Objective: Activate, Educate, and Convert Through Results
The Demo Meeting is where interest turns into action. The local business owner has signed up for the free trial—now it’s time to help them unlock real, visible wins. Your role as a reseller isn’t just to show them the platform—it’s to make them experience its value, firsthand, in the shortest time possible.
This meeting is your chance to shift the customer from passive to engaged. You’re guiding them to complete the essential setup, understand what each tool does for their business, and actually see results: like a new review, a new message, or a new social post—all while realizing how little effort it takes.
Why the Demo Meeting Is Critical
A strong demo = a strong conversion. Here's why this moment matters:
Hands-on usage builds belief: When a business owner sees the tools in action and achieves a quick win—like getting a 5-star review or a message from a lead—they realize the platform isn’t just nice to have... it’s essential.
Friction kills momentum: If they don’t know how to use it, or don’t experience any result early on, they’ll lose interest—even if the product is great. The demo eliminates that risk.
Guided onboarding drives conversions: Businesses who complete setup and use at least 2 features are dramatically more likely to upgrade to a paid plan.
Your Mission During the Demo
You are not there to “present” the platform. You are there to:
✅ Guide the setup of the 5 core tools ✅ Help the business owner get their first wins (review, post, campaign, or message) ✅ Eliminate confusion and increase confidence ✅ Show how DropSaaS works in the background—saving them time while growing their business ✅ Position the upgrade as the natural next step
Think of this meeting as a hands-on co-pilot session: you’re clicking, they’re watching (or better, following along), and together you’re setting up their digital growth machine.
Next, I’ll walk you through the updated step-by-step Demo flow — including scripts, objections, setup tasks, and call-to-actions — for:
Account & Channels Setup
Reputation (Reviews Generator)
Visibility (Listings + Social Media Scheduler)
Campaigns (SMS/Email/WhatsApp Outreach)
Messaging (Chat Aggregator)
Subscription & Upgrade Guidance
Step 1: Account & Channels Setup
Objective: Ensure the business owner connects their key accounts and understands how DropSaaS automates everything from there.
Opening Script:
“Let’s start by getting your foundation in place. These next few minutes are the most important—because once we connect your Google, Facebook, and messaging channels, the system will start working automatically behind the scenes.”
“This is a one-time setup. Once it’s done, you don’t have to touch it again—and it’ll save you hours every week.”
Key Setup Tasks:
Log in to DropSaaS together (confirm they have access).
Navigate to the ‘Settings’ or ‘Integrations’ page.
Connect the following:
Google Business Profile
Facebook + Instagram
Apple Maps
WhatsApp, SMS, Messenger, Telegram
TikTok (if applicable)
Why This Step Matters:
These integrations power every part of the platform—reviews, listings, chat, and visibility.
Without them, the system can’t fully function.
Once connected, DropSaaS keeps everything updated across platforms—automatically.
Common Objections and How to Handle Them:
Objection: “I don’t have time for this right now.” Response: “Totally understand. That’s exactly why we’re doing it together now—it only takes a few minutes, and it unlocks everything else. From here on, it runs on autopilot.”
Objection: “I already have a Google/Facebook account—why do I need to connect it here?” Response: “Great! By linking it here, the system keeps all your info synced and up-to-date. You won’t have to update each platform manually ever again.”
Objection: “I don’t use social media.” Response: “No problem at all. This isn’t about becoming a content creator. It’s about making sure that when people do look you up on Instagram or Facebook, they see accurate, trustworthy info—and that boosts conversions.”
Objection: “I only use phone calls—I don’t need messaging apps.” Response: “More and more customers prefer messaging—it’s faster, less pressure, and more convenient. By enabling these channels, you make it easier for customers to choose you over a competitor who only uses voicemail.”
Objection: “I’ll connect the rest later.” Response: “Totally up to you. But I’ve seen that businesses who do this step now get faster results. Let’s connect just the essentials now, and you can always expand later.”
Call to Action:
“Let’s go ahead and connect your Google and Facebook now—those are the most important. Once those are in, we’re ready to activate your visibility, review system, and messaging tools.”
Step 2: Reputation — Activating the Reviews Generator
Objective: Help the business owner start collecting real, high-quality reviews automatically, and show them how easy it is to manage everything from one place.
Intro Script:
“Now that your Google profile is connected, let’s unlock one of the most powerful growth tools for your business—reviews. This is where most local businesses win or lose new customers.”
“Reviews are the new word-of-mouth. Before a new customer ever books or buys, they’re looking you up on Google. If you don’t have fresh, frequent 5-star reviews, they’ll choose someone else—even if you’re better.”
Key Actions to Complete:
Go to the Reputation / Reviews section.
Show how to:
Generate a Review Request Link.
Set up Automated Review Requests (SMS, WhatsApp, Email).
Print or download a Review QR Code for in-store use.
