Sales toolkit
This page standardizes the event briefing, Q&A, Private Report Review script, 90-Day AI Visibility Sprint offer sheet, pricing posture, objection responses, and close checklist. It is written to support sales conversations without publishing unapproved prices or making guarantees.
Briefing deck
Use this as the presentation outline for roadshow talks, event rooms, private workshops, or slide decks. Each slide has one job: clarify the problem, show the diagnostic path, and invite a Private Report Review.
Set the context
Introduce GeoPlus and explain why AI search changes local discovery.
Slide 1
Establish the company as a practical AI visibility operator for local businesses.
Slide 2
Explain why owners should care before showing the offer.
Show the problem
Make missing facts, weak sources, and diagnostic checks concrete.
Slide 3
Make the problem concrete without promising a specific result.
Slide 4
Show that GeoPlus uses a repeatable process, not guesswork.
Slide 5
Help prospects recognize the report surfaces they will receive.
Move to decision
Position the Snapshot, the Sprint, and the Private Report Review as the next step.
Slide 6
Position the Snapshot as a useful first read, not the whole solution.
Slide 7
Present the paid engagement as structured execution after the review.
Slide 8
Move interested owners into the next scheduled conversation.
Private Report Review
The salesperson should not improvise the whole meeting. This sequence keeps the review tied to observed findings, buyer goals, and a realistic next decision.
Step 1
Confirm what the prospect wants local buyers to understand.
Before we look at scores, let's confirm the services, locations, and buyer questions that matter most to your business.
Step 2
Make the Snapshot or report understandable in the first few minutes.
This score is not a promise of traffic. It is a shorthand for what we observed across AI answers, source clarity, citations, reviews, and website readiness.
Step 3
Connect low scores to specific missing or inconsistent information.
Here are the places where AI systems may have trouble confirming services, service area, proof, or business facts. These are the gaps we would clean up first.
Step 4
Separate urgent, high-leverage work from nice-to-have improvements.
We do not need to fix everything at once. The first Sprint should focus on the sources most likely to clarify what the business does and why it is trustworthy.
Step 5
Move from diagnosis to a clear decision.
If these priorities match what you want to improve, the 90-day Sprint is the execution path. If not, we can document the findings and revisit later.
Q&A prompts
SEO still matters, but AI visibility also depends on structured facts, third-party sources, citation consistency, review themes, and whether AI engines can turn those signals into a useful answer. GeoPlus looks at the overlap and the gaps.
The Snapshot is the quick first read. The Private Report Review goes deeper, and the Sprint organizes approved improvements over a structured 90-day period with checkpoints.
No. No one should promise placement in AI answers. GeoPlus focuses on verified findings, clearer source evidence, stronger AI-readable signals, and practical fixes the business can inspect.
GeoPlus needs the business name, website, industry, city, Google Business Profile link when available, service details, and a contact who can confirm facts before changes are made.
If the Snapshot shows meaningful gaps, the next step is a Private Report Review. That meeting turns the findings into priorities and helps decide whether the 90-day Sprint fits the business.
Objection handling
Acknowledge the concern, then compare the investment to the value of being accurately understood when buyers ask AI for local options. Keep the conversation on source clarity, trust signals, and priorities, not fear.
Next move: Ask which finding felt most important, then decide whether a smaller first scope or a scheduled follow-up is appropriate after pricing is approved.
Agree that SEO is useful. Explain that AI visibility overlaps with SEO but also depends on citations, structured facts, reviews, third-party sources, and whether the business record is consistent enough to trust.
Next move: Offer to compare the current SEO work against the Snapshot gaps during the Private Report Review.
Respect the pause and summarize the top two findings in plain language. The goal is to keep the decision tied to observed evidence, not pressure.
Next move: Schedule a follow-up before ending the conversation and send the report summary.
Position the Sprint as an operator-led process that still needs owner fact confirmation. Be clear that GeoPlus cannot responsibly change business facts without a responsive point of contact.
Next move: Confirm who can approve facts, profiles, and content during the first 90 days.
Point to the sample diagnostic format and the prospect's own observed findings. Avoid invented proof. The value should come from what the report found about their actual source record.
Next move: Offer to walk through one prompt family and one source gap live during the review.
Offer sheet
A structured implementation engagement that turns the Private Report Review into source cleanup, content recommendations, citation improvements, and owner-readable reporting.
Baseline + source cleanup
AI visibility audit and baseline findings
Source cleanup across approved business facts and profiles
Citation consistency review and prioritized corrections
Website + content clarity
Website and service-page weakness review
Content recommendations for missing buyer questions and proof gaps
Trust signal improvements such as reviews, team facts, location facts, and proof assets
Progress record
Progress reporting that explains what changed, what is queued, and what needs owner confirmation
Expected outcome: The business should leave the Sprint with clearer AI-readable signals, better organized source evidence, and a prioritized path for ongoing visibility work.
Pricing posture
The Sprint is scoped after the Private Report Review because markets, source gaps, and content needs vary by business.
Most prospects should hear the investment framed against the cost of being unclear or absent when high-intent buyers ask AI for local recommendations.
Monthly continuation can be positioned as ongoing visibility maintenance after the first 90 days, but terms need approval before publication.
Hold for approval
Hard prices, ranges, tiers, or rate cards
Discounts, limited-time offers, or event-only pricing
Bundled promises tied to rankings, revenue, lead counts, or guaranteed AI mentions
Close checklist
Use this list before the prospect becomes a customer. It keeps expectations clear and prevents the sale from depending on claims the team has not approved.
Reviewed the Snapshot or Private Report Review findings
Confirmed business facts, service area, and highest-value services
Answered questions about AI visibility, SEO overlap, and realistic expectations
Explained the 90-day Sprint scope and boundaries
Confirmed that there are no ranking, revenue, lead, or AI placement guarantees
Identified the owner-side approval contact
Confirmed the next step: proposal, follow-up, or onboarding
Scheduled onboarding only after scope and pricing are approved
Guardrails
Do not publish hard prices, package numbers, or rate cards until James or Jeremy approves them.
Do not offer discounts or special terms unless approval is documented.
Do not promise rankings, revenue, lead volume, or placement in any AI answer.
Do not use manufactured testimonials, made-up customer outcomes, or real customer data without written approval.
Describe outcomes as clearer evidence, stronger AI-readable signals, and a prioritized improvement plan.