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Sales Methodology

Methodology Overview

Our sales methodology is specially designed for presenting complex AI solutions to business managers and owners. It focuses on solving real business problems rather than technical product features.

Sales Process Stages

1. Meeting Preparation

Client Research

  • Business analysis
  • Industry challenge understanding
  • Competitive environment study
  • Problem identification

Material Preparation

  • Relevant case selection
  • Presentation preparation
  • ROI calculation preparation
  • Demonstration preparation

2. Contact Establishment

Meeting Opening

  • Self and company introduction
  • Meeting objective description
  • Trust establishment
  • Client goal determination

Need Identification

  • Open questions
  • Active listening
  • Pain point analysis
  • Priority determination

3. Solution Presentation

Client Problem

  • Identified problem repetition
  • Understanding confirmation
  • Problem awareness intensification
  • Consequence demonstration

Our Solution

  • Direct problem connection
  • Specific examples
  • Value demonstration
  • ROI calculations

4. Objection Handling

Common Objections

  • Price and budget
  • Implementation complexity
  • Payback time
  • Data security

Effective Responses

  • Prepared answers
  • Practical examples
  • Effectiveness proof
  • Guarantees and support

5. Deal Closing

Urgency Creation

  • Time limitations
  • Budget cycles
  • Competition
  • Seasonal factors

Contract Conclusion

  • Document preparation
  • Terms agreement
  • Implementation plan
  • Next steps

Key Principles

Business Result Focus

  • Real problem solving
  • Measurable results
  • ROI orientation
  • Long-term value

Consultative Approach

  • Expert positioning
  • Business understanding
  • Recommendations, not sales
  • Long-term relationships

Segment Adaptation

  • Franchising: scaling and control
  • Retail: customer experience and efficiency
  • SMB: automation and growth

Sales Techniques

SPIN Selling

  • Situation: current state understanding
  • Problem: pain point identification
  • Implication: problem awareness intensification
  • Need-payoff: solution value demonstration

New Solution Principles

  • Client goal understanding
  • Business result focus
  • Storytelling for engagement
  • Understanding verification

Influence Principles

  • Trust: expertise and reliability
  • Agreement: social proof
  • Urgency: limitations and opportunities
  • Benefit: measurable results

Decision Maker Work

For Business Owners

  • Strategic result focus
  • ROI and financial metrics
  • Competition and positioning
  • Growth and scaling

For Operational Managers

  • Operational efficiency focus
  • Process simplification
  • Cost reduction
  • Quality improvement

For IT Directors

  • Technical aspects
  • Integration with existing systems
  • Security and reliability
  • Support and maintenance

Sales Tools

ROI Calculator

  • Automated calculation
  • Business-specific adaptation
  • Result visualization
  • Alternative comparison

Presentations

  • Structured materials
  • Relevant examples
  • Measurable results
  • Interactive elements

Demonstrations

  • Scenario-based setup
  • Real data (anonymized)
  • Interactive demonstration
  • Real-time question responses

Client Communication Scripts (Step-by-Step)

1. First Contact (20 seconds to hook)

Variant 1 (universal): We create AI platforms that help businesses increase profits and automate sales. In one solution we have: app, website, CRM, bonus system and smart AI manager.

Variant 2 (for retail / F&B): We create a digital system that works like a manager, marketer and administrator 24/7. Customers return more often, sales grow, expenses decrease.

Variant 3 (for franchising): We provide the technological foundation for franchise scaling: management of points, loyalty programs, customers and even AI consultants.

2. Questions to identify pain (choose 2-3)

  • How many locations / employees / customers do you have?
  • What processes take the most time?
  • Do you use CRM / app / bonus system?
  • Do customers return or go to competitors?
  • Are you planning to scale / create a franchise?
  • Would you be interested in using AI for sales and customer service automation?

3. Solution presentation (formula "You said → we do")

Example 1: You said it's difficult to retain customers. We add a personalized bonus system and AI that communicates with customers 24/7 → returns grow by 20-30%.

Example 2: You have a lot of manual work. Our AI manager takes 70% of routine tasks → staff is freed up.

Example 3: You want a franchise. We provide a platform through which you can manage all partners, points and customers.

4. Closing to next step

If there is interest: Let's do a short demonstration - you'll see how AI works with customers and sales.

If you need to think: Let me send you examples and figures of how this works for other networks.

