Tier 1: Specialist Templates

Audience Playbook Extraction Guide

Co-branded expert framework for audience capture and relationship building

🎯 Audience Capture Focus
✨ Expert Co-Branding

📖 Quick Navigation

01

Philosophy & Goals

Audience Playbook transforms expert frameworks into a co-branded lead magnet that builds two relationships simultaneously: expert-to-audience (trust + credibility) and audience-to-you (email capture + engagement).

Core Principles

✓ Co-Branded Authenticity

Expert's name and brand are prominent and credited throughout. Not hidden. This is their framework, their voice, their methodology. Transparency builds trust for both expert and audience.

✓ Audience-Facing Design

Written directly TO the audience, not TO the expert. Conversational, actionable, gated for email capture. The expert provides framework depth; the page provides audience accessibility.

✓ Interactive Ownership

Checkboxes persist to localStorage. Progress bar fills as users work through the playbook. Sidebar navigation + step tracking. Users feel like they're building something real.

✓ Dual Value Exchange

Expert gains: credibility, audience reach, positioning. Audience gains: free actionable playbook from recognized authority. You gain: email capture + intent signal.

When to Use Audience Playbook

Use Audience Playbook for:
• Expert co-branding plays (not private strategic work)
• Lead magnet + audience building combined
• Situations where expert credibility drives audience trust
• Email capture as primary conversion goal
• Expert wants distribution + positioning, not just one sale

Compare to:
• Playbook Blueprint: Expert relationship + deep conversion (private strategic work)
• Playbook Cold: Expert lead magnet + framework extraction (expert-to-expert)
• Audience Playbook: Audience capture + co-branding (expert-to-audience)
02

Three Playbook Types: Side-by-Side

All three playbook types use the same 7-step structure, but with different strategic intents and CTAs:

Playbook Blueprint

  • Audience: Prospect (private)
  • Purpose: Strategic execution plan
  • Depth: Very high (conversation-grounded)
  • Expert Role: Not present
  • CTA: Next steps + deepening engagement
  • Email Gate: Optional
  • Use Case: High-touch sales process

Playbook Cold

  • Audience: Expert (private)
  • Purpose: Framework extraction proof
  • Depth: High (shows their IP)
  • Expert Role: Creator (shown frameworks)
  • CTA: "Let's co-brand this"
  • Email Gate: No
  • Use Case: Expert partnership pitch

Audience Playbook

  • Audience: Expert's audience (public)
  • Purpose: Lead magnet + relationship build
  • Depth: Medium-high (accessible + credible)
  • Expert Role: Co-brand (prominent credit)
  • CTA: Email capture + follow expert
  • Email Gate: Yes (gated section)
  • Use Case: Audience growth + positioning
03

3-Pass Generation Pipeline (Audience-Adapted)

Audience Playbook follows the same 3-pass pipeline as Playbook Blueprint, but extraction focuses on audience clarity and expert co-branding:

Pass 1: Extraction (Expert Framework → Structured Fields)

Analyze expert's IP and create the same 7 core analysis fields, but audience-focused:

Field Extracts (Audience Focus) Used In Steps
meta Expert name, framework title, why audience should care (value prop) Hero, expert credit section
icp Audience pain points, why they're stuck, what they've tried Step 0: Foundation
opportunities What audience wants to achieve using this framework Step 1: Objectives
actions Framework-specific execution steps (not prospect-specific, generic to framework) Steps 2-5
strategic_positioning Resources audience needs to execute, success metrics Step 3, Step 6
gaps Common obstacles when applying this framework Step 4: Risks
expert_credit Expert bio, social handles, where to find them, frameworks Sidebar + footer credit section

Pass 2: Structuring (Analysis Fields → 7-Step Audience Playbook)

Map extracted fields to playbook structure with audience clarity focus:

Key Difference: Generalized, Not Personalized

Unlike Playbook Blueprint (conversation-specific), Audience Playbook steps are generalizable to the entire audience. Any user of the framework should be able to fill in their own context in Step 0.