Use the Unanswered Reviews Filter to reply quickly.
Demonstrate a real example of sending a request (if contacts are available).
Explain Why This Step Matters:
Businesses with frequent, recent reviews appear higher on Google Maps.
Customers trust a 4.8 with 200 reviews way more than a 5.0 with 5 reviews.
Positive reviews drive traffic, while negative ones (if unanswered) scare away leads.
DropSaaS automates this entire process so the business owner never has to manually ask again.
Common Objections and Responses:
Objection: “I already get reviews.” Response: “That’s great. But it’s not about just having reviews—it’s about having fresh ones. Google and customers prioritize businesses that are consistently reviewed.”
Objection: “What if someone leaves a bad review?” Response: “Totally fair. That’s why our system alerts you instantly—so you can respond quickly and professionally. And here’s the truth: a thoughtful response to a bad review builds more trust than ignoring it.”
Objection: “People don’t leave reviews for my kind of business.” Response: “They will—if you ask at the right time and make it easy. Our platform sends the request right after their visit or service, when the experience is fresh. That’s when people are most likely to say yes.”
Objection: “I don’t want to bug my customers.” Response: “That’s the beauty of automation. The message is polite, timely, and only sent once—plus you can customize it to match your tone. Customers appreciate it when it’s done well.”
Call to Action:
“Let’s go ahead and activate your review system now. I’ll help you send a test request so you can see how it works. This is the fastest way to start building trust—and climbing higher on Google.”
Step 3: Visibility & Social Media — Make Them Discoverable
Objective: Help the business owner ensure they show up online with accurate information, fresh content, and a professional presence that builds trust at first glance.
Intro Script:
“Now that your review system is running, let’s make sure people can actually find you—and when they do, that they see a business that looks trustworthy, active, and worth choosing.”
“Most people won’t even click to your website. They decide based on what they see on Google, Maps, Facebook, or Instagram. So your listings and social media need to be up-to-date and inviting.”
Key Actions to Complete:
Go to the Visibility or Listings section of the platform.
Help them:
Update business hours, description, and contact info.
Upload photos that show the business in the best light (interior, exterior, staff, services).
Connect social media accounts (Facebook, Instagram, TikTok).
Go to the Social Media Scheduler and publish or schedule their first post.
Why This Step Matters:
Customers won’t visit a business if the hours look outdated or there’s no recent activity.
High-quality photos and up-to-date profiles boost clicks and conversions.
Active listings signal trust, professionalism, and reliability—especially compared to competitors who look “dead” online.
Scheduled posting means they stay visible without needing to be online daily.
Common Objections and Responses:
Objection: “I don’t use social media for business.” Response: “Totally fine. But your customers do. Even if you don’t post a lot, just having fresh updates makes a huge difference in how people perceive your business. It’s about visibility and credibility.”
Objection: “I don’t know what to post.” Response: “That’s why the platform includes templates and ideas. You can post testimonials, behind-the-scenes photos, promos—things you already have. And once it’s scheduled, it runs automatically.”
Objection: “I have a website—why do I need this too?” Response: “Websites are important, but most customers don’t start there. They stop at Google or social. If what they see there looks outdated or empty, they won’t even click through. This step helps them take that next step.”
Objection: “I don’t want to be on every platform.” Response: “You don’t have to manage each one manually. Our system syncs your info and posts across all platforms from one place. One update = visibility everywhere.”
Call to Action:
“Let’s update your info now and get your first post scheduled. It only takes a few minutes, but it’ll immediately make you look more active and professional to every potential customer who finds you online.”
Step 4: Messaging & Campaigns — Start Conversations That Convert
Objective: Help the business owner unlock new sales by making it easy for customers to contact them, and by launching their first marketing campaign to re-engage past leads or loyal clients.
Intro Script:
“Now that people can find you and trust you, let’s make sure they can reach you easily—and that you can stay in touch with them even after they leave your shop or site.”
“Most local businesses lose leads not because they’re bad—but because they’re slow to reply, or they don’t follow up at all. That’s what we’re fixing right now.”
Key Actions to Complete:
Head to the Messaging section of the platform.
Walk them through:
Importing their contact list (if they have one—email, phone numbers).
Activating key messaging channels: SMS, WhatsApp, Messenger, Google Chat, etc.
Setting up their automated replies for quick responses.
Creating their opt-in page and QR code for collecting new leads.
Go to the Campaigns Sender, and:
Launch a first simple campaign (e.g., “Thanks for being a customer! Show this message for 10% off this week”).
Why This Step Matters:
90% of customers prefer messaging over calling.
A fast, friendly message often wins the sale before a competitor even picks up the phone.
Re-engaging past customers is the fastest way to generate revenue.
A single campaign or message can turn a slow day into a busy one.
Common Objections and Responses:
Objection: “I don’t have time to message people.” Response: “That’s exactly why this is automated. You can set up messages ahead of time or use quick replies. You’ll never have to type the same thing twice.”
