Patreon Premium Guide · Productized Consulting

Turn Your Expertise Into a Productized Consulting OfferPackage your skill into a named, priced, scoped offer

Rick Piña
8-step playbook · Career capital → ethical close · Year of Discovery
Intro video · How to Go To Market as a Consultant
Watch the video Open the 8 Steps Download the PDF Jump to TOC

Take 10, 20, 30 years of experience and package it into a real consulting offer.

Watch · Rick’s intro

How to Go To Market as a Consultant

Church business consortium framing: take 10, 20, 30 years of experience and package it into a real consulting offer. Then open the step-by-step guide below.

From Rick

Go to market with what you already built

In our church business consortium, the one I am part of with my wife, a lot of people want to be consultants, or already are, but they do not know how to go to market.

Hey, so check this out everybody. Listen, in our church business consortium, the one that I am part of with my wife, we have a lot of people that say that they want to be consultants, or maybe they are consultants, but they do not know how to go to market really. How to take their ideas, their experiences, and convert that into a real business. How to take it to market and how to offer it.

So in this post I am walking you through step by step how to take your experience, your ideas, things you have developed 10, 20, 30 years building up, and package that into a real business from a consulting perspective. Check it out. Let’s discuss it in the comments.

From Rick

A lot of the leaders I mentor have the calling. They have the skill. What they do not have yet is a built house. They are running a million-dollar dream inside a tent.

The gap is not talent. The gap is packaging. One clear buyer. One outcome. One delivery container. One price. One yes or no.

Stop renting your brain by the hour. Package a result people can buy. Praise is not validation. A deposit, an intro, or a signed next step is.

Rick Piña
How to use this guide

Watch the intro video. Read the problem comparison. Write your one-liner. Work the eight steps in order. Each has a Do, a Deliverable, and a Pass gate. Use the expertise illustrations as shape examples, not claimed results. Honor the red lines. Download the PDF booklet for worksheets offline.

Section 01 · The Problem

Free advice, hourly, soft CTA, or a productized offer

Default behaviors train buyers that your expertise is cheap, calendar-capped, or optional.

Free adviceHourly coachingSoft “book a call”Productized offer
BoundaryNoneClockVagueWritten scope + end date
Buyer decisionGratitudeCompare ratesDelayYes/no on a named outcome
Pricing logic$0TimeUndefinedValue / dream outcome
DeliveryChatCalendar hostageMaybeContainer (sprint, audit, cohort)
RiskOn the expertShared vaguelyOn nobodyGuarantee / terms make risk explicit
ScaleBreaks youCaps at hoursNo revenueCan trim-and-stack further
ValidationComplimentsBusy calendarGhostingCommitment (deposit, SOW, intro)

Productize means: one clear buyer, one outcome, one delivery container, one price, one yes/no decision.

Package frame
Section 02 · One-Liner

Write this before you build anything else

Board rule: pick one buyer and one outcome. No “and” for three audiences.

Members must write

I help [one buyer] achieve [one outcome] in [time].

If you need commas and three niches, you do not have an offer yet: you have a résumé.
Shape examples (worksheet shapes, not claims)
  • I help new supervisors install a first-90-days leadership OS in 6 weeks.
  • I help pastors architect a 90-day teaching series in 3 working sessions.
  • I help federal IT teams run a capture-readiness diagnostic in 10 business days.
Section 03 · Eight Steps

The playbook: Do / Deliverable / Pass gate

Aligned to the Goldmine fold order. Each step ends with something you can show.

Step 01 · So Good They Can’t Ignore You

Inventory career capital

Adopt the craftsman mindset: what rare value can you already produce? List skills people already ask for, proof points (roles, systems, outcomes delivered), and “stop doing free” triggers (repeated unpaid asks). Trade capital for a scoped offer, not a vague passion brand.

Do

Skills asked for + proof points + unpaid-ask triggers on one page.

Deliverable

Career Capital Sheet (skills / proof / requests).

Pass gate

At least one skill with external proof (someone else valued it), not only self-belief.

Application check

Mission comes from skill unlocking the adjacent possible, not a dream board first.

