Offer and proposal delivery
Present personalised commercial recommendations at the moment of highest intent — automatically.
The moment after someone goes through a great experience with your expertise is the highest-intent moment they will ever be in. They've engaged. They've shared their situation. They understand you understand them.
Most coaches and consultants let that moment go to waste — with a generic next step, a calendar link with no context, or a proposal sent days later when the energy has cooled.
A Productised offer or proposal product captures that moment and converts it.
How it works
Your prospect goes through your AI product. The AI collects their situation, evaluates their fit, and generates a personalised commercial recommendation — not a generic pitch, but a tailored presentation of how you can specifically help them, based on exactly what they shared.
The Offer outcome presents:
- A headline that names their specific situation
- A fit summary that explains why this offer is right for them
- What's included in your service or programme
- The outcome they can expect
- A CTA — your booking link, application form, or next step
The entire offer is grounded in your Offer Profile: your positioning, your approved claims, your default CTA. Every offer your products generate stays on-brand and within the commercial guardrails you've set.
What to build
Qualification funnel → Offer
Qualify someone through a short conversation. Present a personalised offer to high-fit leads, a different next step to everyone else.
Discovery replacement → Offer + Redirect
Replace the discovery call with an AI-powered conversation that ends in a personalised offer for those ready to move forward.
Proposal generator → Document
Collect the context you'd normally gather in a scoping call. Generate a personalised proposal document — formatted, branded, ready to send.
Programme matcher → Offer
Help someone identify which of your services or programmes fits their situation. Present the right option, personalised to them.
The role of the decision model
In an offer or proposal product, the decision model is typically set to Offer Match or Lead Fit. It determines not just what offer to present, but how strongly to present it — how confident the CTA language is, how much the fit summary emphasises alignment, how the recommendation is framed.
A high-confidence match produces a different offer than a partial match. Both are genuine. Neither feels like a script.