DepositLeads - 3-Minute Sales Demo Script
Prepared May 27, 2026

0:00-0:20 - Dashboard
Talk track: Start with the CBO view. This is not a static calling list; it is the morning operating system for deposit growth. The first screen answers three questions: what changed overnight, who owns the work, and what should the team do before lunch.
Click: Show freshness proof, role-based queues, and the top call queue.

0:20-0:45 - Truth & Source Audit
Talk track: Before a bank trusts the leads, it has to trust the facts. The audit gate blocks real rates, bank names, company data, contacts, dates, and verified labels unless source proof is attached. This is how we keep a demo from feeling like a black box.
Click: Open Truth Audit and point to P0/P1 counts, source-proof coverage, and PDF export.

0:45-1:15 - Filings and Daily Work Queue
Talk track: A BDO does not need another spreadsheet. They need the next best call, a reason to call, contact confidence, territory ownership, and a compliant opener. The workflow moves from signal to action in under two minutes.
Click: Open the top filing lead and show score, contact label, freshness, suggested opener, and CRM push.

1:15-1:50 - Relationship Graph 2.0
Talk track: This is the intelligence moment. The profile explains why the business matters, which public relationships are connected, what products may fit, what evidence supports it, and what not to say. That is the difference between a lead and a relationship strategy.
Click: Show Relationship Graph, source proof, product fit, lender context, and compliance-safe next action.

1:50-2:20 - Treasury and Rate Monitor
Talk track: Treasury officers get a different queue. They see ACH, payroll, RDC, wires, sweeps, merchant settlement, and fraud-control signals. Deposit executives can also review public rate movement without relying on unsourced anecdotes.
Click: Open Treasury queue, then Rate Monitor source status.

2:20-2:45 - Pilot Proof and ROI
Talk track: This is the renewal conversation before the pilot starts. We track calls, bad numbers, meetings, accounts opened, deposits won, treasury products, loans, and ROI by source, county, banker, and product line.
Click: Open Pilot Proof and Board PDF link.

2:45-3:00 - Pilot By Request
Talk track: The ask is a contained 30-day pilot: defined counties, suppression upload, banker invites, daily digest, weekly QA, and a board-ready readout. Pilot terms are released after confirming fit, source expectations, and buyer stakeholders.
Click: Use the request pilot terms CTA and close with the next-step conversation.

Close
The next step is to request pilot terms after confirming counties, users, suppression, source proof, weekly QA, and the board-ready readout audience.