Ultimate Guide to Creating a Free Challenge

Challenges have a really special place in my heart and business. I started using a free challenge about four years ago to launch my signature program and mastermind course, and they’ve always proven super successful. 

What I love about them is not just the sales aspect, but I also found that they’re SUCH a great way for me to feel more connected with my audience. It’s such a winning combination for a launch, promotion, or simply just to further engage with your audience.

In this post, I’m walking you through my entire step-by-step process so you can plan and create your own challenge. I even put together a FREE Challenge Planning Kit, which you can download by hitting the banner below this. 

When to Create a Free Challenge

Unlike a lot of other freebie options you might find, like webinars or quizzes, challenges are the most versatile. 

I’ll be real with you though, creating one takes a lot of effort. The right time to run one is when you have the time to fully dedicate yourself to it. Even though a five-day challenge sounds short, you actually need to block off two full weeks in your calendar in order to do all the ramp up and promotion needed. 

The versatility of a challenge versus other content types, though, is that you can pretty much launch anything off the back of a challenge.

Phase 1: Planning your challenge

Let's get down to the business of actually PLANNING your free challenge. 

Step one is figuring out the topic of your challenge:

It’s key to know the topic before moving forward and promoting your challenge. 

I like to start with a giant brainstorm where no idea is a dumb idea. Write down as many ideas as possible, sourcing from your inspiration bank, your saved files, anything, until you have a ton of options to choose from. If you’re needing some help getting started, click here to see my expert mapping process. 

Once you’re done your brainstorm, it’s time to take your ideas through an evaluation process and begin narrowing down the topics. Cross an idea off the list if it doesn’t meet these criteria: 

1. Does this topic relate to the offer I want to sell at the end of my challenge?
2. What actually feels doable and what do I have the bandwidth to create?
3. Is this a topic that excites me? 
4. Is this something that my ideal client would be interested in?

Hopefully, you’re left with a few great ideas, so choose the one that speaks to you the most or has the strongest relationship with your offer.

Step two is to determine the purpose of your challenge:

Next, it’s time to think about the purpose of your challenge. What’s it all about? What’s my audience going to do? Why are they interested in signing up? 

Then you need to think about the takeaways for your audience, both tangible and intangible. What’s that pot of gold at the end of the rainbow for them? 

TANGIBLE: What content or creation are they walking away with?

INTANGIBLE: What are the benefits, skills, and knowledge they’re going to get from completing your challenge?

When I think about my monthly content sprint challenge, my audience is walking away with all of their monthly content created and scheduled (tangible). They’re now able to take a content hiatus or sabbatical, and they’ve also learned that YES, it’s possible to batch their content and fit it into their life instead of struggling week after week to get content out there (intangible). 

Lastly, how does this challenge relate to your paid offers? This is your time to get super clear on how your challenge is priming people to say YES to your offer. Describe all the ways the two connect before getting tactical. 

Step three is to decide on dates for your challenge:

Once you have all the above done and dusted, it’s time for you to choose the dates you’re going to run your challenge. I recommend a length of five days. It’s the sweet spot between three and ten, where you can get your audience super excited and keep them there for the length of the challenge. 

Phase 2: Mapping your Free Challenge Content

Now that your key dates are set, you can move onto phase two, mapping out your challenge content. I remember this process by thinking about what my participants will learn (head), do (hands), and feel (heart) for each day of the challenge. 

Definitely go and download my FREE Challenge Planning Kit, as it’s going to be ENORMOUSLY helpful in mapping out all these pieces. 

Once you’ve mapped out your challenge, you need to decide how you’re going to deliver and get eyeballs on it. Are you going to promote it through daily emails, on a Facebook group, or are you going to host it on a webpage? Get clear on the delivery mechanics of your challenge before actually creating the challenge content. 

Phase 3: Creating your Challenge Content

Now we’re ready to get our hands dirty and create your daily challenge content. Use my template to draft it all up!

This is where you’ll be creating: 

• Daily Emails
• Daily Social prompts
• Daily Videos
• Daily Worksheets

I like to start with worksheets, then video outlines, emails, then social prompts. Finally I record the video and fine tune all the content. 

You might have heard about the snowflake method. So for each of the days your challenge will be running, start with a loose outline, adding subpoints as I go. You get deeper and deeper into those subpoints, so every subpoint has a subpoint, and the content starts to expand and snowflake out. 

Schedule yourself three to five days to create all of this. And while yes, I know that sounds like an investment of time, but you can repurpose it and reuse it over and over. 

Phase 4: Designing your Free Challenge

There are a lot of pieces to design when it comes to a challenge—social graphics, email banners, worksheets, oh my! So here’s a rough checklist of the different types of designs to think about (although you may not need all of them): 

Daily Content Checklist: 

• Downloads, like worksheets or PDFs
• Email banners
• Page banners
• Prompt images for social media
• Challenge banner

Promotional Graphics Checklist: 

• Cover image for your Facebook group
• Cover image for your Facebook page
• Instagram images
• Instagram story images
• Facebook images 

If you’re needing help creating graphics, I highly recommend Creative Market or Nicole Yang for downloadable templates. 

Phase 5: Promoting your Free Challenge

You’ve designed your challenge and created the content, so now it’s time to promote it! 

Here are the different things to consider when putting together your promotion plan for your challenge:

• What are the different paid opportunities you want to use to promote this challenge? Facebook ads, Instagram ads, sponsorships, affiliate marketing?
• What shared opportunities do you have to promote your challenge? This could be asking for shares on your thank you page or creating a social media incentive to unlock the challenge. 
• How will you get in front of other people’s audiences? Can you arrange interviews, do some guest posts, or teach? Put those business friends on speed dial!
• How are you going to let your existing audience know about this challenge? You have total control over your owned promotion, so think about promoting your challenge on your website, through your email list, and on thank you pages for other freebies. 

Once your promotion plan is done, you’re ready to prepare your sign up system. 

This is where I want you to create: 

• Tags for your challenge participants (or lists)
• Forms for people to sign up
• Your opt-in page
• Your thank-you page
• Your welcome email 
• Shortened URL for your opt-in page

…Everything so that you’re all ready to go when people inevitably start signing up for your awesome challenge.

Download the Challenge Kit and Quit the Guesswork with My Step-By-Step Plan and Templates!