Workbook Wizard: Creating Workbooks that Pop - Crystal Berg

Website: https://unicornmojo.com/

Fellowship of the Rainbow Community: https://awajtrnzm4p6ax1d1wbe.app.clientclub.net/communities/groups/the-fellowship-of-the-rainbow/home?invite=679d08246f4f056514f22520

Sparkle Collective Community: https://awajtrnzm4p6ax1d1wbe.app.clientclub.net/communities/groups/the-sparkle-collective/home?invite=67ebe9f7a4c97d1f62ff5564

 00:01 Hey there, welcome to Workbook Wizard creating workbooks that pop. I'm Crystal Berg AKA Unicorn Mojo. I'm an Aries, Capricorn moon, Gemini rising, and Ravenclaw. I'm also a brand alchemist, techwitch, content creators, intuitive strategist, misfit and rule breaker. I work with creative business owners just like you, helping them streamline their processes and create impactful content that attracts clients and grows their businesses. I know first hand how frustrating it can feel to be disorganized and scattered in your business, especially in your content creation process. I do a lot of refining around content creation always i, I do a lot of refining around everything actually i'm never afraid to jump in and make changes and try something new and see if something works better.  

00:58 And I know that what I'm going to show you in this training today is absolutely going to improve your content creation process. So what I'm doing is sharing simple yet effective systems for creating stunning digital workbooks that will not only impress your clients, but also help you deliver your programs and services with clarity and professionalism. We're going to cover 2 powerful tools, Canva for visually appealing designs and Google Docs for content rich workbooks. First, we're going to go over the Google Doc Workbook format, as this is what I'm transitioning to for most of my workbooks to make it easier on my customers to not have to print things if they don't want to or they don't have that option.  

01:43 And the Google Doc workbook allows them to do their exercises, take notes, do journaling prompts, and everything right inside of the Google Docs. And Google Docs is free. While I still love Canva for a million things and I'm never going to leave, these are just the reasons that I'm switching my workbooks over to Google Docs. I I lose a little fanciness, but the documents are way more functional, which is an improvement for my client experience.  

02:14 The first component is your cover image and the document that we're looking at right now is the freebie that I am giving you as part of this training or included in this training, I should say, if you purchased it. So you'll have this template here to edit and make your own and start building your own workbooks. You'll do that by once you open it up, you will be clicking on file and make a copy.  

02:39 And then once you make that copy, you will rename it you'll store it in a particular folder that you want in Google Drive and it'll be there and then when you go to create a new product, you will just do the exact same thing. You'll make a copy of your template and then edit that copy for your product, always leaving your template in exactly the same condition that you started in. So the first piece is the cover image, which is designed in Canva, and I'll show you where and how to do that later. For you to replace this image, all you have to do is click on it and then hit replace image and upload or from one of these sources.  

03:21 Because it's already perfectly sized for this, you're never going to have to do any moving around of the graphic it will literally just pop a new one right inside the perfect sizing for this document. So inside my template, I have a few additional things that I keep and I'm going to show you part of my template as well, but I'm going to walk you through what's here in the template that you're getting today. So I'm using tabs over table of content in this document, and I'll go into that a bit as we Scroll down from the sections.  

03:56 So I have a welcome tab and then the next thing that I have is the document that tells them how to use this guy. You'll want to put something like this in your Google doc so it's like literally says click on file, make a copy this is really important for people. I recommend they make a folder you know for Unicorn Mojo and save things there. I explained to them the difference here if it has tabs in the Cyborg or not, sidebar or not because if they go to download it, you cannot download a document in its entirety if it has tabs from inside the Google Doc, it can only be done from inside Drive.  

04:35 And if you try to download it and open it and like in Microsoft Word, it's going to cause all kinds of distortion from having tabs, which I don't have that in here, but I've learned recently that that is the case. So I also let people know that there's AI graphics or copy or there might be affiliate links depending on here and then a disclaimer, then I go into my terms and conditions so I personally make PLR products and just regular use products so in my template I actually have both of those so I have personal use and I have a PLR and then I so I just delete out the one that I don't need.  

