1. What You're Selling
You're offering businesses a 24/7 AI-powered customer support chatbot that sits on their website and instantly answers visitor questions. No hiring, no training, no missed messages. The chatbot learns from the business info you provide and handles FAQs, service inquiries, and basic support automatically.
2. Who to Sell To
- Local businesses — dentists, plumbers, HVAC, salons, gyms
- E-commerce stores — product questions, shipping info, returns
- Real estate agents — property inquiries, scheduling showings
- SaaS companies — feature questions, onboarding help
- Restaurants — hours, menu, reservations, catering
- Professional services — lawyers, accountants, consultants
3. How to Pitch
Lead with the pain points:
- "How many calls do you miss after hours?"
- "How long does it take to respond to website inquiries?"
- "What if every visitor got an instant response, 24/7?"
Then offer a free live demo — build their chatbot right in front of them in under 5 minutes. Seeing it work with their actual business info is the strongest close.
4. Pricing Guide
- Setup fee: $200 - $500 (one-time)
- Monthly maintenance: $50 - $150/month
- Update FAQs, adjust tone, add new services as needed
- For agencies: charge per chatbot and manage a portfolio
- Your cost: $0 (included in your Soldi membership)
5. The 5-Minute Demo Script
- Open the Chatbot Builder, click "New"
- Type in the prospect's business name and description
- Add 3-5 of their most common services
- Add 3-5 FAQs from their website or Google listing
- Pick a tone and their brand color
- Hit Save, switch to Preview, and ask it a question
- Show them the embed code — "One line of code, works on any website"
6. Handling Objections
- "We already have live chat" — "Great, this handles the 80% of questions that are repetitive, so your team can focus on complex issues"
- "AI gives wrong answers" — "We configure it with your exact business info and FAQs. It only answers what it knows and tells customers to contact you for anything else"
- "Our customers won't use it" — "Studies show 70%+ of website visitors prefer instant chat over filling out contact forms or calling"
- "It's too expensive" — "One converted lead from a midnight inquiry pays for months of the service"
7. Getting Started Checklist
- Identify 5-10 local businesses with websites but no chat widget
- Gather their business info from their website/Google listing
- Build a demo chatbot for each before reaching out
- Screen-record a demo showing the chatbot in action
- Email/DM the business owner with the recording
- Offer a free trial week to get them hooked
- Close the deal with setup + monthly maintenance
Installation Guide
Once you've built and saved your chatbot, grab the embed code from the Embed tab. Then follow the instructions below for your platform.
For Businesses WITH a Website
WordPress
Option A — Theme Editor:
- Go to Appearance > Theme File Editor
- Select
footer.php from the file list on the right
- Paste the embed code right before the
</body> tag
- Click "Update File"
Option B — Plugin (recommended):
- Install the free WPCode or Insert Headers and Footers plugin
- Go to the plugin settings and paste the embed code in the "Footer" section
- Save — the chatbot will appear on every page
Shopify
- Go to Online Store > Themes > Edit Code
- Open
theme.liquid
- Paste the embed code right before
</body>
- Click Save
Squarespace
- Go to Settings > Advanced > Code Injection
- Paste the embed code in the Footer field
- Click Save
Wix
- Go to Settings > Custom Code
- Click "+ Add Code"
- Paste the embed code, set placement to "Body - End"
- Apply to All Pages and Save
Plain HTML
- Open your HTML file in any text editor
- Find the
</body> closing tag
- Paste the embed code on the line right above it
- Save and upload the file
For Businesses WITHOUT a Website
Carrd (Free)
- Sign up at carrd.co (free plan works)
- Create a simple one-page site with the business info
- Add an Embed element, switch to "Code", paste the embed code
- Publish — they now have a website with a chatbot
Google Sites (Free)
- Go to sites.google.com and create a new site
- Add business info, images, contact details
- Click Insert > Embed > Embed code and paste the script
- Publish the site
Standalone Hosted Page
- Create a simple HTML file with the business info and the embed code
- Host it for free on Netlify, Vercel, or GitHub Pages
- Point a custom domain if the client has one, or use the free subdomain
Tips for Installation
- The chatbot widget loads asynchronously and won't slow down the website
- It works on all devices — desktop, tablet, and mobile
- The chat button appears in the bottom-right corner by default
- Brand color and welcome message are pulled from your chatbot config
- Test on the client's staging site before pushing to production