Custom Goal Planner Creation
The client approached us with a request to develop a series of unique and visually
appealing spreadsheets for launching their own digital product store.
Keyrequirements included:
- Easy-to-use, visually clean, and aesthetically pleasing design.
- Development of spreadsheets for both Google Sheets and Excel.
- Creation of tutorial videos and animated clips for product promotion.
- Ability to sell the spreadsheets as ready-to-use solutions and under PLR (Private
Label Rights). - Custom branding and color themes, with product protection through logo embedding.
The client also sought expert guidance on:
- Listing products on marketplaces.
- Streamlining the development and optimization process.
- Tools for protecting intellectual property.


Delivered Solutions
1. Spreadsheet Design
We developed a Goal Planner based on the client’s references, ensuring:
- A clean, minimalist design aligned with their provided mood board.
- Two color themes for each spreadsheet to enhance product appeal.
- A user-friendly interface with clear instructions included on the first tab.
2. Formats for Google Sheets and Excel
Each spreadsheet was carefully adapted for both platforms to ensure seamless functionality, even when switching between formats.
3. Marketing Video Content
Created:
- An animated timelapse for listing promotions on Etsy.
- AI-generated tutorial videos for more complex products.

4. PLR and Branding Protection
- Recommendations provided for implementing PLR licenses.
- Integrated branding through logo embedding to prevent unauthorized use.
5. Client Collaboration Process
- A dedicated WhatsApp group ensured quick communication and real-time feedback.
- The project was divided into clear stages, from design approval to live updates.
- Full transparency on costs and timelines, with a detailed breakdown for additional features.
Results
The client received:
- A fully ready-to-sell Goal Planner for $210, featuring dual formats, two color themes, built-in instructions, and a promo video.
- An optimized workflow for future product development.
- Tools and recommendations for product promotion, branding, and IP protection.