05:18 Then I have a meet me section. You'll also notice and then I have a conclusion section which for the conclusion as I'm editing it, I will then cut this out of the welcome tab and put it inside the copy. But I leave it here as a template to use. Actually, I think I've moved it into my elements section, so I'm just going to do that. As for watching this to not 'cause confusion, OK, so now that's gone from the welcome section and you're going to want to make sure that you're utilizing your footer.  

05:53 Very important. Just double click in here once it opens, you can edit what's in here, you know, change your colors change, your, fonts but make sure that you have your copyright, you link through your website and have your email address so that if people have questions about your product or want to learn more and find more of your stuff, it's an easy to do thing. I do also suggest putting page numbers in there so that people know what page things are when they're printing them out, which, you know, I just realized that that doesn't actually help if you're have the documents and tabs cause the page numbers start over so that's food for thought i'll have to think on.  

06:36 Ok, so you'll notice this border that's around these other pages this is called a watermark it's a background i also designed it in Canva. To change it, you will just click anywhere on the page and insert watermark and you'll be able to edit the one that I have. Now for this particular watermark, I just on a page size graphic inside Canva, I made a pretty gradient background that I liked and then I took a big white square and sized it up so that it was all right.  

07:09 And just this is the size of order that I wanted, so I just manually made it if you want a thicker one or a smaller one, all you have to do is adjust the size of that white square, and then you're downloading that one particular page from inside your Canva document as a JPG, and then you're uploading it into your document. Now you can only have one watermark per per Google Doc if you're using tabs, you could have one watermark per each tab, but that just makes the document kind of busy, so I wouldn't really suggest it.  

07:46 It also doesn't have to be just a border. It could be a background if you want a light background or like a grid, you know, design or anything that you wanted, you can just turn that into a JPG and swap that out for your watermark. Ok, so let's talk about the difference between a standard table of contents and using tabs. So this document is set up using tabs, but you don't actually need to use them you could copy and paste these other pages that I'm showing you into one tab here and then it's a one tab document and you don't have a problem.  

08:28 You know, if the if you decide that that's too much of a headache. But if you click on the tab here you'll see I've also created a table of contents inside each tab by using my H tags. So what I have done with my H tags oh sorry it hides them.  

08:49 If you haven't used them so what I do, I have 6, which is your Macs H tags that are set up inside of Google. And then I have in options told them to save them as my default styles. So that every time I start a new Google document, even if it's just something I'm taking notes in because I like my my fun colors you know, to be the same everywhere. Then it's my default styles for headers so you can do that. And any time you make a change so if you make a change like how I was, just which I didn't even show you how to do this so let's say like this is an H2 this is an H3 if I wanted to change how my H3 was saved, I would then say update H3 to match.  

09:41 So if you made a color change and a font change or a size change or whatever it is, you would then update that H tag or your normal text fonts for the same thing because you're going to, you may not want to use a Poppins 11 like I do for my body. So you would change it, select it, and then say update, And then once you made those changes, you're going to go down to options and save as my default styles.  

10:11 So the reason I'm using tabs is to keep sections a little more clear in things, even though it does have that download issue for some people, I think that more and more of my audience is going to embrace using them as Google Docs so far they, you know, for over a year they've been used to downloading them as PDFs. So I, I don't really see a problem with this ongoing. So the second tab is elements. So you can see this has multiple stack tags so we've got H1 twos, threes, fours.  

10:44 Because I broke up, you know, I did a hierarchy inside these documents. So basically what I am teaching you to do now in this elements tab, I'm I'm giving you some easy presets here of, you know, easy, but cute and visually breaking up your document ways to jazz up your works, your workbook. So this is the same in all of my documents so particular I made an underline in my H tags, which how you get that you selected your.  

11:21 Control Z undo format text.   11:28 Sorry, it's paragraph styles, borders and shading. So I've highlighted that H tag. Now you'll see that it has colors and a size and what I want right here already, because that's what I want, I want it to have if you wanted no underline, you would just change it to zero and tell it to apply and it would get rid of it.  

11:53 And then we're just going to put that back to 1 5. And then once you made that change, you would want to go and update your H1 to match and then update your your default sizes. Ok, so we'll move on to a few little other things that you can do. So I've got this in here for note boxes or answer fields this is literally just a simple table that I've inserted so I have went up to insert and table and picked A1 in one and boom, it's done. So you can do it that way i'll show you. We're going to go back into this document in a little bit.  

12:37 I've been doing.  

