A clear, structured plan helps customers easily understand what you're offering and sets the right expectations.
Things to Keep in Mind
- Keep a logical flow across sections so the plan feels structured. Make sure each section works together.
- Use simple, jargon-free language.
- Break down details with bullet points.
- Keep the plan concise, but informative.
1. Title
This is the first thing customers will see, so it should immediately convey what the plan is about.
- Use clear, keyword-rich titles that describe exactly what’s being offered.
- Keep it under 8 words so it’s easy to scan and search.
- Ensure the title reflects the core of what the plan offers.
- Example: "Personal Income Tax Plan"
2. Description
Give a quick summary in the description, explaining what the plan includes.
- Summarise the plan’s value in one or two lines.
- Keep it high-level, focusing on the core benefits.
- Example: "Includes year-round consultation for income tax planning and filing with one of our tax experts."
3. Body
Provide a detailed explanation, outlining who the plan is for, what’s included and what’s not. This is where you’ll break down the specifics and help customers decide if the plan is right for them.
- Who the plan is for: Identify the target audience so customers can quickly assess if this plan is relevant for them.
- What’s included: List the services covered by the plan. Bullet points can make this easier to read.
- What’s not included: Be transparent about exclusions or limitations to avoid confusion.
Example:
"This plan is for salaried individuals who need assistance with their personal income taxes."
What’s included:
- Consultation for income tax planning
- Guidance on filing tax returns
- Year-round support
What’s not included:
- Business tax filing
- Representation in case of audits
Related Articles
Create a Plan
Plans outline the services your workspace offers, helping customers know what to expect from a booking. Keeping them clear and free of jargon ensures easy understanding and smooth communication. Things to Keep in Mind Create Plans: Only Owners and ...
Manage and Share Plans
Keep your plans updated, organized, and accessible. Use tools like preview, edit, or share them for instant bookings. Things to Keep in Mind Permissions: Only Owners and Managers can manage plans. Plan Visibility: Sharing the plan link allows others ...
Set Up Listing Promotions
Listing promotions let you create attractive offers by displaying a strikethrough on your plan’s original price, making it easier to boost sales. Things to Keep in Mind Only Owners and Managers can set listing prices. The strikethrough shows the ...
Use Labels to Organise Plans
Labels categorize your plans, making them easy to navigate and manage. You can create individual labels or nest them under existing ones to maintain a structure. Things to Keep in Mind Assigning Labels: You can assign only one label per plan. ...
Create and Manage Rosters
Rosters simplify connecting plans with the right members or teams in your workspace. By grouping them into a roster, you avoid assigning plans individually. Things to Keep in Mind Plan Availability: Plans need to be added to a roster before they can ...