Offer Creation Checklist: Step-by-Step Worksheet skill

Offer Creation Checklist: Step-by-Step Worksheet

This is your working document for building a Grand Slam Offer from scratch. Work through each section in order. Fill in the prompts, score your offer on each element, and use the templates to assemble your final offer. By the end of this checklist, you will have a complete, ready-to-sell Grand Slam Offer.

Table of Contents

1. Step 1: Identify Your Starving Crowd
2. Step 2: Define the Dream Outcome
3. Step 3: List Every Obstacle
4. Step 4: Create Solutions for Each Obstacle
5. Step 5: Apply the Trim & Stack Method
6. Step 6: Set Value-Based Pricing
7. Step 7: Design Your Bonuses
8. Step 8: Choose Your Guarantee
9. Step 9: Add Scarcity and Urgency
10. Step 10: Name the Offer
11. Grand Slam Offer Scoring Rubric
12. Final Offer Assembly Template
13. Post-Launch Optimization Checklist
14. Quick Reference: The 10-Step Offer Creation Process

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Step 1: Identify Your Starving Crowd

Market Selection Worksheet

Candidate Market 1: _______________

Criterion	Score (1-10)	Evidence
Massive Pain	___	What specific pain? How intense?
Purchasing Power	___	What do they already spend? Average income/revenue?
Easy to Target	___	Where do they congregate? Can you reach 1,000 of them?
Growing Market	___	Growth rate? Trends?
TOTAL	___ / 40

Candidate Market 2: _______________

Criterion	Score (1-10)	Evidence
Massive Pain	___
Purchasing Power	___
Easy to Target	___
Growing Market	___
TOTAL	___ / 40

Candidate Market 3: _______________

Criterion	Score (1-10)	Evidence
Massive Pain	___
Purchasing Power	___
Easy to Target	___
Growing Market	___
TOTAL	___ / 40

Selected market (highest score): _______________

Avatar Definition

• Who are they? (Demographics, role, situation): _______________
• What is their #1 pain? (In their words): _______________
• What have they already tried? (Past failures): _______________
• What is their Dream Outcome? (What they truly want): _______________
• Where can you find them? (Communities, platforms, events): _______________

Step 2: Define the Dream Outcome

Write the Dream Outcome three ways:

• Logical version (what they measurably achieve): _______________
• Emotional version (how they feel): _______________
• Identity version (who they become): _______________

Primary Dream Outcome statement (combine all three into one sentence):

"Go from [current painful state] to [dream state] and become [identity]."

Fill in: "Go from _______________ to _______________ and become _______________."

Step 3: List Every Obstacle

List every problem, fear, objection, and friction point between the prospect and the Dream Outcome:

Before purchase (reasons they hesitate to buy):

1. ---

2. ---

3. ---

4. ---

5. ---

During experience (what makes the process hard):

1. ---

2. ---

3. ---

4. ---

5. ---

After result (what threatens the result or creates new problems):

1. ---

2. ---

3. ---

Internal blockers (self-doubt, limiting beliefs):

1. ---

2. ---

3. ---

External blockers (outside forces):

1. ---

2. ---

Step 4: Create Solutions for Each Obstacle

For each obstacle, create a solution and assign a delivery vehicle:

#	Obstacle	Solution	Delivery Vehicle
1	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
2	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
3	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
4	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
5	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
6	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
7	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
8	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
9	_______________	_______________	DFY / DWY / Course / Template / Community / Tool
10	_______________	_______________	DFY / DWY / Course / Template / Community / Tool

Step 5: Apply the Trim & Stack Method

Categorize each solution from Step 4:

STACK (High Value / Low Cost to Deliver) -- Include and highlight:

1. ---

2. ---

3. ---

4. ---

5. ---

PREMIUM (High Value / High Cost) -- Include in highest tier only:

1. ---

2. ---

CONSIDER (Low Value / Low Cost) -- Include as minor extras:

1. ---

2. ---

TRIM (Low Value / High Cost) -- Remove:

1. ---

2. ---

Step 6: Set Value-Based Pricing

Value Calculation

Value Method	Calculation	Estimated Value
Revenue the customer will generate	_______________	$_______
Costs the customer will save	_______________	$_______
Time saved (hours x hourly rate)	_______________	$_______
Risk or loss avoided	_______________	$_______
Opportunity cost of not solving	_______________	$_______
Total estimated value		$_______

Price Calculation

• Total estimated value: $_______
• 10:1 ratio price: $_______ (value / 10)
• 5:1 ratio price: $_______ (value / 5)
• Your selected price: $_______
• Justification: _______________

Payment Options

Option	Terms	Total Revenue
Pay in full	$_______ one-time (include discount for paying upfront)	$_______
Payment plan A	$_______ x ___ payments	$_______
Payment plan B	$_______ x ___ payments	$_______

Step 7: Design Your Bonuses

Bonus Stack Template

Bonus 1: "________" -- $ value

• Objection it addresses: _______________
• What it includes: _______________
• Delivery vehicle: _______________
• Dollar value justification: _______________

Bonus 2: "________" -- $ value

• Objection it addresses: _______________
• What it includes: _______________
• Delivery vehicle: _______________
• Dollar value justification: _______________

Bonus 3: "________" -- $ value

• Objection it addresses: _______________
• What it includes: _______________
• Delivery vehicle: _______________
• Dollar value justification: _______________

Bonus 4: "________" -- $ value

• Objection it addresses: _______________
• What it includes: _______________
• Delivery vehicle: _______________
• Dollar value justification: _______________

Bonus 5 (Partner Bonus): "________" -- $ value

• Partner: _______________
• What they provide: _______________
• Value to customer: _______________

Bonus Stack Summary

Component	Assigned Value
Core Offer	$_______
Bonus 1	$_______
Bonus 2	$_______
Bonus 3	$_______
Bonus 4	$_______
Bonus 5 (Partner)	$_______
Total Value	$_______
Your Price	$_______
Value-to-Price Ratio	___:1

Check: Is the value-to-price ratio at least 10:1? [ ] Yes [ ] No (if no, add bonuses or increase value of existing ones)

Step 8: Choose Your Guarantee

Guarantee Template

Guarantee type (circle one): Unconditional / Conditional / Anti-Guarantee / Implied / Performance-Based

Guarantee name: "The _______________ Guarantee"

Guarantee terms:

• Duration: _______________
• Conditions (if conditional): _______________
• Specific outcome (if performance-based): _______________
• Refund process: _______________
• Refund method: _______________

Guarantee statement (write it as it will appear in your offer):

"_______________________________________________________________

---

_______________________________________________________________"

Financial modeling:

• Estimated refund rate: ___%
• Revenue impact of refunds (monthly): $_______
• Estimated conversion lift from guarantee: ___%
• Net revenue impact (lift minus refunds): $_______ (should be positive)

Step 9: Add Scarcity and Urgency

Scarcity Element

Type of scarcity: Cohort / Capacity / Founding Member / Limited Bonus / Production Batch

Specific scarcity claim: _______________

Is this 100% true and verifiable? [ ] Yes [ ] No (if no, do not use it)

Evidence that the scarcity is real: _______________

Urgency Element

Type of urgency: Enrollment Window / Deadline Bonus / Price Escalation / Onboarding Cohort

Specific urgency claim: _______________

Is this deadline real and will you honor it without exception? [ ] Yes [ ] No (if no, do not use it)

What happens after the deadline passes? _______________

Step 10: Name the Offer

MAGIC Formula Worksheet

• M (Magnetic reason why): _______________
• A (Avatar): _______________
• G (Goal): _______________
• I (Time frame): _______________
• C (Container word): _______________

Name Candidates

1. ---

2. ---

3. ---

4. ---

5. ---

Selected name: _______________

Test question: If your ideal customer heard this name, would they immediately know (a) it's for them and (b) what they'll get? [ ] Yes [ ] No (if no, revise)

Grand Slam Offer Scoring Rubric

Rate your completed offer on each element. Be honest.

