Worksheet 9: Identify Your First Offer

Turning Your Skills and Purpose Into Something People Can Say Yes To

Purpose of This Worksheet:
Your first offer is like the first branch on your tree — the structure that supports your early leaves (impact) and begins to capture rain (income). This worksheet helps you shape a simple, purposeful offer that’s rooted in what you love and what your clients need.

This is especially useful if:

• You’re just starting and don’t know what to sell

• You have too many ideas and need to pick one to start

• You’re pivoting and want a fresh, clean offer structure

Instructions (Step-by-Step):

Step 1: Start With the Transformation
Focus on the result or outcome — not the process — for now.

🟩 Prompt:
What problem will this offer help solve?
What transformation, relief, or outcome does it create?

✎ Write your answer here:
[Blank space for written input]

Step 2: Define the Person It’s For
An offer feels powerful when it's created with a specific person in mind.

🟩 Prompt:
Who is this designed for?
What do they believe, want, or struggle with?

✎ Write your answer here:
[Blank space for written input]

Step 3: Choose the Delivery Method
How will you bring this transformation to life?

🟩 Prompt:
What’s the simplest format that fits this offer and your energy?
(e.g. 1:1 coaching, workshop, course, done-for-you service, membership)

✎ Write your answer here:
[Blank space for written input]

Step 4: Clarify What’s Included
Keep it light and high-impact. Less is more at this stage.

🟩 Prompt:
What are the key elements?
(e.g. number of sessions, access to materials, support methods)

✎ Write your answer here:
[Blank space for written input]

Step 5: Pick a Starting Price
Your pricing doesn’t need to be final — you can refine it later.

🟩 Prompt:
What’s a starting price that feels doable and spacious?
Optional: What is your financial goal per month, and how many sales would get you there?

✎ Write your answer here:
[Blank space for written input]

Optional: One-Sentence Offer Summary
Try combining what you’ve just written into a simple sentence:

🟩 Example Template:
“I help [person] go from [problem] to [result] through [format], so they can [benefit].”

✎ Your offer summary:
[Blank space for written input]

Reflection & Action Prompt:

• Does this offer feel rooted in your purpose (Sun)?

• Is it supported by your skills and assets (Soil)?

• What would make it 10% easier to launch or talk about?

✎ Write your answer here:
[Blank space for written input]