Add new offering

Setting up offerings in Uman ensures your sales teams have structured and relevant information at their fingertips. Follow these steps to add a new offering.

1️⃣ Go to Portfolio

Navigate to the Portfolio section to manage and add offerings.

If you have no offerings yet You’ll be prompted to create an offering category. This helps structure your offerings for better visibility but has no functional impact.

2️⃣ Add a New Offering

In the top right corner of the Portfolio screen, click “Add Offering.”

On the first screen, fill in the key details:

• Offering Name – Choose a clear, meaningful name.

• Offering Owner – Assign owners who can manage content, review templates, and maintain accuracy.

Step-by-step guide: https://scribehow.com/shared/How_to_Create_an_Offering_in_Umanai__peG7iyAqR0-k1iijJZTfuA

3️⃣ What Should Be in an Offering?

Each offering should contain structured information that helps sales teams position it effectively. Key elements include:

✅ Value Proposition – What problem does it solve?

✅ USPs – Unique selling points that differentiate it.

✅ Methodology – How is it delivered?

✅ Differentiation – Why choose this over competitors?

✅ Services Delivered – What’s included in the offering?

✅ More… – Any information that strengthens relevance for customers.

🔹 Tip: The more specific and tailored the input, the more impactful and relevant the output will be! 🚀