Offer Creator
Turn your experience and connections into a structured service offer.
Offer Creator takes your professional achievements, skills, and network, then builds service offer packages you can use in sales conversations and marketing. You can fill in the form yourself, or upload a sales call recording and let the AI do the work.
How to Use It
Click Offer Creator in the left menu. The form opens at the top of the page.
At the top, you will see two tabs: Manual Input and From Transcript. Pick the one that fits your situation.
Option A: Manual Input
This is a 2-step form. All fields are optional - fill in whatever you can.
Step 1: Professional Background & Results
| Field | Optional | What to type in | Example |
|---|---|---|---|
| What specific results have you achieved in your professional background? | Yes | Numbers and outcomes from your career | "Increased client revenue by 40% in 6 months, managed $2M ad budget" |
| What skills have you developed that directly relate to business growth? | Yes | Skills with proven business impact | "Sales, demand generation, paid advertising, marketing automation" |
| What processes or systems have you successfully implemented? | Yes | Workflows or frameworks you have built | "Built a lead gen system producing 500+ leads per month, created onboarding playbook" |
| What specific industry knowledge do you possess? | Yes | Deep expertise in certain markets | "10 years in e-commerce conversion optimization, expert in Shopify ecosystem" |
Click Next to go to Step 2.
Step 2: Network & Credibility
| Field | Optional | What to type in | Example |
|---|---|---|---|
| What are your strongest professional connections or network? | Yes | Key relationships and industry contacts | "Know 20+ agency owners, advisor to 3 startups, active in SaaS founders community" |
| How has your network validated your expertise? | Yes | Testimonials, referrals, or endorsements you have received | "3 client testimonials on LinkedIn, regularly asked to speak at meetups" |
| Which businesses have trusted you with important projects? | Yes | Notable clients or companies you have worked with | "Worked with Shopify, HubSpot, and 50+ marketing agencies" |
| How can you leverage your credibility to attract clients? | Yes | Your reputation, track record, or what makes people trust you | "15 years of experience, published case studies, Google Partner certified" |
Click Generate Offer to submit. The AI will take 1-2 minutes to process.
Option B: From Transcript
If you have a recording of a sales call or discovery conversation, you can skip the manual form entirely.
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Click the From Transcript tab at the top.
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Choose your input type:
- Upload Call Recording - drag and drop an audio file (MP3, WAV, M4A, AAC, or OGG, up to 250MB).
- Paste Transcript - paste the full text of a call transcript into the text box.
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Click Generate Offers from Transcript.
The AI will pull out the relevant details from your call and build offer packages from that.
Reading Your Results
The AI creates multiple offer packages (usually 2-4). Each one includes:
| What you will see | What it means |
|---|---|
| Offer Title | A name for this service package |
| Core Deliverables | The main things the client gets |
| Supporting Deliverables | Extra value-adds and bonuses |
| Pricing Model | How to charge (retainer, project-based, performance-based, etc.) |
| Price Point | A suggested price based on your inputs |
| Positioning Statement | How to describe the offer to prospects |
The offers are starting points. Copy the parts you like into your own proposals and adjust pricing for your market.
Viewing Past Results
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Click Offer Creator in the left menu.
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Scroll to the History table below the form.
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Click any row to open that report.
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To start a fresh offer, use the form above the History table.
Something Not Working?
Common questions about Offer Creator
Have a specific question? Check the Offer Creator FAQ for quick answers.