Record a course that people finish. Structure, script and film your expertise without wasting months on setup. Use light gear and a repeatable plan that fits your week.
If you're thinking about creating a digital course but you're feeling overwhelmed by how to start recording it, this guide is for you. Consider this advice from a friend who learned everything the hard way, so you don't have to.
Since launching my first B2B course, I've made nearly every mistake in the book—from spending days over-preparing, to endless late-night edits, to re-recording content that students didn't even care about. After wasting countless hours and getting frustrated along the way, I finally figured out how to do it right.
This playbook is your shortcut. It will help you avoid the traps I fell into and show you exactly how to set up your recording space without unnecessary gear, create a simple workflow you can easily repeat, and pinpoint precisely what to focus on during editing so your students stay engaged and actually finish your course.
Forget the overwhelm, perfectionism, and second-guessing. I'll give you practical steps to confidently record, edit, and launch your digital course quicker—and enjoy the process along the way.
Use what you already have. But if you're starting from scratch or want recommendations, these are the tools I use with clients and personally rely on. Consider this a bonus: helpful if you need it, completely optional if you don't.
Course platform with hosting, payments and quizzes, good for training offers that need speed to launch.
Platform that hosts courses, email and payments, useful for simple training offers without custom dev.
Course platform focused on clean student experience with solid tools for lessons and certificates.
The books that shaped how I think about growth. Read summaries here, then buy what resonates. Learn from the best thinkers in B2B.
Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.
Most B2B marketers are either Random Ricks (trying everything) or Specialist Steves (obsessed with one channel). Generalists run tactics without strategy. Specialists hit channel ceilings. But there's a better way.
Tries everything at once. Posts on LinkedIn, runs ads, tweaks the website, chases referrals. Nothing compounds because nothing's consistent. Growth feels chaotic.
Obsessed with one tactic. 'We just need better ads' or 'SEO will fix everything.' Ignores the rest of the system. One strong engine can't carry a broken machine.
Finds the bottleneck. Fixes that first. Then moves to the next weakest link. Builds a system that's predictable, measurable and doesn't need 80-hour weeks.
Learn how she diagnoses bottlenecks, orchestrates the four engines, and drives predictable growth. Choose if you want to read or watch:
Get practical frameworks delivered daily. Seven short emails explain how Sarah diagnoses bottlenecks, orchestrates the four engines, and builds systems that compound.
Free 45-minute video module from the full course. Watch how to diagnose your growth bottleneck and see exactly what the course platform looks like.
Tactical playbooks for every stage of this engine. The playbooks are practical guides for tactical stuff. They complement the (paid) growth framework and help you with the tactics.
Build a go to market plan that aligns your offer, motion and channel, so you stop guessing and start growing with purpose. Map goals, owners and next steps for the next quarter.
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Take control of your week. Use habits and systems to focus on work that actually moves the needle. Add a quick daily review so important tasks get done without burnout.
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Help your team work better together. Set up shared rituals and tools to remove friction and move faster. Make async the default and know who decides and where work lives.
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Build dashboards that show what matters. Give your team clarity without noise or vanity metrics. Agree definitions and review insights on a simple schedule.
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Use AI for research, briefs and QA. Set prompts and review steps, train the team, and track time saved without risking quality. Focus on cases that strengthen the work.
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Save time and automate repetitive marketing tasks using Zapier, n8n or Make. Move data cleanly and reduce manual effort with small, safe automations that earn back hours.
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Record a course that people finish. Structure, script and film your expertise without wasting months on setup. Use light gear and a repeatable plan that fits your week.
See playbook
