How to Turn Your Knowledge into a Digital Planner: Case Studies and Real Examples

Have you ever thought about turning your knowledge and expertise into a digital product like an online course or planner? 

You're not alone. 

The rise of online learning and entrepreneurship has made creating and selling digital products an appealing prospect for many. The good news is you don't need fancy degrees or years of experience to get started. All you need is knowledge and a plan!

In this article, we’ll walk through real examples and case studies of creative brands who have created successful digital products in their area of expertise. By the end, you’ll have actionable steps to outline, build, and launch your own digital planner.

Let’s get motivated by these successful business women and see what they’ve accomplished!

Case Study #1: View-Halloo- From Physical Planner to Digital Day Planner

Rebecca Gallagher, founder of View-Halloo, decided to use her knowledge and experience to create a planner. She grew up with a passion for horses, which allowed her to add a personal element into her planner to connect with other like-minded people. View-Halloo started as a physical planner company, creating organizers for equestrians and horse lovers, but as technology advanced, it became clear that the best route to go was digital. 

She worked with us at The Pink Ink, gaining advice from professional designers and entrepreneurs to ensure that her new product was user-friendly and met customers’ needs.

The results have been a huge success! By adding digital planner to her product suite, View-Halloo has:

  • Reached more potential customers through online marketing and social media

  • Reduced costs associated with printing and shipping physical products

  • Provided customers an easy-to-use and customizable digital alternative

  • Improved their business model to keep up with current trends

The process of expanding View-Halloo's physical planners with digital versions has allowed the company to thrive. Their planners are now available as instant downloads, providing scheduling solutions for equestrians around the nation.

By utilizing their knowledge and seeking help from industry experts, View-Halloo successfully transitioned from physical to digital planners. Rebecca’s story shows how businesses can adapt to changes in technology and customer preferences to achieve growth and long term success. Overall, View-Halloo's added to digital planners has revolutionized their company and allowed them to spread their mission of providing useful tools for horse lovers everywhere.

👉 Learn about my custom planner design services here

Case Study #2: Helen Jacobs - Author and Book Companion Planner

Next up we have Helen Jacobs, an author who is passionate about helping others on their spiritual journey. To supplement her book, she worked with The Pink Ink® to create an accompanying planner to guide readers in manifesting their dreams into reality. As a trained journalist and author, she wanted to provide readers with a tool to plan their days intuitively by balancing the logical mind and the creative heart. The planner includes space for scheduling appointments and tasks as well as journaling thoughts and expressions.

Professionals, business owners, and mothers have used Helen’s planner to track their responsibilities and make their aspirations come true. Readers love how the planner complements her book’s message of living purposefully. By planning each day and reflecting on their goals and desires, individuals have found more meaning and fulfillment.

Helen’s story shows how creating a product that enhances your original work can positively impact your audience. Supplementary products like workbooks, journals, or planners give audiences a practical way to apply advice or concepts. These types of companion pieces also provide an additional revenue stream and help to build loyalty with your followers.

If you’ve written a book, course, or program, consider how a supplemental product could benefit your readers or students. A planner, workbook, or journal may be a perfect accompaniment to the knowledge and guidance you provide. Use your expertise to give people the tools they need to achieve their dreams and make real progress.




Case Study #3: Holly Hillyer - Online Educator and Fitness Coach

Holly Hillyer recognized the potential in turning her knowledge as an online educator and fitness coach into a digital product that could help others. In October 2014, she began her online health and fitness business. As a busy mother, fitness expert, and business woman, Holly knew firsthand how valuable time management tools could be.

Holly employed several strategies to transform her expertise into a successful digital planner business. To start, she had a clear vision and set concrete goals. She gathered all her knowledge and experiences, then organized the information and time-blocked it into a planner. Holly reviewed her progress regularly to make improvements, something that every digital planner designer should do. Working with Shay from The Pink Ink® help bring her vision to life with custom digital planner design.

