MARKETINGCOACH / FREE WORKING TOOL
20 minutes · Clarify what someone is buying and why it matters.
Use a real project. Read each prompt, capture your answer, then choose one next action. No signup required. Your answers are not submitted or saved by this worksheet. Print or save a PDF before leaving; use your browser’s print command if JavaScript is unavailable.
Describe the person, the situation that triggers the need, and what they do today. Avoid “everyone who needs marketing.”
Example: A solo consultant whose referrals have slowed and who needs a repeatable way to start qualified conversations.
What concrete deliverable or change can you provide? Separate what you control from results you cannot promise.
Example: A focused landing page brief and follow-up sequence; not a promise of ten clients.
Write the deliverables, scope limits, timeline, price, and what the customer needs to provide.
Make the buying decision specific: one audience, one offer, one page, one revision.
List three reasons someone might hesitate. Next to each, name an honest proof point or a question you still need to answer.
Use relevant examples, process details, or a sample deliverable. Do not invent testimonials or results.
Write a headline with the outcome, a sentence naming who it helps, three deliverables, and one next action.
Headline starter: Get [specific deliverable] so you can [practical next step]. CTA starter: See the scope / Book a fit call.
Show the draft to someone in the audience. Ask: Who is this for? What do you get? What happens next? Record misunderstandings and one revision.
Success means they can explain the offer in their own words, not simply that they like the design.