AI-powered playbook

Your Beta Offer

Build your first beta offer and a short script for your 1:1 calls. Keep it clear, honest and simple.

Two ways to use this playbook. Pick one.

Optional

Download the AI Implementation Toolkit
  1. Tap the button to download the file.
  2. Open your AI (ChatGPT, Claude or Gemini) and attach the file.
  3. Type "start" and send. Your AI walks you through the rest.

or

Follow the 5 steps below

Each step has a Copy box. Paste it into your AI, one step at a time.

Your Beta Offer

1Write your promise
2Map what they get
3Package and price it simply
4Make it easy to say yes
5Present it on your 1:1 call

In 30 seconds

  • A beta offer is an early version for a few people or a short time.
  • Say it is new, and give it your best.
  • Use it after Rapid Launch books your 1:1 calls, or when starting something new.
  • Get at least 5 to 10 beta clients before building your Golden Offer.
  • 5 steps. You leave with your beta offer and a short call script in your own words.

How to use this page

  1. Tap Copy in each step.
  2. Paste into your AI (ChatGPT, Claude or Gemini) and send. Use the same chat each time.
  3. Answer one question at a time. Tell your AI what to change, then keep the result.

Step 1: Write your promise

You get: Three one-line promises to pick from.

Write your one-line promise

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me write the one-line promise for my beta offer, and give it to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. In your first reply, say: You can talk your answers instead of typing them, by voice note or the microphone on your keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 1 of my beta offer: an early version of my offer for a limited number of people or a limited time, which I will present at the end of my 1:1 calls. This box writes only my promise, one clear line that says exactly what I help people achieve. It does not write what people get, my options, my prices or my call script. Those come in the next boxes. I should have the finished line within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants say what they do in plain words. The shape is: I help [WHO] get [WHAT] without [OLD WAY] using [NEW WAY]. WHO is the clearest description of the people I serve. WHAT is the specific result they want most that I can deliver. OLD WAY is what they have tried before that did not work, what they don't want to do, or what they keep struggling with. NEW WAY is how I help them: the name of my method if I have one, or something people already understand, such as 1:1 coaching or Facebook ads. A good promise is clear enough for a 12-year-old to understand on the first read. A bad promise sounds amazing but vague, crams several results into one line, or promises a result I have not said I help with. Clear beats attractive. Use this example for its shape, not its facts. It is one of the example promises my coach Marc Teo wrote in his Beta Offer Template, an illustration, not a real client: RELATIONSHIPS: We help [busy professionals] [attract their dream partner] without [wasting time on apps or sites] using my [Authentic Love Blueprint] STEP 1. Ask: "Who do you help? Describe them the way you would to a friend." STEP 2. Ask: "What result do they want most that you can help them get?" STEP 3. Ask: "What have they probably tried before that did not work, or what do they not want to do?" STEP 4. Ask: "How do you help them get there? Give me the name of your method if you have one, or tell me what you do in plain words." STEP 5. Write three one-line promises in the shape above, numbered 1 to 3, using my words wherever I gave them, each a little different (for example, one plainer, one about the result, one about the old way). Then ask: "Which number do you choose? You can also change any words." Stop and wait. Do not choose for me. A yes or "looks good" without a number is not a choice, so ask once more which number I choose. Then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Use only my facts. Never invent results, numbers, timeframes, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank], such as [who you help]. A result I hope to get people is not a result I have got them, and something that came after is not something that caused it. If I put a limit on a result, such as not measured yet or one client only, keep it beside that result in every version, including a shorter one. Put quotation marks only around words I said someone said or wrote. Marc's example is his, so never copy its words into my promise. If I ask for what people get, prices or a script, say they come in the next boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY BETA OFFER PROMISE: [the promise I chose, with my changes] Keep any (suggested) mark inside the box. Keep every question outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to map what people get. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole line again in one code block.

You're done when:

You have one promise line a 12-year-old would understand.

Why this works

Your promise says what you help people achieve.

I use this shape: I help [WHO] get [WHAT] without [OLD WAY] using [NEW WAY].

WHO is who you serve. WHAT is the result they want that you can deliver.

OLD WAY is what failed, what they avoid, or what they struggle with. NEW WAY is how you help.

Keep it clear enough for a 12-year-old. Clear beats attractive.

Use your Signature Method (https://signaturemethod.marcteo.com), or something familiar like Facebook ads, Reiki healing or high-performance coaching.

See my example

Step 2: Map what they get

You get: Your top 3 to 5 things and 3 stages.

