How to Update Your Digital Offer in 5 Streamlined Steps

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Table of Contents

Podcast Description

Does your course or membership feel outdated, overwhelming, or just… off?

You don’t need a full relaunch to bring your offer back to life. In this behind-the-scenes episode, I’m walking you through the exact 5-step process I’m using to update my digital offer, without overhauling everything at once.

What you’ll learn:

The real reason your digital offer suddenly feels “off”
How to run a quick audit before you update a digital offer
My brain-dump-everything doc that kick-starts momentum
A Trello workflow that keeps the entire update organized
The mindset shift that turns procrastination into progress

Whether you’re staring at a dusty course, a long-neglected membership, or a bloated content library, these steps will help you make progress with less stress (and a lot more clarity).

Links Referenced in Episode:

▶ Systems Savvy Society

▶ How to Keep Your Membership From Burning You Out

Connect with me:

Website | Instagram

Episode Transcript

(Note: This is a formatted AI-generated transcript to make it easier for you to read through, but is not an optimized blog post. Please excuse any spelling or grammar errors and filler words – it’s just how I speak LOL)

Episode Intro

Hey, I’m Lucy Reyes, your host of the Cheerful Productive Chats Podcast, where I’m on a mission to help online entrepreneurs that like you focus on all the right things and kiss overwhelmed goodbye. Here, you’re going to learn strategies that will boost your productivity so that you can scale your online biz and impact lives sooner. It’s your time to shine. So let’s get started

Hey, hey! Welcome back to the Cheerful Productive Chats podcast. All right! Today’s episode is part two of a little behind the scenes mini series I’m doing, and I’m so excited about this one. We are gonna be diving into some very practical tips, okay? Because we are talking about something that I know a lot of us face and kind of rarely talk about in a real way.

So I’m taking you inside a massive overhaul that I’m doing for one of my core offers, the Systems Savvy Society, and how I’m doing it without completely losing my mind. So in the last episode, I talked about the reality of what it’s really like to maintain a long-term offer, specifically a membership, but it’s true regardless of the type of long-term offer that you have.

And we talked about how often burnout creeps in, and it doesn’t happen because you don’t love the offer anymore, or the offer is bad, but it’s really because the back end starts to feel heavy, outdated, or just plain chaotic. So, if you haven’t listened to that one yet, definitely go back when you’re done here because it’s going to set the stage perfectly for what we’re going to be talking about.

Context: Why is this overhaul happening?

But today I really just wanted to get into the nitty gritty of the five steps I’m using to manage this huge project update without feeling completely overwhelmed because for a while I had been procrastinating on this. I was feeling overwhelmed, and it’s because I hadn’t done these steps yet. And these steps are going to be something that you can totally apply to your own course, your own service workflow for your own membership or content library or whatever has just been sitting around that needs a little bit of love.

These five steps are going to help you. But before we get into that, let’s first kind of take you a step back into why I’m even doing this overhaul in the first place. So like I mentioned, this is one of my core offers, and if you’ve been in my world, you have probably heard me mention the Systems Savvy Society before.

But even if you haven’t, just know that it’s something that’s been around for a while and it’s packed with so much value. I freaking love this offer so, so much! And so you can imagine that whenever it started to feel a little bit off, I was so this hardened because I didn’t know what was going on. I didn’t know what was happening.

It just fell off and I didn’t like that feeling, but it wasn’t because it was broken or irrelevant, it was just misaligned. Some of the content felt outdated. I feel the resources no longer really reflected how I teach things now. And then the user experience was okay, but I knew it could be so much better.

And because I knew these things in the back of my head, it made it really hard for me to show up and really promote it as hard as I possibly could. Lately, I’ve only been having like one real big launch for it, a year, when it’s something that I should really be pushing out at least once a quarter. So here is where the real challenge came in.

