🎥 Watch First — How to Complete This Canvas

IMR Pre-Work: Mapping Your Client’s Evolution

This pre-work prepares you for the StoryOffer™ Workshop.

You’ll map the evolution of your client’s professional identity using the IMR model — Identity, Moments , Relationships — so you can design offers that grow with your clients, not end with them.

⏱ Time

~20 minutes

🎯 Goal

Gain visibly on how your client evolves.

📎 Bring it completed

We’ll build your next-stage offer directly from what you capture here.

🧭 The IMR Journey Canvas

Identity 1 : Who is your client when they come to you?

Identity 2: Who do they become through your work?

Identity 3: Who do they want to become next? | Focus on tangible moments and behaviors they have in their environment (no FLUFF!)

What visible progress, results, or skills mark their evolution for each identity Stage?

Moment 1:

Moment 2:

Moment 3: | What form of relationship best supports this identity stage?

What level of proximity is appropriate (guided, collaborative, advisory)?

What boundaries, rituals, or access define it? | | Example:

Identity 1: Lost professional, successful on paper but meaningless career.

Identity 2: New manager, exited but uncertain in the new job

Identity 3: Established performer, looking to grow their network and influence with possible side gig | Example:

Moment 1: Clarity on career direction, completed roadmap, started applying → Taking consistent action, showing ownership

Moment 2: Built confidence with team, delivered first wins → Asking for feedback, taking initiative

Moment 3: Managing others, mentoring peers → Thinking strategically, seeking influence, starting entrepreneur | Will be done in the workshop

Relationship 1:

Relationship 2:

Relationship 3 | | | | |

💡 Reflect

• Where does your current offer fit in this journey?
• What stage are you not serving yet?
• What would a “next-level offer” look like for that stage?

Notes / Insights

⤷ Type freely below.