The Substack Setup Worksheet

A full pre-launch template to use before you start (or refine if you’ve already begun).

Before you publish on Substack, it can be helpful to know why you’re going to start a newsletter.

Who are you writing for? What are you hoping will come from it, if anything? What will it look like?

That’s why I’ve made this resource: The Substack Setup Worksheet.

The Substack Setup Worksheet helps you plan every aspect of your newsletter, from clarifying your idea to deciding your posting schedule. It’s designed to be a rough outline to ensure you have clarity before you start posting.

And it’s not too business plan-y. That’s not necessary when you’re getting started - but it does help to be clear and comfortable with what you’re going to do, as well as how you’re going to do it.

This isn’t just for new creators either. If you’ve already started on Substack but feel a little lost or scattered, this worksheet can help you hone in on your direction.

The ultimate goal is to make sure your Substack has purpose, focus and space to grow - if that’s something you’d like to do!

In the worksheet you’ll find six short sections covering:

• Purpose & Positioning: why you’re writing, and who it’s for.

• Content & Format: what you’ll publish and how often.

• Monetisation & Offers: if, when and how you’ll make money.

• Growth & Audience: where your readers will come from.

• Workflow & Sustainability: how you’ll keep the workload manageable.

• Voice & Community: how you’ll build a connection with your readers.

You can access this worksheet below: