Offer Design Worksheet

A tailored offer design worksheet for a one-person business. Copy it into your working system and replace every bracketed prompt.

1. Who the offer is for

[Record the facts, assumptions, owner, evidence, and decision for who the offer is for.]

2. Current situation and outcome

[Record the facts, assumptions, owner, evidence, and decision for current situation and outcome.]

3. Deliverables and method

[Record the facts, assumptions, owner, evidence, and decision for deliverables and method.]

4. Customer responsibilities

[Record the facts, assumptions, owner, evidence, and decision for customer responsibilities.]

5. Scope exclusions

[Record the facts, assumptions, owner, evidence, and decision for scope exclusions.]

6. Proof and risk reversal

[Record the facts, assumptions, owner, evidence, and decision for proof and risk reversal.]

7. Price and next step

[Record the facts, assumptions, owner, evidence, and decision for price and next step.]

8. Final commitment

[Next action, owner, due date, and review date.]

Quality check

Facts are separated from assumptions.
Scope and exclusions are explicit.
Every commitment has an owner and date.
The document is stored where the work happens.

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Templates

Learn templates with a practical framework, one-person business example, metrics, common mistakes, and an action checklist for solopreneurs.

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Offer Design Worksheet

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