SMMA Sales Meeting with a Roofing Company

Introduction and Context

• Type of Meeting: Sales meeting for a Social Media Marketing Agency (SMMA)
• Client: A roofing company generating $5 million/year
• Meeting Format: Conducted over Zoom
• Purpose: To finalize a deal and onboard the roofing company as a client
• Background: Presenter with limited experience in Zoom meetings, usually conducts sales over phone

Small Talk and Initial Engagement

• Casual conversation about weather and location (Perth)
• Summary: Good rapport building with client

Discovery Call Recap

• Client’s Needs: Approximately 8-10 leads per day, looking for immediate start but after holidays
• Timeline: Start early next month (June 4th or 5th)

Presentation Overview

Agenda

• Results
• Problems
• Solutions
• Offer

About the Agency

• Team Size: Small team of 4 located in Queensland, Australia
• Specialization: Facebook ads for Australian trade businesses since 2022
• Client Cap: Services only 10 businesses at a time
  • Reason: Quality over quantity, more focus, and resources per client

Goals and Proof

• Goal: Help trade businesses generate high-quality leads and deals under their brand
• Previous Results:
  • Carpet Cleaning Company: 39 leads in 2 weeks, $7.94 per lead
  • Concrete Company: 44 leads in 3 weeks, $8.15 per lead
  • Pressure Washing Business: 35 leads in 4 weeks, $10.09 per lead

Problem Identification

• Common Issues: Throwing money at the wall, lack of predictability, poor sales/marketing systems
• Offline Marketing Challenges: Non-trackable or scalable methods (door knocking, TV/radio, print, etc.)
• Lead Generation Websites: Providing duplicate and expensive leads (e.g., Home Advisor)
• Google Ads and SEO: High competition, expensive, long time for ROI
• Marketing Agencies: Generic, not specialized in trades

Solution Offering

• Ad Examples: Condition-specific ads using real images
• Funnel: Custom-built, collecting contact information, AI bot for messaging and scheduling
• Software: White-labeled with automated follow-ups, calendar scheduling, review management, and GMB messaging
• Retargeting Ads: High conversion rates, targeting people who already showed interest
• Client Interface: Easy access through an iPhone/Android app

The Offer

• Services: Marketing campaign management, software access, sales copywriter, media buyer, funnel designer, Facebook rep access
• Value Breakdown: Totaling $13,776/month. Actual charge $3997/month, excluding ad spend. Four-month agreement required.
• Guarantee: 30 booked appointments/month or a complete refund. Exclusivity per area.

Client’s Feedback and Questions

• Contract: Client prefers a three-month contract to start
• Ad Spend Discussion: Initial ad spend estimated at $150-$200/day; can adjust based on lead handling capacity
• Automation: Enthusiastic about AI automation to reduce manual work
• Further Info: Client requests additional information and screenshots to share internally

Conclusion

• Next Steps: Send contract and additional info via email, likely to sign and start from June 1st
• Client’s Feedback: Rates the offer a 10/10, appreciates the thoroughness and automation potential
• Ending Notes: Pleasant conclusion, mutual excitement for the collaboration