Worksheet

Consulting & Service Package Builder — Interactive Worksheet

A practical, interactive worksheet to design repeatable consulting or service packages. Define outcomes, map features to distinct tiers, set anchor pricing, estimate costs and margins, and plan a minimum viable (pilot) tier. Includes a deliverability checklist and pilot success criteria so you can test and iterate quickly.

Interactive Tool

Consulting & Service Package Builder

This interactive worksheet helps you turn bespoke services into repeatable, sellable packages. Work through outcomes, customer fit, tier design, pricing anchors, and a quick deliverability check. Save your answers so you can iterate and test a pilot without losing work.

Short name you’ll use in proposals and on your pricing page (e.g., 'Starter SEO Package').
What clear result will the customer get? Write it as a buyer-focused benefit (e.g., 'Get 3 qualified leads per month').
Who is this package for? Include industry, company size, budget range, role, and urgency if helpful.
Be specific about the pain or opportunity the package addresses.
List 3–5 measurable outcomes or indicators you’ll use to show success.
Choose how many distinct offering tiers you want to design (you can leave unused tiers blank).
Give the tier a simple name buyers can compare.
What does a buyer get? Keep it outcome-focused.
List the main features or deliverables included.
The price you will offer publicly or in proposals.
Estimate your direct costs to deliver this tier (contractors, tools, materials, your billable time at a rate). Use the same currency as price.
Leave blank if you are only creating one tier.
How did you choose prices? This helps keep your pricing intentional.
Pick the simplest tier you can reliably deliver to test customer demand.
List 2–3 measurable signs of success (e.g., 3 referrals, 80% on-time delivery, >$X revenue in 3 months).
Check each item you’ve confirmed for the package.
A realistic target for planning capacity and revenue.
Record assumptions you’re making and the main risks to test during the pilot.
1.0 10.0
Concrete next steps to get the pilot running or to finalize the package.
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