Never write a single word until you complete this. Bad research = bad copy, no matter how clever.
1.1 Voice of Customer (VoC) Mining
The goal: steal your customer's EXACT words and mirror them back.
Sources (ranked by value):
Source
What to Extract
Where to Find
Support tickets
Pain language, frustration words
Helpdesk, Intercom, Zendesk
Sales call recordings
Objections, "I wish...", buying triggers
Gong, call notes
Review sites
Praise patterns, complaint patterns
G2, Capterra, Trustpilot, Amazon
Reddit/forums
Unfiltered problems, slang, emotional language
r/[industry], Quora, niche forums
Competitor reviews
What competitors fail at (your opportunity)
G2, App Store, Amazon
Survey responses
Direct answers to "why did you buy/not buy?"
Typeform, post-purchase surveys
Social comments
Reaction language, share triggers
Twitter replies, LinkedIn comments
VoC Extraction Template:
voC_research:
product: "[Product name]"
date: "YYYY-MM-DD"
pain_statements: # Exact quotes about the problem
- quote: "I spend 3 hours every morning just reconciling invoices"
source: "G2 review - AccountingSoft competitor"
frequency: "high" # How often this sentiment appears
- quote: ""
source: ""
frequency: ""
desire_statements: # What they WANT (outcome language)
- quote: "I just want to click one button and have it done"
source: "Reddit r/smallbusiness"
frequency: "medium"
- quote: ""
source: ""
frequency: ""
objection_statements: # Why they hesitate
- quote: "Every tool like this requires a PhD to set up"
source: "Support ticket"
frequency: "high"
- quote: ""
source: ""
frequency: ""
trigger_events: # What made them start looking
- "Hired 5th employee and spreadsheets broke"
- "Missed a tax deadline"
- ""
words_they_use: # Industry/audience vocabulary
- "reconciliation" not "financial harmonization"
- "setup" not "onboarding flow"
- ""
competitors_they_mention: []
buying_criteria: # What matters most (ranked)
- "Easy to set up (< 1 hour)"
- "Integrates with QuickBooks"
- ""
1.2 Awareness Levels (Eugene Schwartz)
Every piece of copy must match the reader's awareness level. Writing "Buy now!" to someone who doesn't know they have a problem = wasted words.
Level
They Know...
Your Job
Lead With
Unaware
Nothing about the problem
Educate about the pain
Story, shocking stat, question
Problem-Aware
They have a problem
Agitate the pain, introduce solution category
"Tired of X? Here's why..."
Solution-Aware
Solutions exist
Differentiate YOUR solution
"Unlike other tools, we..."
Product-Aware
Your product exists
Overcome objections, prove value
Social proof, comparison, demo
Most Aware
Your product, ready to buy
Remove final friction
Deal, guarantee, urgency
Rule: The less aware they are, the longer the copy needs to be. Unaware = long-form education. Most Aware = short CTA + offer.
1.3 One Reader, One Offer, One Action
Before writing, fill this in:
copy_brief:
surface: "" # Landing page, email, ad, sales page, etc.
one_reader: "" # Specific person (not "small businesses" — "Sarah, ops manager at 50-person agency")
awareness_level: "" # Unaware / Problem / Solution / Product / Most Aware
one_offer: "" # What exactly are you offering?
one_action: "" # What exactly should they DO?
primary_emotion: "" # Fear, desire, curiosity, frustration, hope
proof_available: [] # Testimonials, case studies, data points you can use
objections_to_address: [] # Top 3 reasons they'd say no
word_count_target: "" # Constraint forces clarity
Phase 2: Headline Writing
The headline does 80% of the work. If the headline fails, nothing else matters.
2.1 Headline Formulas (12 Proven Patterns)
#
Formula
Example
1
[Number] Ways to [Desired Outcome] Without [Pain]
"7 Ways to Cut Hiring Time Without Lowering Standards"
2
How [Specific Person] [Achieved Result] in [Timeframe]
"How a 3-Person Agency Landed $240K in Clients in 90 Days"
3
Stop [Bad Thing]. Start [Good Thing].
