Skip to main content

Demoing Business App to Clients

Before you start

Make sure Business App is fully configured before demoing it to clients. See our Setting up Business App guide for branding, features, and user configuration.

Why this matters​

Business App is where your value becomes visible to clients. When you demo Business App effectively:

  • Clients understand what they purchased and why it matters
  • You reduce confusion during onboarding
  • Clients can self-serve without calling you for help
  • You position additional products and upsells naturally
  • Clients see proof of performance through reporting dashboards

The better you know Business App, the smoother your client onboarding becomes.

How Business App works for your clients​

Access and Login​

Each client account you create in Partner Center automatically gets a Business App login. Clients access Business App using the credentials that they set from the Welcome email.

What clients see​

When clients log in, they see only the products and services you've activated for them. If you activate Local SEO, they see the Local SEO dashboard. If you activate Social Marketing, they see Social Marketing. The interface adapts based on what they've purchased.

Your role as a partner​

You control what clients see in Business App by:

  • Activating products in Partner Center
  • Connecting client accounts to third-party platforms (Google, Facebook, etc.)
  • Configuring settings before clients log in
  • Providing initial training on how to use their dashboards

Demoing Business App to new clients​

When you onboard a new client, walk them through Business App to show them what they've purchased and how to use it. Here's how to structure that conversation.

Step 1: Start with the Home Screen and Executive Report​

What to show them:

The Executive Report is the first thing clients see when they log in. It provides a high-level performance overview across all connected products.

How to demo it:

  1. Log into the client's Business App
  2. Open the Executive Report from the home screen
  3. Show them how to change the date range (last 30 days, last 90 days, custom)
  4. Explain that as you connect more products, this report will show more data
  5. Point out key metrics like impressions, clicks, and engagement

What to say to your client:

"This is your Executive Report. It pulls performance data from everything we've set up for you. Right now we're just getting started, but over the next 30–90 days, you'll see this dashboard fill in with real performance metrics. You can change the date range here to compare different time periods."

Success check:

  • Client understands the Executive Report updates as products are connected
  • Client knows how to change the reporting date range

Step 2: Explain Local SEO and listings​

What to show them:

Local SEO syncs your client's business information across online directories and tracks how they rank for important keywords.

How to demo it:

  1. Open Local SEO from the main menu
  2. Show them their business listing information
  3. Point out which directories are connected (Google, Facebook, Yelp, etc.)
  4. Show them keyword tracking (if included in their plan)
  5. Explain sync status and what "synced" vs. "pending" means

What to say to your client:

"This dashboard keeps your business information accurate across Google, Facebook, and dozens of other directories. When someone searches for your business, they see the right address, phone number, and hours. We're tracking [X] keywords that matter to your business, and you can see how you rank for each one."

Success check:

  • Client understands what listing sync does
  • Client knows which directories are connected
  • Client can see keyword rankings (if applicable)

Step 3: Walk through Social Marketing​

What to show them:

Social Marketing lets clients create, schedule, and publish posts across multiple social platforms from one place.

How to demo it:

  1. Open Social Marketing
  2. Show connected accounts under Connect Accounts
  3. Open Posts and click Create (blue button)
  4. Walk through creating a post:
    • Choose post type (Post, Story, Campaign, Blog)
    • Select which platforms to publish to
    • Add text content (show them Write with AI if available)
    • Add an image (uploads, stock photos, or AI-generated images)
  5. Show them Draft, Schedule, and Post now options
  6. Open Insights > Post performance to show engagement metrics

What to say to your client:

"This is where you manage all your social media from one place. You can write a post once and publish it to Facebook, Instagram, LinkedIn, and more. You can schedule posts in advance, use AI to help write content, and track which posts perform best. Let me show you how to create a post."

Success check:

  • Client knows how to create and schedule a post
  • Client understands they can post to multiple platforms at once
  • Client can find post performance metrics

Step 4: Show Reputation AI​

What to show them:

Reputation AI pulls reviews from multiple sources into one dashboard and lets clients respond to reviews directly.

How to demo it:

  1. Open Reputation AI
  2. Show them incoming reviews from connected sources
  3. Demo how to respond to a review:
    • Use a template or AI-suggested response
    • Post directly to Google or Facebook
    • For other sources (like Yelp), show the redirect to respond externally
  4. If available, show review request features (email or SMS)

What to say to your client:

"All your reviews show up here—Google, Facebook, and more. You can respond to Google and Facebook reviews right from this dashboard. For other sites like Yelp, we'll direct you to the site to respond. You can also send review requests to customers by email [or SMS if applicable], and track your overall rating over time."

