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Sales toolkit

Materials for turning report reviews into 90-day Sprint decisions.

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

Event presentation structure for introducing AI visibility and moving owners toward a Private Report Review.

Review script

A repeatable conversation path for walking prospects through scores, source gaps, priorities, and next steps.

Offer sheet

Public-safe 90-Day Sprint positioning with inclusions, boundaries, and no unapproved pricing.

Briefing deck

The event talk track.

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.

Slide 1

Who GeoPlus Is

Establish the company as a practical AI visibility operator for local businesses.

  • GeoPlus helps local service businesses understand how AI engines describe, cite, compare, or miss them.
  • The work starts with a diagnostic, then turns verified findings into source cleanup, content, citations, and reporting.
  • The goal is a clearer source record that owners can inspect and buyers can act on.

Slide 2

AI Search Is Changing Local Discovery

Explain why owners should care before showing the offer.

  • Buyers increasingly ask AI tools for recommendations before they visit a website or make a call.
  • AI answers pull from websites, profiles, reviews, citations, directories, and third-party sources.
  • If the source record is thin or inconsistent, the business can be skipped or described poorly.

Slide 3

Why Businesses Disappear

Make the problem concrete without promising a specific result.

  • Missing service pages make it harder for AI systems to understand what the business actually does.
  • Inconsistent name, address, phone, hours, and category data weakens trust across sources.
  • Review themes, proof assets, team details, and service-area facts may not be clear enough to cite.

Slide 4

How The Diagnostic Works

Show that GeoPlus uses a repeatable process, not guesswork.

  • Run approved prompt families across AI engines and record only observed findings.
  • Compare the answers against the website, Google Business Profile, citations, reviews, and trusted sources.
  • Separate quick Snapshot findings from deeper Private Report Review recommendations.

Slide 5

What We Look For

Help prospects recognize the report surfaces they will receive.

  • Mentions: whether the business is named, absent, or confused with competitors.
  • Sources: which facts AI engines appear to use and which facts need owner confirmation.
  • Readiness: whether the website, profiles, reviews, citations, and content are easy for AI to interpret.

Slide 6

What The Free Snapshot Includes

Position the Snapshot as a useful first read, not the whole solution.

  • Business name, industry, city, AI visibility score, readiness score, and top observed gaps.
  • A short summary of what AI currently sees and what appears to be missing.
  • A few recommended fixes that show whether a deeper review is worth discussing.

Slide 7

The 90-Day AI Visibility Sprint

Present the paid engagement as structured execution after the review.

  • Prioritize source cleanup, citation consistency, service-page improvements, and proof assets.
  • Turn the Private Report Review into a 90-day work plan with checkpoints and owner-readable reporting.
  • Strengthen the signals AI systems and local buyers can inspect, without promising rankings or revenue.

Slide 8

Book The Private Report Review

Move interested owners into the next scheduled conversation.

  • Review the Snapshot together and confirm which findings are accurate, urgent, or blocked.
  • Map the highest-priority fixes and decide whether a 90-day Sprint is the right next step.
  • Schedule the review before leaving the event whenever possible.

Private Report Review

A consistent review script.

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

Open with the owner goal

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

Review the current visibility scores

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

Show source gaps and citation weaknesses

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

Prioritize the fixes

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

Present the next step

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

Can't I just use SEO?

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.

How long does this take?

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.

Can you guarantee that ChatGPT or Google will recommend us?

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.

What do you need from us?

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.

What happens after the Snapshot?

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

It's too expensive.

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.

We're already doing SEO.

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.

I need to think about it.

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.

We do not have time to manage another marketing project.

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.

How do I know this is real?

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

90-Day AI Visibility Sprint

A structured implementation engagement that turns the Private Report Review into source cleanup, content recommendations, citation improvements, and owner-readable reporting.

AI visibility audit and baseline findings

Source cleanup across approved business facts and profiles

Citation consistency review and prioritized corrections

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 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

Present pricing as a scoped Sprint, not a casual service menu.

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

Before a deal moves forward.

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.