How to Turn Your Current Process Into a Proprietary Framework in 3 Steps

May 9, 2022

Sarah Williams


Here, you'll find all of the resources, tutorials and behind the scenes to audit & elevate your client experience. Our goal? To increase the lifetime value of your clients and make your client experience your brand's secret advantage.

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When it comes to designing your offers, products and services in your online business, one of the parts we get the most questions about is do you need a proprietary framework to grow your business? Well firstly, no. It’s your business. You can do whatever the heck you want. But does it help and will it take you further, faster? Yes.

And here at Rebel Office, we’re all about getting the different parts of your business working harder for you so you can stop working so hard for your business.

The Benefits of a Proprietary Framework

There are arguments for both having one and not having one, and while every business is different, we often suggest you start developing one. Why? Because having a clear and results-driven framework can help you build trust with your audience, give structure and manage expectations with your clients, and provide you with a plethora of content ideas!

It also allows you to start tightening up your brand messaging, gives you a process to lean on when building new offers, and ultimately allows you to streamline your operations internally so that you have more space to show up and deliver epic results for your clients and customers.

And that’s just to name a few 😉

While it’s not something you may develop overnight, it doesn’t hurt to start working through the following three steps to explore what your framework may be!


Step 1: Find The Pattern

First up, go over all of your past clients, projects and customers. What did you help them with? When you approach a specific problem, is there an unwritten process that you tend to follow? For example:

  • For an Instagram management agency: do you always optimize a profile first? Then build the strategy before amplifying your clients’ messages?
  • For a Brand and Web designer, do you always do a deep dive with your client first to determine their personal brand before building out their company’s? Then, do you do the strategy before the visuals? From there, do you offer anything else that may support your client’s on their brand journey, like build them a new website or support with social media templates?
  • For a Business Coach, do you always work through your clients’ limiting beliefs before jumping into their business strategy? What common themes of limiting beliefs do you work through?

Step 2: Refine

Now, look at those projects and start to refine that patterns that you’re seeing. Personally, we love alliteration here at Rebel Office and it can be a super powerful marketing tool to have each step start with the same letter, but it isn’t at all necessary.

Here are some examples using the same business models listed above:

  • For an Instagram management agency, your framework could be: Setup → Strategize → Scale.
  • For a Brand and Web designer, your framework could be: Personality → Positioning → Package → Platform.
  • For a Business Coach, your framework could be: Vision → Mindset → Strategy → Freedom

Refining your framework can take time, sometimes years, so don’t be too hard on yourself if you’ve come up with something that isn’t feeling 100%. Take your time with it and remember that you’re in this for the long game. Keep it in the back of your mind and keep massaging it as needed. You’ll get there!

It took us a while to figure out ours, and at the end of the day, it turned out that we believe Client Experience comes down to 5 core areas. You can learn more about it here.

And when you do…

Step 3: Integrate

You’ve landed on a framework that feels aligned and represents how you want to show up and be of service to your clients. Now, it’s time to integrate it fully into your business.

Review your offers and ask yourself:

  • Do I have any offers that don’t follow this process?
  • Do I have any offers that generally follow this process?

Look for opportunities to not only tighten up and refine your existing offers, but also for opportunities to remove offers that aren’t aligned with this method and to create offers that are aligned.

And let us know what you come up with! If you already have a framework, share it in the comments if you’d like some feedback!

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