It was that I was trying to fix everything all at once, and that would’ve created so much chaos in my business, in my task list, in my brain, just chaos all over. And so it did become something that I just kept procrastinating because it felt like it was going to be this, a full on… Just like, “No. I’m just gonna go to the quarter because this is gonna drive me nuts.”

Like, I just couldn’t move forward and it was because I really needed a plan. I needed a method. I needed a simple way to tackle this huge project in a way that felt simple, sustainable, and actually doable.

5-Steps to Manage a Massive Offer Revamp

And so this is where the five steps come in. So if you have this offer that you really want to update, this process is going to be something that you can totally adapt.

Okay, so let’s dive into it. Let’s go ahead and start talking about these five steps.

Step 1: Audit What Exists

So step one is to audit what exists. Before changing anything, I had to get clear on what was already there. This meant I went through all of the folders, all of the courses, all of the downloads, all of the links, everything inside of the Systems Savvy Society.

And honestly, it was just becoming re-familiar with the full scope of what was inside of this membership. Because I don’t know about you, but when you have created something over time, maybe you kind of forget what’s in there. Like for me, I’m an avid creator. I love, love, love, love creating new things. And so, yeah, so sometimes it might get mingled up in my head of like, “Wait, what’s actually in there? What do I have?”

And now with new tools like AI on the rise, like it can help you go back and make your offers even better, especially if you created them before the AI era. So this audit was super simple. It wasn’t a fancy spreadsheet with formulas. It was literally just a Google Doc with headings and space for notes where I could literally just mark down whatever came to mind for that specific perk or even something like, “I need to work on this.” And then that’s it.

So even if your stuff, your offer, your membership, your program, your course, whatever, if it feels a little scattered, that’s okay but you just have to start somewhere because the goal is to get familiar with your offer all over again from fresh eyes, and you do that by doing an audit.

Step 2: Capture Updates in a Simple Doc

ow the second step is to capture all of the updates, all of the ideas, brainstorm everything into a simple Google document. Once I had a good picture of what existed, I started putting everything inside of this Google document. I broke it down by headings or sections or tabs, and I broke it down by perk or resource.

So each section had its own little home. It’s own little home inside of this Google document. And then I would just brain dump one perk at a time, one lesson at a time, one course at a time, one resource at a time. What needs to be updated? What feels confusing? What new ideas do I have to improve this specific perk or resource?

And so after I finished doing that for everything inside of the society, and if you’re in the society, you know there is a lot. There is a lot. And so this doc became a living, breathing outline of the revamp. It became easy to skim, easy to update, and was super collaborative where my coaches and my VA could easily jump in and add their own comments or their thoughts, or just reference what I was going to be working on too.

So if you are someone who tends to hold everything in your head, this step alone is going to change everything for you. You need to get it out of your brain. Get all of those ideas, all of those thoughts, everything outta your brain and into a system, or even just something simple as a Google document like I did.

So that was step number two.

Step 3: Brainstorm Improvements + Streamlining

Step number three is to brainstorm more. So dive deep into this brainstorming process, the improvements and how to streamline things. So even while the first two rounds was more of like getting things prepared and having a simple, like, “Okay, this is my initial thoughts of everything.”

Then the third step is to actually go through and brainstorm even deeper for all of the perks. So this is where I started asking things like, “What is working? What is outdated? What is missing? What is overcomplicating? The process? What is this?” You know, like, I went through and started really diving deep into every single perk.

The first step was really auditing what you have. The second step is getting it prepared, getting your Google document prepared for all of the perks to leave space for the things that you’re going to brainstorm in step three. And here’s something that I just wanna throw in there that I want you to just hear.

If you are managing an offer overhaul, and that’s, you don’t have to add more, sometimes the best updates are the ones where you actually remove or simplify something. And that’s what happened. That’s what happened for me. I realized that I was trying to overdeliver in some places and it was actually making the experience less effective.

So I gave myself permission to streamline. And even brought in my members into the process. So I let them know this is what’s going on, “This is what’s happening inside of the society.” And now they have their own dedicated section in our community platform where I’m taking them behind the scenes on every single update that we’re making in real time.

And they have been loving this because they’re getting a real glimpse, a real look at how to manage and offer overall from the inside out and how I’m managing it, how I’m communicating things with them. And I’m even sharing snippets of my process boards, my Trello boards, my checklist, so that way they can kind of see it in real time.

I mean, that’s why they’re there. They’re there to learn systems. So now they’re getting behind the scenes of how I’m using systems to manage this massive overhaul. So if you are revamping something, I really want to encourage you to look at it through a different lens, and I want you to consider and really think about how you don’t just need to add more, more, more.

But you want to make things easier to consume and more aligned to how you work now, because maybe it worked for you two years ago and you have grown two years. You are smarter, you are better, you’re more efficient, and maybe you wanna share that knowledge with your members too. So change it to make it more aligned with how you work now.

And then bonus points, if you can bring in your members, your students, your clients, into the process too. So that is step three.

Step 4: Categorize Tasks in Trello

Step four is to categorize your tasks in a project management tool. I’ve been using Trello. I absolutely love Trello. So I have been using Trello for this project. But even if you don’t use Trello, you want to use a dedicated project management tool of your choice.

So after the brainstorm document was full and ready to go, I had brainstormed everything. I had my ideas on there. Now it’s time to organize, it’s now to get, it’s time to get the system created that’s actually going to help me manage this entire, all of these updates. So I moved everything into a Trello board and categorized it by resource or theme.

So basically what I did was one Trello list per perk, or one list per the new phases inside of the Systems Savvy Society. So for example, some of the list in my current Trello board for this overhaul include the perk name, so: Monthly System Review, Time Saving Tutorials, previously Efficiency Boosters, Create Three Phases, et cetera.

Then each card within these lists represents one task to do or to update. So for example, under my Monthly System Review list, I have task cards with things that say, “Decide the new name.” It was previously called the On-Demand Systems Feedback. So one of the task cards was literally to decide, make the decision. What is the new name?

Another task card was update the processes such as the Airtable submission form, update the new name on the sales pages, et cetera, et cetera. It goes on and on. Anything related to this Monthly Systems Review lived in a task card within the Monthly Systems Review list. Are you following along? If not, then join us inside the society because you’ll actually see everything, snippets, screenshots in real time.

But overall, this Trello board has now become the visual project hub. It’s helping me see the full picture and all of the updates that I’m making at a glance with an easy way to track it all. And it has made it so much easier to delegate certain tasks to my VA without losing our comments or the order of things, or just, you know, our minds because it’s all neatly organized inside of this Trello board.

And it’s honestly not even the neatest Trello board ever. But it’s neat enough. Neat enough.

Step 5: Break Tasks into Bite-Sized Checklists

Alright, step five. Step five is to break down the task into bite-sized checklists. So this last step is probably one of the most important ones, and one that gets skipped so often. So often. So we’ve broken it down by list.

We have task cards within each list. And now within each Trello card, I have created a checklist. So instead of just saying something like on the task card, like update X, Y, Z. Now those checklists within these cards, break it down. So, for example, the task card for changing the name from Efficiency Boosters to Time Saving Tutorials includes a checklist with the following: Create a new course banner for the main page, Create a new course banner for the course platform, Add the new banners to the platform, Update the sales page with a new name, Update the checkout with the new name, et cetera, et cetera, et cetera.

It breaks it down because it’s not just changing the name. There’s other things that will now have to change with it, and it’s gonna live in my head, so I need to get it out onto this checklist.

And doing this means that me and my VA can both chip away at all of these smaller tasks without feeling like we’re just staring at this. Massive to-do list or not moving the needle at all. So this is really truly how big things, big projects, and major overhauls get done. It doesn’t happen in one long soul sucking sprint, my friend.

