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Offer Sheet Templates for Coaches: Live Streams, Serialized Courses, and Microdrama Ads

ccoaches

2026-02-14

11 min read

Download customizable offer sheets, pricing tools, SOPs and client-agreement snippets to launch live streams, serialized courses, and microdrama ads fast.

Launch profitable offers faster: downloadable offer sheets and checklists built for coaches who sell live streams, serialized courses, and microdrama ads

Struggling to price with confidence, turn a one-off idea into a repeatable product, or get legal and operationals in order before you sell? This guide gives you plug-and-play offer sheet templates, pricing calculators, SOPs, and client-agreement language so you can price, package, and launch three high-conversion offers in days — not weeks.

Why this matters in 2026

Short-form serialized content and vertical microdramas accelerated in late 2025 — investors poured new capital into platforms optimized for mobile-first episodic video, and publishers expanded distributed live features. Companies like Holywater raised fresh funding to scale AI-driven vertical video (Jan 2026), and social networks added live-stream badges and discovery hooks that make live events easier to monetize.

For coaches and small agencies, that means new demand and formats to monetize: live streams with paid access, serialized modular courses (drip + subscription combos), and short-story microdrama ads designed for feeds and vertical platforms. But the missing piece for many sellers is operational: clean offer sheets, clear deliverables, and an SOP that ties booking, payments, and CRM together.

What you get (and why these templates save hours)

Three offer sheets (Live Stream Offer, Serialized Course Offer, Microdrama Ad Brief) — copy-ready and customizable.
Pricing calculator template — unit-cost + margin + performance tiers built in.
Deliverables checklist and production timeline for each product type.
SOP checklist that connects intake → booking → production → delivery → reporting.
Client agreement snippets focused on scope, revisions, IP, and AI/consent clauses (critical in 2026).
CRM & payments checklist: recommended fields, automations, and integrations (Stripe, PayPal, Acuity/Calendly, HubSpot/Keap).

How to use this article

Pick the template that matches your product (live stream, course, or ad campaign).
Customize pricing with the included calculator and local market benchmarks below.
Copy deliverables and SOP into your project management tool (Trello, Asana, Notion).
Use the client agreement snippets in your contract or with electronic-signature tools (HelloSign, PandaDoc).
Launch — use the checklist to ensure no step is missed.

Template A — Live Stream Offer Sheet (copy + fields)

Live streams sell when the value exchange is clear: what attendees learn, how exclusive access is delivered, and what follow-up they receive. Use this offer sheet to make that explicit.

Header fields (replace with your branding)

Offer name: [e.g., Masterclass: 90-Min Growth Sprint]
Date & Time / Timezones:
Format: Live webinar (Zoom), hybrid Q&A, interactive workshop
Price options: Early-bird / Standard / VIP
Seats: Limited / Open

Deliverables (short, tangible list)

90-minute live session + 30-minute Q&A
Recording delivered within 48 hours (MP4 + transcript)
Downloadable slide deck and checklist
Optional VIP add-on: 30-min 1:1 audit within 14 days

Pricing examples (2026 market guide)

Adjust based on audience size and perceived value:

Small (email list <5k): $49–$199
Mid (5k–50k): $199–$799
Established authority / cohort-based VIP: $997–$5,000

Offer tiering tip: include a paid replay-only ticket and a VIP ticket that bundles 1:1 time or a downloadable kit.

Sample client-facing language

Book the Growth Sprint live workshop for your team — deliverables include live training, a full recording, and an implementation checklist. Seats strictly limited to 100 to preserve interactivity.

Operational checklist (live stream)

Finalize offer sheet and pricing → sign client agreement
Create registration page and payment link (Stripe/PayPal)
Automate confirmation + calendar invite (Calendly or Acuity)
Run tech rehearsal 48 hours before (test audio, video, slides). Consider compact home studio kits and budget vlogging kit checklists for reliable audio/video.
Record and transcode; deliver assets and follow-up email sequence

Template B — Serialized Course Offer Sheet (copy + fields)

Serialized courses are modular, often delivered as weekly episodes or lessons. In 2026, coaches are packaging serialized learning as subscription cohorts and vertical-first micro-episodes optimized for mobile.

