Pricing, Packaging & Proposal Writing

Remember your Ideal Client Avatar from Week 1? It's time to travel back in time to that form you filled out from way back when! Copy your "Ideal Client Portrait" found on your individualized Google Document Compilation [intake form + client avatar] — you should have received this via email invitation directly from Zach last week. Find your "Ideal Client Portrait" on the doc, highlight it, copy it, and paste it into the "Your Ideal Client" textbox over to the right of this page — this way you can keep it easily visible for reference the entire time you're working on the below form!

Name your client's BIGGEST issue right now — in the language they would use to describe it, not the clinical language or terms that you would use to diagnose them / describe them to a colleague.

How exactly are you going to change this client's life? This is the heart of the proposal — everything else supports this. Speak to the issue that they themselves have complained about and want to receive help on, and just how you are going to solve their problem.

Time for The Breakdown: What is included for this client in THIS particular package with you? Don't assume anything — what exactly can they expect from you in exchange for their money, time, and energy? What is not included that they should NOT expect from you? Structure and clarity builds trust.

Say the number. Vague pricing reads as unsure pricing.

It's time to address the unspoken. Name the elephant in the room. Every client has a hesitation they won't say out loud that's in between them and them saying yes to working with you. Name it before they have to. This creates ease and a feeling like you really understand them. When you embody and name their resistance, they don't have to. This makes clients feel even more trust that you can help solve the problems they're currently facing.

Make it obvious what happens if they say yes.

Read the whole thing out loud to a partner — or to yourself, out loud, alone. Notice where you hesitate, rush, or soften. That's where it isn't true yet.