Quartz 4

Tactic - CTOx Services One-Pager Template

3 min read

Overarching Principles

  • Clarity and Tangibility: A one-page “menu of services” provides a tangible, easy-to-understand reference for prospects, preventing miscommunication and forgotten details during and after sales calls.
  • Professionalism and Standardization: Presenting services in a structured, consistent format enhances professionalism and standardizes the scope of work across different clients.
  • Sales Enablement: This document acts as a powerful sales tool that clarifies offerings, sets expectations on investment and commitment, and streamlines the process of moving a prospect to the next step.
  • Client Transparency: Clearly outlining deliverables, timelines, and pricing builds trust by giving the client full visibility into what they are purchasing.

Frameworks

The 3-Tier Service Menu Framework

This framework structures a fractional executive’s offerings into three distinct levels of engagement to cater to different client needs and budgets.

  1. Headline: A single, powerful sentence that defines your role and ideal client niche.
    • Example: “A KPI-driven Fractional Chief Technology Officer for your B2B SaaS organization.”
  2. Tier 1: High-Engagement Retainer (CTOx Engaged)
    • Description: A hands-on, high-octane engagement (e.g., 10 hours/week).
    • Key Deliverables: In-depth strategy, system mapping, team management, regular planning calls (sprints, stand-ups).
    • Commitment: A short-term minimum commitment to ensure initial impact (e.g., 3 months).
    • Investment: The highest price point (e.g., Starting at $10,000/month).
  3. Tier 2: One-Time Strategy Session (CTOx Half-Day Consultative Strategy Session)
    • Description: A focused, intensive one-time project to solve a specific problem or build a strategic plan.
    • Key Deliverables: A preparatory period, the session itself, and a punch list of immediate action items and blindspots.
    • Commitment: Project-based, no long-term retainer required.
    • Investment: A fixed project fee (e.g., Starting at $7,500 + travel).
  4. Tier 3: Low-Engagement Advisory Retainer (CTOx Advisor)
    • Description: A strategic advisory role for clients who have completed a high-engagement sprint or strategy session.
    • Key Deliverables: Less frequent planning calls, unlimited email correspondence, long-term growth guidance with lower financial risk.
    • Commitment: A longer-term commitment to foster a lasting strategic partnership (e.g., 6 months).
    • Investment: The lowest monthly price point (e.g., Starting at $3,000/month).
  5. Call to Action (CTA): A clear, final step for the prospect.
    • Section Header: “Ready to chat?”
    • Action: A direct invitation to book a specific type of call (e.g., “Book your 30-minute Technology Clarity Call…”).
    • Mechanism: A hyperlink to a scheduling tool.
  6. Footer/Disclaimer:
    • A statement that services and pricing are subject to change.
    • Copyright and contact information.

Actionable Flight Plan

  1. Create Your Document: Open a new document in Google Docs or your preferred editor.
  2. Write Your Niche Headline: Craft a single, specific headline that defines who you are and who you serve.
  3. Define Your Service Tiers: Name and structure your three service offerings based on the “High-Engagement,” “Strategy Session,” and “Advisory” models.
  4. Detail Each Tier’s Inclusions: For each service tier, use bullet points to list the key deliverables, activities, and outcomes.
  5. Set Commitment and Investment Levels: Clearly state the minimum commitment period (if any) and the “Starting at $” investment for each tier.
  6. Brand the Document: Add your logo, use your brand’s fonts, and ensure the layout is clean and professional.
  7. Add a Call to Action (CTA): At the bottom of the page, write a clear CTA that links directly to your calendar booking page (e.g., Calendly).
  8. Include a Disclaimer: Add a small-font footer stating that “Services subject to change” and include your copyright information.
  9. Save as a PDF: Export the final document as a PDF to ensure consistent formatting when you share it.
  10. Integrate into Your Sales Process: Keep the one-pager readily available to send to prospects immediately following an initial sales call to reinforce your value and offerings.

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