Header fields

Course title & cohort:
Delivery cadence: Weekly / Bi-weekly / Daily micro-episodes
Format: Video lessons, worksheets, live Q&A
Access length: 6 weeks / 12 weeks / ongoing membership

Core deliverables

X pre-recorded lessons (5–20 min each) delivered weekly
Weekly live office hours (30–60 minutes)
Downloadable worksheets and accountability checklist
Private community access (Slack/Discord/Facebook Group) — consider how community discovery works (see Telegram’s role in micro-events as an example of platform-driven communities)

Pricing models & examples

Serialized courses can be sold via:

One-time cohort fee: $497–$5,000 (dependent on outcome promise)
Subscription: $39–$199/month (membership access to rolling episodes)
Payment plans: 3× or 6× automated billing
Performance/revenue share: 10–30% of net revenue for distribution partners

Deliverable schedule (example 8-week cohort)

Week 0: Welcome & orientation; pre-work worksheet
Weeks 1–6: Weekly lesson + live Q&A
Week 7: Implementation workshop
Week 8: Graduation + upsell offer

SOP highlights (serialized course)

Confirm scope & sign contract with clear module count and revision limits
Script lesson outlines; batch-record when possible using AI-assisted tools (Gemini-style guided scripting helps speed production)
Edit, caption, and quality-check video before scheduled release
Automate drip schedule inside LMS (Teachable, Thinkific, Kajabi, or MemberVault)
Measure retention by week and run re-engagement emails for drop-offs

Template C — Microdrama Ad Campaign Brief & Offer Sheet

Microdrama ads (short-story ads) are narrative-first, emotional shorts for vertical feeds. Platforms and funding in early 2026 made this format more valuable — brands want serialized mini-episodes that double as ads and hooks.

Brief header fields

Campaign name & objective: Awareness / Lead gen / Direct response
Episode count & length: e.g., 6 × 30–60s vertical episodes
Distribution: Organic + Paid (TikTok, Reels, Holywater-style vertical platforms). For platform selection and distribution strategy see creator distribution guides.
Target CPA or CPL:

Production deliverables

Shoot plan & script for each episode
Filmed vertical edits (short-form cuts: 15s / 30s / 60s)
Subtitles, thumbnail images, and CTA overlays
Ad reporting dashboard setup (UTM + pixel + conversion tracking)

Pricing frameworks

Base your pricing on complexity, production days, and distribution spend:

Low production — storyboards + 1-day shoot: $3k–$8k
Mid production — 2–4 day shoot + actor fees: $8k–$25k
High production — episodic series, professional cast: $25k–$100k+
Optional: Performance-based fee tied to CPL or sales with a baseline retainer

Ad brief checklist (pre-shoot)

Lock scripts and storyboards
Confirm rights & releases for cast (digital consent forms)
Confirm platforms & creative specs (vertical aspect ratios, captions)
Establish measurement plan + attribution windows

Client Agreement Essentials (snippet bank)

Paste these into your contracts or use them as negotiation anchors. Tailor to local law and consult your lawyer for formal use.

Scope & deliverables

Scope: Detailed list of deliverables, number of revisions, acceptance timeline, and change-order fees.

Payment terms

Deposit: 30–50% due at signing for projects & production
Milestone payments: balance due on delivery or staged by production milestones
Late fees: X% per 30 days for overdue invoices — see sample invoice templates for wording and schedule examples

IP and usage rights

Specify licensing: perpetual, exclusive/non-exclusive, geographic limits, and platform rights. For microdramas, include clause for paid distribution channels and ad reuse.

Because of increased regulatory scrutiny and platform policies around synthetic media (late 2025 deepfake incidents prompted investigations and stricter platform rules), add a clause confirming:

Client attests consent for all talent and supplied media
Model releases secured for minors or sensitive likenesses
Explicit prohibition on generating or distributing non-consensual synthetic media

Cancellation & rescheduling

Define refundable vs non-refundable fees, reschedule windows, and force majeure provisions for shoots or live events.

SOP: From Signed Offer Sheet to Launch (step-by-step)

Use this SOP as a checklist to automate work, reduce errors, and scale packaging. You can drop these steps into an automation workflow in your CRM or PM tool.

Pre-sale (0–7 days)

Send offer sheet + pricing calculator to prospect.
Attach client agreement and intake form; require deposit to lock dates.
Create project in PM tool and assign roles (producer, editor, marketer).

Production (7–30 days depending on offer)

Kickoff call; confirm milestones and deliverables.
Collect assets: logos, brand colors, existing videos, audience data.
Record/batch content. Use AI-assisted rough cuts to speed edits (script generation, captioning).
First draft review loop: 1–2 revisions included; change orders billed.

Launch week

Finalize assets and upload to distribution platforms.
Activate emails, paid ads, and calendar invites.
Run tech checks 24 hours prior for live streams.

Post-launch (0–30 days)

Deliver recordings and analytics report (attendance, CTR, conversion).
Invoice final balance and close project; upsell paths for follow-up products.
Conduct a project retrospective and update SOPs with improvements.

Booking, Payments, and CRM — Practical integrations

The fastest launches use automation. Here are recommended setups that are proven in 2026 market conditions.

