How I write an Offer Doc that's made me $5,000,000

Name: How I write an Offer Doc that's made me $5,000,000
Uploaded: 2026-01-13T11:51:04.000Z
Duration: 4 h 54 min 48 s

How to Create an Effective Offer Doc

Introduction to Offer Docs

Matthew Leave shares his experience of generating $5 million on LinkedIn through his personal profile over 2.5 years, emphasizing the importance of an offer doc in this process.

He introduces the concept of an offer doc and mentions a previous successful example that generated $75,000 in sales in one day during a Black Friday sale.

Workshop Preparation

Matthew plans to create a new offer doc for an upcoming live workshop scheduled for Friday, indicating that he will demonstrate the entire writing process during the session.

He runs a program called Seven Figure Creators aimed at helping small business owners leverage LinkedIn for lead generation through content creation and direct messaging.

Tools and Techniques

Matthew utilizes ChatGPT as a "thinking partner" while creating the offer doc and Otter.ai for voice transcription, highlighting his preference for verbalizing thoughts rather than writing them down first.

He expresses some technical difficulties with transcription tools but remains focused on completing the task at hand.

Content Structuring

The upcoming workshop aims to replicate past successes where participants booked numerous meetings and achieved significant financial results; he emphasizes restructuring existing documents to enhance effectiveness.

Matthew intends to share various successful offer docs from previous workshops as examples, aiming to extract principles that contributed to their success for educational purposes.

Conclusion and Next Steps

At the end of the video, he plans to provide viewers with access to a complete transcript of his discussion, allowing them to reference it later for learning purposes. This reinforces his commitment to sharing knowledge about effective offer document creation.

Workshop Offer Document Creation

Overview of the Workshop Offer

The speaker discusses the importance of using proven content in the offer document for a workshop. They emphasize avoiding untested material to ensure effectiveness.

Previous Offer Documents

The speaker mentions past successful offer documents, including those for Black Friday and a campaign before Christmas, noting that they will use these as references for structuring the new offer document.

Analysis of Past Campaigns

A reflection on previous offers reveals insights into what worked and what didn't, highlighting issues with conversion rates and structural performance during chaotic periods like Christmas. They note that some offers sold continuity rather than one-off products.

New Offer Structure for 2026

Plans are discussed for a new offer aimed at starting fresh in 2026, incorporating elements from past successes while introducing a 28-day challenge format to engage participants effectively.

Client Engagement Strategies

The speaker outlines strategies to enhance client engagement through quick response times, short lessons via custom GPT tools, and increased call frequency. They also mention tracking client activity using their tool Link Ninja to support their overarching goal of helping clients achieve significant financial success.

Structuring the 28-Day Challenge Program

Initial Thoughts on Program Structure

The speaker is contemplating how to structure a new program, considering whether to introduce it directly or provide background information first.

There’s a mention of launching into the 28-day challenge immediately, suggesting an engaging and direct approach.

Commitment and Engagement Strategies

Discussion revolves around the commitment level required from participants in the event challenge program, comparing it to gym memberships that encourage ongoing engagement.

The analogy of a gym is proposed not just as a metaphor but as an operational model for structuring the program effectively.

Reflecting on Past Successes

The speaker reflects on past challenges, noting significant successes from previous programs that encouraged high participant engagement and activity logging.

Specific achievements are highlighted, such as individual participants booking numerous meetings and generating substantial revenue during past challenges.

Reevaluating Offerings

There's contemplation about simplifying offerings by focusing on what truly benefits participants rather than introducing higher-tier programs that may complicate engagement.

Acknowledgment of mistakes made in previous launches leads to a focus on essential elements like speed of response and effective communication with clients.

Marketing Approach and Goals

The speaker emphasizes the importance of consistent marketing efforts akin to daily workouts at a gym, highlighting content compounding effectiveness over time.

Daily calls will be integrated into the challenge for enhanced support, reinforcing that founders often need more actionable insights rather than just information.

Vision for Client Success

A bold mission statement is shared: helping clients achieve significant financial success (e.g., making a billion dollars), framing this goal within the context of their marketing strategies.

Reflection on previous missteps leads to discussions about maintaining simplicity while ensuring robust execution through daily tracking and feedback mechanisms.

Marketing Gym Structure and Experimentation

Program Structure and Client Flexibility

The program allows clients to progress at their own pace, with a structured timeline of month one, day one, month two, etc., for those who prefer a linear approach.

Clients can choose to follow the program sequentially or adapt it according to their preferences.

Marketing Gym as an Experiment

The speaker plans to run a 28-day challenge with daily calls from 4 PM to 6 PM Australian time, acknowledging potential scheduling conflicts for US participants.