Success check:

  • Client sees all reviews in one place
  • Client knows how to respond to Google and Facebook reviews
  • Client understands how to request reviews from customers

Step 5: Review Advertising Intelligence​

What to show them:

Advertising Intelligence connects to the client's existing ad accounts (Google Ads, Microsoft Ads) and displays performance reporting in one dashboard.

How to demo it:

  1. Open Advertising Intelligence
  2. Show connected ad accounts (or explain which accounts can be connected)
  3. Walk through performance metrics (impressions, clicks, cost, conversions)
  4. Explain that this dashboard doesn't run ads—it reports on existing campaigns

What to say to your client:

"This dashboard pulls performance data from your ad accounts. If you're running Google Ads or Microsoft Ads, we can connect those accounts here so you can see how your campaigns are performing. This doesn't create or manage ads—it just gives you clean reporting in one place."

Success check:

  • Client understands this is a reporting tool, not an ad manager
  • Client knows which ad platforms can be connected

Step 6: Demo Campaigns Pro​

What to show them:

Campaigns Pro lets clients send email and SMS campaigns to contacts stored in their CRM.

How to demo it:

  1. Open Campaigns Pro
  2. Show them how to create a new campaign
  3. Walk through adding an email step:
    • Choose a template or build a new one
    • Use the email builder to add blocks (buttons, images, text)
    • Add dynamic fields (first name, company name, etc.)
  4. Show them how to add wait timing between steps
  5. If applicable, demo email domain setup in Administration > Conversation Settings > Email Configuration

What to say to your client:

"This is where you send email campaigns to your contacts. You can build multi-step campaigns with automatic follow-ups. For example, send an intro email, wait three days, then send a follow-up. You can personalize emails with your contacts' names and other details. If you want emails to come from your domain instead of a generic address, we can set that up in settings."

Success check:

  • Client knows how to create a campaign
  • Client understands wait timing between steps
  • Client knows email domain setup is available

What to say to your client:

"For managed services like Google Business Profile Optimization, we handle the work for you. You'll see updates and reports in your Business App as we complete tasks. If you ever want to know what's included or what the timeline looks like, you can find that information in the Discover Products section."

Success check:

  • Client understands managed services are fulfilled by you
  • Client knows where to find service details

What to do next​

After you've walked a client through Business App:

  1. Provide login credentials and confirm they can access Business App
  2. Schedule a follow-up 30 days later to review performance reports
  3. Connect remaining accounts (social platforms, ad accounts, review sources)
  4. Activate additional products as the client becomes more comfortable with the platform

Tips for successful demos​

  • Log in as the client so you see exactly what they see
  • Keep demos short—focus on 2-3 features per session, not everything at once
  • Use their real data when possible—show their actual reviews, listings, and performance
  • Record a Loom video walking through their specific setup so they can reference it later
  • Set expectations early—explain that dashboards fill in over time as data is collected

Frequently asked questions (FAQs)​

What is included in the Executive Report?

The Executive Report pulls proof-of-performance data from all connected products. As you activate and connect more services, the report displays more metrics. You can change the date range to view performance over different time periods.

Which platforms can be connected in Social Marketing?

Connected platforms vary by plan. Common platforms include Facebook, Google Business Profile, Instagram, X (Twitter), LinkedIn, TikTok, and WordPress blogs.

Can I post on my client's behalf in Social Marketing?

Yes, social posts can be created by a user who is directly logged in or an admin Social Marketing with the appropriate permissions. You cannot impersonate a user to make a social post.

Which review sources can be responded to directly in Reputation AI?

Google and Facebook reviews can be responded to directly from the dashboard. Reviews from other sources (like Yelp) appear in the dashboard, but responses must be posted on the external site.

Does Advertising Intelligence run ads?

No. Advertising Intelligence is a reporting dashboard. It connects to existing ad accounts (Google Ads, Microsoft Ads) and displays performance metrics in one place. It does not create or manage ad campaigns.

Why should a client connect their email domain for Campaigns Pro?

Connecting their email domain allows campaigns to send from the client's own domain (e.g., you@yourbusiness.com) instead of a generic Vendasta domain. This improves deliverability and keeps emails on-brand. DNS records are generated in the platform to configure the domain.

Can clients see products they haven't purchased?

No. Clients only see dashboards and products that have been activated for them in Partner Center, and anything you make available to them in their Store. If you add a new product later, it will appear in their Business App automatically.