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How to Create an Offer Docket to Position Your Offers

Hailey Dale
How to Create an Offer Docket to Position Your Offers | Your Content Empire

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I’m Hailey – content strategist and founder here at Your Content Empire where we help you create more profitable, purposeful and productive content — and hopefully enjoy yourself more while doing it too. Learn more about me here >>

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How to Create an Offer Docket to Position Your Offers

What makes your offer unique?

Why should people choose it over other options?

I find these questions can sometimes make us entrepreneurs feel a little squeamish.

But if you bring run through this systemized positioning process – you'll have a confident answer to that question in no time 🙂

What is Positioning?

Positioning is where your brand or offer sits in the minds of your clients compared to similar offers from your competitors. How can you present your offer in a way that highlights its unique attributes and benefits? How can you make your offer stand out from the other options?

This isn’t so much about comparison as it is about knowing your strengths and learning how to best communicate them.

The first step is to identify those points of differentiation.

So what makes your offer unique? What special perks make it an amazing opportunity for your clients?

Here’s an example: For my Profitable Sales Funnel package, I include things that I know other people aren’t offering. Like my specialized testing protocol or my 100 subscriber project. Other things include the 3-month measurement reports and the co-creation content interviews for all the emails and the freebie. So when I market the package or have a consult call, I sell the results I’ve gotten for clients AND I highlight what makes this a unique + smart business investment.

When it comes to creating sales pages, writing email sequences or pulling promo copy for an offer – you’ll be set if you’ve taken a bit of time to create positioning and details document with all the info about your offer. I’ve been calling it your Awesome Offer Docket since way back here in 2016, but my process has changed a bit so I wanted to do a refresh!

What is the Offer Docket?

The first thing I do with my clients and students when we’re building their sales funnels or starting to plan a pre-launch is to create their offer docket (basically a go-to reference file) with everything about their offer.

And as an added bonus – if you have yet to create a salespage for your offer, doing this work will also get you the copy needed for that salespage. Or the reverse, if you already have a salespage, you’ll be able to pull together a lot of this information really easily.

Below you can see an example of one of my awesome offer dockets – I have these for every single one of my offers in my business. And it really helps me have all the information at the ready for marketing my offers.

The other thing I include in my Offer Docket is a crystal clear profile of who my client is so I can speak directly to her and completely understand where she’s at, what she’s struggling with and what language she uses to talk about those struggles and desires. This is really useful tool for creating my content too. Here’s a post I wrote a post recently about how to create your reader to client journey.

How to Create an Offer Docket to Create and Position Your Offers By Your Content Empire

Putting Together Your Own Offer Docket

Ready to create your own Offer Docket? Let’s get started!

1. Create a Google Drive (or Dropbox) folder for the offer

2. Answer the following questions in a new Google (or Word) doc

  • Description of the offer (long and short)
  • Main transformation of the offer
  • Fascinators (Feature so that… Benefit)
  • What’s Included
  • How the Offer Delivered
  • Who it’s for + Who it isn’t for
  • Questions & Anticipated Objections
  • Testimonials
  • Pricing
  • Important Links (salespages, order form, thank you page, files)
  • Customer or Client Profile + Journey

3. Gather related materials

If you have any promotional copy, images or mockups, emails that you’ve used for this offer, add these to the folder too.

4. Other Considerations

Here are a few other things you’ll find in my Offer Dockets that I find really useful but consider optional:

  • Storybrand Map – For each of my offers, I have a Storybrand Map created. You can go here to buy the book and here to create your free Storybrand Map.
  • Social Screenshots of People Discussing Your Offer – If you have any social media screenshots or emails from people praising your offer, you can add those. I like to use these (with permission or blurring).
  • Customer Service Doc – I keep a running doc for any questions that commonly come up from potential customers and customers. So that if we answer the question once, we have a record and can copy/paste with slight edits going forward.

What to do next

Interested in preparing your offer for sale? Download the Offer Docket checklist to get your next offer primed for promotion.

How to Create an Offer Docket to Position Your Offers | Your Content Empire

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Your Content Empire - Offer Docket Checklist
How to Create an Offer Docket to Position Your Offers | Your Content Empire
How to Create an Offer Docket to Position Your Offers | Your Content Empire
Hailey Dale
How to Create an Offer Docket to Position Your Offers | Your Content Empire
How to Create an Offer Docket to Position Your Offers
How to Create an Offer Docket to Create and Position Your Offers By Your Content Empire
How to Create an Offer Docket to Position Your Offers | Your Content Empire
What to Do After Launching Your Funnel
5 Reasons Your Funnel Offer Isn’t Selling
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Freebies vs. Low-Ticket: Which is ACTUALLY better for growing your list? 🤔

Everyone’s raving about low-ticket offers being the holy grail of list building... but is that really true for YOU?

I’m breaking down the honest pros and cons of both strategies so you can make the right choice for your business right now. Swipe through to see:

✅ The hidden advantages of freebies that nobody talks about 

✅ When low-ticket actually makes sense (and when it’s a money pit) 

✅ 5 key factors to consider before making your decision

The truth? There’s no one-size-fits-all answer. But swipe this carousel to figure out which path is right for YOUR specific situation.

