Worksheet 12: Offer Clarity Worksheet

Sharpening, Simplifying, and Strengthening Your Core Offer

Purpose of This Worksheet:
Branches hold your offers — the tangible ways your business supports clients and generates income. When your offers are clear, compelling, and rooted in purpose, they become easier to market, sell, and deliver.

Use this worksheet to:

  • Bring clarity to a current or planned offer

  • Make sure your offer aligns with your purpose and ideal client

  • Refine confusing, heavy, or overly complex offers

Instructions (Step-by-Step):

Step 1: Offer Overview
🟩 Prompt:
What is the name or working title of this offer?
What is the transformation it promises?

✎ Write your answer:
[Blank space]

Step 2: Who It’s For
🟩 Prompt:
Who is this offer designed for? What are their pain points and desires?

✎ Describe your ideal client:
[Blank space]

Step 3: Core Structure
🟩 Prompt:
How is the offer delivered? What are the key components or phases?

✎ List the main inclusions:

✎ Delivery method (e.g. sessions, modules, templates):
[Blank space]

Step 4: Price and Payment Options
🟩 Prompt:
What is the price of this offer? Is it fixed, sliding scale, or flexible?
What payment plans are available?

✎ Details:
[Blank space]

Step 5: Key Benefits and Features
🟩 Prompt:
List the top 3–5 benefits this offer provides to the client.
Then list any notable features (what’s included).

✎ Benefits:
1.
2.
3.
4.
5.

✎ Features:

Step 6: Where It Might Be Unclear or Heavy
🟩 Prompt:
Where do you feel uncertain, overwhelmed, or unsure about this offer?
Are there parts that clients often don’t understand or respond to?

✎ Reflect here:
[Blank space]

Step 7: Alignment Checks
🟩 Ask yourself:

  • Is this rooted in my purpose (Sun)?

  • Does this feel like a joyful use of my skills (Soil)?

  • Can I deliver it without burning out (Gardener)?

  • Is the offer structure simple and strong (Trunk + Branch)?

✎ Write any notes or actions to improve alignment:
[Blank space]

Final Prompt:
If you had to describe this offer in a single, powerful sentence, what would it be?

✎ One-sentence summary:
[Blank space]