Pass 3: Rendering (Structure → Interactive Lead Magnet HTML)

Generate interactive HTML with:

04

Extraction Fields: Audience-Specific Deep Dive

meta (Expert + Framework Context)

What to Extract

Expert's name, title, credibility markers (books, speaking, featured in, etc.), framework name, one-sentence description of what the framework solves.

Used For

Hero section (expert name + framework title), nav header, expert credit cards throughout playbook.

Quality Rules

  • Use expert's preferred name + title (not generic "the author")
  • Include 2-3 credibility markers (books published, platforms, companies advised)
  • Framework name should be proprietary or memorable
  • Avoid over-selling; credibility comes through structure, not adjectives

icp (Audience Pain Points)

What to Extract

Who is the ideal audience member? What problem are they facing? Why is it urgent? What are they feeling (frustrated, stuck, overwhelmed)?

Used For

Step 0 Foundation. The "before" state that audience sees themselves in.

Quality Rules

  • Write in audience perspective, not expert perspective
  • Use audience language, not industry jargon (unless framework is technical)
  • Paint emotional tension: gap between where they are and where they want to be
  • Be specific to audience segment, not generic

opportunities (Audience Goals)

What to Extract

What will audience achieve by applying this framework? 3-5 outcomes, measurable if possible. Success looks like what?

Used For

Step 1 Objectives, hero value prop, post-playbook state (after state in step cards).

Quality Rules

  • Each outcome should be achievable within 30-90 days of applying framework
  • Include both quick wins AND longer-term transformations
  • Outcomes should feel motivating to audience

actions (Framework Steps)

What to Extract

The expert's framework broken into 5-7 numbered execution steps. These are generalizable steps, not prospect-specific. Timelines should be realistic for busy audience members.

Used For

Steps 2-5 of playbook, action plan section, quick wins.

Quality Rules

  • Steps must be applicable to entire audience, not one prospect
  • Each step should have clear input (what to do) + output (what you'll have)
  • Include time estimates (15 min, 1 hour, etc.) — realistic
  • Quick wins should be completable in <2 hours and show immediate value

strategic_positioning (Resources + Metrics)

What to Extract

What does audience need to successfully execute? Tools, skills, budget, templates? How will they measure success (metrics + baselines)?

Used For

Step 3 Resources, Step 6 Metrics, resource links.

Quality Rules

  • Resources should be free or low-cost (no gatekeeping)
  • List tools + links where applicable
  • Metrics: what matters to audience (time saved, revenue, conversions, etc.)

gaps (Common Obstacles)

What to Extract

What typically derails people when applying this framework? Common mistakes, blockers, mindset issues?

Used For

Step 4 Risk Management, common pitfalls section.

Quality Rules

  • Should reflect real obstacles, not fear-mongering
  • Pair every obstacle with a practical mitigation
  • Show you understand audience's journey, not just the framework

expert_credit (Author Info + Attribution)

What to Extract

This is new to Audience Playbook. Expert's bio (2-3 sentences), social handles (Twitter, LinkedIn, email), website, books/courses, how to follow/contact them. This is PROMINENT, not footer-only.

Used For

Expert credit card (visible throughout playbook), sidebar navigation, pre-gate + post-gate CTAs.

Quality Rules

  • Expert should feel ownership of this playbook
  • Include direct call-to-action: "Follow [Expert] on LinkedIn" or "Get [Expert]'s weekly insights"
  • Links should be clickable and trackable
  • Credit should appear on every page (mobile-friendly sticky section)
05

Expert Credit Section: Making It Prominent

The Credit Card Pattern

Unlike Playbook Blueprint (no expert), Audience Playbook features a persistent expert credit card:

Structure:

Expert Credit Card Layout: ━━━━━━━━━━━━━━━━━━━━━━━━━━━ [Expert Photo] [Expert Name] [Title / Credential] [2-3 sentence bio] ━━━━━━━━━━━━━━━━━━━━━━━━━━━ FOLLOW: LinkedIn | Twitter | Email → [Expert's Latest Course]

