Summer Behind the Scenes Part 5


You're reading one of Rochelle's "Personal Update" Blog posts. That means these are random thoughts and personal behind-the-scenes updates directly from Rochelle and not necessarily advice that she hopes you'll take and apply to your own life or business.  Proceed with caution, curiosity, and kindness, please!

White handwritten digital font that says Summer Behind the Scenes on top of a colorful collage of pressed flowers. Photo of Rochelle, a filipino woman in her late 30s with her long hair tied back behind her neck, wearing thick rimmed black glasses. She has her fingertips by her chin in a silly pose like she's trying to be cute and attractive.

June 22, 2023


Creating a Workbook and the Power of Beta Readers

In this episode, I dive into the process of creating a workbook and the valuable role that beta readers play in its development. I discussed the importance of personal motivation, the authenticity of the process, and the power of validation.

Remember, if you have knowledge to share, transform it into a resource and consider engaging beta readers to enhance its quality.

Find Your Unicorn Virtual Assistant:

If you know something, put it into some kind of DIY format for people to have access to. And definitely pay some people to go through it. It doesn't have to be a lot. But make sure that they are your ideal clients. Not your best friend who loves you for everything you do, but probably complete strangers who are your ideal client.

~Rochelle Sanchez


[00:00:00] Hi there. Welcome back. This is part five of my summer behind the scenes series, where I'm admittedly, just letting myself off the hook from giving you like educational content and just letting myself share what's happening.

[00:00:16] Because I have a lot of stuff going on and I mean, I'll give myself some credit because I know that you're probably learning something from some of the stuff I'm doing behind the scenes, even if I'm not presenting it in the most teachery way.

[00:00:29] But even then I'm actually feeling kind of teachery today.

[00:00:33] But before I get into that, New glasses. If you're watching the video. I haven't gotten new glasses in a few years, so I got these and I got them online from Zennis And they were not cheap, but they were cheaper than if I had gotten some from in store where I get my eyes checked.

[00:00:56] But anyway. Thank you in advance for your compliments.

[00:01:00] So today I want to talk about this workbook that I'm working on that's going weirdly well, and I don't know if it's something in the stars or if I've just totally ready for this, or if it's something where, like, I sh- it's probably a combination of a whole lot of things.

[00:01:18] But I'm making a workbook that's all about my process with working with people. And what's always on my mind and what questions I always wish that I could ask people when I'm like in Facebook groups or online communities and trying to help out by giving feedback. But then also not trying to get into everybody's business, but also having a hard time with that, because I wish that I could ask people deep questions.

[00:01:41] Aquarius problems, right? So.

[00:01:43] This workbook is something that has been on the back burner for some time now, I wouldn't say years, but at least within the last year.

[00:01:51] And I'm finally getting around to finalizing it. And I kind of wanted to share with you the process of having beta readers go through it, because I think that's really what moved it forward for me.

[00:02:04] So there were a few things that I think are really helping me make this whole thing pretty smooth. The world is kind of on my side with this.

[00:02:13] And that is, first of all, I actually wanted to make this workbook. It's not one of those things where like, you know, a coach told me to do it, or, some webinars said at the, I absolutely need to make this make a workbook and self-publish it. And all that stuff. If I want to like reach the six figures or whatever the webinars are saying nowadays. But I actually personally wanted to make this.

[00:02:38] I've always wanted to have a workbook I've made workbooks in the past when I was working in different industries. And I haven't done it in a while. And so it was still interesting for me. So definitely having the personal desire really helped.

[00:02:53] Another thing that helps is that I'm not making it up. I think the problem with people making like digital products and low ticket offers that are like just digital. Digital products. Right? So the idea is that you make it and then you put it up there on the internet.

[00:03:10] And then the idea is that people end up buying it and you don't have to actually be involved. Right? And then of course the benefit is that you get to help people because they have access to your process, but then you don't actually have to give your own time and energy.

[00:03:25] So that's all well and good, but it's also, you know, good for me because I have a real process.

[00:03:31] I'm not making this stuff up. Right? This is all a compilation of existing concepts. That I teach or I'm actively doing for myself all the time behind the scenes. These are things that I'm always like, just look at all the notebooks and sticky notes and everything, and you'll see evidence of this process.

[00:03:51] And so it's nice to put it all together. Put it in an order. And then also make it for other people because I tend to do better when there's someone else involved. Like you know, I'm very much one of those. Well, I guess that doesn't, it doesn't really count for this one because the, the saying goes that if you want to learn something really well, then teach it while you're learning. And. I'm not learning this.

