AI Prompts for Pricing and Packaging Your Offers

Review my past and completed clients using invoices, payment records, email history, client notes, meeting records, project files, results, complaints, testimonials, and repeat work.

Rank clients into three tiers:

Tier 1: paid well, paid on time, got strong results, low drama, good relationship, likely to buy again or refer

Tier 2: solid clients with some friction, smaller budgets, slower timelines, or less obvious expansion potential

Tier 3: small, slow, difficult, low-margin, or high-attention clients

For Tier 1 and Tier 2, design two high-ticket offers grounded in what these clients actually asked for, complained about, wanted next, or paid for before.

For Tier 3, design one lower-touch offer between $500 and $1,000 that helps them without consuming too much of my time.

For each offer, include:

1. Offer name
2. Promise
3. Price
4. Who it is for
5. Why this tier would say yes
6. Evidence from real emails, invoices, notes, or projects
7. What not to include so the scope stays controlled

Do not invent demand. If the evidence is weak, say so.

Read my inbound emails from the last year.

Find every time someone asked for something I do not officially sell, including:

- "Do you also do X?"
- "Can you help with Y?"
- "Would you be able to look at this?"
- One-off favors
- Small requests I handled manually
- Repeated advice I gave for free
- Problems people asked about before or after buying

Group the requests by theme.

If three or more people asked for the same thing, treat it as possible offer demand.

For each candidate, show:

1. What people asked for
2. The real quotes proving demand
3. Who asked
4. Whether they were prospects, clients, or past clients
5. Suggested offer format
6. Suggested price based on comparable work I have billed before
7. Whether it should be high-ticket, low-ticket, retainer, workshop, audit, or add-on

Do not create an offer unless the demand is visible in the evidence.

Review my last ten proposals and project files.

Find the work I keep scoping from scratch even though the core is basically the same.

Identify:

1. Steps that appear in almost every project
2. Deliverables that barely change
3. Parts that genuinely vary
4. Common client requests
5. Common delays
6. Revisions or scope creep patterns
7. What I actually charged
8. How long delivery really took

Then package the repeatable core as a fixed-scope, fixed-price offer.

Include:

1. Offer name
2. Who it is for
3. What is included
4. What is explicitly not included
5. Required client inputs
6. Timeline
7. Price based on historic billing
8. One-page sales description

The goal is simple: next time this request comes in, I send one page instead of writing a custom proposal from scratch.

List everything I currently sell using my website, proposals, invoices, contracts, and sales emails.

Create an offer ladder from lowest price to highest price.

For each offer, include:

1. Name
2. Buyer
3. Price
4. Promise
5. Delivery model
6. Whether it appears active, outdated, confusing, or overlapping

Then identify gaps:

1. Where a buyer has no easy starting point
2. Where a happy client has nowhere to go next
3. Where two offers compete with each other
4. Where an offer attracts the wrong buyer
5. Where I am missing a high-ticket or recurring option
6. Where I have too many low-value offers

Propose the smallest set of changes needed to make the ladder work.

Every recommended offer must be grounded in real evidence from emails, invoices, proposals, or client demand.

Find every client who completed a project and then came back within six months with questions, small requests, follow-up work, troubleshooting, extra advice, or another project.

Use invoices, emails, support threads, meeting notes, and project records.

That pattern may indicate retainer demand.

For each client, show:

1. Original project
2. Follow-up requests
3. Whether the follow-up was paid or unpaid
4. Time/attention consumed
5. What recurring need appears to exist

Then design a retainer offer:

1. What is included monthly
2. What is excluded
3. Monthly price
4. Minimum term
5. Best time to offer it
6. Which clients should receive the offer first

Draft the pitch email for the three past clients most likely to say yes.

Use relationship-specific details from the record.

Mark all drafts HOLD.

Review my current active clients.

For each client, read recent emails, notes, meeting records, proposals, and project files.

Find adjacent needs they have mentioned in passing. Look for:

- Problems they said they would handle later
- Requests outside current scope
- Repeated questions
- Bottlenecks slowing the current project
- Things they need after this engagement ends
- Risks they do not appear to have solved yet

For each client, show:

1. Client name
2. Current engagement
3. Adjacent need
4. Exact signal or quote
5. Natural expansion offer
6. Best moment to raise it
7. One or two sentences I can say on the next call

Do not write pitch emails. Give me conversation openers only.

Compare every service or offer I sell using real business records.

Score each offer on:

1. Revenue
2. Frequency of purchase
3. Delivery time
4. Email volume
5. Meeting load
6. Revision rounds
7. Scope creep
8. Client satisfaction signals
9. Profit per hour of attention
10. Strategic value

Find the offer that performs worst.

Make the case for whether I should:

- Kill it
- Reprice it
- Narrow the scope
- Turn it into a template/product
- Move it to a lower-touch delivery model

Show the numbers and evidence.

Then tell me what to do with existing clients on that offer.

If a transition note is needed, draft it and mark it HOLD.

I am considering a new offer: [describe the offer].

Before I build anything, help me test whether people actually want it.

First, write a plain-language one-paragraph description of the offer. No hype.

Then search my email history, client notes, invoices, proposals, and past conversations to identify the ten warmest people for whom this offer appears relevant.

For each person, show:

1. Why they are a fit
2. What evidence supports that
3. Whether they are a client, past client, prospect, or referral partner
4. What specific pain or goal this offer connects to

Then draft a short personal note to each person asking one honest question: would this be useful, and what would make it a yes?

Make the tone personal, not mass marketing.

Mark all drafts HOLD.

End with a simple test rule: what level of positive response would justify building this, and what response would tell me not to build it.

Create a one-page sales document for this offer: [offer name].

Use evidence from my business records.

Include:

1. The problem in the buyer's own words, pulled from real emails or notes
2. Who this is for
3. Who this is not for
4. What they get
5. What it costs
6. How long it takes
7. What happens after they say yes
8. Proof from real past results
9. Common objections and plain answers
10. Clear next step

Write it in my voice based on sent emails, not generic marketing voice.

Flag every claim you could not verify in my records.

Do not invent proof, testimonials, numbers, outcomes, or guarantees.

Review my proposals, invoices, and contracts from the last two years.

Find the service most overdue for a price increase.

Show me:

1. Current price
2. Oldest price found
3. Average price over time
4. Scope changes over time
5. Delivery effort
6. Competitor or market comparison if available
7. Recommended new price
8. Why that number makes sense

Then draft:

1. The pricing language for the next proposal
2. A no-apology explanation of the new price
3. A recommendation for current clients on old pricing
4. Whether to grandfather anyone, and for how long
5. A two-sentence answer for when a current client asks why the price changed

Keep the language clear, direct, and calm. No long justification paragraph.