Digital Products for Your Marketing Automation Business
Digital products extend your reach beyond billable hours and create passive income streams that work while you sleep. For a marketing automation business, your biggest asset is the knowledge you’ve built through client implementations, troubleshooting, and strategy work. Your templates, workflows, and training materials solve real problems that thousands of small business owners face—and many will pay for ready-made solutions rather than hire you for custom work.
Digital products also build authority. When potential clients find your templates or courses, they experience your thinking firsthand, which often leads to service inquiries anyway. You’re not cannibalizing your main business; you’re creating an entry point to it.
Email Sequence Templates for Specific Industries
What it is: Pre-built, copy-ready email sequences for common business goals like welcome series, product launches, abandoned cart recovery, or customer re-engagement. Each template is customizable but functional immediately.
Who buys it: Small business owners and marketing managers who use email marketing platforms but don’t have copywriting skills or the time to build sequences from scratch.
How to create it: Document the email sequences you’ve built for 3-4 clients across different industries (e-commerce, SaaS, coaching, local services). Strip out confidential details and client names, then package each as a standalone product with clear setup instructions and customization notes.
Where to sell it: Sell on your own website using Gumroad or SendOwl for delivery, or list on Etsy where small business owners search for templates. You can also host on your website directly behind an email capture form to build your mailing list.
Realistic income: $15–40 per template purchase. With moderate marketing to your email list and social channels, expect 20–50 sales per month per template, yielding $300–2,000 monthly per product.
Marketing Automation Platform Setup Guides
What it is: Step-by-step video guides or PDF documents that walk users through setting up their chosen platform (HubSpot, ActiveCampaign, Klaviyo, ConvertKit) for specific use cases like lead nurturing or customer onboarding.
Who buys it: Business owners who have bought a platform license but feel overwhelmed by the setup and don’t want to hire a consultant yet.
How to create it: Record screen-capture videos as you configure each platform, narrating your decisions and common mistakes to avoid. Pair videos with downloadable checklists and configuration worksheets. Focus on one platform and one use case per guide initially.
Where to sell it: Host on your website with Teachable or Kajabi for video delivery, or sell through Gumroad. These also perform well on platforms like Skillshare or Udemy if you want broader reach, though you’ll share revenue.
Realistic income: $29–79 per guide. With consistent traffic and email promotion, plan on 30–80 sales monthly, earning $900–6,300 per product per month.
Workflow Automation Templates (Platform-Specific)
What it is: Ready-to-import automation workflows that users can drop directly into their platform. These handle common scenarios like lead scoring, form submissions triggering email sequences, or customer journey mapping.
Who buys it: Mid-market businesses and agencies that use platforms like HubSpot or ActiveCampaign but want to accelerate implementation without hiring a developer.
How to create it: Export workflows you’ve built for clients, document the logic and triggers, and create clear instructions for importing and customizing them. Test with someone unfamiliar to ensure the steps are clear.
Where to sell it: Sell through your website, Gumroad, or directly via email to your service clients. You can also list on the official app marketplaces for some platforms, which increases discoverability.
Realistic income: $39–99 per workflow bundle. These command higher prices because they save significant implementation time. Expect 15–40 sales monthly across your audience, generating $585–3,960 monthly.
Marketing Automation Certification Course
What it is: A structured online course (video modules, quizzes, downloadable resources) teaching intermediate users how to design and implement automation across platforms and marketing channels.
Who buys it: Marketing managers, freelancers, and agency employees who want to deepen their skills and improve client results or career prospects.
How to create it: Outline 8–12 core modules based on the skills clients repeatedly ask you to train on: segmentation, personalization, lifecycle marketing, data hygiene, analytics, and troubleshooting. Record lectures, create templates and worksheets, and develop a simple quiz for each module.
Where to sell it: Host on Teachable, Kajabi, or your website using LearnDash. Price it as a self-paced course; consider offering a cohort-based version annually for higher price and recurring revenue.
