instructional guide template How to Create a How

The irony doesn‘t escape me that I’m currently writing a how-to guide on … how-to guides. Fortunately, I've had my fair share of experiences writing how-to guides for HubSpot over the years.

Some of my favorites include How to Give a Persuasive Presentation, How to Develop a Content Strategy: A Start-to-Finish Guide, and How to Write a Request for Proposal.

Here, we‘ll explore the right structure to use when making a how-to guide and how to write a comprehensive how-to guide. We’ll also look at some impressive examples of how-to guides for inspiration. Let's dive in.

You can keep reading or click one of the links below to jump to the section you’re looking for:

What is a how-to guide?Why Creating a How-to Guide is ImportantHow to Make a How-to Guide5 Tips for Writing a How-to Guide3 Tips for Publishing a How-to Guide7 Tips for Effective How-to GuidesHow-to Guide Examples

If you still need assistance creating a how-to guide, you‘ll enjoy HubSpot’s Guide Creator — a new tool providing a simple, quick-to-use solution for creating how-to guides.

The Guide Creator is excellent for documenting your business's products, systems, and processes.

What is a how-to guide?

A how-to guide gives step-by-step instructions on a process from start to finish. How-to guides can also offer best practices, examples of ideal outcomes, or trends and insights on guide topics.

Why Creating a How-to Guide Is Important

How-to guides make it simple for people to learn new skills and understand how things work. They're also helpful when getting to know a new tool, app, or device.

Today, people have more access to information than ever before. That can have a significant impact on businesses. Customers want self-service options that are easy to use and understand. A well-crafted how-to guide can:

Support curious and frustrated customersOffer 24/7 access to helpEngage readersAnticipate user needs

How-to guides are valuable opportunities to reach new audiences with applicable, high-quality content. For B2B and B2C businesses, how-to guides are often necessary for a healthy lead-generation strategy.

For instance, consider how many people search “How to …” on Google each day:

These search queries demonstrate one of the primary reasons people turn to the internet: to learn how to do something.

If your business can reach those consumers with informative, relevant answers to their questions, those users will begin to see your brand as an authority on the topic.

Down the road, those same readers you first attracted with a how-to guide could become customers and loyal brand advocates who spread the word about your products or services.

These search queries demonstrate one of the primary reasons people turn to the internet: to learn how to do something.

150+ Free Content Creation Templates

Access ebook, blog post, CTA, case study, and more content templates.

Ebook TemplatesCTA TemplatesBlog Post TemplatesAnd more! Learn more Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Download Now

If your business can reach those consumers with informative, relevant answers to their questions, those users will begin to see your brand as an authority on the topic.

Down the road, those readers you first attracted with a how-to guide could become customers and loyal brand advocates who spread the word about your products or services.

How-to guides make it easy to meet high expectations while sharing valuable information. But it takes work to make a great how-to.

How to Make a How-to Guide Understand your target audience. Research your topic thoroughly. Create a step-by-step outline. Add useful images, videos, and descriptions. Save screenshots as you go. Review your outline and research from the reader's point of view. Link to other resources.

1. Understand your target audience.

Most people seeking how-to guides are beginners, so you must be an expert when writing the content. At the same time, you should also see the subject from a beginner's perspective.

Most how-to guides choose a starting point, which means you'll have to make an educated guess about where to start.

For example, if you‘re writing instructions on using a specific app, you probably wouldn’t make your first step turning on the computer. Instead, you would begin from the most logical place your average user should start.

Deciding on that first step will be easier once you know your target audience. Your target audience is a group of your ideal users. They will have similar habits and ideas that connect them.

And the better you get to know this audience, the easier it will be to make a how-to guide they'll love.

For this tip, start with online community forums like Quora or feedback from your community to figure out the top concerns or challenges your target audience might have.

That information will help you determine what content to include in your guide.

For instance, if you're writing “How to Create a Content Marketing Strategy,” for example, you could follow these steps:

Start by looking at responses to "What is content marketing?" on Quora and other online forums. These user-generated responses can help you identify common themes, misconceptions, or confusion around content marketing.Contact your network for common pain points about content marketing. For example, you might find that most of your audience says content marketing is their priority — but they don't know how to do it on a budget.

This research will give you the information you need to create a how-to guide that addresses relevant concerns about your topic. The video below is an example of a how-to guide for content marketing that addresses specific audience pain points:

2. Research your topic thoroughly.

Even if you know a topic incredibly well, research isn't a step you should skip. Understanding a topic well can make writing a how-to guide on the subject more difficult, as you might make assumptions about what to cover.

