How To
How to create your first offering
Define what you sell in a way RevMozi can use for checkout, lifecycle, fulfillment, and follow-up.
How to create your first offering
Every offering in RevMozi combines two decisions:
- how money works
- how fulfillment works
That pair tells the system what to sell, what to deliver, and which follow-up path makes sense.
Start with the simplest version
Pick the version of the offer you would be comfortable selling this week.
Examples:
- 12-week coaching package: one-time + appointment
- recurring community: subscription + membership
- free consult: free + appointment
- digital guide: one-time or free + digital delivery
Steps
- Name the offer in customer language, not internal shorthand.
- Choose the monetization model that matches how the buyer pays.
- Choose the fulfillment model that matches how you deliver value.
- Add at least one price if the offer is paid.
- Configure the fulfillment details that matter for delivery, such as booking, access, or download behavior.
- Review the offer from the buyer's point of view and confirm it is obvious what they are getting.
Keep the first offer clean
- One core outcome beats multiple bundles
- One default price beats too many options
- One fulfillment path beats mixed manual exceptions
What happens after a buyer pays
When payment succeeds, RevMozi can:
- create the enrollment
- move the person into the right lifecycle state
- stop sales follow-up and start fulfillment follow-up