Three Services and What to Gather Before You Ask About Them

A plain checklist of what to have ready before you talk to anyone about custom software, AI visibility help, or lead generation.

Many businesses get cold emails each week that sell search help, leads, and websites. I already offer services in these same areas. Today I explain three of them and list what to gather before you ask about them, so the first talk is short and clear.

Why a little prep helps

A cold email is a sales message from someone you have not met. Many small businesses get several each week. They often sell the same few things: help being found in search, new leads, websites and assistants. Reading them is fine. Some may fit you well.

You will get more from the first call if you know a few things about your own business first. You do not need a long plan. A few notes on one page is enough.

Below, I explain each of my three services in plain words. For each one, I list what to have ready.

Custom SaaS Development

SaaS stands for software as a service. It means people use the software in a browser or app, often by logging in, instead of installing it on a computer. Custom means it is built for your idea, not bought off the shelf.

This fits a business owner with a process that no ready-made tool handles well. It also fits a person who wants to sell their own software to others. The starting price on my Custom SaaS Development page is $19,997.

What to gather:

• The problem, in one or two sentences.
• Who will use the software: staff, customers or both.
• The tools you use now and where they fall short.
• A rough sketch of the main screens, even on paper.
• The date you hope to start using it.

Fractional AI Visibility Officer (FAIVO)

Fractional means part of the time. A fractional officer is a part-time role, not a full-time hire. AI visibility means how easily your business shows up when people ask AI tools, such as chat assistants, for answers. So the name describes a part-time role focused on how your business appears in those answers.

It fits a business that wants steady, monthly attention on this, without adding a full-time staff member. The FAIVO page lists a starting price of $1,497/mo. The letters /mo mean per month.

What to gather:

• Your website address and your main services.
• The questions your customers ask most often.
• The towns or areas you serve.
• Two or three businesses you see as your closest competitors.
• What an AI assistant says when you ask it about your type of business in your area. Write it down.

Virtual Assistant: Prospecting and Lead Generation

A virtual assistant is a helper who works remotely, online. Prospecting means looking for people or businesses who might buy from you. A lead is a possible customer who fits what you sell or has shown some interest. So this service is help with finding and reaching possible customers.

It fits an owner who knows their product works but lacks the time to search for new buyers. You can read about it on my Virtual Assistant: Prospecting and Lead Generation page.

What to gather:

• A short description of your best customer.
• Where those customers can be found, such as industries, job titles or places.
• What you want the first message to say or ask.
• How many new leads you could handle in a week.
• The tool you use to track customers, if you have one.

Questions to answer for any offer

These questions help whether you reply to a cold email or reach out to me. Answer them in your notes before the first call.

1. What problem do I want solved first? Pick one. Trying to fix everything at once makes it hard to judge results.
2. How will I know it worked? Choose one number to watch, such as calls or sign-ups per week.
3. Who on my side will answer questions? Any project goes faster when one person can give feedback.
4. Do I want a one-time project or ongoing help? Look at how each price is written. A price that ends in /mo is a monthly price.
5. What can I share right away? Think of logos, logins, past results and a list of current customers.

Keep all of your notes in one file. Bring them to any first talk, with me or with anyone else. Clear notes save time on both sides. They also help you compare options fairly and choose the one that fits your goals.

Have a question about anything here? Email me at sales@appwt.com or call (888) 565-0171, and I will answer it.

Sources

• Custom SaaS Development at AppWT, AppWT
• Fractional AI Visibility Officer (FAIVO) at AppWT, AppWT
• Virtual Assistant: Prospecting and Lead Generation at AppWT, AppWT