📍 Find, Pitch & Close – Prospecting & Sales for SaaSPRENEURS / part 3
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Step-by-step setup. Built-in workflows. Real sales strategies.
📘 Missed Part 2? Start here:

With your agency and client sub-accounts set up, it’s time to sell. This post focuses on how to find local business leads, do outreach, and close them into SaaS clients using a streamlined pitch process built around the Free Audit offer from the Local Hero Playbook.
1. Find Your Ideal Local SaaS Prospects
Your best clients are service-based local businesses that:
- Depend on inbound leads (phone calls, forms, bookings)
- Lack automation or follow-up workflows
- Pay for marketing but complain about “no ROI”
- Are in competitive niches (contractors, clinics, consultants)
📍 Think: roofers, real estate agents, med spas, lawyers, HVAC companies, etc.
Use Google Maps + Facebook + Yelp to build your local list manually.
2. Outreach That Works (Without Being Annoying)
Use cold email + DMs on LinkedIn or Instagram.
Skip cold calling unless you’re good on the phone.
Basic Cold Email Template:
Subject: Quick fix for your lost leads
Hi [Name],
I help [niche] businesses like yours fix lead leaks and follow-up gaps.
You may qualify for a free marketing audit—no strings.
Want me to take a look?
– [Your Name]
[Your Agency Name]
Send 30–50 emails per week max. Use a tracker like Instantly or Smartlead if scaling.
3. Prospecting at Local Events & Meetups
Offline still works.
- Bring business cards + a short pitch
- Ask what tools they use for lead follow-up
- Offer to show them a “Free Audit” with no strings attached
💡 Join Chamber of Commerce events, local networking lunches, or industry meetups.
4. Prepare Your Free Marketing Audit
Use the Local Hero snapshot's built-in funnel and audit template.
Checklist:
- Run their website + GMB through a basic SEO checker
- Look for missing reviews, bad response times, or unclaimed listings
- Check ad presence or lack of retargeting pixels
- Insert screenshots into your audit doc
- Highlight 3–5 issues you can fix on Day 1
Keep it visual and fast to understand—don’t overwhelm.
5. Run Sales Calls Like a Consultant, Not a Closer
Use Zoom or Meet. Keep it short and useful.
Call Flow:
- Intro (2 min): Why they booked, what they expect
- Audit Walkthrough (8–10 min)
- “Fix-it Plan” Presentation (5–8 min)
- Offer: Set up their account + automated workflows for X/month
- Close or Send Proposal (use HighLevel’s proposal builder)
🎯 Your close rate will rise fast if you show the value instead of explaining it.
🎁 Bonus Tip: Objection Handling One-Liners
Objection | Response |
---|---|
“Too expensive” | Compared to losing 30+ leads/month, is it really? |
“Let me think about it” | Want me to send a full walkthrough so you can review it? |
“I already have a CRM” | Great—this plugs into it or replaces it 10× faster. |
🧾 Prospecting Flow Summary
- Build a local list of 100+ leads
- Send outreach messages (email + DMs)
- Book 10 audits per month
- Deliver visual audits in 15 minutes
- Offer to solve the top 3 problems
- Close them into your SaaS plan
🔗 Next Step
Clients said yes—now what? Deliver your service right.
👉 Continue to Blog Post 4:
