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My Agency Portfolio

Clients you have onboarded to the SocialServe network.

Total Sub-Clients 0
Total Setup Revenue Generated ₹0
Client Name Setup Status Setup Fee Date Submitted
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Submit New Deal

Did you close a sale? Submit their details here. Our master admin team will begin building their bespoke app within 24 hours.

🚀 How We Get Clients
📋 What We Need From Clients
🎯 Request a Demo

How SocialServe Gets Clients

Here's our exact step-by-step process — from finding a business online to signing them as a client. As a partner, you follow this same proven system.

1

Lead Sourcing via Google Maps

We use Google Maps to scrape local businesses in target areas — restaurants, salons, gyms, clinics, and more. We export their name, address, and any available contact info using a scraping tool, then upload the CSV into the system via the Admin Lead Importer.

2

Phone Verification & Enrichment

Not all scraped data includes a phone number — in those cases, a rep uses the admin's Fix tool or manually searches the business's Google listing, Facebook page, or website to find the correct number and update it in the database.

3

Cold Calling via the Live Dialer

Sales reps use the Live Dialer on the Sales Portal to call leads one by one. They introduce SocialServe's social media management service. The goal of the call is NOT to close — it's to book a short demo or send a WhatsApp follow-up.

4

Demo & Pitch

Once a prospect is interested, a demo is booked. We show them a live example of what their social media content would look like — specifically content made for their niche. This converts at a high rate because the client can see exactly what they're getting.

5

Onboarding & Website Build

Once a client signs up, we collect their branding details (logo, colours, business info) and build their social media presence and website within 48-72 hours. We then hand them login access and begin posting content immediately.

6

Retention & Upsells

After the client is live, we check in monthly with a performance report. Upsells include paid ads management, Google Business optimisation, and upgraded content packages. Happy clients also refer other local businesses to us.

What We Need From a New Client

When a client says yes, collect everything below before handing them to the onboarding team. The more complete this is, the faster the website and social media will go live.

🏢 Business Basics

  • Full legal business name
  • Trading name (if different)
  • Business category / niche
  • Year established
  • Short description (2–3 sentences)

📍 Contact & Location

  • Full address
  • Phone number (for website)
  • WhatsApp number (if different)
  • Email address
  • Opening hours

🎨 Branding Assets

  • Logo file (PNG with transparent background preferred)
  • Brand colours (HEX codes if known)
  • Any existing brand guidelines
  • 5–10 photos of the business / products

🌐 Online Presence

  • Existing website URL (if any)
  • Preferred new domain name
  • Facebook page URL
  • Instagram handle
  • Google Business link

📣 Services / Menu

  • List of services or menu items
  • Prices (optional but recommended)
  • Any seasonal or special offers
  • USP — what makes them different?

📱 Social Media Goals

  • Preferred posting frequency
  • Content tone (fun, professional, luxury?)
  • Target audience (age, location, interests)
  • Any content to avoid or preferences
💡 Pro Tip for Partners Once you have all of the above, fill in the Client Intake form in the Admin Panel and assign it to the onboarding team. The website will be live within 48–72 hours and social media content will start being scheduled immediately.

Request a Demo for a Prospect

Have a prospect who wants to see what we can do? Fill this in and our team will prepare a personalised demo within 24 hours — complete with sample content made specifically for their niche.

✅ Demo request sent! Our team will prepare the personalised demo and be in touch with you within 24 hours.

Agency Training Academy

Your complete blueprint for selling, onboarding, and scaling your SaaS agency.

1. The Sales Playbook
2. Product Mastery
3. Hiring & Scaling
Script

The "Zero Commission" Cold Call

How to get past the gatekeeper and instantly hook restaurant/shop owners by targeting their biggest pain point: 30% aggregator fees.

"Hi, I'm calling from [Your Agency]. We're setting up local restaurants with a zero-commission direct ordering system. I know you're currently losing 30% to Swiggy/Zomato on every order. If we could give your loyal walk-in customers a way to order from you directly—without you paying any commissions—would you be open to a 5-minute demo?"
Guide

Overcoming Top Objections

The exact rebuttals to use when owners say they are too busy, already have a website, or only want to use delivery apps.

Objection 1: "I already use Zomato."
Rebuttal: "Keep them for new customer discovery! We are strictly for your *repeat* customers. Why pay Zomato 30% when a local orders from you twice a week? Transition them to your own app."

Objection 2: "I don't have time to manage a site."
Rebuttal: "That's why we exist. We do the full setup, upload your menu, and give you a simple tablet dashboard. You just accept orders when they ring."
Pricing

Pitching the ₹1000/mo Model

How to frame the pricing so it feels like a no-brainer investment rather than an expense.

"Other developers will charge you ₹50,000 to build an app, plus maintenance. We don't do that. We do the entire setup for [Insert Setup Fee] and then it's just ₹1,000 a month to keep the server running. If our system saves you from paying commission on just *two* large orders a month, the software has already paid for itself."
Walkthrough

The Client Admin Panel

Understand exactly what your client sees when they log in to manage their inventory and orders.

Checklist

Onboarding a New Client

The 5 things you must collect from a business owner to build their store within 24 hours.

1. High-Res Logo (PNG)
2. Excel sheet or PDF of their Menu/Inventory with prices
3. Store operating hours
4. WhatsApp number for order notifications
5. Preferred Brand Color (Hex code)
Operations

Hiring Commission-Only Reps

How to recruit local college students or freelancers to sell your software door-to-door for a cut of the Setup Fee.

The Offer: "I charge a ₹5,000 setup fee to the client. You keep 50% (₹2,500) for every closed deal."

Where to post: Local Facebook Jobs groups, university notice boards, Internshala.

The Job: Print flyers with a QR code. Tell the rep to walk into 20 local shops a day, ask for the owner, and hand them the flyer using the 30-second script.
Template

Sales Rep Job Posting

Copy and paste this template to job boards to attract hungry sales talent to your agency.

"HIRING: B2B Field Sales (Commission Only)

We are a local tech agency helping shops stop paying 30% to food delivery apps by setting up their own ordering systems. We are looking for hungry sales reps to walk into businesses and pitch our software.

Pay: ₹2,500 flat commission per closed setup. Close 10 a month, make ₹25,000 part-time. Full training and scripts provided."