Step 02 · Start With Why

Write Why → How → What

Why = belief that stays even if the product changes (one sentence a teenager can repeat). How = 2–3 principles of how you work. What = the tangible offer container. Lead pitches with Why, then How, then What. Market to people who share the Why.

Do

One-sentence Why; 2–3 How principles; draft What as a placeholder offer name.

Deliverable

Golden Circle card.

Pass gate

A smart outsider can repeat your Why in their own words.

Step 03 · The Mom Test

Run validation interviews

Talk about their life in the problem domain, not your idea. Anchor on past/present behavior. Deflect compliments. Pre-plan top 3 hard questions that could kill the offer. Push for commitment/advancement (time, intro, deposit). Lukewarm interest is a signal. Do not pitch harder to manufacture enthusiasm. Sample past-behavior prompt: “When was the last time you paid someone (or tried to) to solve this?”

Do

5–8 conversations. Past behavior only (include one “When was the last time…?”). Ask ≥1 invalidating question. Log facts vs opinions.

Deliverable

Interview log + real-signals list (money / time / intros).

Pass gate

At least one hard truth that changed the offer, or confirmed it with commitment, not compliments.

Step 04 · The Lean Startup

Define the offer MVP

Rank leap-of-faith assumptions (Who pays? For what outcome? At what price? Via what channel?). Write one falsifiable hypothesis and a test plan (metric + kill date). Design the smallest experiment that tests the riskiest one: a 2-week diagnostic sprint, fixed-scope audit, or 4-call intensive, not a year-long curriculum empire. Measure behavior over opinions. Pivot or persevere with written criteria.

Do

Cut to the smallest paid container that tests your riskiest assumption. Write pivot/persevere criteria on the MVP one-pager. Fill hypothesis + test plan fields.

Deliverable

Offer MVP one-pager (buyer, outcome, duration, in/out, hypothesis, test plan, pivot/persevere criteria).

Pass gate

You could sell and deliver the first one this month without building a course library.

Step 05 · $100M Offers + Board ladder

Build the Grand Slam Offer

Pick a market with pain + purchasing power + reachability. State a specific dream outcome. Score the Value Equation (raise Dream Outcome + Likelihood; cut Time Delay + Effort). Flip every obstacle into a named solution. Classify delivery vehicles (cost vs value) before trim-and-stack; name each solution bundle. Price premium once stacked; pair with guarantee + payment terms.

First-price / Sprint-floor: Set the opening Sprint price from (1) what paid pilots already cleared and (2) a floor tied to outcome value (buyer’s cost of the problem staying unsolved), not your hourly comfort. Raise after proof; never underprice the Sprint to “get the retainer.”

Commercial ladder · Proof gates between rungs
AUDIT
Paid diagnostic

Fixed fee. Deliverable = findings + recommendation (answer-first). No free deep-dives that never become a rung.

SPRINT
Time-boxed implementation

Toward the dream outcome. Write Phase Exit / Acceptance criteria. Do not underprice the Sprint to “get the retainer.”

RETAINER
Ongoing only after proof

Price to outcome value. Retainer follows evidence, not hope. Definition of Done stays written.

Engagement Definition / SOW (firm lens)
  • Problem question the engagement answers (one sentence).
  • Decision maker who can say yes to Audit and to Sprint.
  • Success metric observable at the time box.
  • Time box for Audit and for Sprint (calendar dates).
  • Audit deliverable = findings + recommendation (answer-first), not a slide dump.
  • Sprint Phase Exit / Acceptance + written Definition of Done.
  • Hypothesis + test plan carried from Step 4 (what must be true; how you know).
Do

Dream outcome; Value Equation; classify vehicles (cost vs value); named bundles; Engagement Definition; first-price / Sprint-floor; guarantee + terms.

Deliverable

Offer stack sheet + price + one-page SOW / Engagement Definition.

Pass gate

A stranger can tell what result they get, how long it takes, and what happens if it fails, without asking you to “just hop on a call.”

Step 06 · Obviously Awesome

Position the category

Run the stack: Alternatives (if you didn’t exist) → Unique capabilities → Value in customer language → Best-fit customer → Category → Strategy (superior on one axis / big fish in small pond / new category). Rewrite the first 30 seconds of your pitch before features using SCR: Situation (world as it is), Complication (why now / why it fails), Resolution (your named offer as the answer).