Objection: “I don’t know what kind of campaigns to send.” Response: “We’ve got you covered. There are templates for promotions, reviews, appointment reminders, holidays—you name it. Just pick one, tweak it, and send.”
Objection: “I don’t want to annoy my customers.” Response: “Totally get that. That’s why it’s opt-in only, and the messages are friendly, useful, and respectful. Customers actually appreciate getting helpful info and offers—especially from a business they already trust.”
Objection: “I already get calls—do I really need messaging?” Response: “Yes—because most customers today won’t call unless they have no other choice. Messaging is faster, more convenient, and gives you an edge over businesses that only offer phone.”
Call to Action:
“Let’s go ahead and import your contacts and send out a quick message to past customers. It’s one of the fastest ways to get people back through the door—and it only takes a few clicks.”
Step 5: Subscription — Lock In Their Progress and Keep the Results Coming
Objective: Ensure the business owner upgrades before the trial ends so they don’t lose progress, automation, or momentum.
Intro Script:
“You’ve now got everything set up—reviews, visibility, messaging, and campaigns. That means you’re already ahead of most of your competitors.”
“Now the last step is simple: locking in your progress so nothing turns off or resets when the trial ends.”
What to Show Them:
Go to the Plan or Billing section of the dashboard.
Show the trial expiration date.
Recap what they’ve already achieved (e.g., “You’ve already sent your first campaign and got 3 reviews—imagine what you can do in 30 days.”).
Walk them through how to upgrade their subscription.
What to Say:
“You’ve done the hard part—now let’s make sure you don’t lose any of the results you’ve started building.”
“Upgrading now means all your automations keep running without a gap—reviews, posts, campaigns, and leads.”
“This isn’t about a commitment—it’s about momentum. And you’ve got a lot of it.”
Common Objections and Responses:
Objection: “I want to wait and think about it.” Response: “Totally understand—but if you wait too long, the trial ends and all your tools pause. You’ll have to start from scratch. Let’s secure what you’ve already built.”
Objection: “I haven’t used it enough yet.” Response: “That’s okay. Even in a few minutes, you’ve already made progress. But once it’s upgraded, you can keep experimenting and getting value without any pressure.”
Objection: “I’m not sure if it’s worth it yet.” Response: “Let’s quickly review what’s happened since you started: [list results]. Even 1 or 2 new customers a month pays for this platform 10x over.”
Objection: “Can I extend the free trial?” Response: “We don’t usually extend trials, but what I can do is help you upgrade now and apply a discount, so it feels like you’re getting bonus time at a better rate.”
Call to Action:
“Let’s get your subscription active so you don’t lose any of this progress. What’s the best email to complete your upgrade?”
“Once you’re in, everything continues automatically—no downtime, no hassle.”
Key Reminders Before You End:
Confirm automations are running (reviews, posts, messages).
Make sure they know where to check results (dashboard, inbox, campaign stats).
Leave them with a clear next step: “Keep using the platform and I’ll check in again in [7 days / 2 weeks] to make sure you’re getting even more out of it.”
Conclusion: From Trial to Transformation
You’ve just walked the business owner through the five essential parts of the platform — account setup, reputation, visibility, messaging, and campaigns — and helped them experience firsthand how DropSaaS works.
At this point, your role shifts from guide to growth partner.
This isn’t just about a tool or a subscription. It’s about helping them realize that they now have a system working for them — in the background — bringing in leads, building credibility, and saving hours of manual work every single week.
What They Should Feel Now:
Confident in using the platform
Excited by the early results they’ve already seen
Motivated to keep their momentum going
What You Should Reinforce:
“You’ve already done more in 30 minutes than most businesses do in months.”
“Now that everything’s connected, this will keep working while you focus on running your business.”
“The businesses that stick with this platform for even just 90 days typically see a measurable jump in visibility, leads, and sales.”
Final Steps You Must Take:
Recap their progress
“You’ve already connected your channels, sent a review request, created your first post, and even started a campaign — that’s incredible.”
Reinforce value
“All of that happens in one place, automatically. Imagine how much easier this will make your week-to-week marketing.”
Encourage immediate upgrade
“Now let’s lock this in so you don’t lose anything when the trial ends. It only takes 2 minutes — want me to walk you through it?”
Keep the Relationship Going
The Demo Meeting isn’t the end. It’s the start of a relationship. Always let them know you’ll be checking in to help them get more out of the system.
“I’ll check in again soon to make sure you’re getting even more out of it — and if you ever need help, I’m just a message away.”
Final Thought:
You’re not just teaching someone how to use software. You’re giving a local business owner a complete digital foundation — one that saves them time, makes them more money, and puts them back in control of their growth.
And when you show up with clarity, confidence, and genuine care — they’ll stick with you for the long haul.