Checklists
you know the process — now make it run without you
How do you turn a process you know cold into a checklist someone else can actually follow?
You don't have a process problem.
You have a sequencing problem.
Doing something yourself is not the same as writing steps another person can follow. You skip the moves you make unconsciously, merge steps that should stay separate, and pile on context that belongs in a guide. The result reads like an article, not a tool. Seen this before?
You write concepts where steps need actions. “Understand your target market” is an article topic, not a checkable step — and nobody can tick it off.
You order steps by memory, not dependency. You list them in the order they came to mind, so someone hits step 7 and realizes they needed its input back at step 3.
You make every step the same size. “Log in to admin” (five seconds) sits as an equal line item next to “configure all membership settings” (two hours) — and the checklist lies about the work.
You design for the portfolio, not for 2am. You style it for how it looks on Dribbble instead of how it works when someone is actually trying to finish the process at midnight.
From three pages of bullet points to a tool people finish
"I wrote out my process but it's 3 pages of bullet points. Some steps are obvious, some are confusing, and nobody's actually using it to complete the process. It's a list, not a tool."
"I have a checklist that takes someone from start to finish with no ambiguity. Every step is the right size, in the right order, and the design makes progress visible. People use it — and they come back for more."
The shift: a checklist isn't a simplified article — it's an execution tool. The craft is scoping the outcome, sequencing at the right granularity, and designing for completion, not comprehension.
You don't just watch lessons.
You leave with 12 real artifacts.
Working documents you actually use — not another half-written draft. By the end they add up to a scoped, dependency-ordered, right-sized checklist someone can actually finish — plus the plan that gets it downloaded.
Outcome Statement
The single measurable result when every box is checked.
Scope Boundary Document
Start line, finish line, and what's a different checklist.
Audience Calibration Brief
Expert shorthand or beginner-safe — the detail decision.
Raw Step Extraction
Every action — including the ones you do unconsciously.
Dependency-Ordered Sequence
Strict order, with the parallel-eligible steps marked.
Right-Sized Step Inventory
Each step tested so none hides sub-tasks or bloats.
Directory / Niche Step Sequence
Sequenced for your audience's real repeatable process.
Layout Format Decision
Linear, grouped, conditional, or nested — with reasons.
Final Checklist Draft
Action verb + object, with phase checkpoints built in.
Printable + Interactive Version
A clean PDF and a fillable digital version, ready to ship.
Opt-In Page & Distribution Plan
Copy that earns the download, and where to put it.
Completion Rate Tracking Plan
How many users finish — and exactly where they stall.
Three moves: scope the outcome → sequence the steps → style for use
Scope
Outcome · boundary · audienceDefining exactly what the checklist achieves — and where it stops.
- Outcome Define the single measurable result when all boxes are checked
- Boundary Draw the start and finish lines — and what's out of scope
- Audience Calibrate step detail to the user's skill level
- Scope Scope it for your directory / niche's repeatable processes
Sequence
Extract · order · sizeGetting the steps right — every action, in dependency order, right-sized.
- Extract Capture every action, including the ones you do without thinking
- Order Arrange steps in strict dependency order, mark parallel ones
- Size Right-size each step so none hides sub-tasks or bloats the list
- Sequence Sequence the directory / niche-specific steps
Style
Layout · polish · deliverDesigning for use, not just reading — so people actually finish.
- Layout Choose linear, grouped, conditional, or nested structure
- Polish Write each step as action verb + object, add phase checkpoints
- Deliver Prepare the printable PDF, interactive version, and opt-in
- Present Present it in your directory / niche libraries and flows
More than videos —
a learning system
Every lesson lives in a platform built to help you actually absorb, apply, and return to the work.
AI Chat per lesson
Ask questions and pull key points, action items, and reflections from any lesson.
Searchable transcripts
The full text of every video — search it, scan it, jump straight to the part you need.
Highlights
Mark the passages that matter and filter the transcript down to just your highlights.
Bookmarks
Save the exact moments you'll want to come back to and reopen them in a click.
Notes
Keep personal notes saved right inside each lesson, exactly where you wrote them.
Playlists
Build custom collections of lessons and sequence the path that fits you.
Certificate
Auto-issued the moment you complete every lesson in the course.
Podcast mode
Listen to the course as audio in any podcast app — learn on the move.
Video controls
Closed captions, speed controls, picture-in-picture, and theatre mode — watch your way.
Favorites
Heart any lesson to pin it to your favorites for quick access later.
History & resume
Pick up exactly where you left off — your place is always saved.
Threaded comments
Discuss each lesson with other students in threaded conversations.
Is this course your right next step?
This is for you if…
- You have a repeatable process your audience needs but haven't packaged it.
- You've written the steps out, but it reads like an article, not a tool.
- Nobody actually completes the process with what you've handed them.
- You need a method for scoping, sequencing, and styling a usable checklist.
- You want 12 artifacts ending in a finished checklist and a distribution plan.
