The 7 Columns I Check Before An Offer Stays On My Page
The 7 Columns I Check Before An Offer Stays On My Page
Everyone says add a rung for every budget. Here's the one-page audit I run to decide which rungs earn their place.

Most offer advice is a request to add more rungs
Every offer ladder diagram you've ever seen points the same direction. Add a low-priced entry point. Add a middle tier. Add a premium tier. Add a monthly option for anyone who wants ongoing help. The logic sounds airtight: a rung for every budget means a yes for every buyer. That's the whole pitch, and it's why the ladder diagram is everywhere.
Nobody in that conversation asks the other question. Which rung is doing any work?
It's easy to see why. Adding feels like progress. You get a new name, a new price, a new page, and a small rush of momentum. Removing something feels like admitting the first idea was wrong, and nobody puts time on the calendar for that. So the page only ever grows. Building a ladder is the fun part. Pruning it is the part that pays.
The ladder gets built once, usually in a burst of energy, and then it stays exactly where it was built. Offers outlive the reasons they were created. A page with five things for sale looks like a business, even when two of them haven't moved in months, one takes more hours than it pays for, and one only exists because something upstream needed a pitch at the end of it.
I know this one from the inside. Back when this was a lunch-hour business, I discounted the moment a prospect hesitated, then over-delivered to justify the discount to myself. When I still had a paycheck coming in, I kept pouring hours into clients I'd priced back when I was newer, and I never went back to see what the work had grown into. In the two-fifteen-minute-breaks years, I bought programs and tools that had no named job in the business. Every one of those habits came from adding or bending when I should have been checking.
The advice says add. It never says audit. So owners who follow it end up with a longer page and the same bank balance, and the natural conclusion is that they need more traffic. That's the loudest advice in the room, and it sends people hunting for new buyers before they've checked whether the buyers they already have are sitting on the right thing.
What I did instead
Once I went all in, my offer page became something I audit. The audit is one sheet, one row per offer, seven columns.
Column one is the offer's name. Column two is its price. Column three is the job it does in the business, written as a single sentence that finishes the phrase "this exists to produce." If I can't finish that sentence, the offer is on notice. It's the same rule I use before I buy anything: it has to answer what it replaces or what it produces. I wrote about that rule for tools in The 2 Questions Every Tool Has To Answer Before I Buy, and an offer turns out to be one more thing I'm paying to keep around.
Column four is the number of active clients on that offer. Column five is cash collected from those clients, which I track in place of revenue, because cash collected against active clients is the number I read on a normal week. I laid out how I read it in The 2 Numbers I Read Side By Side Every Week. Column six is the hours that offer takes out of my week. Column seven is the date of its last price review, because prices go on a scheduled calendar review instead of drifting. The reasoning behind that is in Why I Stopped Raising My Prices And Put Them On A Calendar Instead.
Here's the sequence. I fill in columns four through six from the real record, never from memory, because memory flatters. Then I read across each row and ask three things. Can this offer name what it produces? Does the cash it collects justify the hours it takes? Has its price been reviewed on purpose, or is it a number I inherited from an earlier season of the business?
I don't change anything on the first pass. The first pass is only for seeing, and the changes happen afterward, one row at a time.
An offer that fails one question gets fixed, usually with a price review or a tighter scope. An offer that fails two gets a decision date written next to it. An offer that fails all three comes off the page.
Coming off the page is the part people resist, so here's one from my own page. Once I went all in, I retired my coaching program, which was priced at $367 a month. It was the pitch at the end of a five-day challenge. Today I do implementation and consulting, and coaching shows up rarely, only when a client really needs it. A page can lose an offer and still have a business standing behind it.
A one-sentence job also makes an offer easier to explain on the page, to me and to the person reading it. The last rule protects the sheet: nothing goes on the page because someone asked for it once. It goes on because it can finish the sentence in column three. In the two-fifteen-minute-breaks years, most of what I bought couldn't have finished that sentence. I told that story in full in I Spent $20K+ on Business Coaching. Here's What I Actually Learned.
When this is the wrong sheet to build
If you have one offer, there's nothing to audit yet. Your question is whether anyone wants it, and a spreadsheet can't answer that. Go have sales conversations and write down the objections you hear. Come back to the sheet once you have at least two offers competing for the same buyer.
If you can't pull a clean record of what each client has paid, stop and fix that first. The sheet only works when columns four through six come from real records. A row filled in from a guess is worse than an empty row, because it looks like evidence. Start keeping a clean record now, and come back to the sheet once a full month of it exists.
If an offer has only a handful of buyers, the numbers are too thin to judge it. Give it more time and more conversations before you read anything into its row.
If an offer is tied to a contract you can't change yet, read its row anyway but hold the edits until the term ends. The columns still tell you what to plan for.
And don't pull an offer down while it's the one paying your bills. Build the replacement, get it collecting cash, then retire the old one. An audit should tell you what to do next quarter. It shouldn't leave you with a gap in the bank account next week.
The Offer Ladder Audit
The sheet above tells you which of your offers are earning their place. If you want a second set of eyes on how your whole ladder fits together, the Offer Ladder Audit is where I'd start. It's $27 and you can work through it at your own pace.
Take the auditA page earns its length
Your offer page is a budget of attention. Every line on it spends some. Keep the ones that can name what they pay back.
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