12:41 Sorry, it's making me dizzy i'm going so fast. Here we go. I've been using A2 prong for different ones of my journal prompts where I put something in here and then actually I didn't put it in here i oops, like I've been putting insert your notes or thoughts or insert if that's asking for your reflections, like insert your reflections here into these boxes here let's we'll just we'll just put this one over here inside your template too,  

13:29 Because I like to do that in different ones i have, but you so sorry, I my brain really wanders sometimes. Ok, so now that we're into one of these which is similar to this, the way that you can edit the colors and the border and everything is by right clicking and saying table properties. So you have the ability to change the cell color so by here I changed what the cell background color was. You can change the table color or the border color and the size of the border that you want it to be.  

14:04 You can make adjustments to your cells and your rows, like making things even and then a specific width. So there's a lot of different things that you can do in here but honestly the only thing that I've ever messed with I think is the color i've just not had a, you know, for the border and the background.  

14:24 And we will just put yeah, whatever that language can stay there.   14:30 And then here, this is set up so it has a table so I you can drag and drop the width of your stuff or you can, you know, choose it inside your table properties. We've also inserted drop downs in here so these are, if you're not really familiar, you have drop downs in here under insert and you can say you want a new one and you choose your options you can pick colors for the different ones, which is what I did here. And then you can, if you want it to be exactly the same content, like the same choices, you could just copy and paste it and put it somewhere else.  

15:10 And then it'll ask you like if you make a change to this, if you didn't add it, it'll go, oh, do you want to make it to all of them and you could say yes that way if you just update your responses at some point, it'll only affect what's inside this document here though. And you could use drop downs that are not related to one another so like those have the same thing and if you wanted a different drop down here, you would insert a different drop down elsewhere and pick its own options and colors and stuff differently from the one that you've already created there.  

15:44 Next we're going to go down to the quote highlight boxes. So this is still just like this it's a one row table, but I took out the border, so it looks like it's just kind of floating. I centered the text and put it in there and then I just chose a different chose a different font for the name on the signature.  

16:13 And a check box bullet point. So there are if if you've never noticed before, you have ways to insert No, that's just sorry to insert check boxes are here you have two options of inserting check boxes so this one, the first one will cross out the stuff if you put words after it. The second one does not so if you want it to function like an actual check box, like if they were having A to do list, you pick the first one so that it will cross out what it is that they were working on. The only thing I did differently here for a checklist table was just editing this language that is inside of there for a check box so I just added a check box inside the table of the cell.  

17:05 And this is just like an idealist, just like I was showing you, you can do these. So these are things that you can copy and paste again, I'd leave them in the template if you know, because it could be something you want to use later and you just delete, but you're not using. Usually what I do when I'm editing is I go up to the top of this page, I drop that down a couple and I start building.  

17:29 Oh, you don't wanna build it in the header, which is what it did. Sometimes it happens control Z could be your very, very best friend, which is undo or your undo up here. So I just go up and make a couple things and start working on my project up here and leave what's down there in case I decided to put it in as I'm building the particular product so and I just leave this elements but once you're doing your new product, I generally call it table of contents that way I can still have my welcome separated and have table of contents and then have next steps.  

18:09 This one also, you know, does not have to be a quote it could be like a CTA and something, there's many different things that you could put in here to, you know, just add a pop on your page. So this product creation process checklist, these are just like a couple of the biggest important steps you have in creating a digital product. So I just put it in here, you know, if you're new to digitally creating, you know, you could create your own little checklist for different things and use that check off feature. I do it for a lot of different projects that I have i have them and just a check off and I make a copy of it for each product, you know, or project that I'm working on or whatever it is.  

18:53 And that way I can just make sure that I'm not missing anything. But this will help guide you through your process as well. Now we'll go over to next steps. So in the next steps, this is very important, a very key piece of utilizing your space inside your products. So I in just in this particular example, I only have two things inside of here.  

19:21 1 is my program the witches road and as part of taking this training you've been given 50 % off of the Witches road. So this is basically a little mini sales page for The Witches road to get people to click through and go to my sales page. I also have one for my community normally my community 1 is up first, but because the Witch's Word is a special promotion that I'm giving you as part of this training, I left that first.  