Map your top things and 3 stages

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me map what people get in my beta offer, the top 3 to 5 things and 3 simple stages, and give it to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 2 of my beta offer, an early version of my offer for a limited number of people or a limited time. We decide the top 3 to 5 things people get when they join, and the 3 stages that show exactly what will happen, from the start to the result, in no longer than 3 to 6 months. This box does not set my options, prices, guarantee or call script. Those come in the next boxes. I should have the finished piece within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants explain their offer clearly. A good list has 3 to 5 plain items, the most important ones only; everything else is a bonus. Good stages are three, in order, each with what happens in it and the milestone people reach at the end of it, said simply enough that people remember stage one, stage two, stage three. The usual names are Start (what people do once they begin, and their first milestone), Grow (the key activities that get them to the result, and the second milestone) and Scale (what helps them improve and speed up, and the third milestone), but my own names are fine. Bad work lists ten things, uses clever words, or gives a stage a milestone I never said people reach. Use this example for its shape, not its facts. It is my coach Marc Teo's own beta from 2024, in short: Start: a 1:1 kickstart call to get clear on the long-term vision, the exact offer and an immediate action plan. Strengthen: setting up the whole system so the business brings in recurring income. Soar: being in control of time and energy, with a predictable way to bring in cash flow. STEP 1. If my promise is already in this chat, use it. Otherwise ask: "Paste your promise from the last box, or tell me in one line who you help and the result they want." STEP 2. Ask: "What are the most important things you will go through with people or do for them? List as many as come to mind, and I will help you pick the top 3 to 5." STEP 3. Ask: "When someone joins, what happens first, what comes next, and what happens near the end? Rough is fine." STEP 4. Ask: "How long will your beta run, at most? My coach Marc suggests no longer than 3 to 6 months." STEP 5. Pick the top 3 to 5 things from my list, in my words, and put the rest under BONUS. Write my 3 stages from what I told you in Step 3, each with what happens and its milestone. If I gave no milestone for a stage, suggest one built only from my promise and my answers, marked (suggested). Then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES In every shorter version, keep each milestone detail, including any recorded log or updated plan; omit the BONUS line entirely when nothing is left over. Use only my facts. Never invent results, numbers, timeframes, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank], such as [how long]. A result I hope to get people is not a result I have got them, and something that came after is not something that caused it. If I put a limit on a result, such as not measured yet or one client only, keep it beside that result in every version, including a shorter one. Put quotation marks only around words I said someone said or wrote. Never turn the name of a service into a result: weekly calls are something people get, not something they achieve. Keep each thing in the stage I said it happens in. Marc's stages are his, so never copy them into mine. If I ask for options, prices or a script, say they come in the next boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: WHAT THEY GET (top 3 to 5): 1. 2. 3. (up to 5) BONUS: [only if anything is left over] THE 3 STAGES: STAGE 1 [name]: [what happens]. Milestone: [what they reach] STAGE 2 [name]: [what happens]. Milestone: [what they reach] STAGE 3 [name]: [what happens]. Milestone: [what they reach] HOW LONG: Keep any (suggested) mark inside the box. Keep every question outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to package and price my beta. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole piece again in one code block.

You're done when:

You have 3 to 5 things and 3 stages, each with a milestone, within 3 to 6 months.

Why this works

Pick 3 to 5 main things people get: topics you cover or things you do for them.

Everything else is a bonus.

My template uses 3 stages: Start, Grow and Scale.

Start covers their first actions and milestone. Grow gets them to their result and second milestone.

Scale helps them improve and speed up, with a third milestone. Keep the whole beta to no longer than 3 to 6 months.

My 2024 beta used Start, Strengthen and Soar. See my workshop's life coach and funnel builder examples below.

See my example

Step 3: Package and price it simply

You get: Your options, planned prices, beta prices and ways to pay.

Package and price your beta options

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me package and price my beta offer simply, in 2 or 3 options with my planned prices, my beta prices and how people can pay, and give it to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 3 of my beta offer, an early version of my offer for a limited number of people or a limited time. We put what people get into 2 or 3 simple options, set the price I plan to charge later and the beta price I charge now, and decide how people can pay and what I ask for in return. I choose every number. This box does not write my guarantee, my reason to decide now or my call script. I should have the finished piece within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants make a beta offer simple to say yes to. Good options differ by how long they run or how much support people get, for example 4, 8 or 12 sessions, and are simple enough to write on a napkin. My coach Marc's way to price: look at what similar offers in my market charge to set a baseline; if I am relatively new, plan my price 10 to 20% below that; decide the middle option first, because it is the one most people should choose. The beta price is about half the planned price, in return for a testimonial and honest feedback, never a discount for nothing. Be flexible on how people pay: one time, monthly, quarterly, or a deposit first and the rest later. Try not to make it free, because even a small amount is better than free. Bad work picks a price for me, invents a payment plan, or makes up an option. Use this example for its shape, not its facts. It is my coach Marc Teo's Simplest Beta Offer Template, laid out as lines. It has no prices: Basic: 3/4 calls Signature: 6/8 calls, plus WhatsApp to ask questions anytime Premium: 9/12 calls, plus WhatsApp to ask questions anytime Optional downsell: 1-2 calls Under it he wrote: (yes, it can be that simple) STEP 1. If what people get is already in this chat, use it. Otherwise ask: "Paste what people get from the last box, or tell me in a line or two what your beta offer is." STEP 2. Ask: "Do you want two options or three, and what goes into each one? For example, the number of sessions, chat access to you, group calls or recordings." STEP 3. Ask: "What price do you plan to charge later for each option, once it is proven? If you are not sure, tell me what similar offers in your market charge." STEP 4. Ask: "What beta price will you charge now for each option, and how can people pay: one time, monthly, or a deposit first and the rest later?" Then go to the final output. For IN RETURN I ASK FOR, use what I said. If I said nothing, write: a testimonial after you get results, and honest feedback (suggested), and tell me in one line that Marc always asks for something in return. If I give a price, it is my price: never change it or ask me to confirm it. If I don't know my planned price but told you what similar offers charge, suggest one from that number the way Marc prices, marked (suggested). If I don't know my beta price but gave a planned price, suggest about half of it, marked (suggested). If I gave no number at all, never suggest a price: write [your planned price] or [your beta price], and tell me in one line to look at what similar offers in my market charge. If I want it free, ask me once whether a small amount would work instead, then use my answer. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Use only my facts. Never invent results, numbers, prices, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank], such as [your beta price]. A result I hope to get people is not a result I have got them. Put quotation marks only around words I said someone said or wrote. Use only the ways to pay I gave, and never split a price into payments I did not give; for a deposit with no amounts, write [deposit] and [the rest, and when]. Use my currency exactly as I wrote it, and never convert it. Keep each inclusion under the option I gave it for, in every version, and write "everything in Option 1, plus" only if I said so. Marc's template is his, so never copy his packages into mine unless I choose them. If I ask for a guarantee or a script, say they come in the next boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY BETA OPTIONS AND PRICES OPTION 1 [name]: [what is inside] Planned price later: Beta price now: OPTION 2 [name]: [what is inside] Planned price later: Beta price now: OPTION 3 [name]: [only if I chose three] Planned price later: Beta price now: WAYS TO PAY: IN RETURN I ASK FOR: Keep any (suggested) mark inside the box. Keep every question outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to make my beta easy to say yes to. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole piece again in one code block, with every option and every price.