It does not happen like that. It happens in little pockets of time. One checklist item at a time. So there you have it. Those are the five steps to manage the overhaul of an offer, whether it’s a course, a membership, a program, or whatever it is. And again, this is something that you can adapt for all of these different things.

Mindset Shift

But before we wrap up the episode, I really just want to give, just take one minute to talk about mindset because. It’s not just the system. Yes, I love me my some systems, I’m all about productivity here. I love me some Trello. But it’s not just the system that’s going to help you manage a project of this size.

It’s about how you think about it too. So here’s the mindset shift that will make all of the difference and help make all of these other pieces come together. And that mindset shift is: You don’t have to tackle everything at once. This is your permission slip to slow down and to go layer by layer and to go step by step and to stop waiting for the perfect week when you’re magically going to have an extra 10 hours to fix and update everything.

That’s not going to happen. And I will be honest, it took some time getting my audit done, creating the Google document, brainstorming all of the things that I could change and tweak for every single perk inside of the society, which is, I don’t know, 10 plus, individually, perks just inside of the society.

It took some time. It took some time, and that time meant that I was not doing something else in my business, but. Not taking this time is why I have waited so long to do this. So this is your permission slip. Slow down, do these five steps, and it will make it so much easier for you to tackle a project this big.

Okay? So pair this mindset shift. With a system so that way you can achieve that bite-sized consistency. And if it’s specifically for overhauling a major or a massive offer, then follow the five steps that I shared earlier because that’s how it’s going to get done. When you give yourself the structure, the clarity, and honestly just a little bit of grace, you will be amazed at how much you are able to achieve in so much less time than you would have without a system.

All right, friend. That’s all I have for you today. So whether you’ve got a course, a service, a digital library, a membership, or just a Google folder full of resources that need some extra lovin’, this five step method will help you move forward with getting those updates done.

Episode Wrap-Up

So here’s a quick recap on the five steps: audit what exists, capture updates in a doc, brainstorm and simplify, organize in a project management tool such as Trello, and then break these tasks down into smaller bite-sized ones using checklists. It’s simple, it’s repeatable, and best of all, it’s designed to keep you out of the burnout zone.

We don’t want to go there. Okay? And if you want to see how I’m bringing this overhaul to life behind the scenes and get an early look at the revamped offer, I would’ve loved to invite you inside of the Systems Savvy Society before I close the doors to the public until… TBD. I dunno… I dunno when I’m gonna reopen the doors.

As of right now, I’m going to be closing the door so I can really just truly focus on the updates that I’m making inside. All of the content is still there. You can still access everything on creating these simple systems. You can still ask your questions, you still get access to me. You still have the monthly system review where you can submit a Trello board or a system or process and get my feedback on it.

All of that is still available. We have already started making some offers. There’s already perks that have been completely revamped to make the experience so much easier. So everything is still there. We’re just gonna be shutting it down for a little bit. We are gonna shut it down. I don’t know if it’s going to turn into an open closed model or if it’s going to be always open.

I don’t know. And I’m giving myself the permission to not know at this stage. All I know is that I will be closing down the doors. And so if you want to get in on this and then go ahead and just reply to any of my emails with “INFO” and I’ll get you in before the doors close.

And if you’re not on my email list, then go sign up for my free private podcast where I share even more about getting efficient with systems and how to make your business feel lighter every single day. The link is in the show notes.

All right, friend. I’ll be back with another behind the scenes updates, and until then, I will talk to you soon.

Thank you so much for listening to the Cheerful Productive Chats Podcast with me, Lucy Reyes. To view the full transcript and all the links mentioned in today’s episode, visit cheerstoproductivity.com/podcast. And before you go up, make sure you follow or subscribe wherever you’re listening so that you know once the next productive chat is released. Talk soon and cheers to your productivity and success.

Episode References + CTA

Links Referenced in Episode:

▶ Systems Savvy Society

▶ How to Keep Your Membership From Burning You Out

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