Offer Blueprint Template

The {Offer Name} by {Brand Name}: {Transformation Statement}

See completed examples here:

[VISUAL OFFER EXPLAINER PLACEHOLDER]

You should create a visual offer explainer to sell more and faster. Why?

🧠 90% of information processed by the brain is visual. (Source: MIT, 2014)

🛒 80% of people are more likely to buy from brands with strong visuals. (Source: Venngage, 2022)

👉 Bottom Line? If you're not using visuals, you're leaving leads & sales on the table. 🚀

How to Create Your Offer Visual:

1. WHO IS THE TARGET MARKET?

🎯 Who It’s For: [Define the specific target market —e.g., B2B agencies, coaches, consultants, service providers]

2. WHAT IS THE TRANSFORMATION?

From: [Primary Pain/Problem]
To: [Desired Outcome]
In: [Defined Timeline]

Example: We help B2B agencies transition from relying on inconsistent referrals to predictably acquiring 2-10 new retainer clients per month without hiring or increasing workload.

3. WHAT CHALLENGES DOES IT ELIMINATE?

✅ Obstacle #1: [Define main frustration/problem]
✅ Obstacle #2: [Define second major blocker]
✅ Obstacle #3: [Define third major blocker]

Example:

Struggling to generate high-quality leads consistently.
Clients are price-sensitive and unwilling to commit to retainers.
No systems in place to automate lead generation and sales.

4. WHAT IS THE PROCESS?

Define the clear steps required to solve the prospect’s problem and deliver their dream outcome. Three is the magic number for steps/phases and anything more than four is too many.

Phase 1: [Phase Name]

🔹 Objective: Short, outcome-focused description (NOT features)
🔹 Milestone: What will be achieved?
🔹 Prize: What does the prospect gain after this?
🔹 Timeframe: [Insert estimated completion time]

Phase 2: [Phase Name]

Phase 3: [Phase Name]

5. WHAT IS THE RETURN ON INVESTMENT?

Breakdown the ROI after 90 days, 365 days and over a lifetime.

📊 Quantitative ROI: (Measurable results after 30 / 90 / 365 Days → Lifetime)

Example: Clients typically see a 3X increase in revenue within 90 days.
Example: A $10,000 investment resulted in $50,000 additional revenue within 6 months.
Example: Automated lead gen system generates 50+ qualified leads per month.

💡 Qualitative ROI: (Subjective & experiential gains after 30 / 90 / 365 Days → Lifetime)

Reduced stress from predictable client acquisition.
Gained an extra 10+ hours per week due to automation.
Increased confidence in sales and business positioning.

💰 Value-Driven Price:

Retail Value: Comparable [type of offer] in [Industry] charge between [$X] and [$Y] for similar outcomes. Example: [Competitor Program] is priced at [$Z] for comparable features.
Quantifiable ROI: Specify the previously defined quantitative ROI clients will experience such as a X return within [Short Term Timeframe] and Y return within [Long Term Timeframe]. Example: A $10,000 investment resulted in a $50,000 revenue increase within 6 months.
Priceless Value: Specify the previously defined qualitative ROI that clients will get such as Gaining confidence, creating new relationships, fostering new skills, etc.
Fair Price that Delivers At Least a 2 - 10X: From [X] on the low end to [Y] on the high end.

6. WHAT ARE THE COMPONENTS?

📦 Tangible Deliverables: (What they receive, step-by-step)
✅ Deliverable #1: [E.g., Custom lead gen system setup]
✅ Deliverable #2: [E.g., Sales funnel copy & automation]

✅ Deliverable #3: [E.g., Weekly AI-powered reports]

🛠 Core Components: (Support, tools, frameworks that ensure results)
✅ Component #1: [E.g., Real-Time Data Dashboard]
✅ Component #2: [E.g., Weekly 1:1 Calls]
✅ Component #3: [E.g., Proven Templates & Automation]
✅ Component #4: [Optional—e.g., Community Access, Group Coaching]

7. WHAT IS THE PRICING?

You should always have three tier pricing. Why? Because ~10% of people are always going to buy the most expensive thing. The middle price will then dictate what percentage of prospects buy tier 1 vs. tier 2.

Watch this short video for a simple breakdown on the psychology of three-tier pricing: https://youtube.com/shorts/aV97_98s_1c?si=vGEBq03n6WOcF9OQ

Next, define your pricing tiers below:

💰 Option 1: [Low/Mid Ticket Offer ie. $1,000 for DIY with some DWY components]

💰 Option 2: [Mid/High Ticket Offer ie. $3,000 for DWY with 1-2 DFY components]
💰 Option 3: [High Ticket Offer ie. $9,000 for DFY plus bonuses]

Lastly, when it comes to services, our goal is to price towards the top of the market and achieve a gross margin of AT LEAST 75%. Estimate the costs involved to deliver your service, then adjust your pricing accordingly to achieve a MINIMUM 75% gross margin.

8. HOW MUCH TIME DOES IT TAKE?

This is the time required by the client - not you or your firm.

🕒 Effort Required: [# Hours per week or day]

🕒 Time Delay: [# Time to see results]

9. WHY GET STARTED NOW?

To maximize conversion, your offer must create scarcity and urgency in an authentic, honest way. If offering a service, then your maximum capacity is one simple way to implement this.

For new offers, it’s recommended to launch an early adopter presale with the following terms:

Bonuses: Include extremely valuable bonuses in your offer that nobody except early adopters will get.

Discount: Offer a significant discount (ie. 25 - 75% off) for the first # of early adopters. After # spots, the price increases.

Capacity: Limit the number of early adopter spots (ie. 3 clients or one cohort of 5-10)

Deadline: Specify a deadline - either after # spots are filled or a specific date - when the presale ends.

This is the same strategy I used back in 2017 to launch and sell out my accelerator consulting program (the 6 Figure Agency Accelerator) which generated $36,000 (10 sales at $3K with some payment plans) in presales before the program was finished.

This launch ended up being one of Thinkific’s most successful launches on their platform of 20,000+ creators and it’s been a signature strategy that we always implement for new offers. You can watch the interview I did with Thinkific and the article they wrote about the launch here.

10. PROVEN SUCCESS & CREDIBILITY

The goal of this question is to increase the certainty of achieving the desired outcome.

📊Data: (Insert relevant data from previous users)

💬 Testimonials: (Insert key success stories)
📊 Case Studies: (Link or mention major wins)
🏆 Third Party Proof: (Mention awards, features, interviews, press mentions systems or any other types of third party endorsements)

11. GUARANTEES (OPTIONAL)

For beginners who do not have multiple success stories, testimonials or other forms of social proof and are selling to a cold audience, it is recommended that you offer a money back guarantee in order to reduce risk and increase conversion rates until you have multiple success stories, testimonials and other forms of social proof.

After you have multiple success stories, testimonials and other forms of social proof, it is NOT recommended to offer a money back guarantee for services.

For assistance in choosing and defining your guarantee, review this document:

12. HOW TO GET STARTED

Share explicit next steps here for leads to take action:

✅CTA and link start/schedule a conversation with qualified leads.

✅CTA and Stripe link to submit payment once completing sales convo.