You're done when:

You have 2 or 3 options, prices, ways to pay, and what you ask for in return.

Why this works

Offer 2 or 3 simple options, with different lengths or support.

If you are new, plan prices 10 to 20% below similar offers. Raise them as testimonials come in.

Price the middle option first, then the others. Your beta price is about half your planned price.

Ask for feedback and a testimonial after results.

Be flexible: one time, monthly, quarterly, or a deposit first and the rest later.

Use your own currency and numbers. The amounts here are examples, not my prices.

See my example

Step 4: Make it easy to say yes

You get: Your guarantee, honest reason to decide now and it's-a-beta line.

Write your guarantee, reason to decide now and it's-a-beta line

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me make my beta offer easy to say yes to, with one guarantee I can keep, one honest reason to decide now and my it's-a-beta line, and give them to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 4 of my beta offer, an early version of my offer for a limited number of people or a limited time. A beta should be what my coach Marc calls a "stupid to say no" offer: I lower people's risk, and I am honest about why they should decide now and why it is a beta. The finished piece is three short lines I can say out loud. This box does not change my options or prices, and it does not write my call script. I should have the finished piece within about five of your replies. [ROLE] You are a warm, honest coach. A good guarantee is one I can truly keep, said in one or two plain sentences. Marc's options are: a full refund within a set time, such as the first 7 days or the first month; a 50% refund if the first session doesn't feel worth it, kept for the first 5 to 10 clients of a new offer; I'll keep working with you until you get there; or 2X your investment or your money back. A good reason to decide now is true: a real date I will close it, or a real number of clients I will take. If I am afraid I cannot fill a number, a close date is fine. A good it's-a-beta line is honest, not cheap: I am testing this, I will give it everything I have, and I will do whatever it takes to get them there. Bad work invents a deadline or a number of spots, promises a result I have not said I can get, or makes the beta sound like a cheap, unfinished thing. Use these for their shape, not their facts. They are my coach Marc Teo's own words, not mine: From his email of 10 April 2026: Beta means honesty. It means saying: "I'm testing this. I'll give you everything I have. I'm not sure I'll get you the exact result I want yet, but I'll do whatever it takes to get you there." From his post of 24 February 2026, a line he wrote as an example for a new coach: "Hey, I've gotten great results in calisthenics. I'm building out my coaching and looking for testimonials. I'd love to help you in return for an accountability fee." And a simple guarantee: "If after one month you feel there's no progress, I'll refund you. No hard feelings." STEP 1. If my promise or options are already in this chat, use them. Otherwise ask: "Paste your promise and options from the earlier boxes, or tell me in a line or two what your beta offer is." STEP 2. Ask: "Which guarantee are you comfortable offering: a full refund within a set time, a 50% refund if the first session doesn't feel worth it, I'll keep working with you until you get there, 2X your investment or your money back, or none? Tell me the details, such as how long." STEP 3. Ask: "What is your honest reason to decide now: a date you will really close it, or the number of clients you will really take?" STEP 4. Ask: "Why are you offering this as a beta right now? For example, you are new to this, you are testing something new, or you want your first testimonials." STEP 5. Write the three lines, then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. For the guarantee, suggest the option above that fits best what I told you. For the reason to decide now, suggest the shape that fits me with the date or number left as a blank, for example: I'm closing this beta on [date]. Never invent a date or a number of spots. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Keep any total-across-options limit beside the number of clients in every version, including a shorter one. Use only my facts. Never invent results, numbers, prices, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank], such as [date]. A result I hope to get people is not a result I have got them, and something that came after is not something that caused it. If I put a limit on a result, such as not measured yet or one client only, keep it beside that result in every version, including a shorter one. Never write that I have results, testimonials, clients or experience I have not told you about. Never add a second guarantee, a bonus or a discount I did not give. Marc's words are his, so never use them as mine. If I ask for a call script, say it comes in the next box and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY GUARANTEE: [one or two sentences, as I would say it, or none] MY REASON TO DECIDE NOW: [one sentence] MY IT'S-A-BETA LINE: [one or two sentences, as I would say it] Write the lines the way I would say them, without quotation marks. Keep any (suggested) mark inside the box. Keep every question outside the box. Outside the box, say in one line that I can paste it at the start of the next box when I am ready to plan how I present my beta. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me all three lines again in one code block.

You're done when:

You have three honest lines: a guarantee you can keep, a reason to decide now, and your it's-a-beta line.

Why this works

A beta should feel like a "stupid to say no" offer.

Pick one guarantee you can keep. Ones I have used or taught: a full refund in the first 7 days or the first month, or I keep working with you until you get there.

A 50% refund if the first session doesn't feel worth it also works. Keep that one for your first 5 to 10 clients of a new offer.

Give one honest reason to decide now: a real closing date or a real client limit. Never invent either.

If you fear you cannot fill the spots, use a date.

