🚀 Module 7: Package Setup

Duration, inclusions, guarantees — your offer, defined.

⏱️ 45–60 minutes Difficulty: Beginner

By the end of this module, you’ll have 3 clear packages (3, 6, and 9 months) with priced inclusions, well-defined boundaries (support, response times, session cadence), a friendly risk-reversal guarantee, and pay-over-time options ready to publish.

2. Why It Matters

Your package is the product. When it’s vague, sales stall; when it’s sharp, clients say “yes.” Clear duration, inclusions, and guarantees reduce buyer risk and protect your time. This structure lets you deliver transformation — not random sessions — while keeping you under 10–20 hours/week at $100K–$150K+ potential.

Clients don’t buy minutes; they buy outcomes. Packages anchor the journey, create commitment, and make your pricing confident and consistent.

3. Step-by-Step Guide

Pick Your 3 Core Durations

Use a 3/6/9-month ladder. Map each to a specific outcome theme: Quick Wins (3M), Habit Rebuild (6M), Full Transformation (9M). Keep names simple and benefit-focused.

Pro Tip: Rename for your niche: “IBS Reset (3M)”, “Gut Rebuild (6M)”, “Gut Mastery (9M)”.

Define Inclusions & Boundaries

Choose 2–3 core services (e.g., biweekly calls, plan updates) + 1–2 light-touch supports (asynchronous check-ins, message window). Set response times (e.g., 24–48h weekdays) and support hours.

Pro Tip: Add a “What’s not included” line to stop scope creep (e.g., daily macros review, emergency texting).

Price by Transformational Value

Start with time × target rate, then adjust for outcome value. Suggested: 3M $1,200–$1,500; 6M $2,100–$2,700; 9M $3,000–$4,200. Anchor the 9M plan with strongest outcomes.

Pro Tip: Price the middle plan to be most attractive (value stack + modest premium vs 3M).

Set a Friendly Risk-Reversal

Offer a conditional guarantee tied to effort, not medical outcomes: “If you complete actions for 30 days and don’t feel progress, we’ll refine the plan or credit a free month.”

Pro Tip: Keep it simple, written, and aligned with your policies; avoid disease/medical claims.

Choose Payment Flexibility

Enable pay-over-time (e.g., $3,000 → $250/mo × 12). Add auto-billing and clear late/cancellation terms. This increases conversions with no extra admin.

Pro Tip: Use Stripe + “Pay Later” providers (Affirm/Klarna/Afterpay/PayPal) via your portal.

Draft Your One-Page Offer Sheet

Bullet the outcome, duration, cadence, supports, boundaries, guarantee, price, and payment options. This becomes your sales and onboarding reference.

Pro Tip: Include a tiny FAQ: “What if I travel?”, “Can I pause?”, “How do check-ins work?”

Publish & Automate

Place packages on your site with embedded “Book Consult” + “Enroll Now.” Auto-send welcome email, contract, intake, and first check-in form.

Pro Tip: Use canned emails + templates to keep delivery under 3 hours/client/month.

4. Examples & Options

Example: 3-Month “Reset”

Includes: 2×/mo 45-min calls, monthly plan update, biweekly check-in form, 24–48h message reply (M–F). Price: $1,400 or $140/mo × 12 via Pay Later.

Example: 6-Month “Rebuild”

Includes: 2×/mo calls, monthly progress review, habit tracking, curated video library. Price: $2,400–$2,700 or $220–$250/mo × 12.

Example: 9-Month “Transformation”

Includes: 2×/mo calls, plan upgrades, check-ins, priority messaging, end-of-program roadmap. Price: $3,600–$4,200 or $300–$350/mo × 12.

DIY (Free/Low-Cost)

Google Docs (offer sheet), Google Forms (intake/check-ins), Calendar + Zoom links, Stripe basic checkout.

Mid-Level

Practice-specific platforms (Practice Better, Healthie) for scheduling, forms, notes, client portal, Stripe integration.

Advanced

Client portal + course hub (Kajabi/Thinkific) with automations, upsells, and embedded mini-programs for leverage.

5. Common Mistakes to Avoid

Stuffing features. Instead of “everything,” pick 3–5 high-value elements that you’ll deliver consistently.
No boundaries. Instead of 24/7 texting, set reply windows (e.g., 24–48h weekdays) and message caps.
Selling sessions, not outcomes. Tie copy to the transformation and milestones, not minutes.
Only pay-in-full. Offer pay-over-time to increase conversions while keeping cashflow via providers.
Guarantees that promise medical results. Use effort-based or satisfaction-style credits, not outcome claims.

6. Quick Win Highlight

💡 Quick Win: Draft your 1-paragraph “Offer Snapshot” for your best-fit plan (6-Month Rebuild). Include: who it’s for, top 3 outcomes, cadence, support window, price + pay-over-time line, and your effort-based guarantee. Paste it on your site and your consult script today.

Template: “The 6-Month Rebuild helps [who] achieve [top outcomes]. You’ll get [cadence] with [supports]. Response time: [window]. Investment: $X or $Y/mo × 12. If you complete your actions for 30 days and don’t feel progress, we’ll refine your plan or credit a free month.”

💬 DM Prompt

“Hey [Name] — I’m opening 3 spots for my 6-Month Rebuild designed for [niche] who want [Outcome A/B/C]. Biweekly calls + structured check-ins, with pay-over-time available. Want details?”

Sent the DM Mark Complete ✅

7. Mini-Implementation Exercise

Package Name & Duration

3M: ________

6M: ________

9M: ________

Inclusions (pick 3–5)

Calls: ____ cadence

Check-ins: weekly / biweekly

Plan updates: monthly / quarterly

Boundaries & Guarantee

Reply window: __–__h (M–F)

Support hours: ________

Guarantee: effort-based credit wording

Pricing

3M: $______ | 6M: $______ | 9M: $______

Pay-over-time line: “Or $___/mo × 12 via Pay Later.”

8. Tools & Resources

Stripe

Collect pay-in-full and connect “Pay Later” providers; automate receipts and retries.

Practice Better / Healthie

All-in-one coaching EMR: forms, messaging, scheduling, packages, and portals.

Calendly

Frictionless consult booking with intake questions and automated reminders.

Notion

Offer sheet, SOPs, check-in tracker, and client deliverables templates.

Kajabi / Thinkific

Host mini-programs and libraries to scale support without adding time.

Loom

Quick async video feedback on habits, plans, or check-ins to add premium feel.

9. Checkpoint / Success Criteria

✅ Three packages finalized (3/6/9M) with names, outcomes, cadence.

✅ Written inclusions + boundaries + response times.

✅ Prices set with pay-over-time math line for each.

✅ Effort-based guarantee drafted (no medical claims).

✅ One-page offer sheet ready to publish + consult script updated.

10. Summary & Next Step

You now have clear, outcome-driven packages (3/6/9M) with tight boundaries.
Pricing aligns to value, not hours — with pay-over-time to boost conversions.
A friendly, effort-based guarantee lowers risk without overpromising.
Offer sheet + automation = consistent delivery under 10–20 hrs/week.

Next → Module 8 Banking, Taxes, & Entity Setup