So, follow this complete list of steps for your research.

If you‘re already familiar with the process you’re talking about, write down your best recall of the steps from memory.Follow your instructions, and take notes as you follow the steps. This will help you fill in the steps you missed.Conduct keyword research to see the words people who want to learn this skill use to search for instructions.Use Ahrefs, SEMrush, or another SEO tool to find more similar keywords and queries. This can help you create a well-rounded piece that will answer all your readers' questions and help you rank on Google.Look at your competitors to see how they write their guides.Seek out expert opinions, popular books, and other resources that can give you details to make your how-to guide stand out.

For instance, you're writing a blog post, "How to Make an Omelette." Upon researching, you find Simply Recipe's post at the top of your Google search.

Diving into the post, you'll see Simply Recipe has sections including:

French Vs. American OmelettesThe Best Pan for Making OmelettesIdeas for Omelette Fillings

If you want to create your how-to guide on omelets, then you'll want to cover all – if not more – than what Simply Recipe has in its post.

As you research, don’t forget to fact-check your sources. You want to ensure your guide is trustworthy and won’t cause legal or other challenges for you later.

3. Create a step-by-step outline.

Now that you‘ve researched, it’s time to organize your ideas. First, combine your initial list of steps with any new ideas you learned during your research.

Next, create a step-by-step outline for your guide. This will mean making decisions that can impact how well the reader understands each step.

For instance, if you‘re writing "How to Take a Screenshot on a Mac," you’ll write down each specific action necessary to take a screenshot.

However, according to this how-to guide, you can create a screenshot on a Mac in four ways. So, the proper instructions for the user will depend on their computer and operating system.

You must decide when to introduce that extra information to your readers. Your readers will only bounce from your page if it's easy to find the answer to their question.

So, your outline can help you deliver your steps as quickly as possible — and in the correct order.

Many readers will also use your how-to guide as a list of instructions. You may need to revise your outline several times to ensure that each step in your strategy is straightforward.

150+ Free Content Creation Templates

Access ebook, blog post, CTA, case study, and more content templates.

Ebook TemplatesCTA TemplatesBlog Post TemplatesAnd more! Learn more Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Download Now 150+ Free Content Creation Templates

Access ebook, blog post, CTA, case study, and more content templates.

Ebook TemplatesCTA TemplatesBlog Post TemplatesAnd more! Learn more Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Download Now 4. Add valuable images, videos, and descriptions.

Use visuals like GIFs, images, screenshots, and videos to supplement your instructions.

While it can be fun to add pictures just for fun, the best images to include will be helpful and make your instructions more straightforward and quicker to understand.

If you’re unsure what images to include, follow the instructions in your outline. Does it make sense to take a screenshot for each step? Are there specific materials you want your reader to use?

Is there a process that isn’t easy to understand without seeing it happen?

For example, in the Great British Bake Off technical competitions, bakers are often asked to bake recipes they’ve never seen before. If a baker isn’t sure what the final product should look like, they must rely on the instructions to get it right.

They often must correct it if they read too fast, or the instructions can be interpreted differently. This is an excellent example of what can happen when users can’t picture what they should do.

You can use images and videos to help avoid this confusion.

Try to gather images and videos as you research so that you have more than you need when it’s time to start putting together your how-to guide.

5. Save screenshots as you go.

You can save yourself a lot of time and trouble by taking screenshots of your steps as you complete them, rather than trying to go back and do it later.

You can save even more time and trouble by automating the process. Tools like HubSpot's free Guide Creator can automatically capture both the steps and the images as you complete the task.

Make sure you include one for each step, and think about what image would most accurately represent that step. Remember that a minor task that may be obvious to you, a seasoned user, may not be obvious to everyone. 

6. Review your outline and research from the reader's point of view.

Ask yourself: "Why do my readers need, or want to know, this?"

Understanding the high-level purpose behind a topic can encourage you to write with empathy. Additionally, it will help you create content that accurately meets your reader's expectations and needs.

For instance, when writing "How to Create a Facebook Group for Your Business," I took some time to learn that readers might search this topic if:

They are seeking out new ways to connect with customersThey want to create a stronger sense of brand communityThey want to raise awareness about their products or services

As a result, I wrote:

“A group is a good idea if you're interested in connecting your customers or leads to one another, you want to facilitate a sense of community surrounding your brand, or you're hoping to showcase your brand as a thought leader in the industry.

