Marketing Journeys · The Tradewinds Method · Build
Session 2.1
Package Your
Offer
I book anything for anyone. So why am I forgettable?
Marketing Journeys2.1Remember the Two Businesses?
What you sell. How you serve.
Both businesses, running at once.
Package both, and your whole machine is finally on one page. Your first strike at the Secret Agent headwind: the forgettable order-taker becomes findable.
Marketing Journeys2.1 · Package Your OfferTwo Packages · Most Advisors Build Neither
What you sell,
and how you serve.
What You Sell
Your signature trip. The magnet that fills the chair. Business #2.
How You Serve
Your every-time process. The craft, made repeatable. Business #1.
Marketing Journeys2.1 · Package Your OfferBack When Planes Had Magazines
3 Days in Austin. 4 Nights in Paris.
What's your three days?
Every one was a packaged, editorial, specific itinerary. That's the format.
Marketing Journeys2.1 · Package Your OfferHow Packaged Is Packaged?
Down to the
coffee on day three.
Could you describe your signature trip down to where they have coffee on the morning of day three, and the photo spot for day four?
Most advisors have never asked themselves that question. That question is the package.
Marketing Journeys2.1 · Package Your OfferHere's Mine
The Indy 500
is packaged.
I know what day to arrive. Which tickets to buy. Where to park. Where to stay. Where to sit, and it's different every day. What to do before the race, and after.
That's a packaged trip. Not "I do Indy."
Marketing Journeys2.1 · Package Your OfferThe Easy On-Ramp
Start with a trip
you already love.
Your favorite trip. Your last FAM. The one you'd talk about for an hour. Give it a name, a story, a who-it's-for. You're not inventing, you're packaging what you already know cold.
A named offer is a findable offer.
Marketing Journeys2.1 · Package Your OfferThe Other Package
Now, how you serve.
They don't just buy the trip. They buy the experience of working with you. Package that too.
Marketing Journeys2.1 · Package Your OfferYour Signature Process
The same way,
every time.
Initial consultation. Online questionnaire. Planner sheet. The Zoom call. The 3-way call with the destination. The proposal.
Stop winging every client. A named process makes you the pro, and lets you charge like one.
Marketing Journeys2.1 · Package Your Offer
Give Them Names
Name the offer.
Name the method.
"Four Nights on the Amalfi Coast." "The First-Timer's Indy 500." And your process: "The [Your Name] Way." Named things get remembered, referred, and booked.
If it doesn't have a name, it isn't a package. It's a maybe.
Marketing Journeys2.1 · Package Your OfferYour First Brick
Build
your offer.
1
Your three days
Package one trip you love to the coffee-on-day-three level. (The Signature Trip Builder.)
2
Your process
Map the steps you run every time, and name it.
3
Your rung
Find where you are on the ladder, and take the next step up.
Marketing Journeys2.1 · Package Your OfferPut Your Second Mate to Work
More than a writer.
A packaging partner.
Deconstruct
To the coffee on day 3
It interviews you and pulls a whole trip out of your head into a package.
Pressure-Test
Find the gaps
It role-plays your client and pokes holes before a real one does.
Map
Name your process
Dump your steps, it returns a named, repeatable checklist.
Marketing Journeys2.1 · Package Your OfferWant a Hand With This Part?
Three ways to
get unstuck.
Group
Professor Hours
Bring your specific question to office hours and ask it live.
One-on-One
Book a 1:1
We work on yours, screen to screen, until it's done right.
Done With / For You
Hire us
Consultant or coach. We build it with you, or we build it for you.
Marketing Journeys2.1 · Package Your Offer
Built With You, Not Taught At You
A named offer
is a findable offer.
You can draft both packages today. Turning a draft into a polished, sellable offer and a process that runs without you is the work. That's what we do together, with the templates. We build it with you →
Next → 2.2 · Your Brand: now make it look the part.
Post your first brick in the community. Questions? Bring them to this week's Professor Hours.
Marketing Journeys2.1