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SMB demo - retail

Sales SDR · Apr 8, 2026, 3:33 AM

Transcript

  • User

    We're a small retail chain—about 20 locations—and we're drowning in no-shows. Can your AI do appointment reminders? Like actually call people and remind them?

  • Sales SDR

    Yes. We do a lot of that for multi-location businesses—reminders, confirmations, follow-ups after a visit, and even short surveys. The calls are conversational so we can confirm or reschedule in the same call instead of just leaving a message. Are you using a specific system for scheduling right now—like a POS or booking tool?

  • User

    We use Square for appointments. I don't know if that integrates.

  • Sales SDR

    We have a Square integration—we can pull the appointments and trigger the reminder calls so you don't have to do anything manually. I can show you that in a short demo if you'd like, tailored to retail and no-show reduction.

  • User

    That would be great. I'm the one making the decision so I just need to see it myself. I'm free Friday morning—before we open at 10.

  • Sales SDR

    I've got 9am or 9:30am Friday. Which is better?

  • User

    9 is good. My email's marcus at familyoptics dot com—we're Family Optics, the eye care chain.

  • Sales SDR

    I'll send the invite to marcus@familyoptics.com for Friday 9am. We'll walk through the reminder flow and the Square piece. If you have a specific script or message you want customers to hear, we can talk about that on the call too. See you then!