What to Tell Your Agent

Essential Context for Your Agent

The more your agent knows about your business, the better its outreach. Here's what to share:

1. Your Unique Value Proposition

Tell your agent what makes you different:

• "We're the only plumber in Portland that offers same-day service with a money-back guarantee"
• "We've been serving the neighborhood for 20 years — we know every building"
• "Our pricing is 30% below market because we use {specific technology}"

2. Your Best Clients

Describe your ideal customer:

• "Our best clients are restaurants doing $500K-$2M revenue with 15-50 employees"
• "We work best with business owners who are hands-on, not marketing directors"
• "Solo practitioners are our sweet spot — they need help but can't afford a big agency"

3. Common Objections

What do prospects usually push back on?

• "They often think we're too expensive — lead with value first, price later"
• "People confuse us with {competitor} — emphasize our {differentiator}"
• "Most objections are about timing — offer a free consultation with no commitment"

4. Case Studies & Results

Share specific wins:

• "We helped Restaurant X increase foot traffic by 40% in 3 months"
• "Our average client sees ROI within 60 days"
• "Last month we saved Company Y $15,000 on their insurance"

5. What NOT to Say

Every business has off-limits topics:

• "Never mention competitor X by name"
• "Don't promise specific timelines — say 'typically 2-4 weeks'"
• "Avoid the word 'cheap' — use 'cost-effective' or 'affordable'"
• "Don't reach out to {specific company} — they're a current client"

6. Seasonal Information

Keep your agent current:

• "We're running a summer promotion: 20% off first service"
• "We're fully booked for December — focus on January bookings"
• "Tax season is our busy period — push urgency in Q4 outreach"

How to Share This Information

1. During onboarding — The AI chat profiling step is your first opportunity
2. Via chat — Send a message anytime: "Hey, wanted to share some context..."
3. Business profile — Update your offerings and descriptions in Settings
4. Campaign goals — Include context in your campaign goal description