Money Model Upgrade
Most small businesses leave 15–40% of revenue on the table by selling one-off sessions or month-to-month only. This quick fix upgrades how you package and price so every booking is worth more, without adding more work.
Why the Money Model Matters
- Cash flow now: Prepay and bundles pull cash forward so you can invest in growth.
- Higher LTV: Simple add-ons and commitment options increase average order value (AOV) and retention.
- Less selling time: Clear packages make decisions easy and reduce back-and-forth.
The Fix
We’ll add three simple levers to your current offer:
- Prepay option: Pay upfront and save (or get a bonus).
- Value bundles: Package core service + must-have add-ons (no discounting your time).
- Attach add-ons: 1–2 low-friction upgrades at checkout (e.g., priority start, extra session, report).
What You’ll Need
- Your current price(s) and most popular service.
- Two “no-brainer” add-ons that genuinely help clients succeed.
- A checkout link or invoice template that supports options.
Implementation Steps
- Set your anchor: Keep your current price as the “Monthly” or “Pay-as-you-go” anchor.
- Add a prepay plan: 3 or 6 months upfront with a tangible perk (bonus session, priority support, $ off).
- Create one bundle: Core service + (Add-on A) + (Add-on B) → priced to be your “Best Value.”
- Attach two add-ons: Offer at checkout and in your welcome/confirmation email.
- Update scripts & pages: Add 2–3 lines to your consult script and booking page (see swipe below).
Pricing Patterns (pick one)
- Prepay Bonus: “Pay 3 months upfront, get +1 bonus session (save $[value]).”
- Bundle Value: “Starter Bundle: Core + Accountability Texts + Onboarding Pack - $[price]/mo.”
- Installment Plan: “3-pay of $[x] (no fees) for projects over $[threshold].”
Bundle Examples (edit to fit)
- Starter: Core service only - $[basePrice]/mo.
- Growth (Best Value): Core + Weekly Check-ins + Priority Start - $[basePrice + 20–30%]/mo.
- VIP: Core + Check-ins + Priority + Extra Session + Progress Report - $[basePrice + 50–80%]/mo.
Quick AOV Calculator
If your current AOV is $[aovNow] and 30% choose a bundle that’s +25% value, new AOV ≈ $[aovNow] × (0.7 + 0.3 × 1.25) = $[calc]. Add a 10% prepay uptake and you pull forward $[prepayMonths] months of cash on those deals.
Swipe Copy (Offer & Checkout)
Consult Script (60 seconds):
Most choose our Growth bundle because it includes weekly check-ins and a priority start - it helps you get results faster. You can also do month-to-month, or prepay 3 months and get a bonus session. Which feels best for you?
Checkout Line Items:
- ✔ Growth Bundle - Core + Weekly Check-ins + Priority Start - $[price]/mo
- - or -
- ✔ Monthly - Core only - $[basePrice]/mo
- Optional add-ons:
- □ Extra Session (+$[x])
- □ Progress Report (+$[y])
Confirmation Email Snippet:
You’re set! If you prefer, you can switch to the Growth Bundle for weekly check-ins and a priority start here: [upgradeLink]. Want to prepay 3 months and get a bonus session? Tap here: [prepayLink].
Pro Tips
- Lead with outcomes, not features: “Faster results” beats “includes 4 calls.”
- One obvious winner: Price your “Best Value” so it’s the easy yes (10–30% lift over base).
- Keep add-ons truly additive: They should improve results without adding delivery pain.
- Show it everywhere: Offer grid on your site, in proposals, and in your consult script.
Next Steps
Upgrade your offer this week and watch AOV and cash flow jump. Want us to configure pricing options, update your checkout, and drop in the email/SMS upsells?