However, a group is not a good idea if you want to use it to raise awareness about your products or services or simply use it to post company announcements.”

In the example above, I targeted a few different segments of readers with diverse purposes to help them determine whether this how-to guide would even help them meet their goals.

Ultimately, understanding the purpose behind your how-to guide is critical for ensuring you target all the various components or angles of the topic.

7. Link to other resources.

It's also a good idea to point readers to other valuable resources if they want to learn more. Link to other relevant blog posts, pillar pages, or ebooks so readers can find follow-up information on topics mentioned in your how-to guide.

As you link resources, cite the source whenever you can. This is another way to build trust and authority with your audience.

5 Tips for Writing a How-to Guide

Once you're ready to start writing your how-to guide, you might wonder if your tone or style should differ from other kinds of writing.

In short: Yes, it should.

How-to guides should offer tactical, actionable advice on a topic so readers can start following the steps immediately.

When people search “How to …” they often rush to find the information they need; this means you must write in short, concise sentences to provide an answer quickly.

Here are some more tips and best practices to keep in mind when writing a how-to guide:

1. Use verbs when writing out steps.

Verbs put your instructions in motion. Active verbs can help your readers visualize themselves doing the task as you teach them how to do it.

For example, say, “Write a company background” rather than “Your RFP should start with a brief background on your company.”

As you write, you’ll also want to avoid passive verbs like the examples below:

"Flour and water were stirred together.""The page tab has been opened so we can click the box at the top."

If you often slip into passive voice as you write, use a grammar-checking tool to catch and fix your errors.

150+ Free Content Creation Templates

Access ebook, blog post, CTA, case study, and more content templates.

Ebook TemplatesCTA TemplatesBlog Post TemplatesAnd more! Learn more Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Download Now 2. Make your how-to guide easy to skim.

Many people skim instructions. This means they quickly skip text that includes stories, data, or more extended details.

People who look may pay more attention to introductions, summaries, or text's first and last sentences. Bolded, underlined, or highlighted text can also get their attention.

Use numbered lists, headers, and bullet points to summarize the text. These tactics make for easy readability and understanding.

3. Offer examples to show your readers what you mean.

Show readers what you mean by bringing your instructions to life. First, use sensory details and action to create a picture in their head as you write your how-to guide.

Pair images with written text for readers who can‘t load the image on their screen or need help to understand what you’re trying to tell them from the picture itself.

4. Write with empathy.

How-to guides often attract a wide range of readers with varying levels of expertise. So, be sure to acknowledge that it can be frustrating when learning or refining a new skill.

For example, the guide "How to Create a YouTube Channel" likely attracts YouTube beginners who want to create a channel to watch and comment on friends' YouTube posts.

But it also attracts professional marketers who must create a channel for their business to attract and convert leads.

With such a diverse audience, you must write clearly but not condescendingly. This can help you retain readers regardless of skill level or background experience.

5. Know the difference between a tutorial and a how-to guide.

Tutorials and guides are often used interchangeably to define content that explains how to complete a particular task. While some argue that one is more descriptive, you'll find that it varies from brand to brand.

The most distinctive difference is between a how-to guide and a user manual. A how-to guide is typically top-of-the-funnel content to attract users and generate leads.

A user manual is typically created for someone who has already purchased a product or service and needs step-by-step instructions on using it.

While one falls under marketing materials, the other relates more to the product.

3 Tips to Publishing a How-to Guide

Here's some advice to remember before publishing your how-to guide.

1. Test every step of your instructions.

Once you‘ve finished writing your guide, it’s time to test it out. As you test your instructions, take careful notes. If you have to scan an education more than once, add context or an image for clarity.

2. Ask someone to proofread your guide.

It‘s always a good idea to get different viewpoints when proofreading a how-to guide. You never know how a word choice or set of instructions will impact another person, so it’s wise to test it with a small group of friends or colleagues.

A polite ask for help goes a long way. It‘s also a good idea to make proofreading easy for your helpers.

Clearly state what you’re looking for, expect questions and critical feedback, and connect with a diverse group of people for the most valuable insights.

3. Share your how-to guide.

Whether offering a QR code or promoting by word-of-mouth, your next step is to share your guide with your audience.

