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How to Introduce Our Team to Your Prospect

This is one of the most common questions we get. Here are word-for-word scripts you can use to introduce our Solutions Engineer naturally and confidently. Use whichever one fits your style and the tone of your relationship with the prospect.

The Simple Version

Script — Simple

"Hey [Prospect Name], glad you could join. I also have [Name] on the call with us today — they are part of my technical team and they are going to help me walk you through the platform side of things. I focus on the strategy and the business side, they focus on the tech. Between the two of us, we should be able to answer everything you have got today."

The Implementation Partner Version

Script — Implementation Partner

"Great to have you here. I brought one of my implementation specialists onto the call — [Name]. They are the person who actually builds out these systems for my clients and they know the platform inside out. When you have technical questions, they are the right person to answer them. I want you to get the most accurate picture of what this can do for your business."

The Credibility Version

Script — Credibility Builder

"I brought someone onto this call who I trust to give you a straight answer on the technical stuff — [Name]. They are on my team and their job is to make sure that when I tell a client 'this software can do X', it actually can. No overselling. Just a clear picture of what is possible for your specific situation."

If Your Prospect Asks Directly Who They Are

Sometimes a prospect will ask directly — 'What company are you from?' or 'What exactly is your role?' Here is how our Solutions Engineer will handle it — and how you can back them up:

If the Prospect Asks Who They Are

Our Solutions Engineer will say: "I am part of [Your Agency Name]'s technical team. My job is to make sure you see exactly how the platform can work for your specific business."

You can back them up with: "Yes, they work with me on the implementation and technical side of things. I bring them in whenever I want to make sure a client gets the full picture, not just the sales pitch."

That is it. Do not over-explain. A confident, brief answer is always more convincing than a long one.

What Our Team Will NEVER Say

  • They will never mention Progreda, GHL Engine, or any company name other than yours.

  • They will never say they are from a third-party service or support company.

  • They will never undermine your position or contradict you in front of the prospect.

  • They will never try to close the deal themselves — that is always your job.

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