A 4-Part Workshop to Build a Juicy Digital Marketing Offer Roadmap
If you’re heading into the New Year thinking, “I want my offers to convert better and feel better,” this episode is for you!
Over the last few months, I’ve been deep in offer strategy with our Done-For-You clients. Audits, VIP days, consulting sessions, and I kept seeing the same patterns come up again and again. So I decided to share our exact process here on the podcast.
In this episode, we workshop a four-part framework to help you optimize your offers so they’re aligned with your audience, your energy, and where your business is headed next.
Here’s what we cover:
- How to audit your past offers honestly (without beating yourself up)
- Why knowing what your audience wants now matters more than ever
- How to map a simple offer journey that supports long-term growth
- What to refine before you dive into details like pricing and delivery
Whether you’re planning your first offer or refining an existing lineup, this episode will help you approach 2026 with more intention, and stronger conversions.
🎧 Listen in and start building offers that truly work for you and your audience.
P.S. Want help mapping out and refining your offers with expert guidance? Our Done-For-You Services help you turn your expertise into an organic growth engine through smart strategy, content, and offers that scale. Find out more and book a call here.
Timestamps
0:25 – Why now is the perfect time to rethink your offers
1:22 – The offer patterns Gina is seeing with Done-For-You clients
1:52 – Overview of the four-part offer optimization process
2:49 – Step 1
4:24 – Two powerful questions to guide your decisions
5:20 – Aligning offers with what lights you up (and what drains you)
6:50 – Step 2
9:10 – Why markets shift—and your offers need to shift too
10:16 – Step 3
11:18 – Keeping it simple if you’re early-stage
12:01 – Step 4
13:08 – Clarifying promise, delivery, and pricing
14:30 – How to prioritize offers with a 90-day plan
15:54 – Final encouragement for optimizing offers in 2026
Resources:
Done-For-You Services
Ready to turn your expertise into an organic growth engine?
Ready to turn your expertise into an organic growth engine? With our Done-For-You Services, my team and I help you attract consistent leads and clients through smart strategy, content, and offers that scale—so your offers are clear, aligned, and built to convert. Find out more and book a call here.
Related Episodes:
- EPISODE #237: How to Up Your Branding Game
- EPISODE #225: Launch Roadblocks: How to Keep Your Promotion on Track
- EPISODE #223: 5 Signs Your Marketing Funnel Needs a Fix
- EPISODE #221: The New Nurture Strategy
Transcript
Welcome back to another edition of the Course Creation Incubator podcast. I’m your host, Gina Onativia, here to get you moving, to get excited, kid, about your courses, your workshops, your memberships, whatever you are cooking up in this New year. And hopefully I’m here to help you market and sell in bigger, bolder, more profitable ways. Now, over the last few months, I’ve been having a blast working out different offers with our Done for You clients, and I noticed that there are a couple of things.
Over the last few months I’ve had a blast going over different offers with are done for you clients and I’ve been having such a great time. I thought I would share our process as part of this podcast. So I want you planning out the offers in the New Year that are really going to be juicy for your audience and they’re going to be conversion factors for you.
So today we’re going to workshop a four part process to get you to a really juicy offer roadmap. Now, before we dive in this episode is, of course, brought to you by our Done for You services. If you’re interested in custom high touch course creation, backend marketing brand website development, we love to work with you in the new year.
Go to course creation boutique dot com slash course apply. We’ll book a call, we’ll chat, we’ll talk details. Okay. All right. So today we’re going to dive into a workshop to talk through your offers. Before we dive into the workshop, I want to ask you two questions that my business coach always asks me whenever I’m looking ahead or deciding on my new vision for something.
And that’s one what Alicia, what do you love doing? What do you absolutely want to do more of? And then two, what was just painful for you? And you’re like, That’s enough. I don’t want any more of that because she knows when we’re looking at offers, when we’re looking at art invites, whether it’s your students, your clients, your customers, they want to be aligned with what you really want and what you don’t want.
So if you’re a coach, right now, making one on one calls and you’re thinking, I can’t make one more one on one call, they drive me nuts, then I want to move away from that. Or on the flip side for like, you know what I’m doing consulting and I love the coaching thing. I love doing one on ones with people.
I can see the impact right away. Okay, maybe one two ones are your jam then that’s a great thing. So as we are looking at our offers here at KB, we’re also looking at, okay, what do I want to do? What do I want to do more of? We’ve been talking about doing the brand sites love been doing those because it gives me an opportunity to look at your marketing overall and kind of start from the beginning.
Because a lot of times when I get people with courses, sometimes they don’t get in on the ground up. So with brand sites, I’ve been able to do that and I’ve really been enjoying it and then we might. So we’re going to do more of that in the new year because I love it and I think we’re good at it and people really can benefit from it.
So I want you thinking about those two questions. What light you up and what do you want a lot less of in your life? And that’s going to kind of steer how you go through this four step process. So let’s dig in step one, I want you to audit your offers. Now, if you’ve ever put out an offer and hopefully if you’ve been listening to this podcast, you are putting out offers.
I don’t care if it’s a small workshop you put out or coaching consulting, you did an event, you whatever, it looks like you co-branded something with someone, whatever it is you put out. Of course, a copywriting course with one of your closest friends like I did with Meghan O’Leary. Whatever it is, I want you to give yourself an honest assessment.
What worked, What didn’t work? Did it convert like you wanted it to convert? All link to the episode we did where we had a successful launch. We were very pleased with how the copywriting class went and we had a lot of learnings. So think about how your offers have done in the last year or two and if they haven’t converted thinking about, well, one was your problem was clear to was your content aligned with your promise and then three so important, did you get buyer feedback?
