AutoSlip - Sales Demo Script

AutoSlip - Sales Demo Script

Product: AutoSlip (WhatsApp Receipt Automation) Demo Format: WhatsApp Interactive Demo (10-15 minutes) Target Audience: Construction, Restaurants, Retail, SMEs, Freelancers Version: 1.0 Last Updated: January 2025

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🎯 DEMO OVERVIEW

Duration: 10-15 minutes Format: WhatsApp conversation + optional screen share (to show Excel report) Goal: Convert interested lead → Trial signup Success Rate Target: 60%+ (demo → trial conversion)

Key Differentiator: AutoSlip’s demo IS the product - you literally show them WhatsApp receipt processing in real-time. No slides, no mock-ups - actual working demo using their own receipts.

Demo Flow:

1. Opening & Discovery (2 min) - Understand their receipt pain points
2. Live WhatsApp Demo (5 min) - They send receipt, see instant processing
3. Excel Report Walkthrough (3 min) - Show organized output
4. Pricing Discussion (2 min) - Match tier to their volume
5. Trial Close (2 min) - Activate trial immediately

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📋 PRE-DEMO CHECKLIST

Technical Setup (Do This Before Every Demo)

30 Minutes Before Demo:

• AutoSlip WhatsApp number is active and responsive
• Test with sample receipt (ensure 1-2 second processing time)
• Have demo Excel report ready (recent 7-day report with real data)
• Have backup receipts ready (if prospect doesn’t have one handy)
• Screen share tool ready (Zoom, Teams, or WhatsApp video call)

Materials to Have Ready:

• Pricing sheet (R150/R250/R400 tiers printed or in separate window)
• Trial activation form/link
• Sample Excel reports from each industry (construction, restaurant, retail)
• Your own business card (to WhatsApp them after demo)

Prospect Research (5 Minutes Before Demo):

• Review their industry (construction, restaurant, retail, SME?)
• Estimate their receipt volume (10/month? 100/month? 500/month?)
• Check if they mentioned specific pain points in email (use these in discovery)
• Check if they have WhatsApp (99% do, but confirm)

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💬 PART 1: OPENING & DISCOVERY (2 Minutes)

Greeting & Agenda Setting

Script (Phone Call or WhatsApp Voice Note):

“Hi [NAME], great to connect! I’m [YOUR NAME] from iSu Technologies. Thanks for making time for this demo.

Quick agenda for the next 10-15 minutes:

1. I’ll ask you 2-3 quick questions about how you currently handle receipts
2. You’ll send me a photo of any receipt via WhatsApp
3. You’ll see AutoSlip process it in 1-2 seconds
4. I’ll show you the Excel report you’d receive
5. We’ll discuss pricing and I can activate a trial for you today if you’d like

Sound good? Let’s start with a couple of questions…”

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Discovery Questions

Ask these 3-4 questions to understand their pain:

Question 1: Current Receipt Handling

“How do you currently handle receipts in [COMPANY]? Do you have a specific system, or is it more ad-hoc?”

Listen for:

• “We stuff them in a drawer” (manual chaos)
• “We use Excel” (manual data entry pain)
• “We use [app name]” (competitor opportunity)
• “My accountant deals with it” (outsourcing cost)

Question 2: Receipt Volume

“Roughly how many receipts or invoices do you deal with per month? 10? 50? 100? More?”

Listen for:

• Low volume (10-50/month) → Starter tier (R150/month)
• Medium volume (50-200/month) → Professional tier (R250/month)
• High volume (200+/month) → Business tier (R400/month)

Question 3: Pain Point (Most Important)

“What’s the most annoying part of dealing with receipts right now?”

Listen for:

• “Lost receipts” → Emphasize instant WhatsApp backup
• “Data entry takes hours” → Emphasize 98% AI accuracy
• “Accountant charges R2,000/month” → Emphasize cost savings
• “Can’t track spending by category” → Emphasize auto-categorization
• “Month-end is chaos” → Emphasize weekly Excel reports

Question 4: Decision Timeline

“If AutoSlip solves your receipt problem, when would you want to start using it? Immediately? Next month? End of quarter?”