Emphasis on tracking daily marketing efforts collectively among participants, aiming for consistent engagement and accountability.

Case Studies and Insights

The speaker intends to use specific case studies (Pedro, Caitlyn, Beck) as examples of successful outcomes within the program.

Acknowledges that clients do not require more videos but rather need timely responses and community support to overcome challenges.

Goals and Habits Formation

The ultimate goal is helping clients generate significant revenue ($1 billion), with a focus on habit-building through daily activities.

The structure includes periods of rest and reflection after intense training blocks to prevent burnout.

Optionality vs. Commitment

Discusses the importance of providing options only after commitment is secured; too much flexibility may weaken participant engagement.

Highlights that the gym's primary aim is maximizing client earnings while ensuring consistent support throughout their journey.

Final Thoughts on Program Development

The experiment aims to validate whether this gym model effectively encourages participation and results in success stories.

Plans are in place for revising existing offers based on feedback from the current structure, indicating an iterative approach to program development.

Structuring a Document for Client Engagement

Importance of Structure and Flow

The speaker emphasizes the need to iterate document structures against existing frameworks to ensure continuity and coherence.

They suggest outlining the structure based on human psychology, focusing on how clients engage with stories and their expectations as they approach the new year.

Understanding the Ideal Client Profile

The ideal client profile is defined as small business owners using LinkedIn, typically with fewer than five staff members who prefer to build their personal brand independently.

The speaker requests a structured template that can be filled in later, indicating a collaborative writing process.

Emotional Flow and Key Messaging

A framework is needed that captures emotional flow throughout the document, detailing how founders should feel while reading it.

There’s an emphasis on articulating concepts like "high trust" services clearly since many potential clients may not identify with such terms.

Addressing Mistakes and Future Directions

The speaker proposes starting with acknowledgment of past mistakes to create relatability before discussing future strategies for improvement.

They highlight the importance of actionable steps over theoretical knowledge, advocating for speed of response and practical engagement through daily calls.

Goals for Client Transformation

The aim is to help clients log activities effectively while providing tools that facilitate their growth in making money independently.

A clear invitation is extended for clients to commit to change in 2026, emphasizing action-oriented goals rather than repeating past patterns.

How to Create an Effective Document Template?

The Need for a Concise Template

The speaker expresses frustration with the current document's length, indicating it has too many words and bullet points.

Emphasizes the urgency of starting the project, suggesting that the current song (or metaphorical representation) is ineffective.

Requests a short template format that allows for easy pasting and editing without overwhelming text.

Importance of Human Touch in Writing

Highlights the necessity for human-written content, arguing that AI-generated text lacks authenticity and fails to engage readers.

Mentions plans to use parts of a lengthy story for internal communication while acknowledging its excessive length.

Refining Storytelling Techniques

Balancing Clarity and Brevity

Discusses the need to adjust storytelling so that it conveys essential messages without losing clarity or context.

Requests a refined version of the story that retains valuable insights while being concise enough for reader comprehension.

Specificity in Narrative

Points out that including specific details (like "172 million") can enhance understanding but must be integrated meaningfully into the narrative.

Critiques overly condensed versions of stories, stressing they should maintain visual imagery and emotional resonance.

Evaluating Document Length and Structure

Word Count Considerations

Questions how many words are appropriate for an offer document, noting 1,800 words may not be excessive given its purpose.

Suggests tightening language to improve clarity while ensuring important justifications remain present in the copy.

Perception of AI vs. Human Writing

Argues against overly polished AI writing as it can lead readers to distrust content due to its artificial feel.

Conveys concern about how modern audiences recognize AI-generated text, emphasizing the importance of genuine storytelling elements.

Understanding the Value of Communication

The Challenge of Clarity

The speaker expresses concern about effectively communicating value, emphasizing the need for succinctness and clarity in their messaging.

They mention a desire to reconstruct their narrative to ensure it is easily understandable for first-time readers, avoiding unnecessary complexity.

Importance of Sequential Logic

The speaker highlights the importance of ensuring that the document flows logically, especially at the beginning, to facilitate comprehension without overwhelming readers with fluff.

Big Goals and Client Empowerment

A significant goal mentioned is achieving a target of $1 billion, alongside fostering client independence by helping them develop skills necessary for self-sufficiency.

The speaker suggests integrating existing copy into new content to maintain consistency while enhancing clarity.

Document Structure and Content Integration

Maintaining Integrity in Writing Style

There’s an emphasis on preserving the original writing style while making adjustments for clarity and coherence in communication.

Contextual Understanding

The speaker plans to share landing page copy to provide context about their offerings and upcoming workshops, indicating a structured approach to marketing.

