This practical guide helps you package your services into clear, sellable offers. Follow the steps, copy the templates, and launch a package page ready to take payments in minutes.
Quick prep
Gather these before you start:
- List of current services and the outcomes they deliver.
- Real time it takes to fulfill each service, including prep, travel, communication, and post‑sale.
- Direct costs (materials, licenses, transport, platforms) and indirect costs (target salary, rent, tools).
- Weekly capacity: hours available for billable work.
- 3 frequent customer questions and 3 common objections.
1) Define the outcome and the customer for each package
Objective: help the customer see at a glance what they get and who it is for.
Guiding questions:
- What change does the customer achieve after the service? Make it measurable or obvious.
- Who is it for? Level, occasion, project size.
- What problem does it remove or prevent?
Value proposition one‑liner template:
For [profile/industry] who want [specific outcome], I offer [package name] that includes [3–5 key components], in [duration] for [price].
2) Choose your packaging model
Use a simple, scalable ladder:
- Basic: minimum viable solution to the main problem.
- Standard: most purchased; best balance between price and value.
- Premium: more depth, customization, and support.
Practical rules:
- Clear differentiation between levels. Add scope, not “loose hours”.
- Start with a maximum of 3 packages.
3) Define scope precisely
Avoid ambiguity. For each package specify:
- What is included: deliverables, number of iterations or revisions, support channels.
- What is not included: explicit limits to avoid scope creep.
- Duration: session or project time and delivery timelines.
- Client requirements: materials, forms, availability, approvals.
Scope checklist
- [ ] Enumerated deliverables
- [ ] Max number of revisions/iterations
- [ ] Clear times and deadlines
- [ ] Explicit exclusions
- [ ] Client requirements
4) Calculate real times and capacity
- Time per service (Ts): execution + prep + logistics + communication + post‑sale.
- Weekly capacity (Wc): billable hours available.
- Package limit per week (Pw): Pw = Wc / Ts (round down).
- Keep a 20% buffer for contingencies and marketing.
5) Design your pricing structure
Combine approaches so it is sustainable and competitive.
A) Cost‑plus (minimum floor)
Minimum price = Direct costs + Allocated indirect costs + Your target margin.
- Indirect costs per hour × service hours.
B) Time‑based (operational floor)
Time price = Target hourly rate × Ts.
C) Value‑based (rational ceiling)
Value price = % of perceived value, savings, or extra revenue created.
- Guide: 10–30% of the economic value created or saved when applicable.
Final package price = max(A, B) adjusted toward C based on market and differentiation.
Include surcharges: rush, off‑hours, extra scope.
6) Standard policies and terms
Make policies visible on every package card:
- Booking/deposit: 20–50% to lock the date.
- Cancellations and rescheduling: window (e.g., 48–72 h) and penalty.
- Guarantees/limitations: what is corrected and within what window.
- Ownership/use of deliverables: licenses, credits, source materials.
- Service areas and travel: included radius and extra charges.
Short policy template (adaptable):
“To reserve, a non‑refundable 50% deposit is required. Rescheduling with 48 h notice at no cost. Cancellations within 48 h forfeit the deposit. The package includes up to 2 revisions; additional ones are quoted separately. Prices valid for 30 days. Outside a 10 km radius: +$X per km.”
7) Structure your add‑ons and upsells
List extras that don’t warrant a new package:
- Extra deliverables, rush or priority, extra sessions, reports, extended support, travel, special equipment.
Define a fixed price per add‑on and when they apply.
8) Create your package cards
Card template (copy/paste):
Package name — For [profile/occasion]
Outcome: [main benefit in 1 sentence]
Includes:
- [Deliverable 1] • [Deliverable 2] • [Deliverable 3]
Duration/Timelines: [X time]
Not included: [3 key exclusions]
Price: $[amount] | Deposit: $[amount/%]
Key policies: [2–3 bullets]
How to book: [link/form/brief step]
9) Booking and fulfillment flow
- Express discovery: short form with goal, date, context.