Listen for:

• “Immediately” → High urgency, fast close
• “Next month” → Moderate urgency, trial needed
• “Not sure” → Low urgency, education needed

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Transition to Demo

Script:

“Perfect, thanks for that context. Now let me show you exactly how AutoSlip works. Do you have a receipt handy? Could be from today, this week, last month - anything. If not, I can use one of mine for the demo.”

If they have a receipt: ✅ PERFECT - demo with their real receipt (most powerful)

If they don’t have a receipt: ✅ Use your backup receipt and screen share it to them via WhatsApp

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📱 PART 2: LIVE WHATSAPP DEMO (5 Minutes)

Step 1: Share AutoSlip WhatsApp Number

Script:

“Great! I’m going to send you our AutoSlip WhatsApp number via text/WhatsApp. Save it as ‘AutoSlip Demo’ in your contacts.”

Action:

• Send AutoSlip WhatsApp number: +27 [YOUR AUTOSLIP NUMBER]
• Wait for confirmation they received it

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Step 2: Instruct Them to Send Receipt

Script:

“Now, open WhatsApp and start a chat with that number. Take a photo of your receipt and send it - just like you’d send a photo to a friend. Don’t worry about angle, lighting, or quality - our AI handles that.”

Coaching (if they hesitate):

• “It’s literally just WhatsApp a photo - that’s it. No app to download, no login, no forms.”
• “Go ahead, I’ll wait. I’ll see the receipt on my end and we’ll watch it process together.”

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Step 3: Real-Time Processing

What happens (from prospect’s perspective):

1. They WhatsApp receipt photo
2. 1-2 seconds later → AutoSlip replies: ”✅ Receipt processed! Vendor: [NAME], Amount: R[X], Date: [DATE], Category: [CATEGORY]”
3. They see confirmation in WhatsApp

Your Script (as they’re watching their phone):

“See that? 1-2 seconds - that’s our Google AI reading your receipt. It extracted:

• Vendor name: [X]
• Amount: R[X]
• Date: [X]
• Category: [X] (our AI auto-categorizes - food, fuel, equipment, etc.)

That data is now logged in your account. You’ll never lose that receipt - even if the paper gets destroyed.”

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Step 4: Show Multiple Receipt Types (If Time Allows)

Script:

“Can I show you something cool? Send me 2 more receipts - different types if you have them. Maybe a till slip, a handwritten invoice, something crumpled or faded.”

Why this matters:

• Demonstrates versatility (works with any receipt type)
• Demonstrates consistency (98% accuracy across types)
• Builds confidence (not a one-time fluke)

Highlight as they send:

• “See - till slip works”
• “Handwritten invoice - no problem”
• “Even that faded receipt - AI still reads it”

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Step 5: Show Rejected/Unclear Receipt (Optional)

If you have a BAD receipt example (blurry, torn, completely illegible):

Script:

“Let me show you what happens if a receipt is too damaged. [WhatsApp unreadable receipt]. See - AutoSlip says ‘Unable to read receipt. Please re-photograph.’ It won’t guess - if it can’t read with 95%+ confidence, it asks you to retake the photo. That’s how we maintain 98% accuracy.”

Why this matters:

• Builds trust (system is honest, doesn’t hallucinate data)
• Manages expectations (not 100% magic, but 98% is damn good)

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📊 PART 3: EXCEL REPORT WALKTHROUGH (3 Minutes)

Transition to Excel Report

Script:

“Great - so you’ve seen the WhatsApp side. Now let me show you the Excel report you’d receive. Can you see my screen if I share it via WhatsApp video call? Or I can screenshot and send it to you.”

Action:

• Share screen (preferred) or send screenshot of Excel report
• Use a REAL report (not a mockup) - show actual data

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Excel Report Walkthrough

Show them the Excel spreadsheet and highlight:

Column 1: Date

“First column - date. Sorted chronologically, newest to oldest. Easy to see what you spent when.”

