vCita Partner TrainingPositioning Overview

Agenda● About us

● It’s a SMB world

● SMB Challenges

● Show Case

● Summery

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Who We Are

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Dedicated to SMB digital innovation

since

2010Employees with offices in Seattle and Tel Aviv

100+

MilionUsers1.4

Direct and indirect channels

Subscription based SaaSDeeply invested in SMB education and community building

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What We Do

A CRM and business management platform tailored for service oriented SMB’s. The platform helps to manage their time and money and enables them to offer an excellent client experience out of the box.

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Why are you here

Removing the hurdles towards change

“My business is too small for this”

“I'm doing fine with my pen and paper”

“I didn't know these tools exist”

“My clients will not understand this”

Fear of technology

Missing the value

Can't articulate need

Making assumptions

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TheSMB

world

SMB Market Portion

7OECD 2016

Most business owners are pretty optimistic

75% say that they’re confident in their own business

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National Association of Small Businesses

“About two-thirds of businesses survive two years in business, half of all businesses will survive five years, and one-third will survive 10 years.

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National Association of Small Businesses

Running a small business can be a

BIG deal

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But,

Most of their challenges and ambitions are the same.

Every Business Is Unique

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SMB Challenges

Marketing● 1 in 10 small businesses doesn’t invest in any

kind of marketing.● 47% of small business owners run marketing

entirely on their own.● Almost half of small businesses spend less than

two hours per week on marketing efforts.

Lack of proper

Retaining● Acquiring new customers costs 5 times as much

as retaining existing ones. ● And 74% of consumers identify word of mouth as

a key influencer in their purchasing decisions.● A 5% increase in customer retention can boost a

company’s profitability by 75%.

Getting And

experience● 72% of customers will share a positive experience

with 6 or more people.● 13% of unhappy clients will share their experience

with 15 or even more.● 86% of buyers are willing to pay more for a great

customer experience

Customer

Cashflow● 82% Of businesses that fail do so because of cash

flow problems.● 38% Of small business owners say cashflow is

their main challenge

Managing finance and

Time Management● 68.1% of the time working “in” their business and

not “on” their business● 80% of the average workday is spent on things

that have “little value” or “no value”.● The average person gets 50-60 interruption per

day. The average interruption takes 5 minutes, totalling to about 50% of the average workday.

Productivity and

Online Presence● 55% of people will search online for reviews and

recommendations before making a purchase● 35% of small business owners feel that their

business is too small for a website.● 46% of small businesses didn’t have a web

presence in 2018.● 25% of small businesses invest in online marketing

Developing & Maintaining

Work life balance● 30% of small business owners report working

more than 50 hours per week, ● Nearly 20% report working 60 hours or more ● Almost 80% report feeling like they work too

much.

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Be ● In control

● Professional

● Better

● Sure

● On top

● Accessible

● Able to plan

● Appreciated

● Out there

SMB’s owners want to

Let’s meet themA few examples of SMB’s profile, their characteristics, goals, pain points and plans. And how vCita/Solocal can facilitate their needs and ambitions

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Jolyn’s Massage Business● Qualified masseuse, works alone for 4 years.

● Calendar is booked two weeks in advance

● 50% recurring customers

● Gets new leads from her website to call her

● Clients book appointments only on the phone or in the clinic

● Massage types: Swedish, Hot stone, Aromatherapy, Deep

tissue, Sport,Trigger point, Reflexology

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Become A Master

Jolyn feels she needs to invest more time on getting more professional so she can

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Spends a lot of time on administration to fill her schedule

Loses leads because she can't answer her phone while in treatment

Jolyn’s Pain Points

What is her planFree more time by limiting her administration and scheduling to one hour a day

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Bob’s Interior DesignBusiness● 5 years experience

● 2 freelance designers

● Mostly new clients for each new project

● Contact form in his website goes to his mail.

● Uses email or phone to communicate with his

leads and clients.

● Offers: residential design, office design, shop

design and consultation

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Grow His Business

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Bob wants to be in control, know what is going on all the time and plan ahead in order to

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Managing Income record and billing:● how much and when to charge clients● staff working hours (per client)● payments history

Filing system and client documentation (all data is on emails, messages and documents)

Bob’s Pain Points

What is his planFind a way to be on top of his cash flow and client data storage

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Lara’s YogaBusiness● Started teaching a year ago

● Teaches 2 classes a day (morning & evening)

● Amount of class participants is not stable (2-14)

● Class difficulty level is set for the majority level

● Just launched her new website

● Most of her existing clients were referred by

friends

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Spend Time With Her Family

Lara wants to have enough clients so she won't have to work 9 to 5 and continue to

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Difficulty with generating and capturing new leads

Amount of class participants is not consistent

Lara’s Pain Points

What is her planOffer a loyalty program to expand her recurring client base

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Arnav’s NutritionBusiness● 22 years of extensive experience

● BSc in Nutrition & dietetics

● Gets his leads from doctors, personal trainers,

and friend referrals.

● Offers: group sessions, private consulting,

seminars, nutrition plans and more

● His website contains a lot of professional and

guiding nutrition content

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Make the world a better place

Arnav wants to inspire people to live a healthier life so he can fulfill his dream to

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His current way of working is not leaving him resources for growth

Documenting, segmenting and tracking clients information

Arnav’s Pain Points

What is his planBring his business into the digital age. Start automating some procedures to save precious time

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There is a distance between a qualified expert and knowing how to run a business !

vCita can help narrow that gap

=/

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● What they want? (Ambition)

● What they need? (Challenges)

● What can interest them? (Pain

reliefs & Gain creators)

This will help us

find the best angle to present the product.

Qualify, Qualify, Qualify!

Build a business you are proud ofKeep your personal touch with an app to manage your time, money and clients

Thanks!Any questions?

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Calendar Management & Online Scheduling

Billing & Invoicing Email & SMS Marketing

Client ManagementClient Portal

Staff & Documentation Management

vCita Main Modules

& CalendarOnline Scheduling

• Online business calendar, integration,

and sync

• Team or staff calendar

• Appointment booking and tracking

• Recurring appointments

• Event and group meetings

• Customizable notifications and

automatic reminders

• Virtual payment terminal: Paypal and Credit

Card Processing

• Estimate and invoicing management

• Payment recording, tracking, and reminders

• Multiple currency support

• Integration with local payment gateways

Billing & Invoicing

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• Email integration, sync and SMS

communication

• Client cards with notes, meetings, payments

• Lead source and client status

• Document sharing

• Lead management and source tracking

• Real-time push notifications for every new

lead, booking, payment and message

Client Management

• Email and SMS marketing campaigns with a

simple-to-use template

• Automated, trigger-based campaigns that

are sent on client birthdays or new customer

status

• Call-to-action campaigns that invite clients

to schedule a meeting, sign-up to an event

or pay

• Coupon creation and management

• Campaign tracking and reporting

Email & SMS Marketing

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• Clients can change, re-book or

cancel upcoming appointments

independently

• Clients can view their open invoices

and pay directly online

• Communicate with the business and

share documents through the portal

• Personalization options for

businesses, to match their brand

Client Portal

• Create staff team members, with their own

access, appointments, messages and clients

• Team calendar view

• Flexible staff availability, roles and

permissions

• File storage, management and sharing

• Share documents through trackable links

Staff & Documentation Management

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User experience comes first● Adaptive

suitable for all devices (app)● Customizable

adjust it to your needs and branding● User friendly

interactive, intuitive and easy to use

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