Say plainly that it is a beta. Being that upfront builds trust.

See my example

Step 5: Present it on your 1:1 call

You get: A short call script in your own words.

Write your short call script

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me write a short script to present my beta offer at the end of my 1:1 call, ending with "If not, no problem at all.", and give it to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 5 of my beta offer, an early version of my offer for a limited number of people or a limited time. I present it at the end of a helpful 1:1 call: most of the call is about understanding the person and helping them, and only the last few minutes are the offer. The finished piece is a short script I can read out loud in a few minutes. This box does not change my offer, my prices or my guarantee. I should have the finished piece within about four of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants present an offer without pushing. A good script asks permission first, says plainly that it is a beta, shares the offer in a few minutes, names the beta price against the price I plan to charge later, says what I ask for in return, and always gives the person room to say no. If they want it but can't pay right now, it first checks in kindly, then offers only the flexibility I am truly willing to give. Bad work pressures people, invents urgency, changes my prices, or reads like an advert. Use these lines for their shape, not their facts. They are my coach Marc Teo's own words from his video and workshop, tidied, not mine: Permission: I hope you got value from the call so far. If you'd like to continue the journey with me, I can take about 5 to 10 minutes to share with you a quick offer I'm doing. If not, no problem at all. Price: What I'm offering will cost about [planned price] outside, and I plan to charge about that in the next few months. But as long as you agree to give me a testimonial and feedback, I'll give it to you for just [beta price]. Can't pay right now: Just to confirm, is this something you really want? Is it really the money, or are you just not comfortable saying no? Either answer is fine with me. Flexible: Instead of paying the full amount right now, is it okay if you put [a small amount] first, and pay the rest after you get results? STEP 1. If my beta offer (promise, what people get, options and prices, guarantee, reason to decide now) is already in this chat, use it. Otherwise ask: "Paste your beta offer pieces from the earlier boxes, or tell me what your beta offer is, your options and your beta prices." STEP 2. Ask: "If someone wants it but can't pay right now, what flexibility are you truly willing to give? For example, a small amount first and the rest later, a smaller option such as one or two sessions, or none." STEP 3. Ask: "How do you usually talk with people on your calls? Give me a line or two the way you would really say them, or type skip." STEP 4. Write the script in my words and go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Carry every supplied payment condition, including upfront-only payment, into the price and any flexibility line in every version. Use only my facts. Never invent results, numbers, prices, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank], such as [your beta price]. A result I hope to get people is not a result I have got them, and something that came after is not something that caused it. If I put a limit on a result, such as not measured yet or one client only, keep it beside that result in every version, including a shorter one. Use my offer, my prices, my guarantee and my reason to decide now exactly as I gave them, and keep each inclusion under the option I gave it for. Never add a discount, a bonus, a deadline or a number of spots I did not give, and never use pressure lines. If I gave no flexibility, offer none: say kindly that it is fine to wait. Marc's lines are his, so make the words mine. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else, short enough to say in a few minutes: 1. ASK PERMISSION: [one or two lines] 2. THE OFFER: [my it's-a-beta line, my promise, my 3 stages and my options, in a few short lines] 3. THE PRICE: [my planned price later, my beta price now, what I ask for in return, my guarantee and my reason to decide now] 4. THE ASK: [one line asking if they would like to go ahead] If not, no problem at all. 5. IF THEY SAY THEY CAN'T PAY RIGHT NOW: [a kind check-in, then only the flexibility I gave, or that it is fine to wait] If not, no problem at all. The last words of the script are: If not, no problem at all. Write it the way I would say it, without quotation marks. Keep any (suggested) mark inside the box. Keep every question outside the box. Outside the box, say in one line that I can read it out loud once before my next call. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole script again in one code block.

You're done when:

Your short script ends with "If not, no problem at all."

Why this works

My 1:1 calls aren't selling calls. I spend 95% understanding and coaching, and 5% presenting the offer.

Ask permission before sharing your offer. Give people room to say no.

Name your beta price and planned price. The $5,000 and $1,000 in my example are not my prices.

If they can't pay, check whether they want it or feel uncomfortable saying no.

If they truly want it, be flexible: a small amount first and the rest after results, or a smaller option like one or two sessions.

For the whole call, see Effortless Sales Scripts (https://effortlesssalesprocess.marcteo.com).

See my example

Want the thinking behind it?

Read first

If your offer already sells, you don't need to call it a beta. Try a bonus or a different angle.

This also works when you are pivoting or launching something new.

Don't say your offer is perfect. Say: hey, I'm actually testing something new out.

Your Golden Offer takes data and research. A beta helps you collect feedback, insights and success stories first.

Use what you learn to build your Golden Offer (https://goldenoffer.marcteo.com).

Why I love a beta offer: cash, clients and data

A beta gets you cash, real clients to work with so you get better, and data on how to serve them best.

More people sign up too, because they know it is a test.

You also learn about yourself: what you enjoy in the business and what you don't.

One client's beta showed him which clients and calls he liked. He built his main offer around that.

Your beta can be 1:1 calls, a workshop, a half day, a full day, or a paid program.

"It's beta" means honest, not cheap

"It's beta" are the two honest words that close more sales.

You are testing this, giving it your best, and doing whatever it takes to help them get there.

Be clear about what is unfinished. Keep it simple and improve as you go.

A beta is a lighter, faster Golden Offer. Speed matters.

Some clients write theirs on a napkin: four, eight or twelve sessions.

Never discount for nothing

I price a beta at about half the planned price, so I can focus on helping clients get results.

Never discount for nothing. Ask for honest feedback and a testimonial after results.

