Made for Entrepreneurs
Rebuild the Offer Mix Around Margin and Demand
Also useful for: people in Entrepreneurs
Turn a crowded offer lineup into a focused portfolio with stronger economics, clearer pricing limits, and a practical transition plan for weak offers.
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Use this when
Your business sells several products or services, but revenue alone no longer shows which offers deserve more investment. Use this before changing prices, cutting offers, adding capacity, or committing the next quarter's marketing budget.
You'll need
- Current offers
- Analysis period
- Sales and demand evidence
- Unit economics
- Delivery complexity
- Customer evidence
- Capacity limits
- Strategic direction
- Transition constraints
- Scoring priorities
You'll get
- Every active offer represented in the scorecard
- Known figures separated from estimates and assumptions
- Demand, margin, complexity, strategic fit, and confidence assessed
- A clear portfolio action assigned to every offer
- Pricing guardrails established for the lead offer
- Existing customer commitments covered by the transition plan
By the end of this playbook
You will have:
- Every active offer represented in the scorecard
- Known figures separated from estimates and assumptions
- Demand, margin, complexity, strategic fit, and confidence assessed
- A clear portfolio action assigned to every offer
- Pricing guardrails established for the lead offer
- Existing customer commitments covered by the transition plan
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Current offers: strategy sprint at $2,500, monthly advisory at $900, workshop at $350, and custom implementation starting at $4,000. Period: Last 12 months. Demand: 18 sprints, 11 advisory packages, 7 workshops, and 9 custom projects. Sprints have the shortest sales cycle. Economics: Sprint direct costs are about $375 plus 14 hours. Custom work averages $7,200 in revenue but often runs 25 percent over planned hours. Direction: Build a repeatable path from diagnosis to recurring support while reducing custom production. Constraints: Four custom projects are under contract, and one workshop is prepaid.
Sample assembled prompt
Executive decision: Make the strategy sprint... Portfolio actions: - Strategy sprint: Invest. Strong paid demand, short sales cycle,... - Monthly advisory: Fix. Useful recurring revenue, but access and... - Workshop: Repackage. Interest hasn't converted reliably; test... - Custom implementation: Harvest. Revenue is meaningful, but overruns and... Lead-offer pricing guardrails: - Price floor:... - Discount rule: No discount without... - Customization rule: Requests outside the... - Repricing trigger: Review after ten... First 30 days: - Validate complete... - Rewrite sprint scope and exclusions. - Define the advisory continuation package. - Stop accepting unscoped custom implementation... - Prepare migration choices for current...