19:55 So I'd highly recommend doing something like this for your community or your membership or anything else. The way I have them in mind is actually I have a lot of different products that are set up in here and. So this is in the template that I make and then whatever product it is that I don't want to recommend after that one, I just delete them out. That way, you know, it's good to go and sometimes I do have more than one recommendation to give to someone based on the products that it's about you always want to make sure that it relates a bit i mean, if you only have one or two products, then put what you have inside your PD FS and the great thing is in using Google Docs is that these things are constantly updated, unlike if you designed it in Canva and downloaded it and had it in Dropbox, which means you'd have to upload a whole new file and the file has a new URL and gets complicated.  

20:55 So if you have everything in its own Google template and you update what's in that template, well, everybody that makes a copy of it after that is going to get the new version and you don't have to worry about changing links and, you know, somebody having old versions and stuff that's another huge reason that I'm moving out of Campa and into this is because there's even been days since I've started doing this where like a week later I decided to change something or big one, like I moved my community out of school into a private platform so it was like, oh crap.  

21:29 Now everywhere that I mentioned that that's wrong and I had people going to my school community that was inactive. But now in Google Doc, I was able to just start changing it out but my older files that were in Dropbox, I'm stuck with the version there unless I go and upload a new one. Ok, so I'm going to show you just another thing about different images. So what you'll notice in the next step is that this particular version has a graphic that's in the middle. So I actually can say replace this. However, with this, I do believe if you choose replace it, if the graphic isn't the same dimensions, it's going to like distort it.  

22:11 So if you had a square graphic or something you were going to put there, you'd want to delete this and then just insert an image instead. What I love with these, and I definitely copy and paste this whole thing into a page generally because it makes it a little easier when I want to add a graphic to the sidebar of copy. I mean, you can once it's there, you can move it around watch how the pink line, see the red lines there so I could move it here.  

22:41 I could move it in the middle and it's going to put it there and mess up stuff or I can move it back there. So when I have new pages and I really want something on there, I usually just copy enough of that. Well, it decided not to do it. Ok, I'm filming this right now in the middle of a freaking Mercury retrograde and Eclipse energy, so stuff just isn't necessarily going to work great.  

23:10 And so I just wanted to show you another document this particular product does have a lot of other graphics inside of it so I just built this one recently that had a lot of fairy stuff so I use that. And you know, I used a lot of side graphics in this one, which I don't necessarily do in all of my workbooks, but it's fairies and I have a big thing for fairies. So one other thing that I like to do as well is when I have sections of the document, I like to insert forced page breaks.  

23:46 And the best way to do that I'm not going to show you in that document, but the best way to do it is. So let's see, you have an each one here and this is like Part 1 and you have somebody text and now you have Part 2 is to leave it like there's no space in between the sections because that could end up causing your part to like to make an empty page in between them i'm sure you've seen them them or you just have an empty page in the middle of the document. But if you leave this here and it's just one space down, you should be able to resolve that problem so you go to insert break, page break and it'll put that right down at the bottom or at the top of the next page here.  

24:35 And if you get stuck with a line or other things because it's trying to pick a different size, you just go insert normal text and it'll get rid of that. If that happens to you, which it seems to be happening a lot more recently. Ok, now we're going to move on to Canva. So this particular document on journal is something that I created a few months ago at the time of filming this and this one has a graphic inside of it i love doing these, particularly if I'm doing something like Goddess woman ask to have that little frame or I can pop them in and still have a big impact but not be taking up tons of space on the page.  

25:26 So sorry. Ok, so here is our cover graphic. So how I designed this is just a graphic that is popping in it's taking up the whole page. Generally, like 90 % of my graphics now are created using mid Journey and probably like the other 10 % come from inspired stock society with an occasional something from somewhere else. But a lot of my graphics get very, very unique with my Unicorn stuff and creating them in AI ends up being the best thing for my particular business, which is why I had that disclaimer in here.   26:10 Now this document is a little bit different. You see, it's got a couple of elements here so I've got the graphic here, words, design my other words, we've got a little fun shape here. I'm going to go in and show you how I design all of my covers in a little bit, but I just want to walk you through what this document looks like inside of Canva. Now, this is an older terms of use thing it has less stuff in it.  

26:37 And this particular product, it does have PLR rights so this is my PLR term in here. But I do have the same thing i have the copyright. I have, you know, my info for people to get in touch with me. And then the difference is that, you know, I have to copy this section again for each page that I'm making in Canva, which you would generally just duplicate the page.  

27:02 Or if you're not duplicating, I would copy this because if you hit copy where it's at right on the page, and then you go to a new page and hit paste, it doesn't matter where you're at on the page, it's going to put it right where it was up on the earlier page. So the difference here with Canva is that it can take a lot longer to design the products with the text and everything because it's it will take you even longer. You'll see I have multiple blocks here. So these are text blocks and then what I've done is made this a particular font and size and color and then I made a new box for my body font then I made a new box for my, you know, little header font and again went back to a text block.  

27:54 The reason that I do them in four different blocks is because it will take you so much longer to have it all in one block change, you know, highlight and change particular copy and color and move it there. And then when you're trying to make a copy of a page and then edit the block, if it doesn't have the right sizing and color and stuff, then you've got to go through the whole entire process of changing what it is again.  

28:20 Whereas with the separate blocks, you just have to, you know, copy this text block and hit D for duplicate or copy, you know, and then paste. Then what I do is you select all of your stuff that's on a page and you say position and you can tell it tidy up, which will tidy it up vertically and horizontally. Sometimes you do not want it to do both, so you may just want them to be spaced out vertically, which is what I've done. And then I use the rulers on here when I'm making more complex stuff so that I know as I go through my pages because it's really easy to accidentally move a box on one of your page on one of your pages so I leave the rulers in place when I'm designing something so that I can tell at a glance that every page is lined up the same way.  

29:12 When I'm doing something like this that is going to like I'm going to have a header and a text block a lot, we want to group them together because that way you always have the exact same amount of space between the header and the text block. And when you go to do the positioning and you know, tidy it up, it only counts the space in between the grouped items. So that way again, these stay the same, but the grouped items stayed differently. Page numbers are a bigger of a pain in Campbell because you have to manually change it for each one and then you have to manually add lines and you know, insert your quote stuff again i love Canva, but it it, it is a lot of work and I have shaved a ton of time off my content creation process by making my doc or by making my workbooks in Google Docs now.  

30:05 So one of the biggest parts of my system is how I store my product covers and my shop graphics and my different templates that I pull from, whether they be things that came from Canva, things that I purchased am allowed to edit and I'm allowed to edit and make a workbook and ones that I've purchased that have PLR rights for me to resell them. So the first thing I'm going to show you is how I create my covers. So I have one document that is it.  

30:42 I haven't moved some of my older graphic covers in here or I won't. I haven't put all of them in here i put all of my styles in here. So I label it very clearly brand, which I have. I like naming things the same everywhere for file systems i do it on my computer, I do it in Google, I do it in Dropbox, I do it for my website files i do it when I'm event planning and I do it inside Canva and it's so important inside Canva too, because that way when you're searching for things, you know, if it is like a brand thing that you made or mock up templates or workbooks or whatever it is, it's going to be really easy for you to find them.  

31:24 So here's my cover document. I'm going to do a grid view to show you. So this is a particular program that i have, which has two versions so I have each of my 12 months for my biz path, my life path. These are the variety of watermark backgrounds that I made that can go into Google Docs that I have here. And then here is a variety of different covers that I have designed. The reason that I do them this simply is because I can just literally make a copy of that slide, edit the graphic, edit the words that are in there and it's done so I can look through here and go, oh, OK, well the photo that I'm going to use on here, this layout, I won't need a background i just need words or you know, I need something that's going to have to go up on top because sometimes, you know, a particular image calls for a different style of things.  

32:24 So I have them all in one place so that I can make a copy and then edit it and download it as a JPG, which I would recommend you download it as a JPG. I also recommend, it's something that I have to do if you are getting your graphics from AI, It's something I have to go back through my older products that I'm actually, I'm migrating everything out of PD FS into Google works and some of my older AI graphics have to be optimized because Google didn't have an optimization option previously.  

32:57 So if you are getting your images from AI, when you have your image selected, you want to go to edit.  