You can also ask for three to five names of people you could help.

Try not to offer it free. Even $100 is better than free when starting out.

Make rare exceptions only for someone you truly want to work with.

Original examples

My own beta offer for my community, from my offer document
I have launched a private community & mentorship program designed to help aspiring & current Lifestyle Entrepreneurs (coaches/consultants, service providers & creators) make an extra $10-30K/month while having the time, energy & freedom to enjoy your life. [...] 🔥Pillar 1: Start 🔥 [...] The first thing we’ll do together is get on a personal 1-1 kickstart call with me to get crystal clear on three things: * The long-term vision of the business & lifestyle you'd like to enjoy * The exact Golden offer you’ll sell to make an extra $10K/month (minimum) * Your immediate action plan to achieve all of the above as fast as possible [...] 💪Pillar 2: Strengthen💪 [...] Once your first wave of customers and cash flow is coming in, we’ll set up your entire Lifestyle Business Blueprint so you can generate recurring revenue and monthly profits. [...] 🚀 Pillar 3: Soar 🚀 [...] At this point, you’re in control of your time, energy, and a predictable system to generate cash flow. [...] 2 Ways We Can Work Together: 1) Community: you get access to everything above (more than enough to succeed). 2) 1:1 Mentorship: this includes EVERYTHING above plus a private Telegram channel with unlimited access to me (text & voice) and private 1:1 calls. [...] What’s the Investment? [...] as this is a Beta Offer, we’re offering 80% of our usual pricing this month only. [...] Any Guarantees & Promises? [...] However, as this is a Beta Offer, for any reason you are dissatisfied or do not get your desired results in the first 90 days, you can either request for a full refund or I’ll coach you until you get there. This means you’ll not lose money by working with us as long as you take action.

An excerpt from my own offer for my community and mentorship program, which I later shared with clients as my beta offer sample. This copy is dated July 2024. The lines I kept are word for word, with the bullet points simplified.

Where you see [...], I left out the parts that are out of date or not about the offer: the program's name, my 2024 credentials and story, my list of playbooks, client stories, a line about typical results, what each stage includes, the payment model, the guest speakers, the bonuses, the questions and answers, and the booking steps.

What to notice

Every part is in plain words: the promise in one sentence, three stages called Start, Strengthen and Soar, two ways to work together, an honest beta price for this month only, and a guarantee of a full refund or more coaching.

About the 80%

My beta price that month was 80% of my usual price. On this page I teach a simpler rule: about half the price you plan to charge later, in return for a testimonial and feedback.

My Simplest Beta Offer Template
Back to Step 3
Package | Basic | Signature | Premium Number of Calls | 3/4 | 6/8 | 9/12 WhatsApp: Ask Questions Anytime | | ✅ | ✅ Recordings | | | (yes, it can be that simple) Optional Package as a Downsell | 1-2 Calls

The whole tab from my Beta Offer Template sheet, word for word, with the table written out as text. I first made the sheet in July 2024 and last changed it in September 2025, so this tab may be from either date. The Recordings row is empty in the original.

Example promises from my Beta Offer Template
Back to Step 1
HEALTH: We help [working professionals] [lose 5kg of body fat in 30 days] without [sacrificing their biz growth] using my [Rapid Body Transformation Formula] RELATIONSHIPS: We help [busy professionals] [attract their dream partner] without [wasting time on apps or sites] using my [Authentic Love Blueprint] RELATIONSHIPS: We help [single dads] [build an unbreakable bond with their children] even if [nothing has worked so far] using my [Bond Boost Blueprint] WEALTH: We help [college students] [2x their productivity] so they can get [straight A’s] without [pulling all-nighters] using my [Easy A System] WEALTH: We help [young professionals] [level up their performance] so they can [fast track their career] without [burning out] using my [Rockstar Reputation Formula] RELATIONSHIPS: We help [women above 30] [set healthy boundaries] so they can [enjoy deeper, meaningful relationships] even if [they’re people pleasers] using my [Healthy Boundaries Blueprint]

All six examples from my written template, word for word, with the italics removed. I wrote them as illustrations of the shape, not as real clients or real results. I last edited the template in February 2025.

2 Honest Words That Close More Sales, my Marc's Mentorship email
Back to Step 4
“Words I like: Transparency isn’t a weakness in sales. It’s the only thing left that people trust.” Most entrepreneurs wait until they have perfect testimonials, a polished sales page, and bulletproof promises before they sell anything. That wait kills more businesses than bad offers do. The two words that fix this: “It’s beta.” But not the way most people use it. Not as a discount or a “this is cheap because it’s not ready yet” excuse. Beta means honesty. It means saying: “I’m testing this. I’ll give you everything I have. I’m not sure I’ll get you the exact result I want yet, but I’ll do whatever it takes to get you there.” That level of transparency, especially in markets like Singapore and Asia where people are skeptical, actually converts better than polished promises. People are smart. They know a perfect sales page might be overpromising. But when you say “this is new, I’m being real with you, and if it doesn’t work I’ll make it right,” something shifts. Trust goes up. Resistance goes down. Smaller, honest claims often outperform big, flashy ones. The new world rewards coaches who are upfront about what they can and can’t deliver. Name your offer as a beta (honestly, not as a trick) Set clear expectations about what you will deliver Add a safety net (“if you don’t get value, I’ll make it right”) Let the honesty do the selling Stop polishing and start being real with your market. That’s what actually closes. [...] Say less, mean more, Marc

The whole email, word for word, except the greeting and one closing line that pointed to my work with us page, where you see [...].

