The HubWho demo script

Camera + mic on. Don't share screen. Ask the question + listen for 90 seconds.

Before I show anything, can you walk me through how you're tracking gross margin per client today? Spreadsheet, BI tool, gut feel? I want to make sure I'm showing you something useful, not just demo-ware.

Spreadsheet → open /reports/vendasta. BI tool → open /reports/app. 'We don't' → open /reports/vendasta + sort by margin asc.

Cool — let me show you what this looks like on real data. This is a HubWho instance with the demo agency loaded; 37 clients across 5 stages.

Open /reports/vendasta. Sort by margin descending. Scroll to bottom — point at the 5 lowest-margin clients.

Every Vendasta agency has 3-8 clients in this bottom slice. Either Vendasta raised wholesale and you didn't catch it, or you priced wrong on the way in. Surfacing these on Monday morning vs. discovering them in a spreadsheet on the 15th is the difference.

Open /portal in a separate tab (use the demo tenant's portal URL). Show invoices + statements + saved payment methods.

This is what your clients see. Branded under your domain, your logo, your colors. They can update their card, see paid + open invoices, download statements, request a pause or cancellation — all without emailing your team. The 'why was I charged' question disappears.

Open /invoices/new. Add a line item from a Vendasta product (e.g. Reputation Mgmt $99). Show the auto-computed margin.

Creating an invoice pulls from your Vendasta catalog automatically. Set retail; HubWho already knows your wholesale. The margin is computed line-by-line so you see it before you send. Auto-draft on due date is one toggle.

Open /settings/integrations. Show Vendasta (connected), GoHighLevel (beta), HubSpot (beta), BirdEye + Yext (beta).

If you ever decide to add GoHighLevel or HubSpot to your stack, the connect path is the same. Standalone mode is supported too — you don't NEED a marketing platform integration if you'd rather add products manually.

Open /pricing in a tab. Don't dwell — keep it short.

Pricing is flat $29-$249/mo based on your active-client count. No per-transaction overhead on top of your processor. Migration off Vendasta billing is sequenced: you keep fulfillment in Vendasta, just shift end-client billing to HubWho. Average migration is 5 hours of focused work over a week.

Stop sharing. Ask: 'what would need to be true for you to try this in the next 14 days?'

I won't push. If this isn't a fit right now, I'd rather know. But if the margin dashboard alone is interesting, the 14-day trial requires no card. You'd connect Vendasta, sync runs in 5 minutes, and tomorrow morning you have the report. Want me to send the signup link?