Starting your first digital course co-production can feel overwhelming. With so many moving parts — from planning and recording to launching and scaling — it’s easy to miss important steps. That’s why having a checklist is essential. It keeps you organized, reduces stress, and ensures that nothing falls through the cracks.
In this article, you’ll find a complete co-production checklist designed specifically for first-timers. Use it as your roadmap to guide every stage of the process.
Stage 1: Planning and Strategy
- Define the course topic and promise
- Research audience needs and competitors
- Validate demand with surveys or small tests
- Agree on roles and responsibilities with the expert
- Draft a co-production contract, including revenue split
- Outline the course modules and lesson structure
- Choose the hosting platform (Hotmart, Teachable, Kajabi, Eduzz)
Stage 2: Content Creation
- Prepare scripts or outlines for each module
- Record video lessons (ensure good audio and lighting)
- Edit videos and add branding elements
- Create slides, PDFs, or other student resources
- Upload and organize content in the chosen platform
- Add subtitles or transcripts for accessibility
Stage 3: Tech Setup
- Set up course platform and student access
- Configure payment systems and installment options
- Connect email marketing software (MailerLite, ConvertKit, ActiveCampaign)
- Create automation for onboarding emails
- Test checkout flow and course access thoroughly
- Secure course materials with DRM protection
Stage 4: Marketing Preparation
- Build sales funnel (landing page, checkout, thank-you page)
- Write and schedule email sequences for launch
- Prepare ads (images, videos, copy)
- Design social media posts and stories
- Collect testimonials or endorsements (if available)
- Plan webinars, live Q&A, or free events to generate buzz
Stage 5: Launch Execution
- Open cart and monitor sales daily
- Send launch emails according to schedule
- Run webinars or live sessions smoothly
- Manage affiliate support and communication
- Track ad performance and adjust budgets
- Respond quickly to student questions and support requests
Stage 6: Post-Launch
- Close cart (if a limited-time launch)
- Send onboarding emails to new students
- Collect feedback and testimonials
- Analyze sales metrics and identify bottlenecks
- Document results for future case studies
- Pay affiliates and split profits according to agreement
Stage 7: Evergreen and Scaling
- Create automated email sequences for new leads
- Test evergreen webinar or on-demand funnel
- Introduce upsells, bundles, or coaching packages
- Continue growing email list and audience
- Plan the next launch or advanced version of the course
Bonus Checklist for Professionalism
- Keep all assets organized in shared folders
- Hold weekly or bi-weekly check-ins with the expert
- Maintain clear written communication about decisions
- Use templates and SOPs to save time on repeat tasks
- Track progress with a project management tool
Final Thoughts: Your Roadmap to Success
This checklist is not just about ticking boxes — it’s about building confidence and consistency. As a first-time co-producer, you’ll feel more in control when every step is clearly outlined.
Remember: your role is not just to support the expert, but to bring structure and strategy to the entire process. By following this checklist, you’ll create smoother workflows, deliver better results, and establish yourself as a reliable co-producer from the very beginning.