Using social media, Holly marketed her planner and gained attention toward her planner. She shared how the planner helped her and her clients stay on track to achieve their health and fitness goals. Her authenticity and the planner's usefulness resonated with her audience. Sales grew, and now Holly's business is thriving!

Holly's story shows how anyone can leverage their unique experiences and skills into a product that benefits others. By recognizing the value in your knowledge, setting goals, organizing your expertise, and marketing effectively, you too can build a successful business around your talents. Holly found a way to turn her passion for health and fitness into a purpose-driven digital planner business. Following her lead, you can transform your knowledge and skills into something meaningful that helps people.


👉 Learn about my custom planner design services here

Case Study #4: The Pink Ink- From Passion to Digital Planner Empire

Last but not least, we have The Pink Ink, which is the brilliant creation of Shay. Shay is a mom of two and an entrepreneur who turned her passion for organization and planning into a successful business. In 2018, Shay opened an Etsy shop selling digital planners to help other entrepreneurs launch their own digital planner businesses. She quickly realized she loved creating practical yet stylish planners, and her passion for planning and design fueled the growth of her shop.

To leverage her knowledge and skills, Shay took steps that brought her to where she is today. She started with an Etsy shop to initially get into the market and build an audience. Her digital planner shop was the first of its kind, making it a risky idea but also a unique one. Shay then created her own website to have more control over her brand and offer an email list. This allowed her to build a loyal customer base.

To expand more, Shay began offering online courses teaching how to design digital planners and launch them on Etsy shops and personal websites. She was able to monetize her experience and skills, which is the smart way of doing things as a business owner. From there, she added extra add-ons and services to help new planner designers launch their businesses, allowing her to provide more customized guidance and support.

Today, The Pink Ink® covers Shay’s full-time income and gives her the flexibility to spend more time with her family. Through hard work and persistence in pursuing her passion, she built a digital empire and inspires other moms and entrepreneurs to do the same.

Shay’s story shows that when you turn your knowledge and skills into valuable products and services, you can create a thriving business. With vision and determination, passion can be transformed into prosperity and purpose. The Pink Ink® stands as a real example of what can happen when you follow your passion.


👉 Learn about my custom planner design services here


Build Your Own Digital Planner Business

Turning your knowledge and expertise into a profitable digital product like an online course or ebook is absolutely within your reach. While the actual creation of the product does take time and effort, the rewards of building an audience and making passive income from your work can be life-changing.

The key is to start with what you know and build from there. Identify your area of expertise and determine how to structure that knowledge into a comprehensive digital planner. Then map out how you will lay out your lessons, modules, or chapters to cover the topic well.

Promoting your digital product is also crucial. Build your email list, engage with your audience on social media, or start a podcast or YouTube channel. Collaborate with others in your niche and offer free resources, tips, and advice to establish your authority. When your product launches, your followers will be eager to learn from you.

What’s stopping you from turning your knowledge into a digital planner? You have so much to offer! Take that first step and start building your audience today. In a few months, you could be generating income from your own online business and changing lives with your teachings. Believe in yourself and make it happen! The rewards will be well worth the effort.

Editable Template from the Digital Planner Design Mastery course

Editable Template from the Digital Planner Design Mastery course

Editable Template from the Digital Planner Design Mastery course

Work with Us to Build Your Own Planner Business

Feeling inspired by the four women who are now running their own businesses? You can too! It may feel overwhelming at first, but it doesn’t have to be. These women show us how to turn knowledge and experience into a digital planner that brings value. With the opportunities and potential in the market today, you don’t want to miss out.

To effectively design a planner and build a business, sign up to work with us here:

You can find resources, tools, and assistance through our online programs where a professional will come alongside you to guide you through the steps. Work with other peers who are also in the design process. You have everything it takes to create a successful business like these entrepreneurs. You just need to get out there and take that first step!

👉 Learn about my custom planner design services here


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The New Era of Digital Planning: Why Minimalist, App-Like Designs Are Taking Over