Realistic income: $97–297 per course enrollment. A well-marketed course can generate 20–60 enrollments monthly, yielding $1,940–17,820 monthly. Cohort-based versions (limited seats, live Q&A) sell for $497–997 with 10–25 participants per cohort.
Client Onboarding Playbooks
What it is: A detailed guide (PDF or interactive document) that walks clients through the onboarding process for your service, including questionnaires, timelines, deliverables, and success metrics.
Who buys it: Other marketing automation consultants and agencies who want to systematize their onboarding without starting from scratch.
How to create it: Document your entire onboarding process, from intake to kickoff to first milestone. Include templates, timelines, and decision trees that clients encounter. Remove client names and confidential details, then package it with instructions on how to customize it.
Where to sell it: Sell on Gumroad or your website, and promote it in automation and marketing consultant communities (Facebook groups, LinkedIn, industry forums).
Realistic income: $47–147 per sale. This targets a niche audience (other consultants), so expect 5–20 sales monthly, generating $235–2,940 monthly.
Data Integration and Cleanup Toolkit
What it is: A collection of spreadsheet templates, scripts, and documentation for auditing, deduplicating, and migrating customer data into marketing automation platforms.
Who buys it: Business owners and marketing managers preparing to switch platforms or consolidate data from multiple sources.
How to create it: Build reusable spreadsheet templates with formulas that identify duplicates, standardize formatting, and segment contacts. Include a decision tree for data migration and a pre-migration checklist. Document common data issues and solutions.
Where to sell it: Sell on your website or Gumroad. Also consider cross-promoting with CRM and email marketing communities online.
Realistic income: $29–79 per toolkit. With targeted email and social promotion, plan for 10–30 sales monthly, generating $290–2,370 monthly.
Monthly Automation Audit Checklist
What it is: A downloadable spreadsheet or document that helps users evaluate their automation health, identify bottlenecks, and spot opportunities for improvement each month.
Who buys it: In-house marketers and small business owners who want to monitor their automation performance without hiring a consultant monthly.
How to create it: List the 15–20 critical metrics and performance indicators you review for every client. Organize them by category (deliverability, engagement, conversion, data quality) and include benchmarks and red flags.
Where to sell it: Sell as a low-price item ($9–19) on your website to build email list subscribers. You can also gate it behind an email signup on your blog to attract qualified leads.
Realistic income: $9–19 per sale, but the real value is list building. Expect 50–150 monthly sales and significant email list growth, which fuels your service business.
Getting Started With Digital Products
- Start with templates, not courses. Email sequences and automation workflows take 2–4 weeks to create and sell immediately. Courses require 3–4 months of planning and recording. Build momentum with quick wins first.
- Choose one platform. If you work across HubSpot, ActiveCampaign, and Klaviyo, pick the one where you have the most clients and deepest expertise. Create templates and guides for that platform first, then expand.
- Document as you work. When you build something for a paying client, set aside 30 minutes afterward to strip out confidential details and prepare it for resale. This dramatically reduces creation time.
- Price strategically. Start templates at $19–39. As you gather reviews and testimonials, raise prices. Your early adopters are doing you a favor; reward them with discounted pricing, then increase.
- Promote through your main audience. Email your existing clients and prospects first. A single email to 500 contacts mentioning a new template typically generates 10–30 sales in the first week. Organic reach builds after that.
- Reinvest early revenue. Use digital product income to fund better graphics, landing pages, and email sequences. Better presentation increases conversion rates and justifies higher prices.
Pricing Your Digital Products
Your buyers fall into two groups: cost-conscious business owners shopping for bargains, and professionals (marketers, agency employees) investing in skill-building. Price accordingly. A $19 email template appeals to the first group; a $97 certification course appeals to the second. Both can sell well simultaneously to different audiences.
Avoid underpricing templates and guides. A business owner who spends $297 on your onboarding playbook perceives greater value and is more likely to study it thoroughly than someone who paid $9. The difference in cost is insignificant to your customer but dramatically affects perceived quality. Raise prices over time as you gather testimonials and case studies proving the ROI of your products.