Free template for personal-finance creators

One question. One live workshop. 14 days to get it ready.

A 90-minute outline and a 14-day checklist, free. About 3 short posts a day, one story poll on day 1, and you go live on day 14.

90-minute outline14 days, ~3 short posts a day1 story pollLive on day 14

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The question you keep answering in DMs will keep arriving. Writing the plan today means you know what you are building the next time it does.

The 90-minute outline

Five blocks. One question. Everyone leaves knowing their next step.

10min

Block 1: The question and why it matters

Open with the question, in your audience's words: [your question?] Then say who this is for and who it is not for.

15min

Block 2: The common mistake

Show what most people try first and why it falls short. Use one simple example.

30min

Block 3: The method

Teach your steps one at a time, so people can answer this for themselves: [your question?] Keep it to what people can do this week.

20min

Block 4: Do it together

Give everyone a short exercise live. Walk through it with a volunteer example.

15min

Block 5: Questions and next step

Answer live questions. Close by naming one next step each person can take tomorrow.

Total: 90 minutes · Educational content only. Do not promise returns, savings or outcomes, and do not give advice about a person's specific accounts.

The 14-day launch checklist

About 3 posts a day, each short. Every post has one job: hook, retain or reward.

Hook = stops the scroll and gets attention.Retain = gives people a reason to keep watching you.Reward = gives something useful for free, so following you pays off.

Day 1Ask, do not announce.

HookStory poll: "In the last 3 months, did you look up or ask someone about this?" Put the question on screen: [your question?] Options: "Yes, I searched" / "Yes, I asked someone" / "No".

RetainPost the poll result as a story: "Here is what you told me."

RewardGive one tip from your own experience, in a 20-second story. Start with the question on screen: [your question?]

Ask what people did, not what they would do. Past behavior tells you more than good intentions.

Day 2Say what you heard.

HookPost: "Here is what most of you told me: [poll result]. So I am going to answer this properly." Put the question on screen: [your question?]

RetainReply to 3 poll answers on camera or in text.

RewardPost a one-line rule of thumb that people can screenshot. Put the question at the top: [your question?]

Day 3Show the common mistake.

HookA question I get all the time: [your question?] Here is the first thing most people try, and why it stalls.

RetainPart 2 in stories: "Here is what I would try instead."

RewardA short checklist of 3 things to check this week.

Day 4Tell your story.

HookSay to camera: "I got stuck on this too, before I figured it out." Put the question on screen: [your question?] Share one real moment, no polish.

RetainTease the next post: "Tomorrow I show the first step."

RewardA short note on what you would tell your past self.

Day 5Teach step one.

HookToday's topic: [your question?] Step 1, in 30 seconds.

RetainAsk a question in stories: "Have you tried this? What happened?"

RewardGive the step as a simple template people can copy.

Day 6Teach step two.

Hook"Step 2 is where most people stop. Do not skip it."

RetainReply to the best comment from Day 5 in a new post.

RewardOne worked example with round, made-up numbers (say they are made up).

Day 7Rest and reply.

HookOne light post. Put the question on screen: [your question?] Then ask: "What is still confusing?"

RetainSave the best replies. They become your live Q&A.

RewardThank people who replied, by name if they are okay with it.

Day 8Tell them what is coming.

HookPost: "I am going live on [date], 90 minutes, start to finish." Then add the question you will answer: [your question?]

RetainShow the 5-block outline in a story or carousel.

RewardOffer something small for people who sign up for the reminder, like the checklist from Day 3 as a PDF.

Use the real date. If you have not set one, pick it before posting.

Day 9Answer who it is for.

Hook"This workshop is for you if... and not for you if..."

RetainShare one sign-up reply or question you got, with permission.

RewardA mini-lesson from Block 2 so people get a taste.

Day 10Clear up doubts.

Hook"I know what you are thinking: [common doubt]. Here is the honest answer."

RetainPoll: "What would help you decide: the outline, the replay, or a sample step?"

RewardGive the doubt-buster as a short free tip.

Day 11Show the work.

HookA 15-second behind-the-scenes shot of you preparing the live.

RetainShare one slide or exercise from Block 4.

RewardGive the exercise's first question for free in stories.

Day 12Gentle reminder.

HookPost: "Live in 2 days, 90 minutes. Here is the link to join." Put the question on screen: [your question?]

RetainAnswer 2 sign-up questions in stories.

RewardA reminder with what to bring: pen, paper and one real example to work on.

Day 13The day before.

HookPost: "Tomorrow at [time] [timezone]." Put the question on screen: [your question?]

RetainQuick story: "Send me your question for Block 5 before the live."

RewardSend registered people the one-page worksheet for the live.

Day 14Go live.

HookPost: "Live now." Share it in all channels, plus a story with the link. Open with the question: [your question?]

RetainRun the 5 blocks. Take a break at the 45-minute mark if you need one.

RewardAfter the live, post one takeaway and tell people what you will share next.

Who does what

This plan is free, and you can run it on your own. Here is how the work divides if Pulse handles the building side.

What you do

Pick the question.
Teach the 90 minutes live.
Post about 3 short posts a day.
Approve what goes out.

What Pulse would do

Build the sign-up page and the reminders.
Set up the tech for the live session and the follow-up.
Draft your posts and the outline for you to edit.
Run the sales and sign-up side, and handle the rest of the operations.

Nothing here is required. The plan works without us. If you want to talk, reply to the email. Otherwise we will just send occasional notes.

Fill it with your question and get it by email

Type your question once. We send the outline and all 14 days with your question already in the posts.

Your question now fills every day of the plan above. Print it or save it as a PDF from your browser.

Not sure which question to pick? Run the free Audience Money Check first.