"Stop Guessing at Pricing. Start Charging What You're Worth."
4
The [Adjective] Way to [Outcome]
"The Lazy Way to Write Emails That Get Replies"
5
[Outcome] in [Timeframe] — or [Bold Guarantee]
"Double Your Pipeline in 30 Days — or We Work Free Until You Do"
6
Why [Counterintuitive Claim]
"Why Your Best Salesperson Is Costing You Revenue"
7
[Pain Statement] → [Outcome Statement]
"From 60-Hour Weeks → Automated Operations in 14 Days"
8
What [Respected Group] Knows About [Topic] That You Don't
"What Top 1% of SaaS Founders Know About Pricing"
9
Are You Making These [Number] [Mistake Type] Mistakes?
"Are You Making These 5 Cold Email Mistakes?"
10
[Big Number/Stat] + Implication
"83% of Proposals Lose on Price. Here's How to Win on Value."
11
The [Framework/Secret/Method] Behind [Impressive Result]
"The 3-Step Method Behind $50M in Closed Deals"
12
[Direct Command] + [Specific Benefit]
"Cut Your Client Reporting Time by 80% This Week"
2.2 Headline Quality Test
Score each headline candidate 0-2 per criterion:
Criterion
0
1
2
Specific
Vague/generic
Somewhat specific
Has numbers, timeframes, or concrete nouns
Benefit-driven
Feature-focused
Implied benefit
Explicit outcome the reader wants
Curiosity gap
No reason to read on
Mild interest
"I NEED to know more"
Believable
Sounds like hype
Plausible
Backed by specificity or proof
Emotional
Flat/corporate
Slightly engaging
Hits fear, desire, curiosity, or frustration
Score: /10 — Ship at 7+. Below 5 = rewrite.
2.3 Subheadline Rules
The subheadline expands on the headline promise. It should:
Add specificity the headline couldn't fit
Address the reader directly ("you")
Lower the perceived effort/risk
Create a "nodding" effect (reader thinks "yes, that's me")
Pattern:[Expand on headline promise] + [For whom] + [Without the main objection]
Example: Headline: "Double Your Pipeline in 30 Days"
Subheadline: "The AI-powered outreach system that books qualified calls for B2B founders — without cold calling or hiring SDRs."
ATTENTION: Hook with the biggest pain or boldest promise
INTEREST: "Here's why this matters to YOU specifically..."
DESIRE: Paint the after-state. Make them feel the transformation.
ACTION: Single, clear, low-risk next step.
PAS — Problem, Agitate, Solution
Best for: Short emails, ads, social posts, pain-driven products
PROBLEM: State the problem in their words (from VoC research)
AGITATE: What happens if they don't solve it? Cost of inaction.
SOLUTION: Your product/offer as the bridge from pain to relief.
BAB — Before, After, Bridge
Best for: Case studies, testimonials, transformation stories
BEFORE: Paint their current painful reality (specific details)
AFTER: Paint the future they want (specific results)
BRIDGE: Your product is the bridge between the two.
PASTOR — Problem, Amplify, Story, Transformation, Offer, Response
Best for: Long-form sales pages, webinar scripts
PROBLEM: Identify the core pain
AMPLIFY: Consequences of not solving (emotional + financial)
STORY: Tell a relevant story (yours, a customer's, or a parable)
TRANSFORMATION: Show before → after with proof
OFFER: Present the solution with everything included
RESPONSE: Clear CTA with urgency
4Ps — Promise, Picture, Proof, Push
Best for: Ads, product pages, short landing pages
PROMISE: What will the reader get? (Specific outcome)
PICTURE: Help them visualize having it (sensory language)
PROOF: Evidence it works (testimonials, data, case studies)
PUSH: CTA with urgency or scarcity
Star-Story-Solution
Best for: Email sequences, personality-driven brands
STAR: Introduce the character (your customer or you)
STORY: The struggle and the journey
SOLUTION: How the product solved the problem
3.2 Framework Selection Guide
Situation
Best Framework
Why
Cold audience, long page
PASTOR
Needs full education arc
Warm audience, quick action
PAS
They know the pain, move fast
Case study / testimonial
BAB
Transformation is the proof
Product launch
AIDA
Classic structure, works everywhere
Ad copy (< 100 words)
4Ps
Compact but complete
Email nurture sequence
Star-Story-Solution
Builds relationship through narrative
Retargeting / remarketing
PAS (short)
They already know you, agitate to return
Phase 4: Surface-Specific Templates
4.1 Landing Page Structure
[HERO SECTION]
├── Headline (formula from Phase 2)
├── Subheadline (expand + specify + de-risk)
├── Hero image or demo GIF
├── Primary CTA button
└── Social proof bar (logos, "Trusted by X companies", star rating)
[PROBLEM SECTION]
├── "Sound familiar?" or "You're here because..."
