Objective: Educate and Convert Through Value
The Discovery Meeting is not about rattling off features or aggressively closing a deal. It’s about leading a conversation that educates the business owner, builds trust, and helps them realize that the way customers choose local businesses has changed—and their current strategy might be costing them sales without them even knowing it.
Your primary goal in this meeting is to shift their perspective. Most business owners still rely heavily on traditional methods like word of mouth, walk-ins, or static websites. While these channels still matter, they’re no longer enough in a digital-first world where buying decisions happen before a customer ever makes contact. You’re here to guide them through that realization with empathy, clarity, and practical solutions.
Think of this meeting as a consultation, not a pitch. You’re not selling DropSaaS—you’re showing them how to win in today’s local marketplace. You’re connecting the dots between the problems they’re facing (often without knowing) and the outcomes they want—like more customers, more trust, and more time.
What This Means in Practice:
You’ll listen more than you talk in the beginning. Understanding their current challenges and goals allows you to personalize your approach.
You’ll walk them through the modern customer journey—how buyers search, compare, and decide—so they see the gaps in their current setup.
You’ll demonstrate how DropSaaS’s five integrated tools solve real problems automatically, without adding work to their plate.
You’ll guide them toward the natural conclusion: that staying competitive today means automating reviews, maximizing visibility, staying active online, re-engaging customers, and replying instantly to leads—and DropSaaS makes that easy.
Your Role:
You're not just a reseller. In this conversation, you are a strategic advisor helping them grow. Your tone should be confident, consultative, and genuinely helpful. When done right, the business owner will thank you—not just for the software, but for helping them finally understand what’s been holding their business back online.
By the end of the meeting, your prospect should feel enlightened, empowered, and excited—ready to start their free trial and finally take control of their digital presence with one simple platform.
Step 1: Open the Conversation
Build Rapport and Uncover Pain Points
This first step sets the emotional tone for the entire meeting. People don’t buy products—they buy transformation. And transformation begins with empathy. You must start by showing the business owner that you genuinely care about their success, that you’ve taken the time to understand their business, and that you’re here to help—not to pitch.
The biggest mistake salespeople make is diving into features too quickly. The better approach is to uncover pain first. This is where trust is built.
Opening Script (Extended)
"Hi [Business Owner’s Name], thanks so much for taking the time today. I really appreciate it. I had a look at your business online and I really liked [insert something personal: 'the way you showcase your customer reviews,' 'your branding is really strong,' or 'the variety of services you offer is impressive'].
I always start these conversations by learning more about your world. So let me ask you—what’s been your biggest challenge recently in attracting or keeping new customers?"
Let them answer. Don’t interrupt. Encourage them to expand.
"That’s really helpful to hear. And honestly, you’re not alone. A lot of business owners I talk to are in the same position—it’s just tough to keep up with all the changes online while also running a business."
Why This Works
It makes the conversation about them: You’re not jumping into a pitch—you’re showing curiosity and concern.
It lowers their defenses: When someone feels heard, they relax.
It gives you leverage: The pain point they reveal becomes your anchor point later in the meeting.
The Empathetic Bridge
After they share, you transition gently:
"That totally makes sense. And the good news is: there’s a really straightforward way to solve that—without adding more work to your plate. That’s what I’d love to walk you through today."
Now, they’re primed to listen. You’ve shown them that this conversation isn’t about selling something—it’s about solving something they care about.
Step 2: Guide Them Through the Modern Customer Journey
Set the Stage
"Let me show you what every customer goes through before they choose a local business—and why some businesses are getting picked first while others are invisible."
"Do you think new customers just walk in off the street?"
(Pause)
"Maybe a few do, but most people pull out their phone and search. That’s where they make their decision. So the question is: are they finding you? And if they are—do they like what they see?"
The 5 Key Steps of the Modern Customer Journey
They check reviews → (Tool: Reviews Generator)
They compare listings → (Tool: Listing Management)
They scan social media → (Tool: Social Media Scheduler)
They look for offers or reminders → (Tool: Campaigns Sender)
They message the business → (Tool: Chat Aggregator)
Present Each Step
Step 1 – Reviews: “Today, trust is built on reviews. People Google you. If they don’t see recent 5-star reviews, they’ll move on to the next option. Our Reviews Generator automates this process—no awkward asking, no manual follow-up.”
Step 2 – Listings: “Next, they check if your hours, photos, and info are correct. If anything’s missing or outdated, you instantly lose trust. Our Listing Management tool ensures your business info is consistent across all platforms—Google, Apple, Facebook, and more.”