[00:04:16] Like this is, this is something I know. Really well, but. Just the same. It's easier for me to work through things when I know that there's another person or several people on the other side waiting for it to be finished.

[00:04:33] And so I've got that going for me too.

[00:04:36] But I will say that the biggest thing that has really moved this thing forward is that I had beta readers go through it.

[00:04:43] And I know that that's typical, you know, but then it's also not that typical. Because I know that a lot of people, I mean, especially with Canva. Like, Canva's amazing. Canva can do everything nowadays. But like, you know, with templates being so accessible now. And I don't mean that in like a disability way, but like anyone can make anything now because of Canva.

[00:05:07] And I think that there's probably templates in there for making a workbook. There's probably all kinds of things for people to self publish without actually owning what's inside the digital product that they're making. If that makes sense. And for me having beta readers, go through it and really digging into like, you know, why I put every single question in there in that specific order.

[00:05:34] And then having readers go through it. Especially since I I'm not, I didn't hire people to do like word editing or grammar editing, although some of them did that. And some of them misinterpreted my directions and did that.

[00:05:50] But the intention was to have people go through it and actually experience the process.

[00:05:56] And so I was very upfront about that.

[00:05:58] I grabbed-- how many people did it? I think I hired six. Six people who roughly seemed like my ideal client or ideal reader. for this workbook. And I paid them because I'll tell ya, I, I put this out there for volunteer beta readers to have literally have my whole process for free.

[00:06:21] And I had a few people sign up, said they would do it. And then they never got back to me. Like literally zero of the volunteer people got back to me. And I was like, I don't, I don't really want to chase people right now. I'm just not in the mood and And so I ended up finding people that I could pay to go through it. And, oh my goodness, I'm going to do this every single time.

[00:06:45] It didn't even cost that much. Like you know, if I paid them, I will. I think I put it down for $30. For someone to go through it. And I had very specific. Instructions. I know that's not a lot of money. But it's actually, it's, you know, it's decent. And obviously by the, the number of people that I had apply you know, there was interest.

[00:07:06] But I had a total-- I think I had a total of either six or seven beta readers, but they were more like beta testers because they actually went through the workbook.

[00:07:15] And then the specific-- you know, like I gave them a rough outline of what the, the thing would be about. So they, they knew what was, what they were getting into. I didn't, you know, hand it out for free or anything.

[00:07:26] And then once, you know, we signed a contract and whatever. And yes, you should have contracts, no matter how much is on the line, just have a contract.

[00:07:34] But the things that I had asked for were a written reflection on each of the sections. And so they knew what each section was going to be about. What the experience was like for them filling this out. And so I really wanted that experiential thing, you know, whether they were enjoying it and whether it was like too deep. Cause I know that, you know, some of these questions can be really personal or if they were you know, getting confused. Maybe they were getting angry. I don't know. People have all kinds of reactions.

[00:08:01] And then I also asked for how helpful you think this workbook is generally speaking, what you think is missing. And then the final thing was completely optional: a copy of your answers. Like the, the answers when they were going through the workbook and I put it as optional because I said, if you feel comfortable sharing that with me, because these things are personal.

[00:08:23] And I also want to respect people's boundaries. I don't want to be all up in people's business if they don't want to, you know, tell me their business. And so I think probably two people either two or three people decided not to give me their answers and that's fine.

[00:08:39] One of them. I think one of them was like, it wouldn't have been helpful anyway, just based on their feedback.

[00:08:45] But, you know, that's why we have multiple people go through the reading. Right? And even with just, I should've looked it up, I really don't remember if it was six or more people's feedback then I'm putting in.

[00:08:57] But It was just a, really a good experience for me and also very validating. And that's the tricky thing for me, because I have this weird thing where I don't think that I deserve validation. Like it's it's not okay for me to be validated.

[00:09:15] I think it's fine for other people. Right. And I'm happy to do it for other people, but for some reason, I'm like a very mean parent to myself in that way. And I always think.

[00:09:25] You know, you should just be contradict, you should just put it out there and just do it. And that's just not how I work. And so I'm trying to get a little more in-tune with that for myself and understand that, like, I actually need that validation and that affirmation and while I didn't intend well, while I wasn't seeking compliments on this because honestly?