├── 3-4 pain bullets (from VoC, in their words)
└── Cost of inaction statement
[SOLUTION SECTION]
├── "Here's how [Product] fixes this"
├── 3 key benefits (NOT features) with icons
├── Each benefit: [Benefit headline] + [1-2 sentence expansion] + [Proof point]
└── Screenshot or visual
[SOCIAL PROOF SECTION]
├── 2-3 testimonials (name, company, result, photo)
├── OR case study snippet (Before → After with numbers)
└── Trust badges (security, integrations, awards)
[OBJECTION HANDLING SECTION]
├── FAQ or "Common questions" (address top 3-5 objections)
└── Each answer is a mini-sale (reframe objection → benefit)
[FINAL CTA SECTION]
├── Restate the core promise
├── Risk reversal (guarantee, free trial, no CC required)
├── CTA button (same as hero)
└── Urgency element if genuine (limited spots, price going up, deadline)
4.2 Email Copy Templates
Cold Email (first touch):
Subject: [Specific observation about their business]
[First name],
[Observation about their company — proves you did research, 1 sentence]
[Problem you solve — framed as "companies like yours" + specific pain, 1-2 sentences]
[Result you've delivered — specific number/outcome, 1 sentence]
[Soft CTA — question or offer, not "let me know if you want to chat"]
[Name]
P.S. [Proof point or curiosity hook]
Welcome Email (post-signup):
Subject: You're in — here's your [thing] + what to do first
[First name],
Welcome to [Product]. You just made a smart move.
Here's your [thing they signed up for]:
→ [Link or attachment]
**Your next step (takes 2 minutes):**
[Single specific action that gets them to first value]
If you hit any snags, reply to this email — I read every one.
[Name]
[Title] at [Company]
Abandoned Cart / Trial Expiring:
Subject: Still thinking it over?
[First name],
You [started a trial / added X to cart] [timeframe] ago but didn't [complete / continue].
Totally fine — here's what you might be wondering:
**"Is it worth the price?"**
[1-2 sentences with proof point / ROI calculation]
**"What if it doesn't work for me?"**
[Risk reversal — guarantee, refund policy, support]
**"I don't have time right now"**
[Time-to-value statement — "takes 10 minutes to set up"]
[CTA — "Pick up where you left off →"]
[Name]
4.3 Ad Copy Templates
Facebook/Instagram Ad:
[Hook — first line must stop the scroll, max 125 chars]
↓
[Problem — 1-2 lines, relatable pain]
↓
[Solution — what your product does differently, 1-2 lines]
↓
[Proof — number, testimonial snippet, or social proof]
↓
[CTA — "Click [Link] to [specific outcome]"]
[Pattern interrupt — stat, question, or contrarian take]
[2-3 lines expanding on the problem — professional tone, specific to role]
[What we built / discovered / proved — 1-2 lines]
[CTA with specific value exchange — "Download the playbook" not "Learn more"]