Workshop Preparation and Offer Document Flow

Assessing Engagement Strategies

They discuss preparing an offer document for workshop attendees, highlighting past successes with similar documents that generated significant revenue.

Communicating Effectively

The focus is on ensuring that the story conveyed through the offer document resonates with potential clients attending the workshop.

Creating Effective Marketing Campaign Plans

Hybrid Writing Approach

A request is made for a hybrid writing style that combines original thoughts with clearer structure so that first-time readers can easily grasp concepts.

Continuous Improvement Philosophy

The plan includes running multiple marketing campaigns within three months, promoting ongoing learning rather than viewing it as a finite program.

Long-term Skill Development

Lifelong Learning Mindset

Emphasis is placed on developing marketing skills over time, likening it to physical training where continuous improvement is key.

Self-Sufficiency Through Training

The ultimate goal is empowering individuals to rely on their own skills rather than external help, reinforcing lifelong benefits from this training approach.

Final Considerations Before Launch

Addressing Logistics

Mentioned are logistical considerations such as scheduling call times which are still being finalized as part of preparation efforts.

Discussion on Program Structure and Client Engagement

Overview of Global Coverage and Coaching Plans

The program currently covers Australia, Europe, the Middle East, but not the US. Additional coaches will be introduced to enhance support without complicating the structure.

Document Review and Marketing Insights

Emphasis on reviewing the document's content for potential marketing gaps. An FAQ section is planned to address common questions and clarify information.

Client Commitment and Guarantees

A guarantee is proposed: clients who log their activities in Link Ninja consistently for three months will receive a full refund if they don't achieve desired results, contingent upon a feedback call.

Addressing Common Objections

FAQs will cover various client concerns such as starting from scratch, time commitment (minimum of 1 hour daily), and previous attempts at similar programs.

Pricing Structure and Long-term Commitment

Pricing options include $2.99/month for a three-month commitment or $3.99/month for ongoing membership with a 30-day cancellation notice required. Clients are encouraged to commit long-term for continuous improvement.

Flexibility in Participation

Clients can miss calls as all sessions are recorded; resources will be provided post-call. Content is available for self-paced learning over three months.

Rationale Behind Pricing Changes

The price drop aims to attract long-term clients who seek transformative experiences rather than one-time payments, aligning with goals of sustained engagement similar to fitness programs.

Expectations from Participants

Clarification that while videos are available at one's own pace, active participation is crucial for success; the program does not function like an agency that performs tasks on behalf of clients.

Document Structuring and Offer Development

Overview of Document Flow

Discussion on the need to rewrap the entire document, focusing on its flow and content.

Mention of reviewing previous offer documents to identify any missing key points.

Integration of FAQs

Emphasis on including FAQs in the new offer document for clarity and comprehensiveness.

Campaign Structure

Description of a structured 28-day offer campaign with alternating periods of activity and rest, incorporating micro-lessons on various topics such as content creation and software usage.

Pre-program Preparation

Introduction of a pre-program section that participants can engage with concurrently while running their campaigns, emphasizing action-oriented learning.

Post-Campaign Follow-up

Plans for follow-up calls after three months, including hiring coaches for support during US morning call times.

Revising the Offer Document

Request for Restructuring

A request to restructure the offer document while maintaining its original framing and storytelling elements.

Mission Statement Inclusion

Identification of a missing mission statement related to a billion-dollar goal; suggestion to add this at the end of the document.

Finalizing FAQs

FAQ Development Process

Instruction to write out existing FAQs based on prior discussions and suggest additional ones that may be beneficial for understanding.

Time Investment in Document Creation

Reflection on Time Spent

Acknowledgment that creating an offer document took longer than anticipated (2 hours 25 minutes), highlighting its importance as an internal memo for company use.

Workshop Preparation Insights

Explanation that the revised offer document will serve as material for an upcoming workshop focused on custom GPT AI LinkedIn strategies.

Content Collaboration

Notation about collaborative writing efforts between AI-generated content and personal input, resulting in approximately 2400 words detailing program structure and philosophy.

Offer Docs: A Path to Business Success

Introduction to Offer Docs

The speaker introduces the concept of "Offer Docs," stating that they have collectively generated $5 million for their business during a transition period.

Invitation to Join the 28-Day Challenge

The speaker encourages listeners to participate in a 28-day challenge aimed at achieving results similar to those experienced by existing clients.

Call to Action

Listeners are invited to reach out via LinkedIn for further engagement or assistance, emphasizing the importance of taking action and starting their journey.

Accessing Resources

An alternative method for joining is provided, directing interested individuals to visit the school.com page for more information on how to get involved.

Conclusion

The speaker concludes with a friendly farewell, reinforcing openness for communication and support.