Other popular ways to share your guide include:

Email newslettersDownloadable offer on your websiteSocial media carousel

How-to guides are also great for repurposing content.

7 Tips for Effective How-to Guides Simple is best. Keep it short. Start with an overview. Help the reader prepare for each step. Write instructions at a consistent level. Tell an interesting story. Stay positive.

1. Simple is best.

Simplicity will make your guide easy to find, use, and understand. To ensure your how-to guide is straightforward, closely examine your topic.

Your guide should focus on the one thing your reader should be able to begin and complete after reading your guide. If you look at your guide and it doesn‘t meet that benchmark, it’s time to simplify.

A few quick ways to simplify your how-to include:

Breaking your topic into smaller and more specific topicsNarrow down your target audienceScan your guide for extra content that could be distracting and edit2. Keep it short.

Writing concise copy takes a lot of practice. If your guide is longer than it needs to be and you're not sure how to cut the extra text, these tips can help:

Cut “the” and “that” when it makes senseLimit adverbs and adjectives like very, really, and literallyReplace three and four-syllable words with shorter alternatives3. Start with an overview.

A great how-to guide begins with a clear overview. This overview should include:

A quick summary of your guideWhat your audience will need to use itWhat they'll achieve once they follow the directionsWhy it's worth doing

It's usually easier to write the first paragraph last. This way, all the details are complete; you just need a few quick attention-grabbing sentences to attract your readers. Check out this post if you need help writing introductions.

150+ Free Content Creation Templates

Access ebook, blog post, CTA, case study, and more content templates.

Ebook TemplatesCTA TemplatesBlog Post TemplatesAnd more! Learn more Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Download Now 4. Help the reader prepare for each step.

Many step-by-step are great at the beginning or accessible at the end, but they can get murky somewhere in the middle. This can frustrate users, especially when they get to a step they aren't prepared for.

To avoid this, anticipate a reader‘s questions at each step. For example, offer more than just an overview of the materials they’ll need for the project as a whole.

Talk about what materials they'll need, when, and how to store them if you think it will be helpful.

Add resources that help your users understand how all the different pieces will fit together.

Repetition can get annoying for some readers. But it's essential for a how-to guide. Repetition is crucial during learning because it can help readers become more comfortable with new information.

5. Write instructions at a consistent level.

If you're a subject expert, you might combine beginner and advanced terms in your writing without realizing it. This can confuse your audience and make your guide tough to understand.

It also creates a lack of consistency, making your instructions more difficult to follow.

If this could be a concern, scan your how-to guide for jargon as you proofread. You can also ask proofreaders from other niches and industries to check that your vocabulary is beginner-appropriate.

6. Tell an exciting story.

The best how-to guides are more than just practical and fun to read. To keep your focus engaging, remember to tell a story.

Ensure you have a clear message throughout the guide, add personal experiences, and use conflict to add interest.

For example, say you‘re writing a how-to guide about adding software to a computer. A potential point of conflict is when there’s not enough disk space to finish installing.

That doesn‘t sound like a big deal, but it can be frustrating if you’ve ever experienced it. If you can paint that picture vividly for your audience, they'll be more likely to follow your directions.

7. Stay positive.

Anyone seeking a how-to guide is trying to expand their knowledge about the world. That seems straightforward, but it‘s also a considerable risk.

Many people stop trying new things because they don’t want to look foolish. So, as you write, remember that learning is exciting, but it's often uncomfortable, too.

Keeping your writing positive can help make your readers feel more at ease as they venture into the unknown. Uplifting stories, word choices, and tone can make complex instructions seem more manageable. They can inspire and motivate.

You can also add some positivity by softening negative information. For example, instead of saying, “You'll probably fail at this the first time,” try saying something like, “This skill may take some practice before you're an expert.”

How-to Guide ExamplesHow-to Guide Example: B2B"How to Write the Perfect 90-Day Plan."

We like this example: This B2B how-to guide offers important contextual details to the 90-day plan, including “What is a 90-day plan?” and “What should be included in a 90-day plan?” The piece is well-researched and written with empathy.

The guide provides a downloadable 90-day plan PDF so that readers can immediately download and use Atlassian's program with their team.

Takeaway: Consider what ebooks, PDFs, charts, Canva designs, or Google Sheets you can create internally and offer to readers to download. Readers will appreciate the option to apply what they've learned immediately.

