Offer Audit

A focused two-week review of your existing service descriptions, proposals, and sales conversations to identify gaps in scope clarity.

Offer Audit

Purpose

Before committing to a full package design engagement, some firms want an honest read on where their current offer materials fail. The Offer Audit examines what you already show prospects and pinpoints the three to five changes that would have the highest impact.

Deliverable

A written audit report covering: package naming consistency, scope leakage points, pricing presentation, and recommended next steps. Includes a sixty-minute debrief call to walk through findings.

Suitable when

You suspect scope creep in projects, receive frequent “what’s included?” questions, or have partners describing the same service differently in sales calls.

Not suitable when

You need full package documentation built from scratch — choose the Package Design Engagement instead.