Package Design Engagement
A six-week advisory engagement to define, name, and document your core service packages with clear scope, inclusions, and positioning.
Who this is for
Owner-led businesses with two to eight staff who already deliver reliable work but struggle to explain what they sell. Typical clients include trade contractors with maintenance tiers, professional practices with advisory packages, and creative studios quoting project types rather than hourly blocks.
The result you receive
At the end of six weeks you hold a written offer suite: named packages, scope statements, inclusion and exclusion lists, a pricing basis for each tier, and short positioning copy you can paste into proposals and your website.
What is included
- Kickoff workshop (half day, in person or video) mapping current services and client types
- Stakeholder interviews with up to three people who sell or deliver the work
- Draft package architecture with scope boundaries reviewed in two working sessions
- Final offer documents in editable format (Word or Google Docs)
- One revision round after you test the language with a live prospect
What is excluded
- Brand design, website build, or CRM setup
- Legal contract drafting (we define commercial scope, not legal terms)
- Ongoing sales coaching beyond the engagement period
Provider and process
Helen Marsh leads every package design engagement. She has spent twelve years advising owner-led firms across Tasmania and mainland states on how to scope and price service work.
Week 1–2: Discovery and current-state mapping
Week 3–4: Package architecture and draft scope documents
Week 5: Positioning language and pricing basis
Week 6: Final delivery and handover session
Preparation
Bring your last six proposals or quotes, a list of services you wish you sold more of, and any feedback from clients who said your pricing was unclear.
Next step
Request a scope call through our contact page. We will confirm fit, outline the exact fee for your situation, and propose a start date.