[00:09:49] Like I thought that lots of things, lots of people would come back being totally confused and not seeing the relevance because that's just the nature of how I see my own work. Like I put it all together and then I assume I don't know enough or I, this isn't helpful enough for I'm totally off the mark.

[00:10:05] And it turned out that like, you know, it was very helpful for almost all of the people who completed the assignment, the way that I needed them to. If that makes sense.

[00:10:16] And that was very validating. Also, just them saying that it was helpful. And I even had one person outright say like, I would have paid for this.

[00:10:27] Like, and that was like amazing, right. Because having someone. Yeah, just lots of affirmations all over the place.

[00:10:36] And also me realizing that like, it's more ready to go than I was expecting. I really thought that I would be doing multiple rounds of beta testing and beta reading. Because I thought that this was just like the mess in my brain that doesn't make sense, but it turns out it does make sense. And it turns out that I am good at this, so. Yay. That's fantastic.

[00:10:58] So now that I've reached the step of compiling, all of the feedback and then also I went through it myself as my own business, you know filling out the workbook.

[00:11:10] I did the whole like printed out and scribble all over it. And then. Fix the spacing. And now it's just a matter of like inserting little doodles and illustrations and then making it available.

[00:11:25] So it's coming along and I'm really happy about it. This is one of three things this quarter. Well, not this quarter, but like for Q3 that I had in mind, although this is going to be done by the end of Q2. So that's cool.

[00:11:40] And and then I get to move on to the next thing. Of course, you know, with this stuff, I need to finish it ,do the cover, post it, you know, like make it available, posted on my website.

[00:11:53] So that it has like its own sales page that has the button to click away and buy the thing.

[00:11:59] And then I need to write a few social media posts to let people know about it and just have those like Repeating themselves.

[00:12:08] That's pretty much how I'm doing everything nowadays. I'm like finish the project, put it in social bee. And let, let the tech promote it for me. And then I can move on to the next thing.

[00:12:20] But this is really coming along nicely. And so. The final takeaways, I would say for you. If you're interested in this kind of stuff is like, if you know something, put it into some kind of like, you know, DIY format for people to, to have access to.

[00:12:39] And definitely pay some people to go through it. It doesn't have to be a lot. But make sure that they are your ideal clients. So not just like your best friend who loves you for everything you do. But probably complete strangers.

[00:12:53] And yeah. If you've been thinking about it, then do it because it's going really well. I don't, again, I don't know why.

[00:13:02] Maybe I do know why. But like unexpectedly, well, I would say.

[00:13:07] Also, if you're wondering how I found such great people to beta test this it's because it's not my first rodeo.

[00:13:15] I know how to find people. I know how to check if they're a good fit, although I don't get it right every single time. But like I found people who made my project easier for me. Because that's the whole point of outsourcing things.

[00:13:30] Even beta testers, like that's, that's a real thing. And so if you're interested in that you can find my process for hiring people to help you in my swipe file.

[00:13:42] So it's like a copy and paste thing where you can apply it to any project that you're working on and you can, you know, find the right kind of people to do the work for you.

[00:13:53] It's my find your unicorn virtual assistant swipe file. And you can go buy that. I'll put the link in the show notes and you'll see how I do it.

[00:14:04] Okay, cool. I think that's it for today and I'm super happy and things are coming together. And I hope things are coming together for you too.

[00:14:12] So keep in touch, let me know what you're working on and how close you are to the end.

[00:14:17] I'm really hoping that next week when I do my update for you that this is like done and it's over and I'm like onto the next thing, but we'll see, right?

[00:14:26] All right, everybody. Bye. See you next time. 


  • Personal motivation to create the workbook

  • Emphasizing the authenticity of the process

  • Combining existing concepts and personal experience

  • Exploring the intention behind digital products

  • The benefit of involving others in the process

  • Highlighting the importance of beta readers

  • Differentiating between templates and genuine experiences

  • Detailed instructions for beta readers

  • Reflecting on the experiential aspect of the workbook

  • Paid Beta Readers vs. Volunteer Readers

  • Challenges with volunteer readers and seeking alternatives

  • The positive impact of paid beta readers

  • The affordability of compensating beta readers

  • Emotional response to receiving validation

  • Recognizing the need for validation and affirmation

  • Positive feedback and affirmations from beta readers

  • Compiling feedback and personal refinement process

  • Adding illustrations and finalizing the workbook

  • Future steps: cover design, posting, and promotion

  • Utilizing social media scheduling tools for promotio

  • Efficiently moving on to the next project

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