Column 2: Vendor/Supplier

“Vendor name - extracted from receipt. You can see exactly who you bought from.”

Column 3: Amount

“Amount in ZAR. Our AI reads currency symbols, decimal points, even handwritten amounts.”

Column 4: Category

“This is powerful - AutoSlip auto-categorizes:

• Food & Beverages (restaurants, groceries)
• Fuel (petrol, diesel)
• Equipment (tools, machinery)
• Supplies (stationery, cleaning)
• Utilities (electricity, water)
• Professional Services (accountants, consultants)
• Other

[FOR CONSTRUCTION]: You can see site expenses separate from office expenses. [FOR RESTAURANTS]: Food costs separate from equipment repairs. [FOR RETAIL]: Stock purchases separate from store supplies.”

Column 5: Receipt Image Link

“Every row links to the original receipt image. If your accountant says ‘Where’s the proof?’ - click here, receipt photo opens.”

Bottom: Summary Totals

“Bottom of the sheet - total spending by category. Quick snapshot: ‘We spent R12,000 on food, R3,000 on fuel this month.’”

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Report Frequency

Script:

“You receive this Excel report via email:

• Weekly (default - every Monday morning)
• Monthly (1st of each month)
• On-demand (WhatsApp us ‘REPORT’ anytime, get instant report)

Which would you prefer?”

Listen for their preference (most choose weekly)

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Show Segment-Specific Value

FOR CONSTRUCTION COMPANIES:

“See how this helps you? Site managers WhatsApp receipts as they spend. You get weekly report showing total site expenses by project/location. Month-end reconciliation takes 10 minutes, not 3 hours.”

FOR RESTAURANTS:

“Your suppliers deliver, you photo the invoice, WhatsApp it. End of week, you know exactly what you spent on meat vs vegetables vs beverages. Your accountant gets clean Excel report - no more shoebox of receipts.”

FOR RETAIL STORES:

“You buy stock from wholesaler, WhatsApp the receipt. You buy cleaning supplies, WhatsApp the receipt. Weekly report shows total spending by category. You can see ‘We spent R20,000 on stock, R2,000 on supplies’ instantly.”

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💰 PART 4: PRICING DISCUSSION (2 Minutes)

Pricing Overview

Script:

“Let’s talk pricing. We have 3 tiers based on receipt volume:

Starter - R150/month:

• Up to 50 receipts/month
• Weekly Excel reports
• Email support
• Best for: Small businesses, single locations

Professional - R250/month: ⭐ Most popular

• Up to 200 receipts/month
• Weekly + monthly reports
• Priority email support
• Custom categories (if you need industry-specific categories)
• Best for: Growing businesses, restaurants, small construction companies

Business - R400/month:

• Unlimited receipts
• Daily + weekly + monthly reports
• Phone support
• Custom categories + integrations
• Best for: Multiple locations, high-volume businesses, construction companies with multiple sites

Based on what you told me - [X receipts per month] - I’d recommend [TIER].”

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Pricing Justification (ROI)

Pick the ROI story that matches their pain point:

If they mentioned “accountant charges R2,000/month”:

“So your accountant charges R2,000/month to organize receipts. AutoSlip at R250/month saves you R1,750/month = R21,000/year. Plus your accountant’s job becomes easier (clean Excel report), so they might reduce their fee.”

If they mentioned “spend hours organizing receipts”:

“You said you spend 3 hours/week on receipts. That’s 12 hours/month. If your time is worth R500/hour (conservative), that’s R6,000/month in lost productivity. AutoSlip at R250/month saves you R5,750/month = R69,000/year.”

If they mentioned “lost receipts”:

“Lost receipts = lost tax deductions. If you lose R10,000 in receipts per year, you’re paying R2,800 extra tax (28% tax rate). AutoSlip costs R3,000/year - pays for itself in recovered deductions alone.”

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No Contract, Cancel Anytime

Script:

“Important: No contracts. Pay month-to-month, cancel anytime. If it’s not saving you time and money, stop using it. No penalties, no questions asked.”

