Page 1 of 1
OFFER REVIEW
SECTION 1: BRAND IDENTITY
What’s the name of your business or consulting brand?
*
How would you categorize your offer?
*
How would you categorize your offer?
A
Done-With-You (DWY)
B
Done-For-You (DFY)
C
Coaching Program
D
Hybrid Model
E
Info Product
F
Other
If "other" please specify
Write a 1-2 sentence positioning statement that explains who you help and what result you deliver.
*
SECTION 2: CORE OFFER(S)
What’s the name of your flagship offer?
*
How is this offer delivered?
*
How is this offer delivered?
If "other" please specify
What’s the price of the offer?
*
What is the format of the offer?
*
What is the format of the offer?
A
Fixed number of calls
B
Ongoing monthly
C
Cohort-based
D
Evergreen / Self-paced
What does this offer help the client achieve? (the core transformation)
*
List the key deliverables in this offer.
*
Describe your offer philosophy in 1-2 sentences (what makes it unique or effective).
*
What is the main goal of this offer from your perspective?
*
SECTION 3: UPSELLS OR RETENTION OFFERS
Do you have any upsells or additional offers?
*
Do you have any upsells or additional offers?
A
Yes, DIY offer
B
Yes, DFY offer
C
Yes, DWY offer
D
Yes, Custom Work
E
No
Name your primary upsell (if applicable)
What’s the price of the upsell?
What’s included in this upsell or ongoing service?
What is the delivery time or rhythm? (e.g., weekly, 5 days delivery, monthly)
Who is this upsell for? What’s the use case?
SECTION 4: IDEAL CLIENT SNAPSHOT
Who is your ideal client? Describe them briefly.
*
What are their biggest pain points?
*
What do they want most?
*
SECTION 5: METHODOLOGY & TOOLS
Describe your approach or methodology in one sentence.
*
What tools, formats, or frameworks do you rely on to deliver your service?
*
What tools, formats, or frameworks do you rely on to deliver your service?
If "other" please specify
SECTION 6: PHILOSOPHY
What core philosophy guides your work? (e.g., simplify everything, results > effort, scale with clarity)
*
SECTION 7: CLIENT EXPERIENCE
What does your onboarding experience look like?
*
How do you deliver the offer across the engagement?
*
What resources do clients receive as they progress?
*
What resources do clients receive as they progress?
If "other" please specify
How do you support your clients during delivery?
*
How do you support your clients during delivery?
If "other" please specif
Submit
