tool

Consulting & Service Package Builder

An interactive template to assemble up to three offering tiers, capture scope and time budgets, record pricing, and collect cost and margin data so you can compare tiers, save package drafts, and avoid open-ended projects with unpredictable margins.

Interactive Tool

Consulting & Service Package Builder

Use this interactive template to build clear, margin-friendly consulting or service packages that clients can compare and buy. Capture the target client, core outcome, scope, time estimates, pricing, add-ons, onboarding steps and reporting cadence. Enter cost inputs so you can check margins. Save each draft to your library when ready.

Margin help: A simple margin formula is: margin % = (Price - Cost) / Price * 100. Cost is typically (Estimated hours × Your cost/hour) + overheads. At present the platform collects values you enter; enable in-form calculations in future to auto-calculate margins.

Describe the ideal client, organization size, industry, or situation that benefits most from this package.
State the main result or measurable outcome the client will receive. Keep it client-focused and outcome-oriented.
Enter your effective cost per billable hour (including subcontractor costs, benefits, tools, or a blended rate). Use this to estimate margins.
One-time overheads such as onboarding time, setup, or licenses you expect to incur for the engagement.
How frequently will you onboard or run setup activities?
How often will you deliver progress reports or reviews?
Common extras or optional services clients can buy in addition to the tier (e.g., training, priority support, custom integrations).
Select how many offering tiers you'll provide (the form captures up to 3).
E.g., Starter, Essentials, Basic.
Brief bullet list of deliverables, consultations, or included activities.
Total hours you expect to spend delivering this tier.
The price you will charge the client for this tier.
Enter the margin percent you expect (or calculate using: margin% = (Price - Cost) / Price * 100). Cost ≈ (Estimated hours × Your cost/hour) + overhead.
Optional: E.g., Standard, Growth. Leave blank if not used.
Brief bullet list of deliverables, consultations, or included activities.
Total hours you expect to spend delivering this tier.
The price you will charge the client for this tier.
Enter the margin percent you expect (or calculate using: margin% = (Price - Cost) / Price * 100).
Optional: E.g., Premium, Enterprise. Leave blank if not used.
Brief bullet list of deliverables, consultations, or included activities.
Total hours you expect to spend delivering this tier.
The price you will charge the client for this tier.
Enter the margin percent you expect (or calculate using: margin% = (Price - Cost) / Price * 100).
Key steps you will take during onboarding for any purchased tier (e.g., kickoff call, discovery workshop, access & credentials).
Example: weekly status email, monthly KPI dashboard, 30/60/90 review. Include what success looks like.
Important scope assumptions, exclusions, dependencies, or preconditions clients should know.
You can explore this tool now. Sign in or create an account to save your responses and return to them later.
Sign In to Save Create an Account
Make this tool part of your work

Save a personal copy, bring it to your team, or tailor the questions and workflow to fit what you are hungry to improve.

Member customization and team collaboration are coming soon.
Discuss Ask the Librarian

Discussion

Comments and conversation will live here.