Scale, Shift, or Scrap Your Offer? Use This Framework to Decide with Confidence with Amy Traugh
- Amy Traugh
- Jun 25
- 10 min read
Updated: Jul 1
🎧 The Metrics Maven: Data Driven Business Growth Strategy for Solopreneurs is streaming on all platforms. Listen here. Also streaming on YouTube.
Retire, Reposition, or Scale? How to Use Metrics to Decide What to Do with an Offer
If you’re feeling stuck on whether to keep pushing an offer, adjust it, or let it go, your data has the answer. Here’s how to find it.
Feeling Unsure About an Offer? You’re Not Alone
We’ve all been there—staring at one of our offers and wondering, is this even working anymore? Maybe it’s not selling like it used to. Maybe it never really took off. Or maybe it just feels out of sync with where you want your business to go.
The decision to keep going, let it go, or make an adjustment can feel huge. That’s why using your metrics as your decision-making guide is so powerful. When you know what to look for and how to interpret it, the path forward becomes clear—and you can stop second guessing and start growing your business with clarity, confidence, and ease.
Start by Letting Go of the Emotional Attachment
Here’s something most solopreneurs don’t talk about: we get emotionally attached to our offers. And it makes total sense. You’ve poured time, energy, strategy, and heart into building something from scratch. Letting it go can feel like failure—or a waste.
But just like that dress hanging in your closet from five years ago that no longer fits your style, some offers have simply run their course. Keeping them clutters your messaging and distracts your focus.
Instead of asking, is it selling or not? ask yourself, what is the data trying to tell me? The opportunity cost of holding onto something that no longer aligns is bigger than you think.
What Metrics Should You Track?
To make smart, strategic decisions, start isolating your metrics by offer. If you're grouping all sales, leads, or inquiries into one pile, it's almost impossible to see what's actually working—and what’s slowing you down.
Here’s what to look at:
Lead volume per offer: Are people showing interest?
Conversion rate: Are leads turning into buyers?
Revenue vs. profit margin: Are you actually making money after time, tools, and delivery?
Client retention and upsells: Are buyers moving into your other offers?
Time and energy required: Does the offer feel heavy or draining to deliver?
Engagement and demand: Are people clicking, commenting, asking questions when you promote it?
Buyer feedback: What are people saying in sales calls, surveys, or emails? What’s confusing or unclear?
These data points tell you what’s resonating—and what’s not.
A Simple Evaluation Framework
Once you’ve gathered your data, try this simple scoring method:
Grab a piece of paper and create three columns.
In the first column, list these six criteria:
Profitability
Client results
Ease of delivery
Alignment with business vision
Lead generation potential
Conversion rate
Label the second column “Criteria” and the third “Score.”
Rate each criterion on a scale of 1–5 for every offer.
If an offer consistently scores under 3, it’s a signal that something needs to shift.
When to Retire, Reposition, or Scale
Let’s break it down:
Retire an offer if it’s draining your energy, not aligned with where your business is headed, and leads or results are consistently low.
Reposition if there’s interest but poor conversions, or if the feedback shows confusion or unclear messaging. Often, the offer is good—but the positioning is off.
Scale if an offer is converting well, clients are getting results, your profit margins are solid, and you feel energized delivering it. If it’s aligned and in demand, double down.
And sometimes, letting go of an offer is the very thing that makes room for bigger growth. One of my clients let go of an offer she enjoyed delivering because the metrics showed her lower-ticket offer brought in better leads and more revenue with less effort. That one decision freed up her time and increased her income.
Final Thoughts: Your Data Has the Answers
When you evaluate your offers through a data-driven lens, the next steps become obvious. You don’t need to guess. You don’t need to go by gut alone. Your metrics are already telling you what’s working, what needs adjusting, and what’s just taking up space.
This is exactly what we walk through inside Metrics Mastery. If this episode had you nodding along thinking, “Yes—I need this kind of clarity,” you can get started for free at amytraugh.com.
Until next time—Stop guessing and start growing.
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Transcript for Episode 422. Scale, Shift, or Scrap Your Offer? Use This Framework to Decide with Confidence
@0:07 - Amy Traugh (Amy Traugh)
Are you staring at one of your offers wondering, is this thing even working? Maybe it's not selling like it used to.
Maybe it just never really took off. Or maybe part of you feels like it's just out of sync with where you want your business to go.
And you could be torn between doubling down on that offer or letting it go altogether. But before you make a decision, let's look at what the data is actually trying to tell you.
This is where your data, your metrics become your best decision making tool. Because when you know exactly what to track and how to interpret it, the right decision becomes crystal clear.
You stop second guessing. and start growing with clarity, confidence, and ease. And on today's episode, we're doing something we haven't done for a while, and I'm so excited to bring it back.
A few weeks ago, I invited you to submit your burning business questions for the opportunity to have an entire episode of the Metrics Maven podcast dedicated to answering your questions.
And today we're diving into one of them. This question comes from Shaughnessy King, founder and CEO of Success by Ness.
She asked, what is the smartest way to use data to figure out if one of my services should be retired, repositioned, or scaled?
This is an awesome question, Shaughnessy, and one that so many solopreneurs wrestle with as their businesses evolve. So thank you, Shaughnessy, for sending this in.
If you have ever felt unsure about what to do with a specific... This episode is going to give you so much clarity because we're diving into a simple data-driven framework that will help you confidently figure out what to do with any offer in your business.
So let's start with the reality of what most of us aren't talking about. We get emotionally attached to our offers.
