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6 Steps Ultimate Guide to Creating and Selling Your Planner

How to Create a Planner to Sell - Six Straightforward Steps

Have you ever browsed the planner selection while shopping and thought, “I could design a better planner than this.” Well, you can! Creating and selling your own planner has never been easier.

Perhaps you want to create a budgeting and finance planner with the goal of selling it. Or maybe you just got married and found a lack of competent wedding planners, so you want to create your own to help future brides and grooms. 

Creating your own planner can be beneficial for your own organizational needs, but you also have the opportunity to help others with their planning.

6 Steps to Create and Sell Your Planner

In this blog, we will share everything you need to know, from brainstorming to printing and production. 

Step 1: Determine Your Prospective Buyer and Decide on a Niche

Before you even think about color schemes or the cute design you’ll incorporate in your planner, you must first nail down who your buyer will be.

In doing this, you will also select your niche.

Numerous types of planners are on the market for various professions, hobbies, and personal uses. You need to ask yourself what audience your planner is intended for. 

Here are some examples of the possible audiences and niches that a planner could attract:

  • Teachers–lesson planning
  • Budgeting/ Finance
  • Travel planning
  • Fitness/ Nutrition 
  • Wedding planning
  • Party/event planning
  • Student planners
  • Parenting planners

Or, perhaps you’ve noticed a lack of planners for a specific community or niche, and you want to be the one to create it.

Creating a general planner may sound like the best option since it would appeal to people across all demographics; however, by selecting a niche, you’ll have less competition. 

Step 2: Establish the Basic Layout of Your Planner

There are a few technical aspects of your planner that you should sort out before you begin designing. Some structural features that you’ll want to consider are:

  • Size: What size will your planner be? A4, letter, pocket, personal?
  • Orientation: Will your planner be vertical or horizontal?
  • Planner Spread: Will you include hourly, daily, weekly, or monthly spreads?

Deciding on the size and layout is essential as it will inform your planner’s design. When making these decisions, you should research what’s already on the market.

You can structure your planner similarly to the planners selling well, or you may notice an absence of a particular planner layout in your niche.

You can capitalize on what’s missing and create a starkly different planner from the options currently being sold.

Step 3: Choose a Style

Selecting the style of planner that you’ll create is where you can let your creativity flow. Pay close attention to detail, as these seemingly small features could be the deciding factor on whether a potential customer purchases your planner.

You’ll want to establish a cohesive theme that ties your planner together nicely. You should also decide on the font that will appear throughout and ensure that it’s readable and fits the aesthetic that you’re going for. 

Look through some of your past planners and note what you like most about them and what aspects you’d change. You can apply your likes and dislikes to your planner creation.

Step 4: Plan Out Your Planner

Once you’ve established the essential style elements of your planner, you can start to plan page by page. Start with the basics and then go back and add the fun design embellishments.

You can start by laying out some planner essentials, such as a 12-month calendar and your daily spread pages.

Create the basic page layout so that you have a solid base to work from. 

Once you complete the foundational pieces of your planner, you can figure out which unique design elements you’d like to include.

These design components could be a recurring graphic, the inclusion of different quotes, text boxes, etc. Make it your own!

Step 5: Create Your Planner from Scratch

There are some great free and low-cost tools at your disposal to assist you in creating your planner from scratch. We suggest trying out Canva or Planify to make your planner.

You can use existing planner templates for free through Canva. With Canva, you can customize, add photos, illustrations, and icons, and download your planner. 

Planify Pro is a subscription-based service that specializes in the creation of planners.

It does have a monthly fee, but it offers many attractive features that can help streamline your planner creation process. 

Whichever platform you choose to create your planner in, ensure that the template you choose gives you enough flexibility to take complete artistic control.

You want your planner to be unique and stand out from the other options on the market.

Step 6: Selling Your Planner

Next, consider the different options for selling and distributing your planner online.

You can choose to offer physical copies, digital copies, or both. Researching your options for printing will help inform your decision.

Selling your planner in a digital format is an excellent option for beginners, as there are fewer logistics.

Listing a digital planner is an eco-friendly option and eliminates the potential headache of sorting out printing and distributing options.

Selling digital planners on Etsy is a great option since it’s incredibly user-friendly.

You can open your Etsy shop today and begin designing your shop page, listing your planner, and making sales! 

On the other hand, don’t let the few extra steps of selling a physical planner scare you off. It’s slightly more involved than just selling digital copies, but it’s very accessible.

Creating a physical print planner to sell on Amazon has been made very easy through their Kindle Direct Publishing (KDP) program.

KDP allows you to sell your planner on Amazon, and they manage the printing and shipping while yielding some of your royalties.

You can create your KDP account for free today and start selling your planner!

Working with a publisher to manage selling your physical planner is another option worth considering. This would take some of the responsibility off of you but still get your planner into the world.

If you’re interested in learning more about the prospect of working with a publisher, we recommend checking out Zippy Town Books. 


We hope that this blog was helpful in assisting you to create and sell your planner. This blog has covered the essential steps from start to finish and outlines how to successfully design your planner and get it in the hands of buyers. 

If you’re interested in working with a publisher to bring your planner to life, we encourage you to check out Zippy Town Books, an imprint of DartFrog Books.

Frequently Asked Questions

Q: How do I make my own planners to sell?

A: Making your planner with the goal of selling it is very accessible. Many free or low-cost design softwares, such as Canva and Planify, are available.

You can sell your finished product as a digital or physical planner. We recommend exploring the option to sell your planner on user-friendly sites such as Etsy and Amazon. 

Q: How do I design my own planner?

A: Designing your own planner means that you can customize it to include all of your favorite aspects while leaving out details often included in other planners that you find unnecessary.

Designing your planner is a fun way to exercise your creativity and make something tangible that you’ll get actual use from.

You should find an app or website that you feel comfortable creating with. Watching video tutorials on the basic functions of your software is a helpful way to get the hang of things. 

Q: Can you make money selling planners?

A: Yes, you can make money by selling planners. You should design your planner with a specific audience and niche to attract buyers. 

Finding a niche where a quality planner isn’t in the marketplace gives you a leg up since there’s minimal competition. 

Q: Can I create a planner in Canva and sell it?

A: Yes, you can design a planner in Canva and sell it. 

To put it simply—legally, you are allowed to create your planner in Canva and sell it for profit. For further information, we recommend checking out Canva’s guidance regarding sales and design.