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DIY crowdfunding workbook

A 27-page practical workbook, designed to take you from newbie to expert when it comes to planning your crowdfunding campaign. Not sure where to begin?

Let me help. I’ve put together a downloadable workbook, based on my experience supporting creators with fully-funded campaigns since 2014. It covers the basics of crowdfunding on various platforms, and works through key questions I ask clients before they even start planning their launch.

You’ll learn:

  • How to make sure you’re in the best possible position for launch
  • Why pre-launch planning is so crucial
  • How to start predicting your campaign’s chance of success
  • What drives a successful campaign (hint: it’s not the money spent on it)

You’ll get the most out of this workbook if you are:

  • Planning rewards-based crowdfunding (rather than equity funding)
  • Planning a project campaign (raising funds to make a wider project happen, rather than selling or pre-selling a product)
  • UK-based

Not sure if this is right for you? Drop me a line on hello@jobreeze.co.uk and I'd be happy to help. 


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  • Planning a crowdfunding campaign can feel overwhelming at first - arm yourself with expert ideas. Discover why pre-launch planning is so crucial, how to predict your campaign's chances of success, and what drives a successful campaign.
  • Size215 KB
  • Length27 pages


DIY crowdfunding workbook

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    Thanks for your support! And, check your email for an invitation to join my mailing list, for crowdfunding news and new platform features.

    Once you've had time to go through the workbook, you might find these two blank templates useful. Both will need to be saved as a fresh copy, either to your own Google Drive or downloaded to your computer.

    A blank contacts spreadsheet to start building your contacts lists: https://docs.google.com/spreadsheets/d/1_N6hp7jE0YZCJfgpUU4mv_iy1A2IgQn4iYCyVF7ghy4/edit?usp=sharing

    And a simple project timeline template, from over four weeks pre-launch to the weeks post-launch - just fill in your to-dos and your dates, and you'll have a basic plan to work from. https://docs.google.com/spreadsheets/d/1KK0p21Qdz4uqST-h7eGtzhlczHg4prvLpuUWfbWwGzc/edit?usp=sharing

    Good luck!

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