How to Create an e-Book in Seven Steps

Since publishing my new e-book, Creating Your Personal Life Plan, I have had several people ask how I created the e-book. Rather than try to answer these questions individually, I thought I would document the process here. You might want to try something similar.

Creating Your Personal Life Plan in Keynote

I first did this when I published my two previous e-books, Writing a Winning Non-Fiction Book Proposal and Writing a Winning Fiction Book Proposal. I used the same basic approach here.

One key thing to note is that I didn’t intend to create an e-book for sale. My sole purpose was to create a “premium” that I could use to build my e-mail subscription list. However, I still wanted the e-book to be excellent, so that it would add value to my readers.

The format of the e-book is a little unusual. It is landscape in orientation and resembles a “slidedeck” (or PowerPoint slideshow). I first got this idea from the ChangeThis manifestos. Other popular e-books use this format, too, including Digging into WordPress, Evernote Essentials, and Zen to Done.

Here are the seven steps I took to create the e-book. This, of course, doesn’t include the marketing, which I may blog about at a later time if there is sufficient interest:

  1. I wrote the manuscript in iWork Pages. I combined several popular blog posts I had written on life planning. I then created transitions and filled in the holes. I ended up having to add about 25 percent new material. You could also do this in Microsoft Word. I just personally like Pages better.
  2. I hired a professional editor. Once I was finished with the manuscript, I passed it along to Alice Sullivan to edit it. She used to work at Thomas Nelson. I didn’t feel that I needed a “substantive edit” (advice on the content itself); I just wanted a copy-edit (e.g., syntax, grammar, punctuation, spelling, etc). She corrected several grammatical errors and made numerous helpful suggestions.
  3. I decided what e-book features I wanted. I looked at several other e-books for ideas, including the ones I mentioned above. I decided that I wanted hyperlinks in the text, simple navigation to move to various parts of the book, an easy way to print the e-book, and a way to display it full screen. I also wanted to include a version number, since I wanted to update the e-book from time to time.
  4. I designed a template in iWork Keynote. I created a custom “slide size” of 792 pixels x 612 pixels. This prints out nicely on 8½” x 11″ paper. I then decided on a nautical theme. I selected a photo from iStockPhoto for the cover. I selected another photo for the background on the pages. I then determined what typefaces I wanted to use. I selected Requiem Display, Myriad Pro, and Gotham. I then designed several page styles that I could alternate to keep the design visually interesting.
  5. I composed the pages. This is where the real work kicks in. I had to cut and paste the content in, one page at a time, designing various elements and callouts. This probably would have been easier in Adobe InDesign, but I am just not as familiar with that tool. This process took me most of one Saturday to do. Caution: You don’t want to do this until the content is really stable. It’s a pain to go back and change it.
  6. I exported the whole thing to a PDF. Once I was happy with the design, I exported it as a PDF file. Well, technically, I printed it from within Keynote and chose the “Save as PDF” option in the lower left-hand corner of the Print dialog box. This created a really large file: over 10 megabytes! However, not to worry. I fixed this in the next step. Sort of.

    Life Plan Export to PDF

  7. Enhance with Adobe Acrobat Professional. This is also some heavy-lifting. The first thing to do is to optimize the PDF file. You do this under the Advanced | PDF Optimizer menu option. This reduced the file size from 10 MB to about 2.5 MB—definitely an improvement. Next I started adding links to the navigation elements and the in-text hyperlinks. You do this with Acrobat’s “Link Tool.” This makes it possible for users to jump straight out to Web pages, download files, and other nifty tricks.

There are probably many other things I could have done. Some are still on my to-do list (e.g., create an Amazon Kindle version). Hopefully, this will give you an idea of what is possible. I feel like I have just scratched the surface.

If you have anything that would improve my process, I would love to hear form you. I am planning several more e-books like this.

Question: Do you need to create an e-book? If so, what are the possibilities? You can leave a comment by clicking here.
Disclosure of Material Connection: Some of the links in the post above are “affiliate links.” This means if you click on the link and purchase the item, I will receive an affiliate commission. Regardless, I only recommend products or services I use personally and believe will add value to my readers. I am disclosing this in accordance with the Federal Trade Commission’s 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

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  • http://heartpress.com/ SL Clark

    Welcome to the jungle; as you well know, print books are nothing like screen. So the burning question, how will you take this beautiful PDF and squeeze it onto a iPhone or Droid? Oh, and that Kindle version in black & white, with its ONE font?

