Products
Manage your primary and secondary products so buyers can find, filter, and understand what you offer.
Your products are where the details that power search live. A complete, accurate product is what helps the right brokers, consultants, and employers discover and shortlist you.
You’ll reach Product management either by selecting the Products card from the Admin dashboard or by clicking “Add Product” (+) or “Manage Product” on your Profile. Everything lives in one place, organized into Primary products and Secondary products tabs, each showing a completeness indicator and the last updated date.
Primary vs. Secondary Products
Primary products are core to your business, the offerings you’re widely known for. Think of this as the key “entry product” an employer or consultant might search to find you. You can add up to three primary products in Shortlister’s productscape, each with a complete product page that appears at the top of your vendor profile.
Tip: If a product is sold standalone, or is a term a buyer would find synonymous with your brand, it’s likely a Primary product.
Secondary products are bundled with your other offerings, not sold on their own, offered via a third party, or something you can offer that isn’t a core competency. They’re lightweight listings with far fewer details, useful for rounding out your catalog.
Adding a Product
1) Click “Add product” (or “Add your first product” from your profile) and choose whether you’re adding a Primary or Secondary product, then click Continue.
2) Select a product. Search across all categories or browse by group, then choose the one that best describes your product. If you can’t find the right fit, reach out to support@myshortlister.com for help.
3) Complete the required details so brokers can find, filter, and understand your product. You’ll be able to expand and refine everything later on the product page:
- Short description — A summary of what the product does and who it’s for (up to 250 characters). It appears in search results and lists.
- Minimum group size — Enter a minimum if your product has one, or leave it blank to show no minimum.
- Delivery model — Choose In-house or Via a partner. If via a partner, list the applicable partner(s).
- Available as a standalone product? — Choose Yes if it can be purchased independently, or No if it’s only available with a larger offering.
- Click Complete. You can keep building the product now by clicking “Manage Product.”
Managing a Primary Product
Click “Manage product” to open the full product page, where a completeness indicator tracks your progress. Fill in as much as applies:
- Product name & short description — Edit the headline buyers see.
- Product Media — Upload images or videos that showcase this product. Media added here also appears in your profile’s media gallery.
- Why choose this product — Add a Unique Value Proposition that shows what makes this product stand out.
- Proven Outcomes — Add measurable results that show your product’s impact, such as increases, reductions, or engagement improvements. Add up to 6 proven outcomes; each outcome is limited to 80 characters.
- Features & Solutions — Features don’t appear for all products, but if you see them, mark which features are included or not included. You can also add your own features.
- If you offer different packages or configurations, use Solutions to show how included features vary across them.
- Product Sales Materials — Upload documents like brochures, case studies, or reports specific to this product. Files added here are also available on your profile.
- Competitors — Add competitors to give brokers context on similar solutions.
- Product Overview — Add locations and languages, and describe your product in more detail: what it does, who it’s for, and the value it delivers.
- Clients — Showcase companies that use your product. Client logos help brokers gauge your market presence.
Managing a Secondary Product
Secondary products carry far fewer details. From the Secondary products tab, edit:
- Short description — Up to 140 characters.
- Group size — Enter a minimum and/or maximum, or leave blank for none.
- Delivery model — In-house or via a partner. If offered via a partner, select your partner(s).
- Available as a standalone product? — Yes or No. Standalone products can be purchased independently.