Want to turn your knowledge into a self-guided course your clients can walk through? You can do that right inside Fidu by using a Project to structure your course. Each milestone becomes a module, and each task can include a video, form, or file—giving clients a clear, easy-to-follow experience.
Here’s how to do it:
Step 1: Create a Course Project Template
Go to Systematize → New Project Template
Name your template (e.g., "Client Education Course")
Skip default milestones if you're building your own custom structure
💡 Pro tip: Add a compelling pitch and create a landing page to present your course offering.
Step 2: Structure Your Course with Modules
Each milestone = one module of your course. For each milestone:
Name it (e.g., “Module 1: Legal Basics”)
Add a description your client will see
Repeat for additional modules (Module 2, Module 3, etc.)
Step 3: Add Tasks to Each Module
Use Workflow Infinite to add tasks inside each module. These can include:
✅ Watch the video
✅ Download the workbook
✅ Fill out a form
✅ Complete a quiz or intake
Customize names and descriptions so they’re clear and helpful for your clients.
Step 4: Embed Videos
To bring your video content into Fidu:
Go to Productize → New Embed
Name your video (e.g., “Course Video 1”)
Use the embed code from your video hosting platform (YouTube, Vimeo, etc.)
Save the embed
Repeat this for each course video you want to include.
Step 5: Upload Supporting Downloads (optional)
Need your clients to download workbooks or resources?
Go to Productize → New Download
Name your file (e.g., “Workbook Module 1”)
Upload the file and save it
Step 6: Connect Everything
Now tie it all together inside your project:
For each task like “Watch the video”, set the automation action to View Embed and choose the correct video
For Download Workbook, set the automation action to Download File and select the right document
Repeat for each module and task to complete your course build.
Step 7: Deliver the Course to Clients
Once your course is ready:
Connect it to a Service or run it manually for a client
Clients will see the project just like any other—they’ll watch videos, download materials, and complete tasks
Everything is trackable and streamlined
You’ve now got a powerful, automated way to deliver courses through Fidu—without needing a separate course platform. 🎉
✨ Bonus Tip: Want to charge for the course? Add pricing and payment info to your service setup and automate the whole thing from sign-up to completion.