    For those with MS Word and some patience, Smashwords distribution is impressive and free. They take a percentage of the sale from their partners, Apple, Sony, B&N, etc. However, your ebook will be challenged to look like a gorgeous PDF rich format.
    -Steve

    • http://michaelhyatt.com Michael Hyatt

      The short answer is, I don’t know. I haven’t begun working on it yet. However, I will share my experiences with my readers.

  • http://blog.ashleypichea.com Ashley Pichea

    I’m going to be starting on my own ebook, possibly as early as next week (haven’t decided yet if I want to focus on that or another project for April). Thanks for the “how-to” – it will definitely be helpful as I get ready to put it all together!

  • http://leninalmonte.com Lenin Almonte

    Thank you for the tips Michael. Excellent iniative!

  • http://www.bigb94.wordpress.com Brandon

    Hey Mr. Hyatt! I took the plunge and joined WordPress! I really like it. My new site is: http://www.bigb94.wordpress.com.

    Check it out!

    • http://michaelhyatt.com Michael Hyatt

      Very nice. Good for you!

      • http://www.bigb94.wordpress.com Brandon

        Thanks! I’m glad you kept recommending it…It is so much better than webs. Webs is a lot easier to manage for beginners, but WordPress has so many more options!

  • http://www.janetober.com/ JanetOberholter

    Great info – thank you!

    And yay for Alice Sullivan … I had her review my manuscript. Her suggestions were priceless … they weren’t easy, but once I did the hard work she suggested, my memoir became a much better book. I look forward to working with her again soon for copyediting, proofing and a proposal … after she gets back from cruising :)

  • http://honeycombadventures.com Janice D. Green

    Is there anything different I need to know about doing children’s picture books as ebooks? I recently purchased Adobe CS5 and am struggling to learn it as I go. What is the next step for marketing the book?

    • http://michaelhyatt.com Michael Hyatt

      I really don’t have any experience with children’s e-books. Sorry.

  • http://violetnesdoly.com Vi Nesdoly

    I subscribed a few days ago and read your e-book yesterday. I was excited when I figured out how to add the pdf version to my Kindle, but wasn’t able to read it because the print was too small. So your idea to make a Kindle version is a good one as I’m sure I’m not the only person who doesn’t enjoy reading book-length pieces at the computer.

    As for the book you sent – it is EXCELLENT! and a very quick read (as the last half is mostly worksheets). You amaze me with your productivity and generosity in sharing the things you learn.

  • http://www.marketinginprogress.com Brett Duncan

    This is very helpful. I just put together my first ebook, and followed a fairly similar path. Made it in Word, landscape. I crowd-sourced mine with 32 other authors, so the content collection seemed to be the toughest part.

    Also, I completely agree with the formatting being a real best of a project. I did all design in Word, which I know is not optimal, but I am most comfortable with it. Another thing I did was add bit.ly links for all the links. Since most of the links weren’t going to sites I own, I wanted to have an idea of what type of interaction I was getting, and the link analytics via bit.ly help me do that.

    Thanks for the tips.

    bd

    • http://michaelhyatt.com Michael Hyatt

      That is a good idea on the bit.ly links. I should do the same. Thanks!

  • TNeal

    Doing an e-book is an intriguing thought and your post helps pave the way. I skimmed your article which is unusual but, unless I need the info now, I tend to glaze over on technical stuff. And if you say this isn’t that technical, you prove my point. I don’t even recognize technical or not.

  • http://blog.cyberquill.com Cyberquill

    Having read your blog for a few months, it seems I’ve come across more steps already than the total number of steps leading up to the top of the Eiffel Tower.

    I hear Charlie Sheen is writing an eBook simply called Winning. I’ll tweet him a link to your post.

    • http://michaelhyatt.com Michael Hyatt

      I’m not for everyone. ;-)

  • Audrey4j

    I’m putting together an ebook called R U Bullied? with answers for bullied teenagers. I planned to post a button on my blog/website and sell it from there, but I’m beginning to realize the potential here. Critiques are over the top encouraging, and this is a popular subject right now. I want to be prepared, should the Lord bless this little 50-page workbook encourager for teens. I know someone who can advise about legalities and format, but am wondering what else I need. I’m doing it in Word. Should I self pub as planned or go all out and contract with a publisher?

    • http://michaelhyatt.com Michael Hyatt

      I can’t answer that question. It all depends on your goals, the size of your platform, and how broadly you want this distributed.

  • Anonymous

    Michael,
    I know you need a format for everyone but you can also create an epub format book straight from pages that can be brought directly into iBooks. Just a thought on another format.

