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 Filing"
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