Step 3 – Social Media: “If a customer sees your last Instagram post was in 2021, they assume you’re closed—or unreliable. The Social Media Scheduler lets you schedule posts, reply to comments, and stay active without wasting hours online.”
Step 4 – Campaigns: “If they don’t convert right away, you need to follow up. A promo. A reminder. A review request. Our Campaigns Sender lets you text or email your customers at the right time—automatically.”
Step 5 – Messages: “Finally, if a customer has a question and you don’t reply fast, you lose the sale. Our Chat Aggregator centralizes all your inboxes—WhatsApp, Messenger, Google, SMS—so you never miss a lead.”
Summary
“Most local business owners aren’t losing business because of their service—it’s because they don’t show up properly online, or they miss the moment to engage. That’s what we fix.”
Step 3: Connect Their Pain to the 5 Solutions
Now that the business owner has shared their challenges and you’ve explained the modern customer journey, it’s time to make the solution crystal clear.
Your job here is to draw a direct connection between the specific pain points they mentioned earlier—and the tools within DropSaaS that solve each of those problems. You’re no longer speaking in theory. You’re showing them how your platform fixes their exact issues.
This step isn’t about dumping features—it’s about positioning DropSaaS as the bridge between where they are now and where they want to be.
Script: “Let’s Fix This Together”
“You mentioned earlier that your biggest challenge is [reference their pain point—e.g., ‘not getting enough new customers’ or ‘being hard to find online’]. The truth is, that’s incredibly common—and it’s not your fault. Most business owners aren’t marketers. You’re running a business, not an agency.”
“But that’s why I’m here. Let me show you how we solve this, using five simple tools that all work together automatically.”
Tool 1: Reviews Generator
Problem it solves: Not enough recent or positive reviews.
What to say: “Reviews are the first thing people look at. But most businesses don’t have a system in place to collect them consistently. With our Reviews Generator, you don’t need to ask people manually or remember who to follow up with. After every visit, our system automatically sends a friendly review request via SMS or email. It takes the awkwardness out of asking and helps you build a 5-star reputation on autopilot.”
Tool 2: Listing Management
Problem it solves: Outdated or inconsistent business info online.
What to say: “When customers Google your business, they expect to see the right hours, photos, address, and phone number. If anything’s wrong or missing, trust drops instantly. Our Listing Management tool syncs your info across 50+ directories like Google, Apple Maps, Yelp, Bing, and more. Update once, and it’s accurate everywhere.”
Tool 3: Social Media Scheduler
Problem it solves: Inactive or outdated social profiles.
What to say: “If your last post is from months ago, potential customers might think you’re closed. But posting regularly takes time. Our Social Media Scheduler helps you stay visible and active with just a few clicks. You can schedule a month’s worth of posts in advance using ready-made templates—so you always look open and professional without being glued to your phone.”
Tool 4: Campaigns Sender
Problem it solves: Low customer retention or lack of repeat sales.
What to say: “Most businesses lose out on repeat customers because they don’t follow up. Campaigns Sender lets you send personalized messages via SMS, WhatsApp, or email—whether it’s a promotion, a birthday offer, or a reminder to book again. It helps you turn one-time buyers into loyal customers without lifting a finger.”
Tool 5: Chat Aggregator
Problem it solves: Missed messages and slow response times.
What to say: “Customers message you on Instagram, Google, Facebook, and WhatsApp. If you’re not replying fast—or if you’re switching between 4 apps—you’re losing business. Our Chat Aggregator puts all your conversations in one inbox. You can see and respond to every lead, all in one place, and even set up automatic replies when you’re busy.”
Summary: Why This All Works
“Everything we just covered works together. It’s not five separate tools—it’s one simple platform that handles the entire customer journey:
Build trust with reviews
Get found with listings
Stay active with content
Bring customers back with campaigns
And convert leads with fast replies”
Step 4: Present the Free Trial as a No-Risk Option
Once you’ve walked the business owner through the customer journey and shown how DropSaaS solves each pain point through automation, they’ll likely be impressed—but also hesitant.
This is where fear can creep in. Fear of commitment. Fear of wasting time. Fear of change.
Your job now is to eliminate that fear entirely and replace it with curiosity and confidence.
Frame the Trial as a Safe, Smart First Step
Here’s how to introduce it:
"Here’s the best part—you don’t have to make a decision today. You can try DropSaaS completely free, with no contracts, no credit card, and no risk. You’ll get access to all five tools, and we’ll even help you set everything up. You’ll see results before you ever have to pay a cent."
