Offer Creation Worksheet

OFFER DESIGN — [Offer]

1. THE PROBLEM IT SOLVES
Problem: [problem in customer's words]
Who has it: [Target Customer]
What it costs them to leave it: [time, money, stress, risk]

2. THE PROMISE
After working with us, [Target Customer] will [specific, honest outcome].
What we do NOT promise: [the limits — say them out loud]

3. WHAT'S INCLUDED
- [Deliverable 1] — [format, quantity]
- [Deliverable 2] — [format, quantity]
- [Deliverable 3] — [format, quantity]
Support included: [what, how long]
Explicitly not included: [scope boundaries]

4. THE PROCESS
Step 1: [what happens] — [timeframe]
Step 2: [what happens] — [timeframe]
Step 3: [what happens] — [timeframe]
Total duration: [timeframe]
What we need from the customer: [their inputs and time commitment]

5. THE PRICE
Price: [Price]
Payment terms: [deposit, milestones, schedule]
Cost to deliver (your time × rate + materials + tools): [Amount]
Gross margin: [Amount / percentage]
Break-even volume per month: [Number]

6. THE TIERS (optional)
Starter — [Price] — [what's in it] — for [who]
Standard — [Price] — [what's in it] — for [who]
Complete — [Price] — [what's in it] — for [who]

7. WHY SAY YES NOW
Genuine reason for timing: [capacity, season, upcoming change, cost of delay]
(If there isn't one, don't invent one.)

8. RISK REVERSAL
What you'll do if it goes wrong: [remedy, revision policy, or guarantee]

9. THE FIRST STEP
How someone starts: [Call to Action]