Element	Score (1-10)	Notes / What to Improve
Starving Crowd (pain + money + targetable + growing)	___
Dream Outcome (specific, emotional, compelling)	___
Perceived Likelihood (proof, system, guarantee)	___
Time Delay (fast results, quick wins, speed)	___
Effort & Sacrifice (easy, done-for-you, minimal friction)	___
Pricing (value-based, 10:1 ratio, premium positioning)	___
Bonuses (named, valued, objection-addressing, stacked)	___
Guarantee (risk-reversing, named, bold, specific)	___
Scarcity & Urgency (real, ethical, compelling)	___
Naming (MAGIC formula, specific, memorable, testable)	___
TOTAL	___ / 100

Score Interpretation

Score Range	Assessment	Action
90-100	Grand Slam Offer. Ready to sell.	Launch and optimize based on real data.
75-89	Strong offer. 1-2 elements need polish.	Improve the lowest-scoring elements before launch.
60-74	Good foundation, multiple gaps.	Rework the 3 weakest elements.
40-59	Below average. Significant redesign needed.	Revisit Steps 1-5 (market, outcome, obstacles, solutions).
Below 40	Not yet an offer. It's a product listing.	Start over from Step 1 with fresh eyes.

Final Offer Assembly Template

Use this template to write the complete offer as it will be presented to prospects:

OFFER NAME: [Your MAGIC-formula name]

FOR: [Your specific avatar]

THE PROBLEM: [The pain your avatar faces, in their words]

THE PROMISE: [Your Dream Outcome statement]

HERE'S WHAT YOU GET:

CORE OFFER: [Name and description] -- $[Value]
  [2-3 bullet points describing what's included and the outcome]

BONUS 1: [Name] -- $[Value] (FREE)
  [1-2 sentences on what it is and the objection it addresses]

BONUS 2: [Name] -- $[Value] (FREE)
  [1-2 sentences on what it is and the objection it addresses]

BONUS 3: [Name] -- $[Value] (FREE)
  [1-2 sentences on what it is and the objection it addresses]

BONUS 4: [Name] -- $[Value] (FREE)
  [1-2 sentences on what it is and the objection it addresses]

TOTAL VALUE: $[Sum of all components]

YOUR INVESTMENT: $[Price]
  [Payment plan option 1]
  [Payment plan option 2]

GUARANTEE: [Named Guarantee]
  [Full guarantee statement]

ACT NOW: [Scarcity/Urgency statement]
  [Specific deadline or capacity limit]

Post-Launch Optimization Checklist

After launching your Grand Slam Offer, track and optimize:

• Conversion rate: What percentage of prospects buy? (Target: industry-dependent, but aim for 2x your previous rate)
• Refund rate: Is the guarantee being claimed? (Target: under 10% for unconditional, under 5% for conditional)
• Customer results: Are customers achieving the Dream Outcome? (Track and document)
• Objection patterns: What objections still arise in sales conversations? (Address with new bonuses or messaging)
• Price sensitivity: Are prospects negotiating on price? (If yes, increase perceived value or adjust positioning)
• Testimonials: Are you collecting proof from successful customers? (Get at least 5 in the first 30 days)
• Name performance: Is the offer name resonating? (Test alternatives every quarter)
• Bonus utilization: Which bonuses are customers actually using? (Cut unused ones, enhance popular ones)
• Competitive response: Are competitors copying your offer? (If yes, innovate. Stay ahead.)
• Revenue per customer: Is LTV increasing? (Track average revenue per customer over 12 months)

Quick Reference: The 10-Step Offer Creation Process

Step	Action	Deliverable
1	Identify your starving crowd	Niche Scorecard with selected market
2	Define the Dream Outcome	Dream Outcome statement (logical + emotional + identity)
3	List every obstacle	20-30 obstacles organized by category
4	Create solutions	Problem-Solution-Vehicle mapping table
5	Trim & Stack	Categorized solutions (Stack, Premium, Consider, Trim)
6	Set pricing	Price with value calculation and payment plans
7	Design bonuses	3-5 named bonuses with dollar values
8	Choose guarantee	Named guarantee with terms and financial model
9	Add scarcity/urgency	One real scarcity element + one real urgency element
10	Name the offer	MAGIC-formula name, tested with target audience