In this quick Design Hack video (15min 09s), I’ll show you how you can use a table of content template to create a beautiful and styled PDF step-by-step guides or “listicles.”

Who is this video perfect for?

Whether you need this is or not would depend on the type of marketing you do. This is most useful for people who create marketing pdfs for a variety of reasons. One use would be to grow your email list. You create a step-by-step guide for something (or any piece of very useful content) and to get that people give you their email address and join your mailing list.

If you wanted to do something like this, it could be for example “Create your first crystal grid in 5 easy steps” (or however many steps you need…). People would opt in to your email list and in exchange you send them this pdf. If they love it and think it was useful, they stay on your list and you send them valuable content every week. When you’re ready to sell something, they’re already on your list and eagerly waiting for your emails.

The official definition of listicle is “In journalism and blogging, a listicle is a short-form of writing that uses a list as its thematic structure, but is fleshed out with sufficient copy to be published as an article.” So, basically any piece of content that is comprised of a list of things. In marketing, numbered lists are popular because people want to know exactly how many steps it takes to achieve something, hence the numbers.

Additionally, the concept of using a layout template for something else than what is was intended for can be extremely helpful for choosing a design template of any kind. When looking for a design template to you, it’s rather likely that you won’t find something that perfectly matches your need. So, you need to get creative and think outside the box. In other words, assess what are the common denominators between your content and the templates that are available regardless of what their intended use is.

The challenge is that most people will search Canva (or Pinterest for inspiration etc.) by using the search criteria and words describe the layout they need to create (search for list layout instead of table of contents). The aim here is to have people think and see things differently. Look at different layout and think “where all I can use this.” I LOVE creative problem solving.

What’s in the video?

01:10 —What type of marketing content are the tips in this video for? Anything that has a numbered list. There are very popular “listicle” style articles on specific steps someone has to take, for example “5 steps to permanent weight loss,” or similar. I’ve heard 3, 5, and 7 are the most effective amounts of steps or points in your list. But since content is King, if your method needs 4 steps to be effective, then use 4.

02:27 — Tip: use a table of content template instead of generic document template or a list template. These layouts will already have numbers associated with text blurbs and the design is often more interesting than on a generic document or list template. Search Canva with “table of content” and “content” to surface these layout templates.

04:08 — Example 01: From a classy table of content to more fun and lively step-by-step guide. First, add an image to each step instead of having just one large image. Second, playful composition with circle cropped images.

Tip: When using design templates, whenever you can find a template that is already aligned with your brand personality, the easier time you will have customising that template with your brand styles.


06:34 — Example 02: From a calming travel magazine to a fun and colorful step-by-step guide. See how changing colors, fonts, and the image will change the entire look and feel of this layout.

08:53 — Example 03: From Cold and cool layout to feminine and emotional look and feel. See how by changing colors, fonts, imagery, and by adding few color squares you can change the look and feel dramatically.

10:58 — Where can I get more help, tips, and inspiration on branding and design for free? Check out my Facebook group DIY Brand Design & Strategy for Soulpreneurs

12:10 — Where can I get the free templates you’re showing? In here: Facebook group DIY Brand Design & Strategy for Soulpreneurs

12:35 — Tip: Before you pick a template, think about what kind of content you have. Then think about what kind of layout would have this type of content. For example, table of content has number and text and step-by-step guide has numbers and text.

13: 47 — Tip: How to visualise your signature process


P.S. If you haven’t already done so, come check out our free Facebook group DIY Brand Design & Strategy for Soulpreneurs where I teach soulpreneurs like you to build their own branding and create their own designs.

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