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Serve Scale Soar® Podcast

219: Purpose-Driven Packages: How to Design Offers That Sell

Notebooks, small paper package with tag on the front; the title of the episode is below.

Purpose-Driven Packages: How to Design Offers That Sell 

Streamlining and Enhancing Your Service Packages for Maximum Impact

In the competitive landscape of service-based businesses, offering packages that stand out and meet clients’ needs is crucial. However, many service providers find themselves stuck in a cycle of constantly tweaking their packages without a clear purpose. Today we are talking all about how to create purposeful service packages that deliver results and drive profitability.

The Downfall of Hourly Retainers

Let’s reflect on my early days as a freelancer, where I used to offer hourly retainers with set amounts of hours per month. I soon discovered that this model, although common, resulted in a trade-off of time for dollars, preventing me from maximizing my earnings as I became more proficient. Additionally, it hindered my ability to solidify my role as a valuable team member for my clients.

Creating Packages with Purpose

Designing service packages with a clear purpose is so important. The first step is to identify and include everything necessary for the client’s success. For instance, an ad manager should consider elements such as copywriting, creatives, ad setup, tracking, and audience targeting as essential components for successful ad campaigns.

Weeding Out Unnecessary Additions

The next crucial step involves scrutinizing the list of inclusions and eliminating anything that the client does not truly need to achieve success. This avoids the pitfall of overwhelming both the service provider and the client with unnecessary components. I connect the real estate concept of distinguishing between “must-haves” and “nice-to-haves” to guide providers in refining the core offerings within their packages.

Introducing Add-Ons for Enhanced Value

Incorporating an add-ons list allows providers to offer extra services that go beyond the essential package. This creates an opportunity to increase the contract value while also catering to clients seeking additional specialized support. Whether it’s custom dashboards, advanced tracking setups, or specialized audits, add-ons provide flexibility and value for both the service provider and the client.

Leveraging Your Onlyness Factor

The concept of the “onlyness factor” is a unique element that sets a provider apart from others. Whether it’s a specific expertise, a specialized methodology, or a distinct skill set, showcasing this factor within the service package reinforces the provider’s unique value proposition. By highlighting what makes them stand out, service providers can attract clients who align with their unique strengths and offerings.

The Core Package as the Anchor

Throughout the package design process, I emphasize that the core package – inclusive of essential elements for client success – should remain the anchor. This core package sets the foundation for the services offered, ensuring that clients receive the necessary support to achieve their goals. Providers should maintain the integrity of this core package, irrespective of whether the client already has access to certain resources such as in-house copywriters or graphic designers.

The Decision-Making Advantage of Add-Ons

Presenting a single core package with add-ons offers a streamlined approach that minimizes decision fatigue for clients. This method simplifies the decision-making process for clients, as they are presented with a clear base package and the option to enhance it with specific add-ons. This approach aims to facilitate quicker hiring decisions, expedite proposal approvals, and potentially increase contract rates, presenting a win-win scenario for both the service provider and the client.


I encourage you to use these insights to refine and streamline your service packages. By executing these strategies, as a service provider you can create purpose-driven packages that align with client needs, elevate your offerings, and position yourself as a valuable and unique asset in the competitive service industry.


Here’s A Glance Of The Episode: 

00:00 Create purposeful packages for confident client offerings.

04:07 Ensure clients’ success with purposeful packages. Include copy, creative, ad setup, and tracking.

09:15 Funnel audit, add ons, and unique factors.

12:10 Package remains unchanged, core value benefits all.

15:21 Maximize business success, learn ad management now.

16:18 Encouragement to go out and achieve success.


Key Takeaways:

  1. Creating packages with purpose involves focusing on providing everything necessary for client success without overwhelming them.
  2. It’s important to weed out anything that clients don’t actually need in order to be successful, distinguishing between essentials and nice-to-haves.
  3. Add-ons such as custom dashboards or funnel audits can increase the value of the package and cater to clients who want a little extra and can also help business owners with decision fatigue..
  4. Identifying your “onlyness factor” and showcasing what sets you apart can help make your packages more unique and attractive to potential clients.
  5. Avoid constantly adding new items to your packages as a reaction to raising prices; instead, focus on the essential elements for success.
  6. For ad managers specifically, a core package should include everything necessary for success and shouldn’t change based on whether the client has their own copywriter or graphics person.
  7. By creating packages with purpose, you can streamline your business and attract clients more quickly, serve your clients at the highest level and increase your contract rates without offering multiple different packages.
  8. We offer a live training for those interested in learning more about setting up a successful ad management business and scaling to 6-figure months with a small number of clients.

and so much more. 

Loved This Episode? Check Out More Here. ⬇️


Additional Resources

Are you ready to learn more about what it takes to run a successful ad management business? To save your seat for my BRAND NEW LIVE TRAINING on How To Have a 100K Year With Only 5 Clients and discover how to fit 100K in 2024 working with only 5 clients, CLICK HERE.

** This post may contain affiliate links which means I may receive a small commission at no additional cost to you if you use one of the links to purchase. This helps keep the podcast going and I only share products I have used, tested and love.”

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Meet Brandi

Brandi Mowles is the host of the Serve Scale Soar® podcast which is a podcast dedicated to helping service-based entrepreneurs scale their online business to five-figure months so they can soar into six-figure years. Brandi is a wife, mom and in less than one year, created a six-figure business. Now she is spilling all her secrets so you can too.

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