Do

Full positioning question stack + SCR rewrite of the opening scene.

Deliverable

Positioning brief + 30-second SCR opening.

Pass gate

You are not “a coach/consultant” in a commodity bucket; you are framed against the right alternative.

Step 07 · Traction

Pick one channel and test

Bullseye brainstorm among relevant traction channels (content, email, speaking, BD, events, platforms, warm intros, ministry network, federal IT community, etc.). Run 1–2 cheap inner-ring tests with clear metrics. Focus on the channel that shows real traction; keep one backup under test.

Do

Outer → middle → inner-ring cheap tests with metrics and a kill date.

Deliverable

Channel test card (hypothesis, spend/time, success metric, kill date).

Pass gate

One channel with a written kill/scale criterion, not “post and pray.”

Step 08 · Influence + Ego Is the Enemy

Sell ethically + stay student

Map 1–3 Influence principles that stay true if inspected later: reciprocity (real diagnostic first), commitment/consistency (small yes before paid yes), social proof (similar-peer only), authority (earned), liking/unity (real common ground), scarcity (true limits only, no fake FOMO). Weekly ego check: ship work, invite unflattering feedback, no myth-polishing.

Do

Ethical page/conversation checklist (Influence). Weekly student log: invite one unflattering feedback + ship one unglamorous task.

Deliverable

Sales checklist + first paid yes (or documented BATNA walk-away).

Pass gate

A paid engagement with written scope, or a clean no with lessons. “Maybe later” does not count.

Application check

Replace “prove I’m special” with “what is the next right task?” Ship the unglamorous MVP.

Section 04 · Starter Illustrations

What productizing can look like in your world

Shape examples for a worksheet checklist, not invented ROI, client names, or revenue claims. Plug in your proof.

WorldLived expertise (seed)Example productized shape
Ministry teachingTeaching, discipleship systems, sermon/series structure“90-day teaching series architecture” or “Volunteer leader onboarding sprint”, fixed scope, fixed fee
Ministry opsEvents, communications, logistics patterns“Ministry event ops playbook install” (checklist + 2 working sessions)
Federal ITContracting context, renewal cycles, buyer questions. Name mission, buyer (who funds), and authority (who can obligate). Ethics red line applies.“Federal IT capture readiness diagnostic” (document review + gap list + 1 readout)
MilitaryDiscipline systems, leadership under constraint, AARs. Name mission, buyer (unit/org that pays), and authority (approver). Ethics red line applies.“First-90-days leadership OS for new supervisors” (checklists + cohort calls)
Family systemsSpouse discovery, family rhythms, parenting systems“Family operating cadence install” (meeting agenda + 4-week habit stack)
TeachingCurriculum design, classroom systems, parent communication“Classroom systems install for first-year teachers” (fixed sprint)
SalesPipeline discipline, discovery calls, close process“Discovery-call OS rebuild” (audit + 2-week sprint)
HROnboarding, performance rhythms, culture installs“30-60-90 onboarding playbook install”
FitnessProgramming, habit coaching, accountability“12-week foundation program” (named container, not open calendar)
Real estateBuyer/seller process, local market systems“First-time seller readiness diagnostic” (checklist + readout)
Hard rule for your copy

Do not invent client names, dollar figures, or “we 10x’d X.” Use process illustrations. Invite members to plug in their proof. Meta-example: this package itself is a named guide with steps, not “email me anytime.”

Section 05 · Red Lines

Failure modes & when NOT to productize yet

Board overlay: free advice without a paid rung is a trap. Proof before scale.

Failure modes to refuse
  • Free deep-dives that never become a paid Audit / Sprint rung.
  • Fear pricing (hourly comfort) instead of outcome pricing.
  • Selling hours instead of outcomes.
  • Helping everyone: no one buyer, no one outcome.
  • Content with no ask: posts without a named next step.
  • Fake scarcity / fake testimonials / invented case-study numbers.
  • Employment / ethics: If you are active duty, a federal employee, or a contractor, check moonlighting and conflict rules before you sell. Never use nonpublic government information, employer IP, or employer time for your offer.
01

Can’t name buyer + outcome

If the one-liner still has “and” for three audiences, stay in Mom Test + Lean pilots.