    Here is a link on how: http://support.apple.com/kb/ht4168

    • http://michaelhyatt.com Michael Hyatt

      Yes, probably. I just don’t have time at the moment to research it. It is probably something for this summer. Thanks.

  • http://ichrch.com iCHRCH (Rich Langton)

    Michael, thanks for another practical and easy to follow article. I’m sure you have encouraged not just myself but countless others to see that indeed they can easily and cost effectively turn their content into an ebook. I’m excited about the prospects!!

    • http://michaelhyatt.com Michael Hyatt

      Excellent. I think it is really worth it. I have several more planned.

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  • NJ

    Recently I began scouring the ebook world. Looks like it is time to take the plunge.

  • http://www.inspirebusinessconcepts.com Scott Arrieta

    Michael,

    Awesome overview on how to create an e-book. After reading your post, I couldn’t wait to get my hands on it, so I signed up right away. The whole thing is really gorgeous. Have you thought about/are you planning on making it available in print? Maybe on-demand printing for a fee?

    I know there are hyperlinks and such, but I for one would be much more inclined to power through this and use it for continuous reference if I could have it in print and not have to run through a couple of buckets of toner.

    Anyway, great stuff.

    • http://michaelhyatt.com Michael Hyatt

      Yes, I have considered it, but for right now, it is going to have to wait.

  • http://www.deiricmccann.com Deiric McCann

    Another wonderfully practical post Michael. I just finished an ebook in a more ‘regular’ book format – and then saw Powerpoint-like format in someone’s else’s work. It looks so much better – definitely worth the additional effort.

    On producing a Kindle/ePub version I worked with an excellent guy, Joshua Tallent of ebook Architects, who took the PDF files of my latest book and created both of these additional formats for me at a very reasonable cost (and with no hassle on my part). Highly recommended (by the way I have NO affiliate connection with Joshua – I’m just a very satisfied client).

    Great post, thanks

    • http://michaelhyatt.com Michael Hyatt

      Thanks for that lead, Deiric.

  • http://www.daveanthold.com Dave Anthold

    Mike – this was a great post. I am in the process of writing my first e-book right now. It is going to be based around a recent missions trip (that I am currently on). I hired a designer to help me with the design aspects in InDesign which is great because of all the templates you can set up. You might want to check that out. I think it will really speed up your workflow.

    • http://michaelhyatt.com Michael Hyatt

      Yes, it is on my list. Is it true that you can embed hyperlinks and they will transfer over to the PDF?

      • http://www.daveanthold.com Dave Anthold

        Yes I believe so. I am fairly new to InDesign so I am still learning, but as I recall you can embed the links with out any issues & they should transfer over just fine.

  • http://www.danieldecker.net Daniel Decker

    Ahhh… wow, well done. I assumed you had a designer lay this out but kuddos on the DIY approach and showing others they too can do something quality like this.

    I’ve created ebooks too. Done some via more professional graphic designers and others on a BIY scale via PC platform using both Powerpoint and… as much as it pains me to say this… MS Publisher. Publisher is very easy to do layout in, add in the navigation, live hyperlinks and then export as a PDF. It optimizes the file too so the file size is good for downloading and sharing.

    While not as graphically appealing as yours, here is one that has good content that was done in Publisher: http://www.danieldecker.net/free-leadership-workbook-download/

    • http://michaelhyatt.com Michael Hyatt

      Thanks. I am a wannabe graphic designer. For me, it’s like painting: very relaxing and enjoyable.

      I haven’t heard of MS Publisher for years. There doesn’t appear to be a Mac version available.

      I really just need to bite the bullet and train myself to use InDesign.

  • http://twitter.com/dbonleadership Dan

    Great points on writing an E-Book. I have my outline of my E-book ready and now just need to start writing. I have some one who will edit the book when I am done. My goal is about 40-45 pages. Short and sweet.

    • http://michaelhyatt.com Michael Hyatt

      Yep. It doesn’t need to be long to be effective.

  • http://sheridanvoysey.com Sheridan Voysey

    Two things:

    1) Thanks for modelling, Michael, the need for external editing. Someone of your publishing background may have felt the temptation to skip this step, but you didn’t. I’ve been pitched too many poorly (un)edited books to know we are all too close to our work to spot the mistakes.

    2) I would love to see a post on converting the PDF ebook to ePub/Kindle etc when you’ve decided which path you’ll take doing it. I’d love to know if there are home-based options, rather than going through third-parties.