This removes the pressure and reframes the offer as:
✅ Low-risk ✅ High-value ✅ Easy to explore
Now make it real and relatable:
"Think of it like this—if you could start getting more reviews, more calls, and more messages from local customers this week... with almost zero effort... wouldn’t it make sense to try it?"
Emphasize Outcomes Over Features
You don’t want them thinking, “Another software.” You want them thinking, “This could finally solve the problems I’ve had for years.”
Reinforce what they’re getting:
A way to build trust through automated review collection
A way to show up everywhere with accurate, optimized listings
A way to look alive and relevant on social media
A way to re-engage customers and bring them back with campaigns
A way to capture every lead instantly, before it goes cold
And they get all of this, without changing their routine or hiring new staff.
Reassure Them About Support
"I’ll be here to help you every step of the way. Whether it’s setting up your Google profile sync, loading your first review campaign, or scheduling your first social post—we’ve got you covered. You won’t be left to figure this out alone."
Remember: this part of the conversation isn’t about pressure—it’s about removing reasons to say no. Let them feel like they’re making a smart, safe, and supported decision.
Step 5: Guide Them to Sign Up Immediately
You’ve walked them through the pain. You’ve shown them the journey. You’ve outlined how DropSaaS solves each step with automation. And you’ve offered a risk-free trial.
Now comes the most important part: don’t let them walk away without taking action.
Many reps lose deals because they hesitate at the close. They "leave it up to the business owner" to decide later. But the reality is—if they don’t sign up now, they likely never will.
Make It Easy, Fast, and Painless
Once they’re nodding, once they say things like “yeah, this makes sense” or “I like this”, transition confidently into the next step:
“Awesome. Let’s get you started right now. It only takes two minutes, and you’ll be set up with the full platform before we even end this call.”
“What’s the best email to use for your account?”
Have the sign-up page open and be ready to walk them through it.
If they’re unsure or hesitant, go back to reassurance:
“No credit card. No contract. If after 14 days you don’t see the value, you just walk away. But if it works—and I’m confident it will—it could completely change how your business shows up online.”
Use Urgency (Gently)
Don’t use pressure. Use purpose.
“Your competitors aren’t waiting to improve their visibility or reviews. Every day you wait is a day you miss out on customers who are choosing other businesses simply because they showed up first.”
“Most of our users start seeing results—more calls, more reviews, more leads—within the first few days. So the sooner we set you up, the sooner you’ll benefit.”
If They Still Hesitate
Sometimes they need one final nudge. Use “either/or” language that makes saying yes easier:
“Would you prefer I help you set it up right now, or should I send over a link and check back later today?”
“Would you like to start with the review automation first, or get everything activated at once?”
This allows them to feel in control—but still moves the deal forward.
Final Close Phrases That Work
“Let’s make sure you don’t lose another lead this week. Ready?”
“This will only take 2 minutes. You’ll love how easy it is.”
“No pressure—but I think you’ll love the results. Let’s give it a shot.”
Your Goal: Decision on the Call
By the time you get to this step, you’ve built trust, delivered clarity, and presented a no-risk option. Now make it effortless to say yes.
Conclusion: Reinforce Confidence and Next Steps
Follow These Five Steps to Close More Deals Effortlessly:
Step 1: Start with a Casual Question Ask about their customer acquisition struggles to position your platform as the solution. Let them speak first and tailor your message to their reality.
Step 2: Walk Them Through the Customer Journey Help them see how buyers behave today. Connect their own experience as consumers to the way customers research, compare, and decide online.
Step 3: Eliminate Objections Before They Say Them Address common concerns proactively. Show empathy, offer real solutions, and make it easy for them to see the platform as helpful, not overwhelming.
Step 4: Present the Free Trial as a No-Risk Option Reduce hesitation by offering a frictionless entry point. Highlight that it’s free, fast to set up, and requires zero commitment.
Step 5: Guide Them to Sign Up Immediately Strike while interest is high. Ask directly for their best email, assist with setup if needed, and confirm next steps clearly.
Handling Final Hesitations
If they pause or hesitate, remind them:
“There’s no risk. You can cancel anytime.”
“You don’t even need a credit card.”
“Let’s give it a shot. You’ve got everything to gain.”
Importance of Acting Now
Delaying means lost leads, lost reviews, and lost visibility. Acting now means:
More traffic
More trust
More bookings
Less stress
Final Word to Resellers
You’re not selling software. You’re delivering clarity, peace of mind, and results. Lead with value, close with confidence, and be the expert who makes growing a business easier for every local client you serve.