4.4 Sales Page (Long-Form)
1. HEADLINE — Biggest promise or transformation
2. SUBHEADLINE — For whom + timeframe + de-risk
3. OPENING STORY — Paint the painful "before" state (2-3 paragraphs)
4. AGITATION — Cost of staying stuck (emotional + financial)
5. INTRODUCTION — "There's a better way" (introduce your solution concept)
6. WHAT'S INCLUDED — Bullet list of everything, each bullet = mini benefit
7. BONUSES — Additional value stacked on top
8. SOCIAL PROOF — 3-5 testimonials with results
9. PRICE REVEAL — Anchor high first, then show actual price
10. GUARANTEE — Risk reversal (money-back, satisfaction, results-based)
11. FAQ — Overcome remaining objections
12. FINAL CTA — Urgency + restate the transformation
13. P.S. — Restate the best benefit + guarantee (many people skip to P.S.)
4.5 Product Description
[One-line benefit headline — what it DOES for the buyer]
[2-3 sentences: who it's for, what problem it solves, key differentiator]
Key features:
• [Feature] — [Why it matters to the buyer]
• [Feature] — [Why it matters to the buyer]
• [Feature] — [Why it matters to the buyer]
[Social proof snippet — "Used by X", review quote, or stat]
[CTA]
4.6 Video Script (VSL / Demo)
[0:00-0:10] HOOK — Bold claim or question that creates curiosity gap
[0:10-0:45] PROBLEM — Paint the pain (specific, relatable scenario)
[0:45-1:30] AGITATE — What happens if they don't solve it (costs, risks)
[1:30-3:00] SOLUTION — Introduce your product, show it working
[3:00-4:00] PROOF — Results, testimonials, before/after
[4:00-4:30] OFFER — What they get, what it costs, guarantee
[4:30-5:00] CTA — Tell them exactly what to do next
Phase 5: Persuasion Techniques
5.1 Power Words by Emotion
Emotion
Words That Trigger It
Urgency
Now, today, deadline, before, expires, limited, last chance, final
Every piece of copy must preemptively address objections. The top 5 universal objections:
Objection
How to Handle It in Copy
"Too expensive"
Anchor to higher price first, show ROI, cost of NOT buying, payment plans
"I don't have time"
State time-to-value ("set up in 10 minutes"), show automation
"I don't trust you"
Social proof, guarantee, "cancel anytime", transparent pricing
"I don't need it now"
Cost of delay, urgency (genuine), "every day you wait = $X lost"
"It won't work for me"
Case studies from THEIR industry/role, guarantee, personalization
5.3 Social Proof Hierarchy
Not all proof is equal. Use the highest-tier proof available:
Tier
Type
Example
Power
1
Named result + photo
"Sarah at Acme grew revenue 40% in 90 days" [photo]
★★★★★
2
Specific metric
"Clients average 3.2x ROI in the first quarter"
★★★★
3
Volume proof
"Used by 2,400+ companies"
★★★
4
Logo bar
[Company logos]
★★★
5
Star ratings
"4.8/5 on G2 (200+ reviews)"
★★
6
Generic testimonial
"Great product, highly recommend!"
★
Rule: Always aim for Tier 1-2. If you only have Tier 5-6, go get better proof before writing more copy.
5.4 CTA Writing Rules
Rule
Bad
Good
Be specific about what happens
"Submit"
"Get My Free Report"
Use first person
"Start your trial"
"Start my free trial"
Reduce perceived risk
"Buy now"
"Try it free for 14 days"
Show value, not action
"Sign up"
"Start saving 10 hours/week"
Add urgency if genuine
"Learn more"
"Claim your spot (12 left)"
One CTA per section
3 different buttons
Same CTA repeated
5.5 Price Anchoring
Always anchor before revealing price:
Pattern 1 — Value Stack:
"You'd normally pay $500/hr for a consultant to do this.
You could hire a full-time person for $80K/year.
Or you can get [Product] for $47/month."
Pattern 2 — Cost of Problem:
"The average company loses $23K/year to [problem].
[Product] costs $97/month. That's a 19x return."
Pattern 3 — Competitor Anchor:
"[Competitor] charges $299/month for half the features.
[Product] gives you everything for $97/month."
Phase 6: Editing & Scoring
6.1 The Editing Checklist (run on every piece)
Clarity Pass:
Remove every word that doesn't earn its place
Replace jargon with plain language
One idea per sentence. One point per paragraph.