Booking & Scheduling: Calendly or Acuity integrated with Zoom + calendar invites.
Payments: Stripe for one-off and subscription billing; set up automatic receipts + tax handling.
Contracts & E-sign: PandaDoc or HelloSign with templates preloaded.
CRM: HubSpot or Keap ideal for email sequences, tagging offers, and automation triggers. See integration blueprints for connecting micro apps without breaking data hygiene.
Project Management: Notion/Trello/Asana templates for each offer type with checklists and task owners.

Pricing Calculator (formula & quick setup)

Simple formula to set price:

Price = (Direct Costs + Labor Hours × Hourly Rate + Platform/Ad Spend) × (1 + Desired Margin)

Example: Live masterclass

Direct costs (tech, captions): $200
Labor (8 hrs × $75/hr): $600
Ads/spend: $300
Desired margin: 60%
Price = ($200 + $600 + $300) × 1.6 = $1,760

Use tiers and early-bird discounts to test price elasticity quickly. Always offer a payment plan option; it raises conversions on premium offers.

Performance and Reporting (what to measure)

Track these KPIs by offer type:

Live Stream: Registrations → Attendance → Conversion → Replay views
Serialized Course: Week-to-week retention → Completion rate → NPS → Upsell conversion
Microdrama Ads: View-through-rate (VTR) → CTR → CPL → ROAS

Real-world examples & micro-case studies

Example 1 — Live stream success:

A coach with a 10k email list launched a 90-minute paid masterclass priced at $149 with a $49 replay ticket. Registrations: 430, live attendance: 220, gross revenue: $42,000. Key lever: VIP add-on 30-minute audit sold to 8 clients at $497.

Example 2 — Serialized course MVP:

One coach converted a 6-week serialized program into a subscription: $49/month with an initial cohort of 200 members. After month one, the coach introduced a community-only upsell and retained 78% month-over-month by adding weekly office hours and accountability checklists.

Example 3 — Microdrama ad campaign:

A boutique agency produced 4 × 45s vertical episodes for a SaaS client. Production cost: $12k. With a $5k ad spend on paid channels, the campaign delivered a CPL 40% lower than previous campaigns due to narrative hooks and platform-native creatives.

Common pushbacks and how to handle them

“I’m not a tech person.” — Use turn-key tools and hire a one-off tech setup consultant; the templates minimize the decision load. Also see compact home studio kits and where to buy smart lighting on a budget if you’re setting up minimal production gear.
“What if clients want custom work?” — Use the offer sheet to create a modular pricing grid and clear change-order fees.
“I worry about consent and legal risk (AI/deepfakes).” — Add the AI/consent clauses, require talent releases, and avoid manipulative synthetic edits.

Downloadable resources (what’s in the ZIP)

The downloadable pack includes editable Google Docs and Notion templates for:

Live Stream Offer Sheet (DOCX + Notion)
Serialized Course Offer Sheet + Unit Pricing Calculator (Google Sheets)
Microdrama Ad Brief + Shotlist (DOCX + CSV)
Client Agreement Snippet Bank (PandaDoc-ready)
SOP Checklist (Trello/Asana JSON import) — pair with a production checklist and portable LED kits for shoot days

Advanced strategies and 2026 predictions

Expect these trends to influence your offers in 2026:

Vertical-first platforms will expand ad inventory — short serialized formats command higher engagement and will require shorter attention hooks.
AI-assisted production (script writing, captioning, guided editing) will halve production time for serialized content; price accordingly for turnaround speed.
Regulatory scrutiny around synthetic media will tighten; client agreements that address consent and authenticity will become a competitive advantage.
Buyers will expect modular pricing: base offer + add-ons + performance incentives. Make your offer sheet clearly modular.

“Packaging clarity + operational reliability = the fastest path from interested lead to signed client.”

Quick-start checklist (one-page)

Choose template (Live / Serialized / Microdrama)
Run pricing calculator with your true labor rate
Send offer sheet + client agreement; collect deposit
Create project and assign tasks in PM tool
Execute production SOP and launch
Deliver assets, invoice, and run a retrospective

Final notes & next step

If you prioritize a repeatable operational backbone over last-minute improvisation, you’ll close faster and scale with fewer mistakes. These offer sheets are intentionally prescriptive: they tell clients what they get, what they pay, and what success looks like — the three elements buyers need to say yes.

Ready to use the templates now? Download the editable offer sheets, pricing calculator, SOP checklists, and contract snippets to launch your next live, course, or microdrama campaign quickly. (Download link placeholder — replace with your file delivery link.)

Want us to customize an offer sheet for your niche and integrate it into your CRM and payments flow? Book a short demo and we’ll show you a working funnel using your brand and numbers. Check our integration blueprint for examples of connecting micro apps to CRMs without breaking data hygiene.

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