Practical business tool · $7
Service Package
Planner
Make Your Offer Clear Before You Sell It
Bring your deliverables, timeline, boundaries, and client responsibilities together. Define the package first, so your description reflects the work you actually intend to provide.
One-time purchase · Online tool + Excel companion
Your work saves on this device and in this browser only. It won’t appear on your phone or another computer. Use Download or Print to keep a copy.
Define Your
Customer & Need
Clarify Your
Deliverables
Set Clear
Scope Boundaries
Includes an
Excel Companion
Explain Your
Offer Confidently
What This Tool Helps You Do
A service can sound simple until questions about revisions, deadlines, and extra requests start coming in. This planner helps you make those decisions before the sales copy, so the core package and any additional work are easier to explain.
- Describe the work the client receives
- Separate included work from extras
- Set out timing and client responsibilities
- Find missing decisions before you sell
Better boundaries.
A stronger start.♡
What’s Included
The details you need to shape an understandable, well-defined service package.
Package details
Define the customer, need, deliverables, timeline, and completion point.
Scope & boundaries
Record exclusions, revisions, client responsibilities, and possible add-ons.
Package quality check
Review the brief and identify missing scope decisions.
Workbook & AI prompt
Includes Excel and an optional prompt for drafting copy in a separate AI tool.
Perfect For You If…
For service providers who want a clearer offer and fewer unanswered scope questions.
How You’ll Use It
Move from planning to your next step in four simple stages.
- 1
Name the client and need
Start with who you help and the work you can responsibly deliver.
- 2
Define the package
List deliverables, timing, exclusions, and client responsibilities.
- 3
Review the scope
Use the quality check to find gaps and separate optional extras.
- 4
Prepare your offer copy
Write it yourself or use the optional AI prompt. Check it against your plan.
Why It Matters
Clear scope gives both you and your client something practical to discuss. It helps you spot open questions and decide how extra requests will be handled before agreeing to the work.
Make it easy to understand.
♡
Does it set my price?
No. Record your starting price or method after working it out.
Is it a contract?
No. It is a planning brief, not a legal agreement.
Where are entries saved?
In your browser. Keep a separate PDF or Excel copy.
Turn Your Service Into a Clearer Package
Put the work, boundaries, and next decisions together before you start selling.
One-time purchase · Online tool + Excel companion
A step forward.
♡