    Thanks again for the great posts.

  • Krabbe Keblov

    thank you for sharing this – very useful to me. I just would want to know how many hours you spent, AFTER your material was ready, in creating your e-book.
    Best regards Lise Krabbe

    • http://michaelhyatt.com Michael Hyatt

      Honestly, I didn’t keep track. I did it over a couple of weekends. It certainly took more time than I intended (don’t all projects!).

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  • Wtg

    Great book. And very helpful post.

    One of the nice things about e-book publishing is that you can edit ‘on the fly’ if you happen to find copy edits that were missed in the initial round. For example, Andy Stanley might appreciate it if you can make the correction to his role at North Point. It is Senior Pastor — not Senior Paster. The senior paster is probably a kid in their childcare program who probably wouldn’t really be all that interested in your book. ;-) Andy, on the other hand, really does a good job of pastoring.

    Make the correction to a version 1.1 and then all future downloaded versions will be sweet.

    Thanks for your empowering posts.

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  • http://leahgrrl.wordpress.com/ Leah

    I hope people consider following your lead on hiring an editor for at least a copy edit and a fact check. Many ebooks on the web are full of typos and grammatical errors, and it doesn’t help the credibility of the authors in the least to have them circulating in public.

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  • Karen Lea Cline

    I am ready to inquire about the process of publishing and need information, does your company provide marketing tools and promotion?

    • http://michaelhyatt.com Michael Hyatt

      Start with I would start by reading my post, “Advice to First Time Authors.” It provides step-by-step guidance.

  • George

    I need a software or kind of templates which can help me to create an E-book since I like to write finance, management and accounting articles as you can look at http://www.nextwayout.wordpress.com and http://www.gbu007.blogspot.com  Let me know how can I get that stuff, I am waiting any response at george.hamilton79@gmail.com

    • http://michaelhyatt.com Michael Hyatt

      I don’t know of anything other than what I outlined in this article.

  • Anonymous

    Are you still planning to write about marketing the ebook? 

    • http://michaelhyatt.com Michael Hyatt

      Not sure yet. I don’t know how many people it would really apply to.

      • Anonymous

        Okie dokie then. :) 

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  • Anonymous

    Hi Michael,
    I love your blog and I really appreciate the insight you share…you mentioned writing a follow up to discuss how to market your e-Book did I miss that post? Do you have other articles or advice on marketing a new book release overall? I am a marketer by trade but I am still learning the nuances of the publishing industry. Look forward to your counsel.
    God bless,
    Beverly

    • http://michaelhyatt.com Michael Hyatt

      Now, I have not written that yet. It’s on my list. Thanks.

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  • http://byrdmouse.wordpress.com Jonathan

    What about copyright and ISBN issues. I didn’t find either in your e-book. Are they needed? I am particularly wondering about the copyrighting. Can you just add the copywright symbol or is there an application to fill out somewhere?

    The e-book I’m considering creating will be a novella length story, so I don’t have ideas for lots of added extras, other than a few hyperlinks. I’m not against using extras, I’m just not sure what might be appropriate. I anticipate doing it in a pdf format, currently my story is in a Word document and other then my iPhone I don’t use Apple products–yet. Any suggestions for extras?

    • http://michaelhyatt.com Michael Hyatt

      Your book is copyrighted from the moment you create it. This is the beautiful thing about U.S. copyright law. You can register the copyright, but that doesn’t grant you any additional rights. You only need an ISBN if you are going to sell it through other outlets like Amazon.

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  • http://profiles.google.com/susanwbailey Susan Bailey

    For those of you who might like to try your hand at actually producing an epub file of your ebook in Adobe InDesign, there is an hour -long video you can watch – it’s basically a bunch of slides and some demos. This is not for the faint-hearted – you will need to be familiar with InDesign to follow this (and be familiar with some basic CSS coding).

    Here’s the link to the video: http://2009.max.adobe.com/online/session/238

    There is no written resource anymore for this presentation (I created my own by stopping the video and taking screen shots of the slides and pasting them into Word)

    I’m going to dive in, wish me luck! Hope it works for you too.

  • http://twitter.com/AdamsOrganizing Elise Adams

    Forgive a technical clarification—when you designed the template AND composed the pages you did this ALL in Keynote?  (Which would, you say, be possible in Word for us unconverted PC users ;-)

    I particularly appreciate your layout (after soaking up your content :-) in contrast to the PDF presentations I’ve seen out there that scroll down–page turning appearance seems to be a BIG step up to me. 