One Sentence That Turns Beta Hesitation Into Paid Clients, my Marc's Mentorship email
Back to Step 4
Most coaches think their prospects are holding out for a cheaper price. Wrong. They’re holding out because your offer feels like a gamble, and when you kill the gamble, you kill the hesitation. The 50% Safety Net If you’re new, not many buyers will trust you (yet). They’ve never seen your results. So any investment feels risky, even when the price is fair. So you hand them a simple promise: “If the first session doesn’t feel worth it, I’ll refund 50%. No questions asked.” The scariest moment for them was paying an unknown coach. You just made the downside small. Now the decision feels like try it, not commit to a stranger. [...] How to use it this week: Add this line to your offer script: “If the first session doesn’t feel worth it, I’ll refund 50%. No questions asked.” Apply it only to your first 5 to 10 clients for a new offer, not for something that’s already working Say it with calm, not desperation. It’s a gift, not a sales trick. Track every sign-up and every refund request so you have the data when you raise prices. After 5-10 clients, retire the promise and let your testimonials do the work. Bottom line: Lower the cost of saying yes and more people will say yes. It’s one sentence and one promise, but it can be the difference between a closed beta client and one who walks away.

Part of the email, word for word. Where you see [...], I left out a paragraph with two numbers about my own past beta clients that we could not check, and the short paragraph after it.

I also left out the greeting, the opening quote, the title repeated at the top, the closing lines that pointed to my work with us page, the sign-off and a P.S. about a past event.

A beta offer line for a new coach, from my Facebook post
Back to Step 4
If you're nervous about charging or getting results, position your first 5-10 clients as a beta offer. "Hey, I've gotten great results in calisthenics. I'm building out my coaching and looking for testimonials. I'd love to help you in return for an accountability fee." Don't coach for free. [...] "If after one month you feel there's no progress, I'll refund you. No hard feelings."

Part of the post, word for word. The calisthenics line is an example of what a new coach could say, not a client.

Where you see [...], I left out the rest of that line, which says to charge something even if it is small so there is commitment, and the short line that leads into the guarantee.

My own invite to beta test my upgraded program, from an announcement email
Back to Step 3
But before I roll this out, I’ll like fresh eyes on it. [...] And if you’re the right fit, I’ll invite you to beta test the upgraded program: full access to playbooks, live workshops, unlimited support, & custom AI setup. All I ask in return: honest feedback & hopefully a testimonial after you see some results.

Three lines from the email, word for word. Where you see [...], I left out what a free call I offered at the time included. The rest of the email was about that call, so I left it out too.

Being clear, top benefits and three stages, taught live in my Your Next $10K workshop
Back to Step 1
[00:51:51] Marc T: Just be very clear. [00:51:52] Marc T: Don't make it sound too amazing and poor. [00:51:54] Marc T: Just be very clear again This is a beta offer right you won't make it more refined in future But just go straight to the point with this [...] [00:52:04] Marc T: Don't try to make it too amazing next one top five benefits Right, so just share what a pop tree to five things that you want to offer to them That's it. [00:52:14] Marc T: All right, was away a life coach can say we cover five topics number one about energy management We talk about clarity getting more clarity of your purpose and vision life We allow you to influence people more powerfully by by activating in a game We are we help you to rewire limiting beliefs. [...] [00:52:40] Marc T: So five things number one I will build your entire funnel number two. [00:52:44] Marc T: I will do all the automations number three I will make sure integrate it all together. [00:52:47] Marc T: So it makes sense right number four. [00:52:49] Marc T: I do a Color analysis number five to a b testing again. [00:52:54] Marc T: Just be very clear clear beats attractive. [...] [00:53:22] Marc T: So for example, so what you want to do is, people want to be clear, you want to give them a idea of what will exactly happen when you work with you. [00:53:29] Marc T: So first, I say, okay, by the way, when you join me in my program, this is going to happen. [00:53:34] Marc T: Stage number one is, you going to analyze your entire funnel, your data, what's going on to make sure they're a good idea of exactly what you need. [00:53:42] Marc T: Stage two, right, I'm going to help you to build your entire funnel, your automation, your integrations, I'm going to do all, and this will take typically one to two weeks. [00:53:49] Marc T: my tree is, we'll go through a intense review process by both me and realize that I'm just saying that exactly what will happen in tree stages, because [00:54:00] Marc T: people understand it. [00:54:02] Marc T: Okay, so same thing right even let's say well right for a tuition business game and say hey right by the way uh treatings that happen when you join me all right number one is we'll do a very quick call together find out exactly your strengths your weaknesses what areas you need to work on the most to to get your straight days [...] number two is you'll start attending the classes doing exercises right and then we'll review it every single way to make sure that you are moving towards your grades and number three at the same time right on a regular basis we'll be talking about mindsets upgrading it so to make sure that you are on track psychologically to be prepared for exams as well can you see how it just sounds very clear right step one step two step three so people remember [...]

My lines from the live workshop, kept as the recording heard them, so some words are garbled: "pop tree" is top three, "tree stages" is three stages and "treatings" is three things.

Where you see [...], I left out lines that repeat the point or that the recording garbled, a line where I called the stages optional, a few words of me thinking out loud in the tuition example, and the part after it, which is about reasons to decide now (the next example).

What to notice

Both lists are plain things people get, said simply. The stages say exactly what will happen first, next and last, which is why people understand them.