Read it aloud. If you stumble, rewrite.
Specificity Pass:
Replace "many" with actual numbers
Replace "quickly" with actual timeframes
Replace "improve" with actual outcomes
Replace "leading" with actual rankings or proof
Engagement Pass:
First sentence hooks (would YOU keep reading?)
Vary sentence length. Short. Then a longer one that builds. Then short again.
Use "you" more than "we" (3:1 ratio minimum)
Break up walls of text (no paragraph > 3 lines on mobile)
Conversion Pass:
CTA is above the fold AND repeated
Every section ends with a reason to keep reading or a CTA
Objections are addressed BEFORE the CTA
Guarantee or risk reversal is prominent
Trust Pass:
No hype words without proof backing them up
Testimonials have names, companies, and specific results
Claims are believable (extraordinary claims need extraordinary proof)
No AI-speak: cut "leverage", "streamline", "seamlessly", "I'd be happy to"
6.2 Copy Scoring Rubric (0-100)
Dimension
Weight
0-2 (Weak)
3-4 (Average)
5 (Strong)
Headline
x4
Generic, no hook
Has a benefit, somewhat specific
Specific, emotional, curiosity gap
Clarity
x3
Confusing, jargon-heavy
Generally clear, some filler
Crystal clear, concise, scannable
Persuasion
x3
Lists features only
Some benefits mentioned
Full desire arc with proof
Proof
x3
No social proof
Generic testimonials
Named results, specific metrics
CTA
x3
Missing or weak
Present but generic
Specific, low-risk, urgent
Voice
x2
Corporate/robotic
Acceptable
Sounds like a human who cares
Objection Handling
x2
None
FAQ section exists
Woven throughout the copy
Score = Sum of (rating × weight). Max = 100.
Score
Grade
Action
85-100
A
Ship it
70-84
B
Minor tweaks, then ship
55-69
C
Significant rewrite needed
40-54
D
Fundamental structure problems
0-39
F
Start over with research
Phase 7: A/B Testing Protocol
7.1 What to Test (Impact Order)
Test the highest-impact element first:
Priority
Element
Typical Lift
1
Headline
20-100%+
2
CTA text + placement
10-40%
3
Social proof type/placement
10-30%
4
Price anchoring
10-50%
5
Page length (long vs short)
5-30%
6
Image/video
5-20%
7
Color/design
2-10%
7.2 Test Design
ab_test:
element: "Headline"
hypothesis: "Pain-focused headline will convert better than benefit-focused"
control: "Automate Your Client Reporting in Minutes"
variant: "Tired of Spending 10 Hours on Reports Nobody Reads?"
metric: "click-through rate to pricing page"
traffic_split: "50/50"
minimum_sample: 500 # per variant for statistical significance
duration: "2 weeks or until significance reached"
confidence_threshold: "95%"
7.3 Statistical Significance Rules
Minimum 100 conversions per variant before reading results
95% confidence minimum to declare a winner
Don't peek — set the duration and wait. Early stopping = false positives
Test one variable at a time (headline A vs B, not headline A + CTA A vs headline B + CTA B)
Document everything — what you tested, what won, by how much, what you learned
Phase 8: Industry-Specific Copy Angles
8.1 B2B SaaS
Lead with time saved or revenue gained (quantified)
Speak to the buyer's BOSS (they need to justify the purchase)
Integration and security are objections, not features (address them, don't lead with them)
Free trial or freemium = expected. If no free tier, need stronger proof.
