How to use the tool
For the best experience, use this tool on desktop.
Offer Architecture & Pricing Tool
Design your 4-stage value ladder, set profitable boundaries, and map your capacity.
Workshop Details
This is just used to personalise your strategy output and PDF.
0 Baseline Costs & Capacity
Calculate your "True Break-Even Hourly Rate".
*Note: This is an operational planning model, not formal tax or accounting advice.
The hourly pay you want to earn personally before business overhead is added.
Example: 25 means you are allowing 25% on top of your pay for tax.
Example: 11.5 means you are adding 11.5% on top of your pay for super.
All hours you spend working in the business each month, including delivery, admin, sales, and marketing.
Example: 50 means only half your total working time is spent on paid delivery.
Your monthly overhead, such as software, subscriptions, contractors, rent, and admin costs.
1 Stage 1: Prospect Gift Offer
Choose the format of the free first-step offer people use to discover or understand their problem.
The name of your free or low-friction first-step offer.
What this first offer helps the prospect realise, understand, or achieve.
Prospects need an immediate, low-risk way to start solving their newly identified problem.
2 Stage 2: Entry-Level Offer
The name of your first paid offer or practical next step.
What this offer helps the client achieve before they move into the core offer.
As an automated asset with zero delivery hours, decouple this from your hourly rate and set a fixed market price.
The set selling price for this offer when there is no direct delivery time involved.
After experiencing early success, the client is primed for a high-ticket intervention.
3 Stage 3: Core Offer
The name of your main service or core transformation offer.
The main result your client is paying for in this core offer.
How many hours this core offer usually takes to deliver.
Extra time allowance for revisions, admin, and delivery creep. Example: 15 means 15% extra time is added.
The profit margin you want built into the target price. Example: 50 means you want 50% margin.
An optional premium version above your target price. Example: 25 means 25% above target.
Graduates don't want to lose access to your expertise. They need elite support for specific future challenges.
4 Stage 4: Upsell Offer
The name of your deeper, premium, or next-step support offer.
What this higher-level offer helps the client solve, decide, or move through.
How many hours of your time this upsell offer usually includes.
Example: 3 means this offer is priced at 3x your hourly cost for those session hours.
An optional premium version above your target upsell price. Example: 50 means 50% above target.
Offer Architecture Plan
Stage 1
Free / Lead GenMechanism
Outcome text goes here.
Stage 2
$0Action / Early Value
Outcome text goes here.
Stage 3
Core Transformation
Outcome text goes here.
Floor
$0
Target
$0
Premium
Stage 4
Mastery / Deep Dive
Outcome text goes here.
Floor
$0
Target
$0
Premium
Funnel & Capacity Model
How many new potential customers you expect each month.
Example: 10 means 10% of leads buy your entry offer.
Example: 20 means 20% of Stage 2 buyers move into your core offer.
Example: 50 means 50% of Stage 3 buyers move into your upsell offer.
*Assuming 100% of sold hours are delivered in the current month.
Strategic Flow & Offers
This structure creates a natural, progressive value ladder. This ensures prospects are never rushed, while providing a clear path toward meaningful change. Awareness → Action → Transformation → Mastery.
1. Prospect Gift Offer
This offer exists to start the relationship without pressure. Rather than selling immediately, this acts as a diagnostic tool that builds self-awareness and trust.
2. Entry-Level Offer
A low-commitment bridge between insight and action. It provides practical tools that deliver small, achievable improvements without feeling overwhelmed.
3. Core Offer
This is the primary delivery vehicle. It moves beyond theory into systematic implementation, delivering the core operational or strategic result the client paid for.
4. Upsell Offer
High-touch, high-margin access. Provides direct, personalised expertise for high-stakes decision making or complex bottleneck removal.
Financial Foundation
Transparency regarding how your pricing and capacity were modelled to ensure operational profitability.