It's that feeling like when you're cleaning out your closet and staring at that dress you wore one time and it technically still fits, but it really doesn't match your style anymore.
You could keep it. You could wear it again, but should you? The same thing happens in business. You have poured your heart into building this offer, writing the content, creating the resources, setting up the workflows, and walking away from it would feel like wasted effort.
But When you keep an underperforming or offer that's just not aligned, it clutters your messaging, it clutters your marketing, and it distracts your focus.
And most people are asking themselves, well, is it selling or not? It's not enough. We really need to ask ourselves, what is the data telling me?
What is actually the opportunity cost of keeping this offer on the shelf? So let's talk about what to actually look at so that you can make an informed strategic decision that is best for your specific business.
So up first, offer specific metrics. You really need to isolate your metrics by each offer. If you're lumping everything into one pile, sales, leads, inquiries, you won't know which offers actually doing the heavy lifting or what
Which one is quietly slowing you down? So start tracking a few simple things like, okay, how many leads am I getting per offer?
Are people actually interested in this? Then we want to look at conversion rate. Are they actually buying? And this is something we really dug into in the last episode.
So make sure you go back and listen to that one if you're interested in conversion rate. It is so important to your business growth.
Look at your revenue and profit margin. It's not just about sales here. It's about what's left over after time, delivery, and expenses.
Because if you're paying for something like a private podcast feed, yet nobody's actually headed to that. Downloading the freebie if you had it set up that way.
Buying the offer. You're paying for something that's literally sucking out your income. And then look at client retention. and upsells.
Are buyers actually moving into your other offers? I recently had a client and she had a mid-ticket one-off strategy session.
It was an intensive that she loved delivering. It sold okay, but it took so much prep behind the scenes.
It took so much energy and most of her buyers were never actually moving into her higher ticket retainer. And once we took that step back, looked at her metrics, looked at the data, we found that her lower priced audit offer actually converted twice as often and led to more long-term clients.
So what did this do? Knowing that it gave her permission to reposition her intensive or let it go, which she actually did.
And she saw her revenue increase and she had more time and energy. Because now she wasn't pouring so much prep work and spending time prepping for these calls.
So it's really important that we look at how much of your time is this offer actually eating up? How does it feel to you?
Does it feel heavy? Does it feel complicated? Is it confusing to deliver? You might be surprised how often the most profitable looking offer on the outside is actually the most unsustainable.
Because at the end of the day, it's not just about the money. It's about how much bandwidth it takes you to run this offer on the back end.
And then we really want to look at engagement and demand. So pay attention to how people respond when you start to talk about the offer.
If you post about it and you're not really getting anything from it, but when you get flooded with DMs,
Through emails, when you're talking about something else, that's just a signal. That's just telling us that something's a little off.
So you want to ask yourself questions like, well, are people actually clicking on emails or links about this offer?
Do you get questions or comments when you talk about it? Do people even know that it exists? So that is such a crucial piece of the puzzle.
Something else we can look at is buyer feedback. And this is one of the most overlooked pieces of data, actual conversations with people in your world.
We wanted to get curious and do some market research with our current clients. Ask them things like, well, why did you choose this offer?
What made you buy? What almost held you back from buying? Or if it felt, ask them what felt unclear, confusing, or like a maybe.
You can even do this with non-buyers. I recently did this where I did a bunch of market research and I asked people that were aligned and I trusted and I was like, hey, I want you to look at my sales page, this offer, that right there gives you when you know exactly what's going on.
To use that feedback, we can figure out exactly what our audience wants right now and put it into the exact words that they're using.
So once we've gathered this data, it's time to decide. So I want you to grab a piece of paper.
You're going to draw two lines down the middle of the page. So that gives us three columns. The first column, what I want you to write down is a few metrics.
So first, profitability. Second, client results. Next, ease of delivery. Alignment with business vision. Lead gen potential. And conversion rate.
All right. So that's column one. Next, column two. I just want you to label it criteria. And then column three, I want you to label it score.
Because what we're going to do, we're going to rate things one to five. So I want you to take a step back and rate your metrics from one to five.
Is your average under three for each one? Okay, that's each offer. That's just telling us, okay, we've got some decisions to make.
So using this data. Offer is, we want to retire an offer if it's no longer aligned, if we're seeing that our leads just aren't there, or if it's draining to deliver and it's not actually bringing you long-term results.
Next, we can reposition if there's interest, but people aren't converting. If the feedback you're getting reveals confusion or friction, or if you suspect that it's a messaging issue, not an actual offer issue, then how to scale?
Well, if it's converting well, delivering great results, and your profit margins are solid, that's a pretty good indicator that it's time to scale.
Scale it if demand is increasing or staying steady. Unless, if you feel energized delivering this offer, and it's aligned,
With where your business is headed, double down on it. Because what we need to do is take the time to evaluate and adjust.
And sometimes you need to let go in order to grow. In order to make room for something even more aligned and abundant.
That's what this is all about. Nurturing what's not working. Clearing out what's not. And refining what still has potential.
It's that simple. But it takes awareness. And it takes time. So if this episode had you nodding your head thinking, Oh my gosh, I need this kind of clarity in my business.
This is exactly what I help you do inside Metrics Mastery. We take the guesswork out of what to track, how to track it, what to actually do with all of this juicy data hidden in your metric.
So that you can stop second guessing and start growing your business with clarity, confidence and ease. You can get started for free at amytraugh.com.
And until next time, stop guessing and start growing.
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