P.S. I’m hosting a workshop on March 12th all about how to create a sales funnel that works in 2025. Comment WORKSHOP and I’ll send you the link to sign up.
That bundle or summit you just contributed to? It’s filling your list with dead weight...

Yes, there’s some anecdotal evidence and Cinderella stories from those who they’ve worked for but the majority are doing a lot more harm than good. 

From the participant/customer side: Yes, they get a firehose of information but there’s also so much information that very little (if any) of it gets implemented. 

From the contributor/speaker side: Yes, you get exposure and a big jump in email sign ups, but because all of those people are also signing up for 10+ other people’s lists too, they’re below the lowest form of validated. 

I worked with a client who had started hosting bundles and had grown her email list from just over 1000 to 40000 in a year (!) but when she launched her brand new course couldn’t get a single sale. We worked together after the fact to work on nurturing and validating that list so it came down to around 10K left on the list but after a lot of content, they started converting. 

There’s no way to short cut growing your email list. You’re better off with validated people who want to be there than a whole heap of people who have nearly zero buy-in. 

If you have grown through summits and bundles, have a really good welcome sequence (longer than you think you need) and don’t be afraid to remove people who don’t interact with it. 

One of the things I’m covering in my upcoming workshop all about how to design a funnel offer that’ll sell in 2025 is the validation process. 

Want in? Comment WORKSHOP and I’ll send you the link to sign up for the free workshop on Mar 12th!
Launching your funnel is just the FIRST step—not the end goal! 

Too many business owners hit publish and call it a day, then wonder why they’re not seeing results.

The real magic happens in what you do AFTER launch, and I’ve got a system that’s helped my clients’ funnels outperform industry standards by 3X.

Here are the 4 crucial steps I implement after every funnel launch:

1️⃣ Set up a proper measurement system (no more guessing!)
2️⃣ Optimize all your online hotspots (most people miss this completely)
3️⃣ Run my proprietary Testing Protocol with your existing audience
4️⃣ Create a sustainable traffic strategy that fits YOUR business

The Testing Protocol is my secret weapon—it lets you perfect your messaging while generating initial sales to fund your scaling efforts. Your audience becomes both your testers AND your initial investors!

Want me to walk you through my complete post-launch system step-by-step?

Watch the full breakdown on YouTube to get the entire step-by-step strategy!

#funnelstrategy #marketingtips #onlinebusiness #salesfunnel #digitalmarketing #conversionoptimization #funnelhacks
Stop treating your funnel launch as the finish line! After you hit publish is when the REAL work begins.

My “Testing Protocol” strategy has helped client funnels outperform industry standards for years—here’s why:

Instead of leaving your funnel to die after launch, strategically run your existing audience through it in small groups. These “test subjects” (aka your most engaged followers) help you:

 ✅ Optimize message open rates

 ✅ Improve click-through performance

 ✅ Generate initial sales to FUND your paid ads

The best part? Your audience helps perfect your funnel AND gives you the capital to scale it with confidence. No more guessing if your funnel will convert when you start running traffic!

Comment “FUNNELLAUNCH” if you want the full video with ALL 4 strategies for what to do after launching your funnel (hint: most people skip #2 completely!)
What happens after the funnel purchase matters more...

The main goal of your funnel is to make a sale, right? But after you make that sale comes your biggest window of opportunity (my customer multiplication formula) and most people are majorly dropping the ball here ↓

They send the offer and then treat new customers like everyone else on their email list → when they should be treated like anyone but.

Those who do take advantage of this opportunity turn new customers into brand ambassadors, repeat purchases and referrals.

How does this relate back to touchpoints?

This comes back to building your funnel around touchpoints. Looking at data for 2025:

📊 Past customers only need 1–3 touches on average
📊 Warm inbound leads need 5–12 touches
📊 Cold prospects require 20–50 touches

Even though it takes WAY less touchpoints to upsell existing customers, most people hyper focus on bringing in new sales when focusing on your existing customers is a much better way to bring in repeat AND new sales.

What is the delight and invite funnel?

That’s where the delight and invite funnel comes in. It becomes your offer delivery sequence with more delight and invite opportunities woven in.

The main goals of this funnel:

🏆 Incorporate feedback loops to get ahead of challenges your customers experience + be first to hear about wins

🏆 Create assets and campaigns around customer results

🏆 Connect directly with new customers to let them know they’re seen and appreciated

🏆 Incentivize them to share the offer with their audiences and friends

🏆 Invite them to exclusive offers

Here’s the customer multiplication formula this funnel is built upon:

Delight x Invite = Turning Every Happy Client Into 2-3 More

This formula (and the strategies behind it) is one of the things I’m covering in an upcoming workshop about designing a funnel offer that’ll sell in 2025.

Want in? Comment WORKSHOP and I’ll send you the link to sign up for the free workshop on Mar 12th!
How to Create an Offer Docket to Position Your Offers | Your Content Empire
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