Reasons to decide now and guarantees, from the same workshop
Back to Step 4
[00:54:02] Marc T: [...] push so push against them some reasons now the easiest one for beta offer is um i will stop uh at a certain period right or i will stop when i keep a number of clients right next time and again uh don't try to lie don't try to misrepresent i know most [00:55:00] Marc T: Marketers used to do that about people are catching on right So next just really put a number way if you're good about if you feel that you cannot fill out the number If you're very afraid just say I will close it at a certain period Okay, and then guarantee is a big one right because it's a beta or four you want to give some form of protection right, so It could be a money back guarantee. [00:55:21] Marc T: There's an example, but it could also be I vote with you until you get there right for me. [00:55:26] Marc T: like money back guarantee Um, in terms of offering it because number one I do want to show that I I'm confident my offer and number two is I know most people that I work with won't it's not out to catch me up Okay, but again, if you are not right from the money back guarantee Right, it can also be time limited. [00:55:40] Marc T: So you can say the first seven days is completely free Right or the first seven days you have a hundred percent money back guarantee right So that you have a hundred percent risk free in signing up for this beta offer So the hundred percent money back guarantee can be a limited period as well Or you can also add on at the same time if after we work together and you still don't get your results [00:56:00] Marc T: Well, I'll give you unlimited work. [00:56:02] Marc T: I'll work with you all the way until you get there.

My lines from the live workshop, as the recording heard them. The first line starts partway through, where I moved from the stages to reasons to decide now. "Beta or four" is beta offer, and "I vote with you" is I work with you.

Packaging and pricing, from the same workshop
Back to Step 3
[00:56:09] Marc T: Okay, so product packaging very quickly. [00:56:12] Marc T: Make it as simple as possible. [00:56:13] Marc T: over complicated. [00:56:14] Marc T: So for example, we have coach, right? [00:56:16] Marc T: could be one-to-one calls. [00:56:17] Marc T: It could be quickly workshops. [00:56:19] Marc T: It could be direct access to the work to you or direct communication, and then free access to all your past trainings. [...] [00:56:33] Marc T: Okay, why I have different tiers? [00:56:35] Marc T: Well, two to three tiers, just because you're going give people options. [00:56:38] Marc T: So it could be 4, 8, 12. [00:56:40] Marc T: It could be for funnel builders. [00:56:42] Marc T: It could be, I just have do a funnel. [00:56:43] Marc T: I have to do a funnel for automations. [00:56:45] Marc T: I have to do a funnel automation and copy. [00:56:47] Marc T: Whatever that means to you. [00:56:48] Marc T: Again, do it in a way that aligns to you rather than just copying exactly what I do. [00:56:53] Marc T: everybody's situation is different. [00:56:55] Marc T: I'm not here to say that my way is the best way, but use the principles I share to help you. [00:57:00] Marc T: Okay, and then pricing, the quick suggestion is don't be flexible for pricing, right? [00:57:07] Marc T: So one time, monthly, quarterly, pay a deposit first, and pay me the rest. [00:57:13] Marc T: whole point of you, especially as starting on your business, is to make sure that it's as flexible as possible, especially if it's your ideal client you're working with, okay? [00:57:22] Marc T: Try not to get free, right? [00:57:24] Marc T: Just quit on, try not to get free, because people who are taking free usually don't enough of a payment, even $100 to $100 if you're starting out better than free, okay? [00:57:35] Marc T: Unless they're very rare exceptions, right? [...] [00:57:47] Marc T: So just make sure if you are giving something free or giving something very flexible, make sure that it's someone that you truly want to work with or you really believe could be a great client in the future as well, okay?

My lines from the live workshop, as the recording heard them. The recording has "don't be flexible for pricing", but the next two lines show I meant be flexible. "Quickly workshops" is weekly workshops.

Where you see [...], I left out lines that repeat the point, and a short story about one client of mine.

When someone says they can't pay right now, and how much of my call is the offer, from the same workshop
Back to Step 5
[01:00:27] Marc T: So if someone says they really want to sign up and they cannot pay, so and so forth, this is the first question I asked, right? [01:00:35] Marc T: I understand [name], but really I understand what's going on, right? [01:00:38] Marc T: Just to confirm, is this really big, something that you want, right? [01:00:42] Marc T: And you really can, you feel that you can't make into the resources or you're just very pricey or very embarrassed to say no. [01:00:49] Marc T: So number one, I just want to confirm, right? [...] [01:00:53] Marc T: Is this something actually one but really because financial resources be of a struggle or you're just like not very comfortable to say no. [01:01:00] Marc T: to me, right? [01:01:01] Marc T: So now I just want to check in with them, right? [01:01:02] Marc T: Because I want to show, hey, by saying both is fine or no problem or either answer. [01:01:06] Marc T: So I want to show them that I'm fine whether they see yes or no to me. [01:01:09] Marc T: Okay, if they say, okay, Mark, I really want to sign up, right? [01:01:11] Marc T: I just really want have with some money and stuff, right? [01:01:13] Marc T: And I really want them as a great client. [01:01:15] Marc T: I say, okay, so what I'm hearing is if you can create something that's a bit more aligned to you, right? [01:01:19] Marc T: In terms of whether the finances or flexibility, right? [01:01:22] Marc T: If you create something that's more relevant for you, you'll be able to sign on just want to confirm. [01:01:27] Marc T: And then they'll be like, yeah, right? [...] [01:01:38] Marc T: And again, if you say no, if you don't want to, if you really want to sign on what I would say is instead of paying the full amount right now, where you can create something a bit more flexible, where you just maybe put $100 first. [01:01:50] Marc T: And then after you get the results or only in two months time, then you pay the rest. [...] [01:02:00] Marc T: Is it okay where it's a bit more flexible where you pay $100 first right or pay the rest later? [...] [01:02:07] Marc T: That is fine if you want to right say it's not being instead of trying a thousand What about let's do it for just $800? [01:02:13] Marc T: Right and quick thing guys don't just give a discount for nothing right? [01:02:17] Marc T: the second reason don't just get this come for nothing right so when I say it I'll give you a So we have a $200 subsidy for you if you want But the only thing I ask in return is you give me a testimonial after you get results from program is it okay? [...] [01:03:02] Marc T: 95% of my call is really to diagnose your situation, really for me to coach you, help you to get better. [01:03:10] Marc T: 5% of me is actually just present offer.