02

Can’t deliver a fixed Sprint

If you cannot time-box delivery, you do not have a productized container yet.

03

Never done the work for pay

Even once. Run 3–5 paid pilots before branding a “program.”

04

Can’t measure the result

If success is vibes-only, rewrite the dream outcome until it is observable.

When in doubt: 3–5 paid pilots with Mom Test + Lean gates before you brand a program.

Board of Advisors overlay
Section 06 · Goldmine

Books that sharpen this

Cite titles. Teach the move. Do not paste copyrighted text. Fold order confirmed for this package.

01 · Career capital firstSo Good They Can’t Ignore You: Inventory rare skill and external proof before you invent a passion brand. Career capital becomes offer capital.
02 · Belief before featuresStart With Why: Write Why → How → What so the pitch leads with belief, not a feature dump.
03 · Validate with behaviorThe Mom Test: Interview past behavior and commitment signals; treat compliments as noise.
04 · MVP the offerThe Lean Startup: Smallest paid container that tests the riskiest assumption; pivot or persevere on evidence.
05 · Grand Slam stack$100M Offers: Dream outcome, Value Equation, trim-and-stack, premium price + guarantee. Board ladder: Audit → Sprint → Retainer.
06 · Category contextObviously Awesome: Alternatives → capabilities → value → best-fit → category. Rewrite the opening scene.
07 · One channelTraction: Bullseye one channel with a kill/scale criterion before you spray effort.
08 · Ethical persuasionInfluence: Use only principles that stay true if inspected later. No fake scarcity or costume authority.
09 · Student mindsetEgo Is the Enemy: Ship the unglamorous MVP; stay sober after wins; extract lessons after flops.

Optional close lenses

Getting to Yes
Never Split the Difference
Atomic Habits
Made to Stick

Interests over positions and BATNA in fee talks; labels when buyers drag you back to hourly; identity + weekly shipping habit for fulfillment; SUCCESs so non-experts can retell your one-liner.

Section 07 · Worksheets

What to fill before you sell

Print the PDF booklet. Complete these in order. Do not skip Pass gates.

Worksheet checklist
  • Career Capital Sheet: skills / proof / unpaid-ask triggers (Step 1)
  • Golden Circle card: Why / How / What (Step 2)
  • Mom Test script: hard-question bank + interview log (Step 3)
  • Offer MVP one-pager: buyer, outcome, duration, in/out, hypothesis, test plan, pivot/persevere (Step 4)
  • Value Equation + obstacle→stack: Grand Slam sheet + first-price / Sprint-floor + SOW (Step 5)
  • Positioning brief: question stack + 30-second SCR opening (Step 6)
  • Channel test card: hypothesis, spend/time, metric, kill date (Step 7)
  • Influence + ego checklist: ethical persuasion + weekly student log (Step 8)
Minimal fill-in blanks
One-linerI help ________ achieve ________ in ________.
Career capitalSkill asked for: ________   Proof: ________   Unpaid ask: ________
MVP in / outIn: ________   Out: ________   Pivot if: ________   Persevere if: ________
HypothesisWe believe ________. We will know by ________ (metric / kill date).
Audit → SprintAudit scope: ________   Sprint scope: ________   Exit/DoD: ________
SCR openingS: ________   C: ________   R: ________
Ethics checkRole (AD / fed / contractor / other): ________   Moonlighting cleared? ________
Section 08

What did you get?

You got a clear contrast between free advice, hourly coaching, soft CTAs, and a productized consulting offer. You got a mandatory one-liner. You got eight steps with Do / Deliverable / Pass gates, from career capital through ethical close. You got starter illustrations across ministry, federal IT, military, family, teaching, sales, HR, fitness, and real estate (shape examples, not fake results). You got red lines and when not to productize yet. You got Goldmine books tied to teaching moves, and a worksheet list.

Write the one-liner this week. Run Step 1 and Step 3 before you build a curriculum. If you cannot name one buyer and deliver a fixed Sprint, stay in paid pilots.

Let’s discuss this in the comments. I love you.

Take your experience and package it into a real consulting offer. Check it out. Let’s discuss it in the comments.

YEAR OF DISCOVERYGREATER IS COMING
Rick

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