An offering is your AI agent's knowledge base about what you're selling. It provides the context and information the AI needs to have intelligent conversations with prospects.
What's in an Offering
Your offering includes:
Core value proposition: What problem you solve and how
Unique selling points: Key features, benefits, and proof points
Competitive advantages: What makes you different
Case studies and metrics: Real results and social proof
Target audience context: Specific messaging for your ideal customers
Why Offerings Matter
Separate different offerings: Never combine multiple products or services in one offering.
Create separate offerings for different:
Target audiences
Products or services
Campaigns or use cases
Better results: Focused offerings give the AI exclusive knowledge about what it's selling, leading to much better conversation quality and results.
Three Ways to Create Offerings
1. Website Scraping
Best for: Companies with comprehensive websites that clearly explain their solution.
Process:
Provide your website URL
AI automatically extracts value proposition, features, and benefits
Quick setup with minimal manual input
Limitation: Not ideal if you have multiple offerings or if your website content isn't comprehensive.
2. Smart Builder (5 Questions)
Best for: Most businesses wanting detailed, customized offerings.
Process:
Answer 5 strategic questions about your business
Provide detailed responses (don't be brief - the AI needs substance)
AI creates comprehensive offering based on your answers
Important: Give detailed answers to each question. Brief responses result in poor offering quality.
3. Manual Creation
Best for: Businesses with complex offerings or specific messaging requirements.
Process:
Write your offering content manually
Include all key elements (value prop, USPs, proof points)
Use "Improve with AI" to optimize formatting and structure
Improve with AI: This feature formats your manual offering so the AI understands it perfectly. Always use this after manual creation.
Best Practices
Content Quality
Be specific: Avoid generic language and vague benefits
Include proof: Add metrics, case studies, and concrete results
Target relevance: Tailor messaging to your specific audience
Clear value: Make it obvious why prospects should care
Testing Your Offering
Use the Sandbox: Test how well your offering performs in conversations
Quality check: Ensure the AI can answer prospect questions accurately
Refinement: Update offerings based on conversation performance
Multiple Offerings Strategy
Audience-specific: Create different offerings for different target markets
Product-specific: Separate offerings for different products or services
Campaign-specific: Tailor offerings for specific outreach goals
Common Mistakes
Combining offerings: Mixing multiple products in one offering
Brief responses: Not providing enough detail in Smart Builder questions
Generic content: Using vague, non-specific language
Skipping optimization: Not using "Improve with AI" for manual offerings
Your offering is the foundation of effective AI conversations. Invest time in creating detailed, focused offerings for each target audience and product.