My lines from the live workshop, as the recording heard them. I replaced the attendee's name with [name]. "Mark" is how the recording spelled my name.

Where you see [...], I left out lines the recording garbled, two lines about a money program, and about half a minute before my last two lines. The amounts are an example of how the conversation can go, not my prices.

How I position a beta and ask permission on a 1:1 call, from my YouTube video
Back to Step 5
[4:09] [...] so my position is a beta number [4:40] one right you can people who go to a program they do realize that you're not perfect right now right and they are willing to give you a bit more chance right in that Cas but as netive number two is you want to be flexible with maybe your price points your payments as long as you feel that they are your ideal qualified client as well right so again by giving more flexibility they're more likely say yes to you and number three if if needed you can lower your price a little bit for now and then you can increase it so for example this is how the cono might go right which is a quickly right this cost whatever I'm going to offer is going to cost about $5,000 outside um for me I plan to [5:10] charge about four $5,000 in next few months but as long as you we agree to give me a testimony and feedback I'll just give uh you for just $1,000 [...] so the one to one calls again is not a selling call the one to one call is for you to truly gather data about their Pro their goals their problems their challenges to find out more about them number two is also allow is also for you to give as much feedback suggestions recommendations for them to [5:41] grow their business as well and then number three right what it does is that hey one I hope you got value from the call so far they would say yes and say okay with that if if you feel that we right fi if you like to continue Journey with me I can take about 5 to 10 minutes to share with you about a quick offer I'm doing if not no problem at all [...]

My words from a public video, from the automatic captions, which have no punctuation and garble a few words ("cono" is convo).

Where you see [...], I left out the lead-in, a line about how fast my clients make sales, and a number I could not check. The $5,000 and $1,000 are an example of how the conversation might go, not my prices.

A "stupid to say no" offer, from my March 2026 workshop
Back to Step 3
[00:39:19] Marc T: So rather than trying to say that your offer is perfect, it's amazing, it's wonderful, what you want do is you want say, hey, I'm actually testing something new out, I would like to offer you this for this price, but because I'm starting out, I would love to give you a discount, and I will, for example, give a guarantee of result. [00:39:33] Marc T: give you some details later. [00:39:34] Marc T: Basically, I give a very low risk offer. [00:39:36] Marc T: Or I reduce their risk. [00:39:38] Marc T: can start with $100 first. [00:39:39] Marc T: Or, hey, when you get the results, then you pay me the rest of the money. [00:39:43] Marc T: So again, there are different ways to make the guarantees, but you make a very, what I call a stupid [00:39:47] Marc T: Stupid to say no offer. [...] [01:20:08] Marc T: If you are doing coaching or one-to-one calls, it could be four, eight, twelve sessions, pick a tier, so if some clients, their beta offer is just right on a napkin, hey, you want four, eight, or twelve sessions with me, right, so it could be very simple as that, [...] [01:20:47] Marc T: Pricing, right, pricing, if you are starting out, okay, [...] pricing, free or about 50% off in return for testimonials, okay, so you want some testimonials of feedback and return, okay, and then if you are very confident, just price with conviction, okay, again, if you are new, be prepared to be flexible, so for example, if you charge $500, right, for whatever services you do, and the person is very serious, the person already wants to, but maybe they cannot make $500, then what you can do is, you can be flexible, you don't to give discount, I don't typically have to give discounts, [...] what you can do is, you pay $200 first, and then one month time, you pay me $200, and then next month, you pay me $200, so you can be flexible around it, [...] [01:21:36] Marc T: So when you're, especially when new, beta offer, can be flexible, because your whole point is to get your first couple of clients, get momentum, get your customers in the initial thing, before you scale up properly.

My lines from the live workshop, as the recording heard them. Where you see [...], I left out about forty minutes between the two parts, advice to one attendee who already had an offer, two attendees' names, and a few filler words.

In this workshop I said free or about 50% off. On this page I teach about half your planned price, and to try not to make it free, as I said in my March 2025 workshop. The amounts are examples, not my prices.

Why a beta offer does amazing things, from a 1:1 call
[00:31:18] Marc T: So again, there are many ways to position a beta offer, but because it's a beta offer, way more people are likely to sign up with you because they know there's a test. [00:31:26] Marc T: And again, beta offer does amazing things. [00:31:27] Marc T: Number one obviously gets you cash. [00:31:29] Marc T: Number two, it gets you actual clients ready for you to work with to get better. [00:31:33] Marc T: And number three is, and by the way, your beta offer could be a workshop as well, a paid program, half a day, full day, if you want to. [00:31:39] Marc T: If you want one-to-one, also can. [00:31:42] Marc T: And again, it gets you a lot more data about how you can best serve your clients in the future, your communities, your surveys and stuff.

My lines to a client on a 1:1 call. The client stays anonymous. I left out the next line, which gave a number I could not check.

Takeaways

  • Keep your promise clear and your beta simple.
  • Say it is new, and do your best for people.
  • Never discount for nothing. Ask for feedback and a testimonial after results.
  • Only make promises you can keep. Be honest about dates and spots.
  • Help first, ask permission, and give people room to say no.

Start today

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AI Implementation Toolkit

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