Confirming Your Offerings

Audience: Admin (typically RevOps)

After your company context is built, the next onboarding step is confirming your offerings. Sales Copilot groups your products into offerings automatically, and you review, edit, and confirm them before they drive scoring and workflows.

What is an offering?

An offering is how you sell in the market, as opposed to a product, which is what your company builds. The distinction matters because go-to-market motions are organized around offerings: a single product might be sold through multiple offerings, and each one targets different pains, buyers, and competitive dynamics.

In Sales Copilot, each offering anchors a separate buying motion and scoring model, with its own:

• Pain points it addresses

• Intent topics relevant to that offering

• Competitors it displaces or sells against

• Partners and complementary tech it works well with

• Target ICP: industries, company size, revenue, and geography

• GTM motions used in AI scoring, such as Net New Logo, Expansion, and Displacement

Reviewing and confirming

On the Confirm your offerings page, each offering appears as a card showing its description, GTM motions, pain points, target ICP, intent topics, competitors, and complementary tech. For each offering you can:

• Show or hide details to expand the full context

• Edit any part of the offering

• Delete an offering that doesn't reflect how you sell

• Add offerings that are missing

• Toggle Include in setup to control which offerings are active

After confirmation

Once you confirm, the tenant context and offerings are saved. You can return and edit them whenever your go-to-market changes.

The next step is building outbound scoring models, one per offering. See AI Outbound Scoring.