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✅ PART 5: TRIAL CLOSE (2 Minutes)

Trial Offer

Script:

“Here’s what I’d recommend: Let’s activate a 14-day free trial for you today.

What you get:

• Full access (unlimited receipts during trial)
• I’ll set up your account with your email
• You’ll get your first Excel report tomorrow morning
• No credit card required for trial
• I’ll check in with you on Day 5 to see how it’s going

Does that sound good? Should I activate your trial now?”

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If They Say YES → Immediate Activation

Action:

1. Get their email address (for Excel reports and login)
2. Confirm their WhatsApp number (the one they’re texting from)
3. Activate trial in AutoSlip system
4. Send confirmation WhatsApp:

Confirmation Message:

”🎉 Your AutoSlip trial is active!

WhatsApp Number: +27 [AUTOSLIP NUMBER] (save this) Trial Period: 14 days (ends [DATE]) Your Login: [EMAIL] (check email for password)

How to use:

1. WhatsApp any receipt to the number above
2. Get instant confirmation
3. Check email tomorrow for your first Excel report

I’ll check in with you in 5 days. WhatsApp me anytime with questions: support@isutech.co.za”

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If They Say “Let Me Think About It” → Objection Handling

Discovery question:

“Of course - what specifically would you like to think about? Is it the pricing, the technology, or something else?”

Listen and address their concern (see Objection Handling Guide)

Common objections:

• “Need to check budget” → “Trial is free for 14 days - try it first, decide later”
• “Need to talk to partner/team” → “Great - let me send you a summary email you can share with them”
• “Too busy right now” → “That’s exactly why AutoSlip exists - to save you time. Trial takes 5 minutes to set up.”

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If They Say NO → Understand Why

Discovery question:

“No problem - can I ask what doesn’t work for you? Is it the price, the solution itself, or timing?”

Listen carefully:

• Price objection → Offer Starter tier (R150/month)
• Solution objection → Misunderstood product, re-explain
• Timing objection → “When would be a better time? Can I follow up in [timeframe]?”

Always end gracefully:

“Thanks for your time today, [NAME]. If anything changes or you want to revisit this, my WhatsApp is [NUMBER]. Good luck with your receipt situation!”

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📊 DEMO SUCCESS METRICS

Target Conversion Rates

Metric	Target	Notes
Demo → Trial	60%+	High (product demos itself)
Trial Activation Rate	90%+	Should activate immediately on call
Trial → Paid	40-50%	Tracked separately

Demo Duration

Demo Length	Conversion Rate	Notes
5-10 min	40-50%	Too short - didn’t build enough value
10-15 min	60-70%	IDEAL - just right ⭐
15-20 min	55-65%	OK - slightly long but thorough
20+ min	40-50%	Too long - lost their attention

Takeaway: Keep demos tight (10-15 min). Longer ≠ better.

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🎯 SEGMENT-SPECIFIC DEMO ADAPTATIONS

Construction Companies

Discovery Focus:

• How many sites do you have?
• How do site managers submit expenses now? (WhatsApp to office?)
• Do you need expenses by project/site?

Demo Emphasis:

• WhatsApp = site managers already use it
• Works in harsh conditions (photo receipt before it gets destroyed by rain/mud)
• Weekly report = easy month-end reconciliation

Pricing:

• Multiple sites = Business tier (R400/month)
• Single site = Professional tier (R250/month)

Trial Customization:

• Add custom category: “Site Expenses” or “Project [NAME]“

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Restaurants

Discovery Focus:

• How many suppliers do you work with?
• Who handles supplier invoices? (Owner? Manager? Bookkeeper?)
• How much do you pay bookkeeper/accountant?

Demo Emphasis:

• Works with handwritten invoices (SA suppliers often handwrite)
• Categories: Food, Beverages, Equipment, Utilities
• Save bookkeeping time (3 hours/week → 10 min/week)

Pricing:

• Single restaurant = Professional tier (R250/month)
• Restaurant group (3+ locations) = Business tier (R400/month)

Trial Customization:

• Add custom categories: “Meat”, “Produce”, “Beverages”, “Equipment”

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Retail Stores

Discovery Focus:

• How do you track stock purchases vs store supplies?
• Do you buy from wholesalers? Markets? Multiple suppliers?
• Franchise or independent?

