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10 Steps to Creating Your Offer and Irresistible Lead Generation Tools

Updated: Apr 20, 2022



Ready to develop your core offer and lead generation strategy? You’re in the right place. We’ve done the research and compiled the insights from masters who have worked with thousands of customers to dial it down into a simple process with a formula for creating your offer and lead generation. I call it the one, two punch for capturing leads and understanding your customers so that you can deliver and have happy to refer clients.

General Protocol:

  • Create You Unique Offer for Your Customers. Personalize it with your own voice and branding.

  • Use factual, objective language (not an invitation)

  • Keep it simple … a 3rd grader would understand what you are offering

  • Be informative and answer as many objectives as possible

  • Stay enthusiastic and positive

  • Utilize a professional copywriter or landing page expert when available


Ok – Let’s begin


STEP 1 – Preparation

Before going any further, ask yourself these important questions:

  1. Is this easy and fun to do?

  2. Do you feel equipped to teach on this right now?

  3. Are you doing the thing you’re offering/teaching?

If you get a resounding “HECK YAH” then you will be good to move forward.


Identify Your Target Customer

Who is THE PERSON that you will be helping/providing a service or product?

When creating an offer, it can be very helpful to narrow your audience to people who have a specific need that you know you can serve and they are ready for this offer or next step in their progress in working with you.

If you have an audience or engage in a networking group that has a lot of your target market, it’s extremely important to pay attention to the questions that people are asking to have a very clear understanding of what they need and how you can fulfill this for them and have experiences that you can share when they have questions.

Some of you may even do a bit more research and take a look at www.AnswerThePublic.com with the specific topic to learn what’s being searched for in general. Taking a survey with your audience can also be another effective way to develop your offer. Allow the offer to fully take form as you learn more about your audience and what they need and want.


Create What You Embody When developing your offer, this is something that should be easy and fun and you 100% embody it. If there is anxiety or you don’t feel good… this will show through in your presentations and will also hurt your reputation and slow your progress for growth in your business.

We can theoretically know something, but unless we have actually lived and breathed an experience, it’s extremely difficult to then be able to share and pass on that knowledge… but, we all have to start somewhere and being transparent about this or offering something that is a beta group may be a great way to get the experience you need. Always remember and keep in mind that business is easy and fun! You have gifts, talents and skills and the world needs you. Be the star that you are and shine brightly!

STEP 2 – It ALL Starts with a Great Title or Hook

When writing your offer headline, it’s important to grab attention and peek their interest. You can utilize number like “3, 5, 7 or 10” add your descriptor, key benefit or results and a sense of urgency can help.

A clear result will be part of your offer.

STEP 3 – The Short Description & Highlights

Letting people know quickly if they are in the right place can be important in this fast-paced world where typically you will have 10-20 seconds to make sure to let people know they are in the right place. Whether you use an amazing photo or just words, make sure to be clear and keep visitors wanting more.

Highlights are best as bullet points! Give your prospects a short and informative overview of your offer and highlight – the most important selling proposition. Sometimes a great 20-60 second video can be just what people want. This is an elevator or intro video to your offer and a taste of what they can expect.

Watch your Google Analytics for bounce rate on your offer page vs how long they stay on the page to show that you are getting the engagement and time you want as a starting point. You want them to stay for the whole presentation and continue in their journey on the page or click the button for the next page of the funnel so be sure to track all this with your analytics, goals and conversions.

STEP 4 – The Details

Explaining the important details of the offer will help your prospects understand and know what to expect from your offer. This will increase the probability of a purchase. Having something special that is an incentive or bonus with the offer can make it memorable.

The who, what and why are key elements as well as date, time, location, how to prepare and all the things to expect can be written up in a way that is fun and inspiring to your pros