Partner Support Center

Sales Resources

Prospecting Checklist

1. Identify businesses in your target industry that have been open 1+ years
2. Check their Google Business Profile — do they have reviews? Are they responding?
3. Look at their website — is it outdated, slow, or non-existent?
4. Check their social media — active but inconsistent is a prime indicator
5. Prepare a personalized observation: "I noticed your Google listing has 47 reviews but 8 are unanswered"

Discovery Call Template

1. "Tell me about your business. How long have you been open?"
2. "How do customers typically find you right now?"
3. "What is working well in your marketing?"
4. "What is your biggest challenge getting new customers?"
5. "Do you have a website? How satisfied are you with its performance?"
6. "What would it mean for your business to get 20% more customers each month?"

ROI Calculator Script

Use this framework to quantify value for any prospect:

• Average monthly customers: ___
• Average ticket: $___
• If platform brings 10% more customers: ___ additional customers
• Additional monthly revenue: $___
• Platform cost: $___/month
• Net ROI: $___/month = ___X return

Objection Response Quick Reference

• "Too expensive" → Reframe around ROI. Show the math.
• "Need to think about it" → Ask what specific concerns remain. Create urgency without pressure.
• "Already have a website" → Reframe around conversion, not replacement.
• "Tried something before" → Acknowledge, differentiate, offer transparent ROI tracking.
• "Not the right time" → "When would be the right time? Your competitors are marketing right now."

Follow-Up Cadence

• After demo: Personalized recap email within 24 hours
• Day 3: Check-in call or text
• Day 7: Share a relevant case study or testimonial
• Day 14: Final follow-up with urgency
• Day 30: Nurture email — industry insight or tip