Offers Lab (platform tool)

Design promotional offers — discounts, bundles, trials, referrals — grounded in your pricing strategy, with AI ideas you can edit before saving.

What it is

Offers Lab is where you design the promotions you take to market: launch discounts, bundles, free trials, referral deals and limited-time offers. It uses your Idea Book Pricing Strategy as context, so your offers match your pricing logic instead of undercutting it.

Unlock requirement

Offers Lab unlocks once you've started both Pricing Strategy and Pricing Engine in the Idea Book. The more complete they are, the better the AI suggestions.

Creating an offer

Click New offer and fill in:

| Field | Example | |---|---| | Title | "Founding clinic — first 3 months" | | Description | Who it's for and the terms | | Discount label | "30%", "2 months free", "Buy 2 get 1" | | Status | Draft · Active · Scheduled · Expired | | Starts / Ends | Date and time window |

You set the status yourself. Use the tabs (All · Draft · Active · Scheduled · Expired) to filter your offers.

AI Generate

AI Generate proposes offer ideas based on your pricing strategy, customer segments and GTM channel plan. Each suggestion includes:

• a name and description
• a target audience
• an offer type: Discount, Bundle, Trial, Referral or Limited time
• a value proposition
• a suggested pricing or discount

Edit any field, then click Add to Offers Lab on the ones you want. They're saved as Draft offers. Nothing is published automatically.

Good offer discipline

• One offer, one audience. An offer aimed at everyone persuades no one.
• Always set an end date. Open-ended discounts become your real price.
• Check the margin. Compare the discount against your gross margin in the Unit Economics Workbook before you activate it.

How it fits your journey

Offers Lab sits between pricing and selling. From here, Next: Sales Scripts helps you write how you pitch the offer, and Next: Pitch Studio helps with investor messaging.

Open Offers Lab