- Package selection: side‑by‑side comparison page.
- Booking and deposit payment: confirm date and terms.
- Onboarding: automatic checklist or brief and calendar.
- Delivery: execution plus milestone confirmations.
- Close: final delivery, feedback, testimonial, next step proposal.
10) Messaging and quick replies
Standard reply to inquiries:
“Thanks for reaching out. Here you can see my packages with pricing, availability, and book in 1 minute: [link]. If you have a special situation, reply to this message and I’ll help.”
Short comparison copy for your page:
- Basic: for [profile] who need [outcome].
- Standard: most chosen; includes [differentiating value].
- Premium: for maximum personalization, speed, or support.
11) Indicators to iterate
Measure weekly:
- Click‑to‑booking rate (CR): bookings ÷ visits to the package page.
- Repeated questions: if >10% ask the same thing, clarify it on the card.
- Delivery time vs. plan: if you slip, reduce scope or raise price.
- Margin per package: revenue − actual costs.
- Use of add‑ons: spot extras that deserve their own package.
Improvement cycle: adjust one variable per week (price, scope, copy, or policies) and measure.
12) Multi‑industry examples (base list)
Makeup/Beauty
- Basic: Natural makeup, 60 min, includes basic lashes; 1 touch‑up.
- Standard: Event glam, 75–90 min, premium lashes + mini kit.
- Premium: Bride, trial + wedding day + touch‑up; extended‑hours policy.
Photography
- Basic: 45 min, 20 edited photos.
- Standard: 90 min, 50 photos, 2 locations.
- Premium: 3 h, 100 photos, album + priority delivery.
Coaching/Consulting
- Basic: single 60‑min session + 1‑page action plan.
- Standard: 4 sessions + email follow‑up.
- Premium: 8 sessions + initial audit + 30‑day chat support.
Cleaning
- Basic: maintenance 2 h, common areas.
- Standard: 4 h, includes deep kitchen/bath.
- Premium: move‑in/out, full checklist + oven/grates.
Design/Branding
- Basic: starter logo, 2 concepts, 2 revisions.
- Standard: essential identity (logo + palette + type + 3 assets).
- Premium: brand system + PDF guide + editable templates.
Tutoring/Classes
- Basic: diagnostic + 1 class.
- Standard: monthly package (4 classes) + study material.
- Premium: intensive 8 classes + mock tests + Q&A support.
Training/Wellness
- Basic: 1 session + base routine.
- Standard: monthly plan + weekly chat.
- Premium: quarterly plan + basic nutrition + close follow‑up.
13) Common mistakes and how to avoid them
- “Includes whatever comes up”: define limits and revisions.
- Hourly pricing with no outcome: package around outcomes. Customers compare value, not minutes.
- Three identical packages: each level must solve a distinct need.
- Hidden policies: show them on the card and at checkout.
- No add‑ons: you lose revenue and flexibility.
14) One‑page mini‑workshop (doable today)
Complete this for one package, then replicate:
- Client profile
- One‑sentence outcome
- Includes (3–5 bullets)
- Not included (3 bullets)
- Duration and timelines
- Ts (total time)
- Direct costs
- Target hourly rate
- Minimum price = max(cost‑plus, time)
- Proposed final price (considering value)
- Deposit and key policies
- Add‑ons and prices
- Booking link/flow
15) Final checklists
Launch checklist
- [ ] 3 packages ready with clear cards
- [ ] Policies visible and confirmed in the payment flow
- [ ] Add‑ons with defined prices
- [ ] Pre‑booking form and synced calendar
- [ ] Quick messages configured
- [ ] Published comparison page
Monthly maintenance checklist
- [ ] Review metrics and margins
- [ ] Adjust copy for repeated questions
- [ ] Test a new add‑on or limited bonus
- [ ] Update examples and testimonials
Quick resources (text templates)
- Package card: use section 8.
- Policies: section 6.
- DM reply: section 10.
- Level comparison: section 10.
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