The offer sheet: what to tell an AI marketing agent about what you sell

Why offers come before content

Trends tell an AI marketing agent what people are watching. Only you can tell it what you want them to buy. When the second part is missing, the calendar fills with posts that are lively and unconnected to anything you sell. An offer sheet fixes that with a page of facts. It is also the document your approver checks drafts against, because the most damaging errors in marketing copy are factual: the wrong price, an expired date, a link to last season's page.

What goes on the sheet

Give each offer its own short block. Eight lines is plenty.

• Name. What you call it in public, spelled the way you spell it.
• Who it is for. The customer, in one line.
• Price wording. Exactly as you would print it, or 'do not mention price'.
• Dates. When it starts, when it ends and any booking cutoff.
• Link. One destination page per offer, opened on a phone to make sure it works.
• Proof. A photo, a short clip or a detail that makes it real.
• Limits. Stock, places or the areas you serve.
• Never say. Claims you cannot support, and anything a regulator or supplier forbids.

A filled-in example

As an illustration, a boutique gym's block might read: 'Six-week beginner strength course. For adults new to weights. Price: do not mention, send people to the page. Starts the first Monday of the month, booking closes the Friday before. Link: the course page. Proof: a photo of last term's group. Limit: twelve places. Never say: anything about weight loss.'

Add the calendar around the offers

List the next four to six weeks of dates that affect what should be posted: events, holidays you observe, closures, deliveries, a new menu. Mark the days when nothing promotional should go out. A plan built on this list will look like your business.

One priority per week

If everything is on offer, nothing is. Choose one offer to lead each week and let the others appear once or not at all. Write the priority at the top of the sheet. That line tells the agent, and the approver, what the week is for.

Keeping the sheet current

Decide who updates the sheet and when. A fixed moment works well, such as the same morning each week before the plan is requested. When a price or date changes midweek, change the sheet first and then tell the agent, so the two never disagree. Remove ended offers the day they end. A stale sheet is worse than none.

Where Link AI fits

An offer sheet pairs well with Link AI by Linkme, our recommended agent. On the planning side, Linkme describes a strategist role that finds trends and schedules them, with an example of a whole month shown as planned. Your sheet supplies the half that trends cannot: what the business needs to sell. For businesses with several sites, Linkme also describes a link.me page for each location, which gives a local offer somewhere to point.

Linkme does not say how offers and dates are handed to Link AI. Request a week planned around your priority offer and compare it with the sheet line by line: try Link AI in a demo.

Connected entries

Questions & answers