6-Step Framework
Step 1: Define
Your answers will help shape a repeatable structure that communicates value clearly and delivers consistent results.
We start by identifying your core offer, what you deliver, how it’s packaged, and how it’s presented.
2: Is your current offer clearly defined with a structure or framework behind it?
A strong offer needs a clear foundation. If it’s loosely defined, it’s harder to explain, harder to sell, and harder to scale.
3: How do you typically deliver this service, from start to finish?
This gives us visibility into the client journey. Understanding the steps helps us improve clarity, flow, and client experience.
4: What’s included in the offer?
Outlining what’s included, like phone calls, training modules, tools, and deliverables, shows how you create value and structure results.
5: What problems does your program or service solve, and what outcomes does it create?
Clarity on pain points and transformation helps tighten the offer message and makes your marketing more effective.
6: What do clients typically find confusing, overwhelming, or unclear during the process?
These are the friction points. Fixing them makes your delivery smoother and improves satisfaction and retention.
7: What’s your current pricing or pricing range for this offer?
Your price point tells us how it’s positioned and helps us evaluate whether the structure supports that price.
8: Is your offer built in a way that’s scalable?
Scalability depends on repeatable systems and delivery support. If the offer requires too many manual tasks, growth will stall.
9: How confident are you when pitching or selling this offer?
Confidence often reflects clarity. If you hesitate, it usually means something about the offer still needs to be dialed in.
10: If your signature program or service was fully built out and streamlined, what would that allow you to focus on more?
This helps define the opportunity cost, and what freeing up your time could unlock for growth.
Step 2: Frame
We turn your knowledge into a defined framework that is easy to explain, deliver, and replicate.
- Extract your process into 3–6 signature steps.
- Assign a name to each phase or step.
- Align the steps with the outcomes your clients want.
- Make it visual or branded to support positioning.
“We are a [business type] that serves [target audience]. Based on our expertise and process, help us structure a 3–6 step framework that becomes the foundation of our signature offer.”
Step 3: Design
The right delivery model makes your offer more scalable, efficient, and profitable, without losing value.
- Choose between one-on-one, group, course, productized, or hybrid models.
- Map out what clients get at each step (calls, modules, docs).
- Standardize onboarding, delivery, and handoffs.
- Set clear boundaries to avoid scope creep or overload.
“We are a [business type] that serves [target audience]. Help us design a delivery model that balances value, structure, and scalability for our signature offer.”
Step 4: Position
We build your offer narrative to make it easy for clients to say yes, and easy for your team to explain.
- Define the core problem it solves and outcome it delivers.
- Use a strong, benefits-first headline or program name.
- List what’s included and what it helps them achieve.
- Add proof or testimonials that match the offer promise.
“We are a [business type] that serves [target audience]. Help us write a compelling offer description for our signature service, focused on benefits, structure, and proof.”
Step 5: Price
Your price should reflect the results, not just the time or effort involved. We anchor your program in value, not deliverables.
- Choose your core price and tiering model (single, multi-level).
- Use payment plans or bundles to increase accessibility.
- Add value boosts like bonus content, templates, or support.
- Tie pricing to ROI, transformation, or efficiency gains.
“We are a [business type] that serves [target audience]. Based on our offer structure and outcomes, help us price our signature program in a way that reflects its true value and positioning.”
Step 6: Systemize
Now we build the backend to support delivery at scale with consistency and ease.
- Build templates and docs for each step of delivery.
- Create onboarding flows and FAQ guides.
- Document the SOPs your team needs to deliver it.
- Set up a review rhythm to optimize over time.
“We are a [business type] that serves [target audience]. Help us build the internal tools and systems to deliver this program consistently and prepare it to scale.”
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