01
Section 01
About you &
your business
Let's start with who we're building for. The more specific you are here, the better we can tailor everything that follows.
01
Full name *
Business or brand name *
DBA names or professional aliases
Any other names you trade or publish under
Contact email *
Platform admin email
For your KaTek dashboard & notifications
02
How would you describe what you do? *
Imagine explaining it to someone at a dinner party — clear, confident, no jargon.
03
Who is your ideal student or client? *
Be specific: age range, profession, experience level, biggest pain points, core goals.
04
What platforms do you currently sell or show up on?
e.g. Kajabi, Teachable, Instagram, YouTube, your own website, email list
05
Do you have an existing audience? If so, how large and where?
Email list, social following, YouTube subscribers, community members, etc.
02
Section 02
Course overview
& goals
Tell us what this course is really about. Rough ideas are perfectly fine — we'll help you shape and sequence everything.
06
Working title of this course *
No title yet? Describe the course in one clear sentence.
07
The single most important transformation this course delivers *
What will a student be able to DO or feel differently about after completing it?
08
Main topics, modules, or pillars you want covered
List them freely — we'll help you sequence and structure them.
09
Roughly how long should this course be?
e.g. 4 weeks, 6 modules, ~8 hours, self-paced
11
Target price point
e.g. $97 entry, $497 mid-tier, $1,500+ premium
10
Content formats
Tick all that apply
12
Launch date or deadline
Hard deadline, preferred window, or no date yet — all are valid.
03
Section 03
Brand identity
& visual direction
This guides how we design your slides, workbooks, thumbnails, and all visual course assets. The more specific you are, the closer our first draft will be.
Every file upload below has a "Don't have it yet" option — choose it and we'll email you exactly what to send and when. No stress.
13
Existing brand kit or style guide
Attach the PDF or share a link — we'll use it as the design foundation.
Drop your brand kit here
or browse files · PDF, AI, Figma, ZIP · max 20MB
file
Colour Palette
14–15
Brand colours
Click each swatch to pick your colour, or describe them in words below if you don't have exact HEX codes.
Primary
#c4762a
Secondary
#4a6741
Accent
#b85c3e
Background
#f7f4ef
16
Fonts or typefaces your brand uses
Heading font + body font — exact names if known.
Logo
17
Logo file
Preferred: PNG with transparent background, 300dpi+.
Drop your logo here
or browse files · PNG, SVG, JPG · transparent PNG preferred
18
Visual style or aesthetic
Tick all that apply
19
Brands, courses, or websites whose visual style you admire
Share names or links — this helps us understand your aesthetic references.
20
Colours, fonts, or visual elements to avoid
e.g. colours that feel off-brand, clipart, overly casual design
04
Section 04
Content &
materials
Tell us what you already have and what still needs to be created. We work with everything from polished decks to rough notes scribbled on paper.
Can't upload files right now? Select "Send them later" on any upload field — we'll email you exactly what to send and when.
21
Materials you're providing to us
Tick all that apply
22
Upload your materials or share a link
Google Drive, Dropbox, Notion — or upload directly. Whatever's easiest.
Drop files here
or browse files · PDF, PPTX, DOCX, MP4, ZIP · multiple files · max 100MB
files
23
What absolutely must be INCLUDED?
Key frameworks, personal stories, specific tools, methodologies, talking points.
24
What absolutely must be EXCLUDED?
Competitor mentions, sensitive topics, specific case studies, disclaimers.
25
Will you record video yourself, or do you need production support?
Describe your current setup: equipment, recording environment, known limitations.
05
Section 05
Platform &
technical setup
Toggle the features your course platform needs. We'll configure everything — you just tell us what matters to your students.
—
Any specific notes on features?
e.g. certificates must use my logo, quizzes after every module, analytics per student
29
Deliverables you need from us
Tick all that apply
06
Section 06
Working
together
Getting the working relationship right from the start saves weeks of friction. Be honest about how you work best — we'll match your rhythm.
30
Preferred communication channels
Tick all that apply
31
How quickly do you typically respond to messages?
This helps us build a realistic timeline and check-in schedule.
32
Other team members we'll work with
Name, role, and best way to reach each person.
33
How involved do you want to be in design and review?
34
Revision rounds — how many and how do you prefer them?
e.g. Two rounds per module, one consolidated review at the end
07
Section 07
Vision, goals
& final thoughts
The questions that matter most. Be candid — there are no wrong answers here, just honest ones. The more you share, the better we can serve you.
35
What does success look like for this course? *
e.g. 100 enrolled students in 90 days, a $50K launch, passive income, establishing authority in your niche
36
Biggest concerns or anxieties about this project
Be candid — we'd rather know now so we can address them before they become issues.
37
Have you created a course before? What worked and what didn't?
Past experience helps us avoid repeating mistakes and double down on what worked.
38
Anything else we should know?
Additional context, special requirements, personal preferences, constraints — anything at all.
Thank you for trusting us with your work.
We can't wait to build something remarkable together.
Hit Submit Kit below to send everything through.
Hit Submit Kit below to send everything through.