Chapter 2
Design the session and deliverables
Finish this chapter with a repeatable session agenda deliverable and boundary template you can use immediately to design the session and deliverables, while avoiding selling an hour instead of a defined decision and outcome.
What you’ll get
- A completed repeatable session agenda deliverable and boundary template, not a list of abstract ideas.
- One explicit decision rule for design the session and deliverables.
- A 45-minute execution sequence you can repeat yourself or hand to a teammate.
- A quality gate that tells you whether to move forward, run one small test, or revise the input.
Use this chapter as a working session
Open the document, spreadsheet, or Tapmy workspace where this decision will live. Replace sample language with the exact offer, buyer, channel, price, and evidence you have today. If a fact is missing, label it as an assumption and assign the smallest test that can resolve it.
| Time | Work | Concrete output |
|---|---|---|
| 0–10 min | Collect buyer words, traffic data, sales conversations, support questions, and current page copy. | A short evidence list with source and date. |
| 10–20 min | Make the single decision this chapter is designed to resolve. | A one-sentence decision and reason. |
| 20–35 min | Build the repeatable session agenda deliverable and boundary template with real names, numbers, links, and owners. | A usable operating asset. |
| 35–45 min | Review it from the buyer’s point of view and run the quality gate. | A keep, test, or revise decision. |
Use a repeatable agenda
A 60-minute audit call might use:
- 5 minutes: confirm goal, context, and constraints;
- 15 minutes: review evidence and diagnose the main issue;
- 25 minutes: work through options and recommendations;
- 10 minutes: prioritize actions, owners, and timing;
- 5 minutes: questions and follow-up expectations.
Adapt the length to the job. Do not add time merely to justify price.
Include a tangible output
Possible outputs:
- annotated audit;
- decision summary;
- prioritized action plan;
- call notes or approved recording;
- template completed during the session;
- recommendation memo.
State delivery timing and format on the page. Obtain appropriate consent before recording and handle files securely.
Set scope boundaries
List what the session does not include: implementation, unlimited messages, legal/tax/medical advice, creative production, extra attendees, or multiple project reviews unless explicitly included.
Decision gates
| Evidence state | What it means | What to do next |
|---|---|---|
| The input is specific, current, and tied to a real buyer action | The repeatable session agenda deliverable and boundary template is ready to use. | Put it into the Tapmy journey and measure the next observable behavior. |
| One important input is assumed | The direction is testable, not yet proven. | Run the smallest test that can confirm or reject that assumption. |
| The asset serves several audiences, offers, or goals | The scope is too broad. | Narrow to one buyer, one job, one offer, and one reporting window. |
| The result depends on a claim you cannot show or deliver | Trust and delivery risk are higher than the upside. | Rewrite the promise around a supportable outcome. |
Quality standard
- The repeatable session agenda deliverable and boundary template names one buyer and one job.
- Every number has a timeframe, currency, or denominator where needed.
- Every link and handoff has an owner.
- The next action is visible without rereading the chapter.
- The decision can be measured through customer behavior.
- No claim is stronger than the evidence.