More B2B How-to Examples"How to Build Brand Consistency"

Why we like this how-to guide example: Partnering with complementary businesses and services can add depth and perspective to your how-to guide.

This example is comprehensive and packed with valuable resources from HubSpot and Brandfolder. It also uses relevant data to highlight key sections.

Takeaway: Look for creative ways to add value to your how-to guide, especially when writing about a topic your audience already knows.

"How To Drive More High-Quality Leads With Google Ads"

Why we like this how-to guide example: When creating guides for more advanced topics, creating a foundation for your readers is essential.

This guide begins with a detailed introduction to the case that cites current statistics and trends. Then, it covers relevant topics at each stage in the buyer journey.

Next, it offers a helpful checklist, links, and resources to implement this learning.

Takeaway: A clear structure makes challenging topics easier to understand. So, consider the ideal start and end points for your expert readers when writing about specific and advanced topics.

How-to Guide Example: B2C

"How to Become a Freelancer"

Why we like this how-to guide example: This guide does an excellent job of providing relevant links and data to create a comprehensive overview of what freelancing is.

Additionally, the post uses action verbs to inspire the reader.

Under “How to Start a Freelance Business.” you'll see tips such as “Do Your Homework,” “Create a Brand,” and “Plan Ahead.” The language used in this post goes a long way toward encouraging readers to get started quickly.

Takeaway: Use action verbs and concise language to keep a reader engaged. Start with a verb instead of a noun when listing out steps.

150+ Free Content Creation Templates

Access ebook, blog post, CTA, case study, and more content templates.

Ebook TemplatesCTA TemplatesBlog Post TemplatesAnd more! Learn more Download Free

All fields are required.

You're all set!

Click this link to access this resource at any time.

Download Now More B2C How-to Examples"How to Start a Successful Blog"

Why we like this how-to guide example: This is an excellent guide for beginners because it includes resources that offer multiple ways to take in the material.

This guide is packed with checklists, links to courses, templates, and tools that can help anyone start a blog.

Takeaway: There are many different learning styles. The more choices you give your students to take in the information you share, the more likely they will get value from your guide.

"How to Be a Leader"

Why we like this how-to guide example: This example offers a personal perspective on leadership that goes beyond typical advice.

It also uses creative headers like “Beyond the Paycheck: What We Wish For,” “Doubtliers: Dangers Learning From the Exceptional,” and “Great companies don’t always make great decisions” to engage the reader in the content.

Takeaway: Teach broad how-to topics from a unique perspective and add interest with relevant stories.

How-to Guide Example: Lifestyle"11 Ways to Quickly Stop Stress in Your Life"

Why we like this how-to guide example: I clicked on this post expecting a few quick, easy tips for stopping stress. Instead, I was engrossed in the first section of the post, “The Effects of Stress in Your Life.”

While I previously mentioned the importance of starting with a quick answer to the searcher's how-to question, there are exceptions to that rule.

In this case, readers must understand the why before the how.

Takeaway: Play around with structure. Consider what your readers need to know for the rest of the post to matter to them.

For instance, you might start with a section, “What is XYZ?” and “Why XYZ matters” before diving into “How to do XYZ.”

This way, your readers are fully invested in discovering how these tips can improve their lives in some small (or big) way.

More Lifestyle How-to Examples"How To Make Honey Pie"

Why we like this how-to guide example: This guide is neatly organized so readers can quickly determine a) what makes this recipe unique, b) the ingredients they'll need, and c) how to make it.

If a reader already knows the ingredients necessary for honey pie, they can click “Jump to Recipe” immediately.

Takeaway: As you're structuring your how-to guide, consider best organizing it so readers can jump straight to what they need.

"How to Be More Productive"

Why we like this example: How-to guides are more than written instructions. Useful images, break-out pages highlighting external links, and infographics are potent additions to this example.

It has an outstanding balance of features and white space, making this guide easy on the eyes and quick to skim.

Takeaway: It doesn't matter how great your how-to guide writing is if it needs to be well-designed. Take a look at how-to guide examples to get inspiration for the look and feel of your guide design.

Create a How-to Guide That’s Worth Sharing Today

The right how-to guide can change someone's life. It can also significantly boost your business, improve the customer experience, and more.

Creating a great step-by-step guide takes some planning, research, and know-how. Your experience can help someone make a difference; just create a direction that makes your knowledge worth sharing.

Editor's note: This post was originally published in March 2021. It has been updated for freshness and accuracy.