33:08 Clearly it doesn't there we go and you're going to click on image optimizer. And generally if you're running like the newest AI stuff you prop, your image is upscaled already like it will tell you it's high def, but when your image opens like big and bold on someone's screen, you're going to see a grainy so like you always want to go, OK, how does my image look? And if your image is looking grainy, you want to upscale it two times should be enough unless you're getting it, you know, somewhere else where you might need to, you know, upscale it a little bit more, but especially maybe if it's something you took yourself that you're using like, I mean, I've done it to my, even my headshots and stuff, which I know you've seen how people do.  

33:56 So that is how I make my cover design Bing bang, boom, super easy. And then I'm always struck for inspiration on other ones that I've used and then sometimes I find, you know, I get a new idea or I buy a new template that has it and I pull it on over and I'm like, OK that's great because if you didn't know if you actually can copy and paste things directly from 1 document so I'm just hitting control C here and I'm clicking on the last thing and hitting control V and boom, it's in this Canva doc so it's that easy to copy things from one camera doc to another you can do as many pages from it as you want to.  

34:40 You can do the same when it comes to resizing things like let's say you don't want to resize your every single thing that's in this notebook because that could take a bazillion years. But you could say, oh, well, I want all four of these pages resize and you can copy them. Create a document in your new size and paste it in there and then rejigger them because you're going to have to rejigger anyways using canvas resize thing depending on what size it's going to. Ok, what I meant to show you next was my shop graphics because this is so I have a variety of I have a couple of just plain templates up here, but here are shop graphics that I have made for every.  

35:25 Clearly there is a loading and we've had Internet issues today too sorry guys. So these are all of my different shop graphics that I have for my products i have like 240 of them so there's a lot of graphics in here. Some of them are the same like this is a great layout for Etsy stuff so a lot of mine were optimized for Etsy.  

35:48 And lately for time I have been doing just like a book cover graphics or dropping things into a laptop. This I don't even know what the hell that was for. I was playing with something or like a fan out of things for some different collections that I was doing a workbook inner page things so I keep all these templates in one docs the way I know where all of my shop graphics are and just like for the covers, I can quickly scroll through here and be like, I think I want to do that and make a copy and then Bing bang, boom, I'm done i have whatever shop graphics that I need.  

36:30 So the other page that we were looking at a little bit ago are ones that I purchased or received for free through different things so this is products planner pieces. So if I'm building a product planner, I can come in here and go, oh, OK, well, I want the scale template in this one and I want to put stickers in here and oh, I really like this item list.  

36:53 So I could copy and paste a couple of pages out of here to put inside one of my planners or do something like that. Then this is products to create one of one. Meaning I can use these to create products i have again purchased or been given this workbook to edit it and resell it as a product of my own not PLR edit it but whatever if I'm, you know, I can take any one of these pages and use it inside any one of my products because that's what it was purchased for, is for me to edit and create a product on my own not sell the template as my own, but create a product out of it and sell it.  

37:35 So I look for inspiration when I'm going on here and there are multiple books in here so we're moving into a new book here. So I have taken all of those different Canva files and pasted them into one place where I can visually see. And then I have a couple of these documents. Excuse me because I have a lot of different templates because I, I hoard products. So, and this one is workbook options so like the planner options here are options I can use to go inside a workbook.  

38:09 So whereas in here I got access to all of this, you know, these entire products to remake and here these are like just things that I'm probably going to take a piece from i'm never going to like use it in its entirety. I mean, I would never use the other ones in its entirety, but you might once you've you've purchased them. And if you're looking for good E book templates and stuff, sign up for more bundles and summits people are always giving you great templates that you can turn around and create a product for yourself not necessarily a PLR one that you can sell like you made it, but one that you can easily rebrand and add your own words and photos into it.  

38:51 So again, this has tons of this particular, I love this template, but there's other ones like I mean, this branding is not my thing in these, but it's the layout that I want for something so I'm like, oh, that's really cool and I take it, copy and paste it into the document that I'm working on and change its branding to match my own.  

39:14 Ok, so that ran a little bit longer than I intended, but there's so much great knowledge in here for you to work through and build your own workbooks so it's about creating systems where everything is there and so visually easy for you to sort through and you know, and decide what you're looking for. And I hope that you know you're going to go forth and take this template and that I have given you and create some beautiful workbooks of your own and I'd love to hear back from you about how you felt about this workbook training template and don't forget that you can get 50 % off any of the three Witches road programs.  

39:57 And to hop inside my Fellowship of the Rainbow Free community and I'll see you there.