Your Services/Offers Template

Your Services/Offers Template

Type
Resources
Level
Intermediate
Time Commitment
30–60 minutes
Description

Your business isn’t just what you offer — it’s how you deliver transformation. This template is designed to help you clearly define the what, how, and why behind each service, so you can optimize your energy, streamline your systems, and scale with intention.

image

Your business isn’t just what you offer — it’s how you deliver transformation. This template is designed to help you clearly define the what, how, and why behind each service, so you can optimize your energy, streamline your systems, and scale with intention.

Each offer in your business can be categorized by Delivery Type — how the value is experienced by your audience and what kind of capacity it requires from you. Whether you're broadcasting inspiration, holding space in conversation, offering plug-and-play tools, or providing sharp, insightful direction — this map helps you see the full picture.

Use this framework to:

  • Audit your current offers
  • Spot gaps or overlaps
  • Align each service with your natural strengths and bandwidth
  • Strategically evolve your business model

Let’s get clear on what you’re holding — and how it’s meant to move through you.

image

Tenants:

image

Your tenants are pillars that you want to be the cornerstones of each of your services. These are non-negotiables and are the consistent vibes your customer experiences as they work with you.

If you haven’t defined your tenants yet, use this exercise: Embodied Standards of WorkingEmbodied Standards of Working

Example: I give practical and tangible next steps.

It’s one thing to leave a conversation feeling inspired, but that alone doesn’t spark change.

For every type of service I offer, there are practical and tangible next steps for the client to take (whether on their own or together).

Second tenant

Description

3rd tenant

Description

Service Levels:

image

Not all offers require the same energy — and not all clients are ready for the same depth. This breakdown helps you diversify your services in a way that supports your business and honors your capacity.

Each level represents a different blend of effort, personalization, pricing, and scalability. By offering a range of service levels, you create a more sustainable balance in your business — one that supports both consistent revenue and energetic longevity.

Use this framework to:

  • Design services that meet clients where they are
  • Guide buyers through a natural progression
  • Protect your energy by offering varied commitment levels
  • Align your pricing with the actual value and output involved

Think of this as your ecosystem of impact — from low-lift tools to high-touch transformation.

Service Diversification

Name
Description
Price Range
Qualities
Time Commitment

These services should be upfront effort with little to no residual time commitment (other than selling). Think Lead Magnets or Tools you create for yourself that others might want to use.

These are services that take little to no upfront prep and are mostly just the time commitment of doing them. These should be considered entry points to higher-price point services. Each of these clients should leave with recommendations for higher level services

These are services that could offer a bridge to Premium services but are ultimately for flexibility to work on different things

These services are the highest investment but the most personalized with the highest ROI. These are the services to post crazy statistics about

Services Breakdown

image

Glossary of terms and how to use the table

Services

All Services

2 views

All Services

By Status

Service
Deliverable Type
Status
Next Step
Delivery Type
Description
Notes for Next Step
URL
Price per Client
Service Diversification
Price Range