This is NOT for you if…
- You haven't defined your audience or niche yet — start with Foundation first.
- Your process needs teaching, not just steps — write a guide first.
- You want graphic-design training — this is about sequence and usability.
- You want a fill-in template instead of a method for building your own.
Be one of the first to tell your story
These courses are brand new. Once you've done the work, tell us how it changed your thinking — your words could be the first testimonial featured right here.
"Here's how this course changed the way I…"
your story here
"The part that surprised me most was…"
your story here
Three ways to go deeper
This course is one piece of a bigger system. Here's the whole map — and where you are on it.
University
Learn at your own paceThis course — full University access is $80 on its own.
Launchpad
Get the tools to execute-
Ebook$10narrative deep-dive
-
Checklists$15self-assessment diagnostic
-
Journal$20reflective application + AI prompts
-
Workbook$25full execution tracker
One of each — the full toolkit for this course is $70 on its own.
You're buying the University piece — the course, its platform, and the artifacts you produce. Bundle all three and save — see pricing below. Each column is also available à la carte: University $80, Launchpad $70, Events $280. See how we build →
Everything. Course price.
Lock in the full bundle today. Every piece ships to your account as it's built — and the price only goes up from here.
$430 value when complete
Everything, for the price of just the course.
- 12 lessons + AI Chat, transcripts, highlights, bookmarks
- Ebook + Checklists + Journal + Workbook shipping soon
- Workshop + Sprint + Challenge access shipping soon
- Certificate on completion
- Clinics included free — $20 each on their own
The price goes up as content ships — the founding price never comes back.
Not ready to commit? Attend our live workshops, sprints, and challenges for free — just show up. No signup, no credit card. If you like what you experience, the founding price locks in everything permanently.
Every piece below ships to your account as it's built — free, at your founding price:
- Checklists — 12 lessons Digital$80 valueLive now
- Ebook Digital$10 valueIncluded
- Checklists Digital$15 valueIncluded
- Journal + AI Prompts Digital$20 valueIncluded
- Workbook Digital$25 valueIncluded
- Workshop Events$40 valueIncluded
- Sprint Events$80 valueIncluded
- Challenge Events$160 valueIncluded
- Total value when complete$430You pay $80
↑ as the tools ship, the price rises
↑ as the live events go up, it rises again
Full $430 value, fully builtWhat ships when?+
- Week 1: Workshop Part A (courses 1–3) + Ebook ships.
- Week 2: Workshop Part B (courses 4–6) + video lessons go live + Checklists ship.
- Week 3: Sprint recordings + Journal ships.
- Week 4: Challenge recordings + Workbook ships.
Or start bigger — the same deal at every scope:
Course
1 course + tools + events
$80Pod
All 6 Magnet courses
$320Pillar
All 36 Features courses
$960University
All 324 courses
$4,320Same deal at every scope — everything included, price goes up as content ships. See How We Build →
Prefer one piece? Single University, Launchpad, or Events access. · See How We Build →
Founding Access — Checklists
Full bundle (University + Launchpad + Events) · $80 · pre-sale founding rate
[ Simplero checkout / order-form embed renders here ]
Wire this to the Simplero Founding bundle product for this course.
The third step of the Magnet journey
Checklists is course 3 of 6. It comes right after Cheatsheet because once you've mastered compression, you're ready to add sequence and process logic — turning a process you know cold into steps someone else can follow without you in the room. Next comes Ebook, where you stretch into a long-form authority asset.
You are here — steps someone can actually follow.
You're not doing this alone
Every lesson has a discussion where you share your work and read how others approached the same prompt — so you see the patterns, not just your own answer.
“Post your experience, read two others, and notice the patterns.”
Per-pillar discussion forums are coming as the community grows.
Before you decide
How many steps should a checklist have?+
Between 10 and 30 for a single-use checklist. Fewer than 10 usually means the steps are too big; more than 30 means the scope is too wide or the steps are too granular. Group into 3–5 sections for anything over 15.
What's the difference between a checklist and a how-to guide?+
A checklist assumes the user can execute each step with minimal explanation; a guide teaches them how. If most steps need a paragraph of context, build the guide first and the checklist as its companion.
Can a checklist be a lead magnet if the process is simple?+
The simpler the process, the more valuable the checklist — because it removes the need to remember. “Simple but easy to forget” is the sweet spot for checklist magnets.
What if my process keeps changing?+
Build the checklist around the stable outcome and dependency order, then version it when the process shifts. Right-sizing keeps small changes from forcing a full rewrite.
I run a directory business — does this still apply?+
Yes. The fourth lesson of each module scopes and sequences checklists for directory operations — site launch, member onboarding, listing audits — with a parallel niche track.
What do I actually walk away with?+
12 working artifacts — from an outcome statement and dependency-ordered sequence to a finished, styled checklist and a completion-rate tracking plan.
Can someone follow your process start to finish — without you in the room?
Stop handing people three pages of bullet points. Scope the outcome, sequence the steps, and ship a checklist they actually finish.