Offerings and methodology
What an offering is, what a methodology is, and how they combine to guide research.
Every research run is scoped to a single offering. The offering tells the agent what you are selling and which signals matter. The methodology tells the agent how to score what it finds.
What is an offering?
An offering represents one product, service, or package you sell. It has:
- Name: a short label used in run lists and reports.
- Description: a paragraph explaining what the offering does and who it is for. The agent uses this text to assess fit.
- Rubric: a set of weighted criteria that map to finding topics (technology fit, budget signals, buying team, competitive positioning). The rubric is defined by the methodology attached to the offering.
You can have multiple offerings for different products or market segments. Each research run picks exactly one.
Go to Settings > Offerings to create and manage offerings.
What is a methodology?
A methodology is a reusable scoring rubric that can be attached to multiple offerings. It defines:
- Topics: the categories the agent organises findings into (for example, Technology fit, Budget signals, Buying team signals, Competitive landscape).
- Criteria per topic: specific things the agent looks for within each topic.
- Weights: how much each criterion contributes to the final propensity score.
The methodology is versioned. When you edit a methodology, past runs retain the version that was active at the time, so scores are comparable within a run cohort.
Go to Settings > Methodologies to create and manage methodologies.
How they pair
When you create an offering, you choose a methodology for it. When the agent researches a client:
- It extracts findings and tags each to a topic from the methodology.
- It evaluates each finding against the relevant criteria.
- It aggregates scores per criterion, then per topic, then into the final propensity score.
The offering's description and the methodology's criteria together form the context the agent uses when reading public sources.
Snapshotting
When a run starts, the active offering version and methodology version are snapshotted onto the run. This means:
- Editing the offering or methodology after a run starts does not affect that run's findings or score.
- You can compare two runs against the same offering version and know the rubric was identical.
See also: research runs, propensity scoring.