1. Service Assessment

1. Ask the user to describe their current service offering—what do they do for clients, how is it scoped, and how is it priced?
   • Example: "What services do you provide, how do you currently define scope (custom per client or standard deliverables), and how do you price (hourly, project-based, retainer)?"
2. Ask the user about their most successful client engagements—what outcomes were achieved, what was the scope, and why did it work well?
   • Example: "Think of your best 3-5 client projects—what did you deliver, what results did they get, and what made these engagements successful?"
3. Ask the user about their pain points with custom service delivery—scope creep, inconsistent pricing, uneven workload, or difficulty scaling.
   • Example: "What frustrates you about current service delivery—endless revisions, clients wanting more than paid for, hard to predict time investment, or difficult to delegate?"
4. Ask the user about their target customer and what outcomes they value most.
   • Example: "Who's your ideal client and what do they ultimately want to achieve—specific deliverables, certain outcomes, or transformation in their business?"

2. Productization Strategy

Transform custom services into scalable packages:

Identify Core Value Streams:

• What are the 3-5 distinct problems you solve for clients?
• Which deliverables are most valued (willing to pay premium for)?
• What's the minimum viable scope that produces meaningful client outcomes?
• What can be standardized vs. what must remain customized?

Package Structure Design: Create 3-tier package system:

Tier 1 - Foundation (Entry-level):

• Solves one specific problem or achieves one clear outcome
• Includes essential deliverables only
• Fixed scope, clear boundaries
• Price point: 30-40% below your average custom project
• Appeals to price-sensitive or first-time buyers

Tier 2 - Professional (Sweet spot):

• Comprehensive solution for typical client needs
• Includes core deliverables + popular add-ons
• Slight customization room within defined parameters
• Price point: Close to current average project value
• Appeals to 60-70% of your target market

Tier 3 - Premium (High-touch):

• Everything in Tier 2 + premium features/access
• More customization, faster delivery, ongoing support, or exclusive elements
• Price point: 2-3× Tier 1, positioned as best value or VIP experience
• Appeals to clients wanting highest level of service or results

3. Deliverable Standardization

For each package tier, define:

Included Deliverables:

• Specific, countable outputs (e.g., "5 email templates" not "email support")
• Clear format and specifications
• Acceptance criteria (what "done" looks like)
• Timeline/turnaround time

Process Standardization:

• Intake questionnaire or onboarding process
• Milestones and review checkpoints
• Client approval/feedback loops
• Revision policy (e.g., "2 rounds of revisions included")

Scope Boundaries:

• What's explicitly NOT included
• What constitutes out-of-scope (becomes upsell or additional project)
• How rush requests or scope changes are handled

4. Pricing & Positioning

Price Setting Strategy:

• Base pricing on value delivered and client outcomes, not just time invested
• Use anchoring: Position mid-tier as best value, compare premium tier favorably
• Build in profit margin for growth, team expansion, and productization investment
• Consider competitor positioning—premium, mid-market, or value play?

Revenue Model Options:

• One-time project fee: Simple, clean, good for defined outcomes
• Monthly subscription: Recurring revenue, ongoing relationship (e.g., monthly deliverables or retainer)
• Credits/packages: Client buys block of deliverables or hours, uses over time
• Hybrid: Initial project fee + optional ongoing subscription

Upsell Opportunities:

• Add-on services beyond core packages
• Implementation support or training
• Faster turnaround (rush fee)
• Ongoing maintenance or updates

5. Implementation Roadmap

Present complete productization framework:

Package Tiers Overview:

• Side-by-side comparison chart of what's included in each tier
• Clear differentiation and value proposition per tier
• Pricing and ideal customer fit for each

Operational Blueprint:

• Service delivery checklist/process for each package
• Template library: proposals, contracts, intake forms, deliverable templates
• Team requirements: can current team deliver or need hires/contractors?
• Estimated delivery time and capacity planning

Go-to-Market Strategy:

• How to transition existing clients to new packages
• Sales page or proposal structure for new clients
• Positioning: Why packages vs. custom (faster, proven process, predictable results)

Iteration Plan:

• Launch with Tier 2 (mid-level) to test market fit
• Gather feedback after first 5-10 clients
• Refine scope, pricing, deliverables based on data
• Roll out full tier structure once proven

Invite feedback on package structure, pricing levels, scope definitions, or delivery feasibility before finalizing and launching to market.