SMALL BUSINESS TOOLKIT | WORKSHEET 03
Create an opt-in people actually understand

Free to adapt for your own business. No email required.
Keep completed worksheets private; do not publish customer information.
Teaching aid, not a guarantee of business results.

KEY IDEA: The resource should solve a small problem before it sells anything.

1. What small task does the resource help finish?
Your answer: 

2. What does the resource contain?
Your answer: 

3. What will the signup explanation say?
Your answer: 

4. Which messages follow, and when?
Your answer: 

5. What information is truly needed?
Your answer: 

6. Where is the privacy explanation?
Your answer: 

7. Record form, contact, email and download test results.
Your answer: 

8. Record the unsubscribe test and any repair needed.
Your answer: 

PRACTICE
Use a test address you control. Record the form confirmation, contact record, email arrival and file access as four separate checks. A passed check does not prove the next one passed.

REVIEW
What changed?
What remains uncertain?
Next action and date:

Full lesson: https://xinnotion.com/affiliate-site/small-business-tools/create-a-useful-opt-in.html

LOCAL CONTEXT
Choose your operating jurisdiction and customer market separately. Label currency and check the applicable local rules.
https://xinnotion.com/affiliate-site/small-business-tools/country-guides.html