Offer Menu
Name a complimentary product you can offer to a customer to drive adoption.
Webchat, Social, or Referrals
Name one commitment a customer should make when receiving a free product.
Attend onboarding/training session
First step to track Webchat adoption?
Widget installed
Second step of the 4-step talk track framework?
Identify risk (“I know you’re struggling with [pain point].”)
When should you consider a % discount offer?
Only as a last resort
What offer helps underperforming or dark locations?
Discounted Location
How long should a customer use the product weekly to ensure adoption?
30–60 days
Milestone indicating Social adoption?
First post scheduled
Third step of the 4-step talk track?
Offer solution (“We can add [product] at no cost / discounted location to help solve this.”)
What % discount range is allowed?
10–20%
What offer is only a last-resort option and requires a multi-year commitment?
10–20% Discount
What type of commitment ensures multi-year retention?
Sign multi-year renewal or add new location(s)
Key milestone for Reviews adoption?
First review request sent
Fourth step of the 4-step talk track?
Secure commitment (“The only condition is that we agree to [commitment] so you see real value.”)
What must the customer agree to if you offer a discount?
Multi-year contract renewal
Which offer provides the fastest adoption with no hard cost?
Free Product Add-Ons (Webchat, Social, Referrals)
What commitment helps measure impact after offering a new tool?
Share performance metrics (leads, reviews, engagement)
Referral adoption milestone?
First referral submitted → First conversion → Revenue tracked
If a customer resists a free product, what approach should you take?
Discovery: ask questions to align with business goals before offering a swap
Why is discounting risky?
Can result in downsell and reduce ACV
What should you never give without?
A customer commitment
What commitment can help validate product value and build case studies?
Provide testimonial or case study
Discounted Location adoption milestone?
Location onboarded → Listings live → Engagement/visibility tracked
How do you respond to objections about ROI or budget while protecting ACV?
Frame value, tie offer to adoption milestones or multi-year commitments
What alternatives should you try before a discount?
Free Product Add-Ons or Discounted Location