Demo Emphasis:

• Separate stock from supplies from equipment
• Track spending by supplier (see who gives best prices)
• Franchise reporting (if applicable)

Pricing:

• Single store = Starter (R150/month) or Professional (R250/month)
• Franchise (multiple stores) = Business tier (R400/month)

Trial Customization:

• Add custom categories: “Stock”, “Supplies”, “Equipment”

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🚫 COMMON DEMO MISTAKES (AVOID THESE)

Mistake 1: Talking Too Much

❌ “Let me tell you about our company history, our technology stack, our vision…” ✅ Shut up and let the product demo itself. WhatsApp receipt → instant result = magic.

Mistake 2: Skipping Discovery

❌ Jump straight to demo without asking questions ✅ Discovery = understand pain = tailor demo = higher conversion

Mistake 3: Using Fake/Mockup Data

❌ “This is what the Excel report would look like (mockup)” ✅ Show REAL Excel report with real receipts. Authenticity builds trust.

Mistake 4: Not Asking for Trial Signup

❌ End demo with “Let me know if you’re interested” ✅ End demo with “Should I activate your trial now?” (assumptive close)

Mistake 5: Overcomplicating Pricing

❌ “We have 3 tiers with various features and add-ons and…” ✅ “Based on your volume, I recommend Professional at R250/month. Simple.”

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📝 POST-DEMO CHECKLIST

Immediately After Demo (Within 5 Minutes):

• Send trial confirmation WhatsApp (if they signed up)
• Send calendar reminder for Day 5 check-in
• Log demo outcome in CRM (trial activated? Objection? No show?)
• Send follow-up email with:
  • Trial details (if activated)
  • Pricing sheet (if they’re “thinking about it”)
  • Your contact info

If Trial Activated:

• Check next day to ensure they sent at least 1 receipt (if not, WhatsApp them: “Need help getting started?”)
• Day 5 check-in: “How’s AutoSlip working for you?”
• Day 10 reminder: “Trial ending in 4 days - ready to continue?”

If No Trial (Objection or “Think About It”):

• Send follow-up email summarizing demo
• Include case study or testimonial from their industry
• Set reminder to follow up in 7 days

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🎬 DEMO SCRIPT CHEAT SHEET (1-Page Reference)

1. OPENING (2 min)

• Agenda: Questions → Live demo → Excel report → Pricing → Trial
• Discovery: Current process? Receipt volume? Biggest pain point?

2. LIVE DEMO (5 min)

• Share WhatsApp number
• They send receipt → 1-2 seconds → Processed
• Show multiple receipt types (till slip, handwritten, faded)

3. EXCEL REPORT (3 min)

• Show real Excel report (not mockup)
• Highlight: Date, Vendor, Amount, Category, Receipt link
• Report frequency: Weekly (default), Monthly, On-demand

4. PRICING (2 min)

• Starter: R150/month (50 receipts)
• Professional: R250/month (200 receipts) ⭐ Most popular
• Business: R400/month (unlimited)
• Recommend tier based on their volume

5. TRIAL CLOSE (2 min)

• “Let’s activate 14-day free trial today”
• Get email + WhatsApp number
• Activate immediately
• Send confirmation

TARGET: 60%+ demo → trial conversion

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Version History:

• v1.0 (January 2025): Initial demo script (WhatsApp-based demo flow)

Related Resources:

• Email Templates: /docs/products/autoslip/sales/email-templates.md
• Objection Handling: /docs/products/autoslip/sales/objection-handling-guide.md (coming next)
• Pricing Guide: /docs/products/autoslip/sales/pricing-investment-options.md (coming next)
• Use Cases: /docs/products/autoslip/sales/use-cases-case-studies.md (coming next)

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AutoSlip Sales Demo Script - iSu Technologies (Pty) Ltd - www.isutech.co.za/autoslip