entrepreneur who is ready to take your business to the next level I am here to offer actionable advice that works. 

One of the biggest beliefs I have as a creative entrepreneur is community over competition. This means that there will always be enough for everyone to offer their expertise and help each thrive as business owners.