Okay, so, so, so critically important when ever a launch doesn’t go as well as I want it to, it’s sometimes difficult to get that feedback, but you got to fight for it, get on the phone, call people, whatever it looks like. We want to know what was the disconnect? Was it the price point? Was it the message promise didn’t match whatever that look like.
I want you to get feedback. That’s number one in figuring out how to optimize your offers. And 2026 is one. That audit so important to look back. Second, and this ties in to number one, knowing your audience. So if for some reason an offer didn’t convert for you, I want you to go back to your potential audience and figure out what didn’t resonate before or what shifted about what they need now.
Like, if I think about courses and how I used to sell courses or build courses ten years ago, it is a very different world to how I’m advising people to build courses today because I know markets have shifted, people’s interest has shifted, the market has gotten more saturated. People are a little more savvy about online courses and launches.
So that’s all shifted. And I knew that for my audience. So what has changed for your audience? What are their needs really about? Want you to do that research before you even consider your offers for this year? Because maybe they’re just craving coaching from you. Maybe they really want a mastermind, they don’t want any more content, they just want their questions answered.
Okay, what does that going to look like? So knowing what your audience is creating and what they need today is critical. And that’s your step two. So step one, you’re going to audit what you’ve done before if you’ve done something before. By the way, if you haven’t done anything before, totally fine. Not going to freak. It’s okay. So you’re going to audit what you’ve done before.
And then step two, you’re really going to get a pulse of what your audience needs now, not five years ago, not even last year. What they need now, because it shifts all the time. Okay. Now, your third step. Once you have that, once you’ve ordered, please don’t skip, stop. So we’re going in order. Once you have steps one and two employees thinking through the entire journey.
So I’ve been walking through our offer roadmap, our escalation model. And in terms of what’s the freebie into the low, take it into the middle price point and into the high ticket. So thinking through what are each of those offers that you want to have available to your customer, your student, your client, and planning that overarching journey is so important because it gives you a snapshot of what you want overall your business.
You’re not just thinking in terms of a silo, just one offer, and you don’t have to have all four, by the way, plotted out. You could have your freebie into your first offer if that feels congruent to you and that’s appropriate to where you are. Totally right. You don’t need a whole road map model right now where we’re figuring out different offers.
We’re figuring out four or five different offers That feels like a lot. We’re going to do the freebie and then we’re going to do the paid offer, the first paid offer. So in terms of your freebie, look at the lead magnet series. If you don’t have a really great lead magnet in place, you’re not generating and building your audience the way you want.
Then check out those lead magnets. Let’s get that going in the New Year and then you build out your first offer. Once you’ve got that offer. Roadmap. By the way, that’s what we do together. When we map out your customer journey, we do that as part of our done for you services. So you and I want you to do it for me.
Then go to course Creation Boutique, slash course, answer a couple of questions and we’ll make a call. So after you’ve planned out your journey as part of step three, then in step four, you can start to drill down on the details. So sometimes I get people who automatically jump into the details. It’s like courses, right? Where people are like, Oh, I already started doing my script.
Sounds like great. Was your outline. Like, I don’t really have an outline. I just have some details of scripts. Okay, well, that’s great, but let’s pull back for a second and let’s look at the overarching journey. And that’s what we’re doing at step three. Now in step four, we’re drilling down on the details of each offer. So again, if you’re only doing the free offer and then the paid, then you’re just going to drill down.
So you’re doing a low ticket. You’re like, yeah, starting small. I want to get a little ticket going, and then maybe it’ll go into consulting. All right. So we’re going to drill down all the details. You’re going to think about who is this for? What’s the promise, the unique promise that you were going to bring for them all Link to my episode About course.
Promise. This is very similar. How are you going to deliver it? And then what’s your pricing? So, for example, if you’re saying I’m going to do a virtual event, I’m going to do a one or two day virtual event, who is it for? Okay. And really think drilling down, think about a segment that you want to do this with.
How are you going to deliver it? Maybe you’re going to have a couple of speakers with you. You’re going to be the main attraction, but you’re going to have speakers or maybe you’re going to a panel. It’s going to go over a day and a half, you’re going to start at this time, etc.. Price point, you’re in a price it at 1200 dollars because you know what?
That market bears. It sounds like a good price point for you to start and you can always increase from there. And think about the promise and the transformation that you’re going to provide. So and then you keep going through your various offers in terms of your offer roadmap. But that’s where it starts. That’s where optimizing your offers starts for the new year and getting those plans in place.
And then maybe for a future episode, we can go through some specific examples or if you’d like to drill down on any of your offers, just write to me at Hello at Course Creation Boutique, ICOM. I’ll take a look and we’re going to talk through it in a future episode. So again, that process one, you’re going to audit your offers, you’re going to give yourself a really honest assessment too.
You’re going to figure out that niche audience that you want to go out to. Three, you’re going to plan your journey, you’re going to figure out your offers and how you’re building them from free to low ticket to mid to mid to high ticket. And then four, you’re going to start to drill down on your offers and you’re going to fill in the blanks and go one by one.
And then if there’s going to be a step five, you’re going to pick one of those offers, or this could be a bonus step, and you’re going to figure out your 90 day plan and how you’re going to execute and how you’re going to drive traffic to that specific offers. All right. Hopefully this gave you some inspiration to optimize your offers into 2026.
I want nothing more than for you to convert big in the new year. All right. Hopefully this inspires you to up your offer game in the New Year. If this episode has impacted you in any way, we’d would love for you to leave me a review. Until next time, go create value and be brilliant and get it done.
