Offer & Upsell Builder Sheet -  A plug-and-play spreadsheet where each row is one offer. Add your core price, downsell, and up to two upsells, plus simple “take rate” estimates—and it calculates your effective average order value, revenue LTV, and profit LTV for you.

Services + Upsells + Downsells LTV Builder - See how your pricing, frequency, and client lifespan combine with your upsells and downsells to create real lifetime value. Perfect for mapping out packages, tiers, and add-ons before you launch.

Industry Example Pack (Cleaning, Bookkeeping, Private Chef, Med Spa) Four done-for-you example sheets so you can see exactly how this works in different business models. Use them to learn the logic, then tweak them for your own niche

Google Docs Instruction Sheets (Plain-English Walkthroughs) - Step-by-step instructions for using the Client Value Quickstart Calculator and the Offer & Upsell System, written for new business owners who don’t want jargon or math headaches.

“Which services and upsells make each client more valuable?”

“What does my true average order value look like once I factor in upsells and downsells?”

“Where should I focus if I want to grow profit: more visits, better upsells, or new packages?”

Scenario View Test “what if” changes – one extra visit, one extra upsell, one more year of retention – and see exactly how much more each client is worth.

This is where your lifetime value number stops being “interesting” and starts becoming a strategy.

You run a service-based business (salon, spa, med spa, cleaning, bookkeeping, private chef, coaching, etc.)

You have upsells, add-ons, or retail—but you’re not sure how much they really move your profit

You’ve used the Client Value Quickstart Calculator and want to go deeper into pricing and offers

You want a simple way to build packages and upsell flows that are backed by real numbers, not vibes