If the client is large: We can discuss creating your own version of the platform (white label or franchise).

5. Objection Responses

Objection: "We already have CRM / app" Response: Great! We don't replace, we enhance. You'll have AI that uses CRM itself and makes sales. And we can integrate with your systems.

Objection: "It's expensive" Response: A regular employee costs $500-1000 per month. Our AI works 24/7, sells, consults, retains customers. The platform pays for itself in 1-3 months.

Objection: "We're not ready / not sure" Response: That's exactly why we offer a pilot / demo - you'll see results before purchase. Minimum entry - from $5,000, you can start small.

Objection: "We don't have an IT team" Response: And you don't need one. We do everything turnkey, you just use it as a service.

Case Studies (Real Usage Scenarios)

Case 1: Coffee Shop Network (F&B, 5 locations)

Problem: Customers come 1-2 times and don't return Managers spend time on answers No loyalty program

Solution: App + bonus system AI assistant answers customers Push promotions by preferences

Results:

  • Orders +22%
  • Average check +15%
  • Customer return rate increased 2.4 times
  • 60 staff hours/month freed up

Case 2: Clothing Stores (retail, 8 locations)

Problem: A lot of manual work Customers don't know about novelties No CRM, everything in Excel

Solution: CRM + AI manager Personalized offers Purchase analytics

Results:

  • Sales +30%
  • 1 employee salary saved
  • Conversion of subscribers to purchases increased 3 times

Case 3: Franchise Network of Beauty Salons (11 locations)

Problem: Difficult to control partners Customers complain about service No unified system

Solution: Unified platform for all locations AI concierge books customers Rating and bonus system Reports for each location

Results:

  • Customer retention +28%
  • Growth of 4 new franchise points in 6 months
  • Service quality improvement (ratings 4.1 → 4.8)

Step-by-Step Manager Instructions (How to Sell from A to Z)

Step 1. Approach Correctly (Context + Hook)

Main mistake of managers at exhibitions: they start with "Hello, we have an AI platform...". Don't start with just "AI". You need to start with the customer's problem. Example of starting a conversation: "Good day! Do you have a network/store/points/franchise?" (person answers) "And do you currently use any automation systems? CRM, app, AI, loyalty?" The answer is always the same: "Yes, but it's inconvenient / expensive / not everything / want better / no time / thinking ourselves". You hit the pain → customer is open.

Step 2. Give "USP-reversal"

After the person says "something exists, but...", say: "We solve this problem: We combine app, website, CRM, bonuses and AI assistant in one system that works like a team of employees and automatically increases sales."

Key words:

  • combine
  • all in one
  • AI as a team
  • increases sales
  • automation

Step 3. Hook with benefit (not feature!)

Manager should not talk about technology. He should say 1-2 results: "Our customers:

  • increase customer returns 2-3 times
  • save 50-70% on staff
  • launch franchises faster because there's a ready system" This hooks.

Step 4. Segment (very important!)

Ask: "Are you more about network / franchising / stores / restaurants / services?" Depending on this, show different examples.

Step 5. Show example for their segment

For example, if F&B: "We had a client - coffee shop network. We installed AI concierge, bonuses and CRM. Customers started returning 2.4 times more often. And managers stopped answering manually." Briefly. To the point. Result.

Step 6. Ask a powerful question

"If you had a system that sells and retains customers by itself - how much would that increase your income?" This question makes the person imagine the benefit themselves. If he starts calculating - he's already ours.

Step 7. Move to proposal

"We implement such a system "turnkey". There are 3 formats:

  • For one company ($500-$2000)
  • White Label ($15k, under your brand)
  • Franchise for country (100k, exclusive rights + market share)"

Step 8. Close on action (not on sale!)

At an exhibition you don't need to "close the deal immediately". You need to get contact and schedule a meeting/demo. Correct phrase: "Let's do a short demo after the exhibition (20 minutes). I'll show how it looks specifically for your network. How to best contact - WhatsApp / Email?" Manager ALWAYS takes contact himself. No "give me a business card - I'll contact". We take WhatsApp directly on the phone.

Step 9. Immediately confirm agreement

"Great, then on Monday I'll send an example and we'll agree on demo time. Okay?" Now it's an obligation, not "sometime".

Step 10. After exhibition - follow-up

We will train managers how to do follow-up for 60-80% conversion.

Released under the MIT License.