Offerings

The Offerings page is where you build, refine, and manage your sales offerings. Each offering is a structured pitch — targeting a specific industry, function, and technology area — packed with pain points, solutions, business outcomes, and social proof. Once an offering is finalized, you can launch a campaign directly from it.

Accessing Offerings

Navigate to Outreach → Offerings tab to view and manage your offerings.

What's On the Page?

Top Bar

Element	Description
Search Bar	Type to search offerings by name. Results filter in real-time as you type.
Filter Tabs	Three tabs to filter the table: All, Finalized, Draft. Click a tab to show only offerings in that status.
Create Offering	A button in the top-right corner. Click to start building a new offering from scratch using the AI-powered chat flow.

Offerings Table

Column	What It Shows
Offering Name	The name of the offering. Click to view details (finalized) or continue building (draft).
Industry	The target industry for this offering (e.g., "Healthcare", "Financial Services"). Sub-industry is shown below in smaller text if available.
Technology Area	The technology focus of the offering (e.g., "Cloud Computing", "Data Analytics").
Target Function	The business function this offering targets (e.g., "IT", "Operations", "Finance").
Status	A colored badge: Finalized (green) or Draft (yellow).
Confidence	How confident the AI is in this offering's completeness. Three levels: High (≥60%), Medium (≥50%), Low (below 50%).
Last Updated	When the offering was last modified.
Actions	A trash icon appears for Draft offerings only. Click to delete. Finalized offerings cannot be deleted from the table.

Offering Statuses

Status	Badge Color	What It Means
Draft	Yellow	The offering is still being built. You can continue editing it through the AI chat flow.
Finalized	Green	The offering is complete and ready to use. You can view its full details and launch a campaign from it.

Confidence Scoring

Each offering gets an AI-generated confidence score that tells you how strong and complete it is:

Level	Score Range	What It Means
High	60% and up	The offering is well-developed with strong pain points, solutions, and social proof.
Medium	50% – 59%	The offering is decent but could be strengthened with more detail or proof points.
Low	Below 50%	The offering needs more work. Consider adding artifacts or refining the content.

Each individual section (Pain Points, Solutions, etc.) also has its own confidence indicator, so you can see exactly where the offering is strong and where it needs attention.

How to Create a New Offering

1. Click the "Create Offering" button in the top-right corner.
2. The AI-powered Offering Chat opens.
3. The AI walks you through building the offering step by step — asking about your target industry, function, pain points, solutions, and more.
4. As you chat, the offering takes shape. You can review and refine each section.
5. When you're satisfied, finalize the offering. It moves from Draft to Finalized status.

tip

The more specific you are during the chat, the better the AI crafts your offering. Mention real customer names, specific metrics, and actual pain points you've heard from prospects.

How to View an Offering's Details

1. In the offerings table, click on any Finalized offering's row.
2. You'll be taken to the Offering Detail Page.

What You'll See on the Detail Page

Header Section

Element	Description
Offering Name	The title of the offering, displayed prominently at the top.
Status Badge	Finalized (green) or Draft (yellow).
Overall Confidence	The combined confidence score for the entire offering.
Description	A summary of what this offering is about — the elevator pitch version.

Industry & Function Cards

Card	What It Shows
Industry & Sub Industry	The target industry and sub-industry. NAICS codes are shown as tooltips for reference.
Function & Tech Area	The target business function and technology area this offering addresses.

Offering Content Sections

These are the meat of your offering — six sections that give you everything you need for a compelling pitch:

Section	What It Contains
Pain Points	The problems your target audience faces. These are the hooks that grab attention in outreach.
Solutions	Your company's specific solutions and capabilities that address the pain points.
Business Outcomes	The results and value your customers can expect. Think ROI, efficiency gains, revenue impact.
Cost of Inaction	What happens if the prospect does nothing. This creates urgency in sales conversations.
Objections & Responses	Common pushback you'll hear and AI-generated responses to handle them.
Social Proof	Customer testimonials and quotes that back up your claims.

Actions from the Detail Page

Button	When It Appears	What It Does
Create Campaign	Offering is Finalized and you have active AI SDRs	Starts the campaign creation flow using this offering.
Create AI SDR	Offering is Finalized but you have no AI SDRs	Takes you to the AI SDR page to set up your first agent.
Continue Building	Offering is in Draft status	Reopens the AI chat to continue refining the offering.

How to Continue Building a Draft

1. In the offerings table, click on any Draft offering's row.
2. The AI chat modal reopens with your previous conversation.
3. Continue refining the offering with the AI's guidance.
4. Finalize when ready.

How to Delete an Offering

1. In the offerings table, find a Draft offering.
2. Click the trash icon in the Actions column.
3. A confirmation popup appears: "Are you sure you want to delete this offering?"
4. Click Delete to confirm.

info

Only Draft offerings can be deleted. Finalized offerings cannot be deleted from the table — this protects your completed work from accidental removal.

How Offerings Connect to Campaigns

1. Build an Offering — Define your target audience, pain points, solutions, and proof.
2. Finalize It — Lock in the content so it's ready for action.
3. Create a Campaign — Use the offering as the basis for targeted outreach to prospects.
4. AI SDR Executes — Your AI agent uses the offering's content to craft personalized messages.

The stronger your offering, the better your campaign performs. That's why confidence scores matter — they tell you when an offering is pitch-ready.

Tips for Getting the Most Out of Offerings

1. Start with your best-selling offering. Build your first offering around what you already sell the most.
2. Upload artifacts first. Case studies, proposals, and testimonials give the AI real evidence to weave into your offering sections.
3. Be specific during the chat. Instead of "we help with cloud," say "we help mid-market healthcare companies migrate from on-prem to AWS."
4. Pay attention to confidence scores. Low confidence on a section? That's the AI telling you it needs more data.
5. Use the Social Proof section in conversations. When a prospect says "prove it," you've got customer quotes ready to go.
6. Create multiple offerings for different verticals. One offering for healthcare, one for financial services, one for retail.
7. Review the Cost of Inaction section before calls. This is your urgency lever.
8. Keep offerings fresh. As you close new deals, update your offerings with new proof points and testimonials.

Quick Troubleshooting

Problem	Solution
"Create Campaign" button not showing	The offering must be Finalized. If it's still a Draft, continue building it first.
"Create AI SDR" button showing instead	You don't have any active AI SDRs. Go to the AI SDR page to create one before launching campaigns.
Can't delete an offering	Only Draft offerings can be deleted. Finalized offerings are protected from deletion.
Low confidence score	Upload more artifacts (case studies, proposals) and add customer testimonials to strengthen the offering.
Offering not appearing in search	Make sure you're searching by the offering name. Check if you have a filter tab selected that might be hiding it.
Draft chat not loading	Try refreshing the page. If the issue persists, the AI service may be temporarily processing — wait a moment.