    So, from what I understand–you composed the template in Keynote and then added in the navigation etc. later on (after everything was tight and perfect) in Adobe Acrobat Prof.  Did I read that right?

    Thanks so much for your advice/participation on your blog–one of the things I love about visiting here :-)

    • http://michaelhyatt.com Michael Hyatt

      Yes, that’s how I did it. I designed the template and composed the pages in Keynote. If I were on a PC, I would probably use PowerPoint.

      • http://twitter.com/AdamsOrganizing Elise Adams

        GREAT!  Thanks for the quick reply–helps immensely! :-D  Have a blessed weekend!

  • http://profiles.google.com/susanwbailey Susan Bailey

    I have figured out how to create a .epub file using Adobe InDesign but my ebook has several color images in it (and color type). I’ve only formatted a quarter of it so far and it’s already pretty large at 1,404 kb. InDesign automatically formats pictures to a minimum size. Has anyone had any experience with ebooks with color illustrations (writing one, have had one published)? How are children’s books handled that are obviously heavy with graphics?

    Also, can someone suggest where ebooks can be submitted for placement on places such as Barnes & Noble, iBooks and Amazon? What’s the cost?

    Thanks!

    • http://michaelhyatt.com Michael Hyatt

      I’m sorry, but I haven’t.

  • http://profiles.google.com/susanwbailey Susan Bailey

    If you are good at tech stuff and can create your own ebook (.epub), Barnes &  Noble has a site called PubIt! which allows you to upload your book directly to their site and sell it. If it’s priced under $10, you get 65%, and over $10, 40%.  Here’s the link: http://pubit.barnesandnoble.com/pubit_app/bn?t=pi_reg_home

    For Amazon’s Kindle, here are instructions: http://www.ehow.com/how_5740131_sell-ebook-amazon_s-kindle.html. Your book has to be in a different format, .mobi (haven’t figure out how to do that yet!)

    You need an ISBN number for your book, go to isbn.org – $100 per book.

    There’s also a service called BookBaby (part of CDBaby) at http://www.bookbaby.com/ – for $99 they will get you on all the important ebook sellers and convert your book as well. I think you can also get the ISBN number there too.

  • TRX

    Thank you so much, I was searching some ebooks from your site and i got it
    Ebook Download

  • http://twitter.com/Nerd_inPublic Yuse Lajiminmuhip

    This is really cool advice. I never thought about using Keynote to layout an ebook. Great result!

  • http://www.123ebookdownload.com/category/Computer-Science-Ebooks-Download/ TRX

    WOW, this is a really brilliant site.I am Sure happy I have found it.Some really brilliant stuff on this blog with some active comments as well.Keep up the good work you guys. Will be back later for sure.Computer Science

  • http://www.123ebookdownload.com/category/Programming-Ebooks-Download/ TRX

    That said, I love print books but read mostly ebooks on my Torch for many of the reasons listed: easily portable, have lots of selection at hand, can read in the dark easily.Programming

  • http://www.computersthatwerk.com Rich Werk

    Michael,

    I am writing my very first E-Book and came across your tutorial and soo glad that I did!
    Your 7 steps in creating an E-Book is to the point! Thank you for sharing your steps with everyone. Your a Gem!

    Rich Werk

  • Anonymous

    This is a great post Michael. I’ve written an e-book which I intended to give to my readers. I’m going to completely revamp the look and feel and use some of the tips from here. 

    Apart from inspiring me to work on my ebook, the content of Creating Your Personal The Life Plan is amazing and I am going to work through the steps with the missus.

    Thanks a bunch….

    P/s I see in your latests posts that you’re also revamping your e-book. What would be the thinking process between deciding on the landscape format and your newer format?

    • http://michaelhyatt.com Michael Hyatt

      Thanks for your kind words. Yes, I am converting it to a vertical format. The primary reason is so it can be viewed more easily on e-readers.

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  • http://www.powerofthought.org Nuruddin Abjani

    Thanks a lot for this post, Michael. 

    Needless to say, all your posts are beneficial to me at different times. I searched this one as I have decided to write my first ebook. And who else to look up to than the great Michael Hyatt!I am an old fan and keep sharing your stuff with my friends, students and family. Some of them have now become your fans and we share and discuss your posts among ourselves as well. You are making a huge difference in peoples lives. Just wanted to thank you and say: God bless you, always.NuruddinPakistan

  • Ccleahy

    Michael,

    I’m so thankful for your blog!  You provide the answers to the questions I have that no one else can answer!  I feel like I have a personal mentor!

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