Placement Rules

  • Desktop: Visible in right sidebar throughout (fixed position)
  • Mobile: Top of page after hero, then sticky at bottom
  • All pages: Expert should be credited consistently
  • Pre-gate steps: Expert card is fully visible
  • Post-gate steps: Expert card shows "Get more from [Expert]" CTA
  • Links: Should be trackable (utm params) for expert to see distribution

Expert-Friendly Approach

Position this as co-branding opportunity, not brand theft. Expert should feel:

  • "My frameworks are being respected and attributed"
  • "My audience is growing through this playbook"
  • "I can track who engaged with this playbook"
  • "I can use this as a portfolio piece"
06

7-Step Playbook Structure (Audience-Adapted)

The 7-step structure is the same across all playbook types. Key difference: steps are generalized to audience, not prospect-specific.

Step Purpose Audience Adaptation
Step 0 Foundation — current reality Audience fills in their own situation. Generic framework applied to specific context.
Step 1 Strategic Objectives — clear goals Audience defines what success looks like for them using this framework.
Steps 2-5 Execution — actions + resources + risks + wins Expert's framework steps, generalized. Audience adapts to their context.
Step 6 Metrics — measure progress Framework-specific KPIs. Email gate happens here (unlock step 6+ content).
Validation Master checklist Post-gate bonus content. "You're ready to execute" confidence builder.

Email Gate Placement

Unlike Playbook Blueprint (no gate) and Playbook Cold (no gate), Audience Playbook gates Step 6 content:

Before/After Pattern (Audience Version)

Each step shows Before/After, but generalized:

BEFORE (Audience without framework): "Trying different tactics without a plan, inconsistent results" AFTER (Audience applying framework): "Clear execution path, measurable progress, momentum"
07

Quality Gates & Validation

Required Elements Checklist

Every Audience Playbook must include:

✓ MUST HAVE
  • Expert name/photo/bio prominent on first page
  • Expert credit card visible throughout (sidebar/sticky)
  • Expert social links are clickable and tracked
  • Steps 0-5 are fully free (no gatekeeping until metrics)
  • Step 0 allows audience to fill in their own context
  • Email gate at Step 6 (simple: name + email)
  • Post-gate CTA to follow expert on social/email
  • localStorage persistence working (test: refresh page)
  • Before/After comparison in every step card
  • Quick wins achievable in <2 hours
  • Expert frameworks clearly attributed (not generic advice)
  • Progress bar fills as steps complete
✗ MUST NOT HAVE
  • Expert credited in footer only (should be prominent)
  • Expert frameworks presented as your content
  • Gatekeeping before Step 6 (diminishes value)
  • Generic business advice not tied to expert framework
  • Audience can't adapt steps to their context
  • Email gate that asks for company/title (keep it simple)
  • Broken expert social links
  • Steps without clear before/after
  • Progress bar not updating on checkbox change
  • All actions marked "urgent" (dilutes priority)
  • Expert name spelled differently across playbook

Audience Experience Checklist

Before publishing, verify:

08

CTA Strategy: Dual Win

Audience Playbook has two conversion points. Design both carefully:

Pre-Gate CTA (Steps 0-5)

Goal: Build momentum + demonstrate value

Email Gate (Between Step 5 + Step 6)

Goal: Email capture + intent signal

Sample gate copy:
"Ready to measure your progress? Enter your email below to unlock [Expert]'s metrics framework + exclusive bonus resources. We'll also send you weekly [Expert] insights (unsubscribe anytime)."

Post-Gate CTA (Step 6+)

Goal: Deepen expert relationship + launch audience

Win-Win-Win Results

Expert Wins:

  • Credibility + positioning in their ICP
  • Direct audience reach (trackable via utm params)
  • Email list growth (if they're capturing)
  • Social followers increase from playbook CTAs

Audience Wins:

  • Free, actionable framework from recognized expert
  • Clear execution path they can use immediately
  • Access to expert's community + ongoing resources
  • Validated, step-by-step process (not generic advice)

You Win:

  • Email list capture from expert's audience
  • Intent signal: audience engaged with full 7-step framework
  • Relationship with expert (can co-promote, cross-sell)
  • Trackable attribution: every click shows intent