8.2 Professional Services (Consulting, Agencies)
Lead with results from similar clients (specificity wins)
Authority positioning > feature lists
Case studies are your #1 asset
Price = value-based, never hourly (frame accordingly)
8.3 E-commerce / DTC
Lead with the transformation, not the product
Social proof = user photos, reviews, influencer endorsements
Urgency must be genuine (fake scarcity = brand damage)
Mobile-first — above-the-fold must convert on a phone
8.4 Healthcare / Legal
Compliance language is mandatory but doesn't have to be boring
Risk reversal = critical (consequences of bad choice are high)
8.5 Financial Services
Regulatory disclaimers are non-negotiable
Lead with pain of current situation + cost of inaction
Social proof from peers in similar situations
Simplify complexity — if they need a glossary, you've lost them
Phase 9: Swipe File — Ready-to-Use Copy Blocks
9.1 Guarantee Templates
30-Day Money-Back:
"Try [Product] for 30 days. If it doesn't [specific outcome],
email us and we'll refund every penny. No questions, no hassle."
Results-Based:
"If you don't see [specific measurable result] within [timeframe],
we'll work with you for free until you do — or refund in full."
Risk Reversal:
"You risk nothing. We risk everything. That's how confident we are
that [Product] will [outcome]."
9.2 Urgency Templates (Genuine Only)
Scarcity (real):
"We onboard 5 new clients per month to maintain quality.
[X] spots left for [Month]."
Deadline (real):
"This pricing expires [Date] when we launch v2.0.
Lock in the current rate now."
Cost of Delay:
"Every week without [solution], you're losing roughly [$ amount].
That's [$X * weeks until decision] by the time you decide."
9.3 Transition Phrases
Use these to maintain momentum between sections:
Problem → Solution: "Here's the thing..." | "But it doesn't have to be this way."
Proof → CTA: "Ready to see the same results?" | "Your turn."
Feature → Benefit: "Which means..." | "In plain English:" | "Translation:"
Section → Section: "But that's not all." | "It gets better." | "Here's where it gets interesting."
9.4 Opening Lines That Hook
Stat hook: "83% of proposals lose on price. Yours doesn't have to."
Question hook: "What if your biggest competitor's weakness was your biggest opportunity?"
Story hook: "Last Tuesday, a 3-person agency closed a $240K deal. Here's exactly how."
Contrarian: "Most advice about [topic] is wrong. Here's what actually works."
Pain hook: "You know that sinking feeling when [specific pain moment]?"
Phase 10: Anti-Patterns (Copy Killers)
Anti-Pattern
Why It Kills
Fix
Starting with "We are..."
Nobody cares about you. They care about themselves.
Start with the reader's problem or desired outcome
Feature dumping
Features don't sell. Benefits sell.
Every feature → "which means [benefit for reader]"
Weak CTA ("Learn more")
Doesn't tell them what they GET
"[Verb] + [Specific value]" — "Get My Free Playbook"
Wall of text
Nobody reads dense paragraphs on screens
Max 3 lines per paragraph. Use bullets, bold, whitespace
Fake urgency
Erodes trust when they see the "deadline" pass
Only use genuine scarcity/deadlines. Preferably cost-of-delay instead
No social proof
Claims without evidence = marketing fluff
Add proof or lower the claim to what you can prove
Multiple CTAs
Confused readers don't convert
One CTA per page (can repeat, but always the SAME action)
AI-speak
"Leverage", "streamline", "empower", "I'd be happy to"
Sound like a human. Read it aloud. Would a person say this?
Being clever over clear
Puns and wordplay sacrifice clarity
If they have to think about your headline, you lost
Ignoring mobile
60%+ of readers are on phones
Short sentences, ample whitespace, thumb-friendly CTA buttons
Natural Language Commands
Command
What It Does
"Write a landing page for [product]"
Full landing page copy using Phase 4.1 structure
"Write a cold email to [person/company]"
Cold email using Phase 4.2 template
"Score this copy"
Run Phases 1 health check + Phase 6.2 rubric
"Write headlines for [offer]"
Generate 10+ headlines using Phase 2.1 formulas
"Write a sales page for [product]"
Long-form sales page using Phase 4.4
"Write ad copy for [platform]"
Platform-specific ad using Phase 4.3 templates
"Write a product description for [product]"
Phase 4.5 template
"Write an email sequence for [goal]"
Multi-email sequence with Phase 4.2 templates
"Rewrite this copy to convert better"
Edit using Phase 6.1 checklist + fix anti-patterns