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Offer Registry

Use this guide after your ICPs are created. Offers are the value propositions that power CTAs across every piece of content WisePilot generates — getting them right early means every blog post, landing page, and email will reference the correct conversion path.

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What You’ll Need

  • At least 1 ICP created in WisePilot
  • A list of your main offers (products, services, or packages) with names and short descriptions
  • Your conversion unit URLs or form names (booking links, checkout pages, contact forms)

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The Starting Prompt

Copy and paste this into WisePilot’s AI chat to begin: 
Help me set up our offer registry for [website name]. Here are our main offers:

1. [Offer name] — [one sentence description, price or tier if applicable]
2. [Offer name] — [one sentence description]
3. [Offer name] — [one sentence description]

For each offer, I'll also share the conversion unit (form, calendar link, or checkout URL) it maps to.
You don’t need to list every offer variant upfront. Start with your 2–4 core offers and expand later. WisePilot will prompt you for conversion unit details as it creates each offer.

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What Claude Will Do

Claude will work through the following steps using these tools:
StepToolWhat’s happening
1list_entities (offers)Checks for any offers already in the system
2list_ctasReviews existing CTAs to understand what conversion language is already in use
3search_contentScans existing content for offer references that may need linking
4create_entityCreates each offer with a name, description, and mapped conversion unit
After creating offers, Claude will link them to any CTAs that reference the same conversion action, so your content library stays consistent.

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What to Review

Once Claude finishes, verify:
  • Each offer has the correct conversion unit attached (form, calendar, or checkout link)
  • Offer names match what you use in sales conversations — these names appear in generated copy
  • Offers are linked to the right ICPs (Claude will suggest mappings based on ICP descriptions)

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Multi-Product Note

If you’re running multi-product mode, offers can be scoped to specific product lines. After your initial offer setup, use this follow-up prompt: 
Assign these offers to the correct product lines:

- [Offer name] → [Product line name]
- [Offer name] → [Product line name]
Unscoped offers remain available across all product lines and will appear in content for any product. Scoping is optional but recommended once you have 5+ offers.

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Common Edge Cases

Overlapping offers — If two offers target the same ICP with similar value propositions (e.g., “Starter Plan” and “Growth Plan” both targeting SMBs), keep them separate. Claude will ask which offer to prioritize in content for each ICP. You can set a default per ICP. Missing conversion units — If you don’t have a URL or form ID yet, create the offer without a conversion unit and Claude will flag it as incomplete. Content generation will still work, but CTAs won’t have a live destination until the conversion unit is added. Offers that aren’t products — Offers can represent any conversion action: a free audit, a demo call, a downloadable guide. If it has a conversion path, it belongs in the offer registry.
Conversion units (forms, calendars, checkout links) are managed separately under Library > Conversion Units. If WisePilot is connected to HighLevel, GHL forms and calendars are synced automatically — Claude can reference them by name.