The Playbook
Module 02 Live

Positioning

What makes Marketer different, how to show value, and how to run the demo.

Platform and demo overview

How to walk a prospect through the platform.

Manta positioning and demo

How to position Manta on a call and the live demo flow.

The easiest way to pitch Marketer is to break the demo and the offering into three pillars. Every call uses the same shape. The pillars cover the three things every brand needs help with: seeing what is happening, acting on it, and getting answers fast.

This module explains the three pillars, why we structure the pitch this way, and how to run the demo against the framework. Each pillar has an example script you can use as a starting point, then make your own.

Why three pillars

A pitch with no structure is a pitch the prospect cannot remember 24 hours later. The three pillars give the prospect a mental model that survives the call: visibility, action, intelligence. Three things, three metaphors, three reasons to buy.

Each pillar is tied directly to a problem the prospect named in discovery. That is what makes the pitch land instead of feeling like a feature tour.

The flow:

  1. Start with the broadest pillar (visibility).
  2. Move to the operational pillar (action) and run the relevant demo screens here.
  3. End on the intelligence pillar (the lean-forward moment).
  4. Tie each pillar back to a specific issue the prospect raised in discovery.
  5. After each pillar, check in with “Make sense?”.

If a prospect cannot connect a pillar back to a real problem of theirs, discovery did not go deep enough. Stop the demo. Run two more probing questions before continuing.

Pillar 1: Visibility

The first thing every brand needs is to see everything in one place. Most brands have Google in one tab, Meta in another, Shopify in a third, creative performance buried in Slack. They are flying blind. Pillar 1 is the visibility pillar: every paid channel and the store data on one screen, current vs previous period, in real time.

Why this pillar matters: without visibility, every other decision is a guess. Reps lead with this because it is the easiest thing to demonstrate live and the easiest thing for a prospect to feel they are missing.

What to demo here: Home dashboard + Analytics deep-dive on the metric they care about most.

Example: how to pitch Pillar 1

The Mission Control metaphor. Use this as a starting point and adapt to your own voice.

“Picture NASA during a launch. There is a giant room full of screens. Trajectory, fuel, oxygen, weather, comms. Every engineer in that room can see everything at once, in real time. That is how they land rockets on the moon. Total visibility.

Now compare that to how most brands run marketing. Google in one tab. Meta in another. Shopify in a third. Creative performance buried in a Slack thread. You are flying blind. We built Mission Control. Google, Meta, Shopify, and your creative data on one screen. You see the whole launch from one seat.”

Then tie back:

“Remember how you said [their stated issue, e.g. ad performance is up and down]? This pillar is what stops that from continuing. You see what is actually happening in time to do something about it.”

Close with: “Make sense?”

Pillar 2: Action

Visibility on its own is a dashboard. Pillar 2 is the action layer: launching, adjusting, reallocating, and pausing across Meta, Google, and Shopify from one place. The prospect sits at the controls, not in eight tabs.

Why this pillar matters: most brands lose the day to context-switching. Pillar 2 collapses that. It also makes the case for why Marketer is not just an analytics tool. The product does the operational work, not just the reporting.

What to demo here: Campaigns view filtered to their channel, Creatives view with top and bottom performers, and the Integrations screen as proof we are partnered with Meta, Google, and Shopify directly.

Example: how to pitch Pillar 2

The music producer metaphor. Adapt as you go.

“Seeing the data is one thing. Acting on it is another. Think of a music producer at a mixing board. Every track, every slider, every channel right at their fingertips. They do not run to a different studio to adjust the bass and another one for the vocals. They sit at the board and conduct the whole song from one place.

That is the Control Room. You do not bounce between Google Ads Manager, Meta Ads Suite, and Shopify to launch or adjust a campaign. You sit at the board, push the sliders, and run the whole operation from one seat.”

Run the campaigns view live as you say this. Adjust a filter, open a creative, show how fast the surface changes.

Tie back:

“Remember how you said [their stated issue]? This is what makes the day-to-day actually executable instead of a context-switching tax.”

Close with: “Make sense?”

Pillar 3: Intelligence

The third pillar is the AI layer. Manta is connected to Meta, Google, and Shopify through a knowledge graph. The prospect can ask anything in plain English and get a real answer that draws on cross-platform data, not just a single channel.

Why this pillar matters: this is the lean-forward moment. The first two pillars feel like good software. Pillar 3 feels like a CMO that never sleeps. End the demo here.

What to demo here: Manta, with one specific prompt that requires cross-platform reasoning. Keep the prompt tight to what they told you about their business in the first 90 seconds.

Example: how to pitch Pillar 3

The Iron Man / JARVIS metaphor. Adapt to your voice.

“You ever seen Iron Man? Tony Stark is flying through the sky in his suit, and he just talks. ‘JARVIS, how much power do I have left?’ JARVIS pulls the answer instantly. ‘JARVIS, redirect power to the thrusters.’ Done. He is not pulling up dashboards mid-flight. He is just talking, and JARVIS handles it.

That is what we built into the platform. We call it Manta, but it is JARVIS for your ad accounts. You ask ‘why did ROAS drop yesterday across our Meta and Google together?’ It tells you, with the cross-platform data behind the answer. ‘What’s the LTV gap between Meta-acquired customers and Google-acquired customers?’ Pulled instantly. You are not switching tabs. You just talk to it.”

Then run one specific prompt live. End the demo here.

Tie back:

“Remember how you said [their stated issue]? Manta is what stops you from being the bottleneck on figuring out what to do next.”

Close with: “Make sense?”

The Manta prompt to run live

The prompt should require cross-platform reasoning that Shopify Sidekick or a Meta-only tool cannot do. Generic prompts (“show me my best campaign”, “which SKUs sold most”) fall flat because every other tool can answer those.

Strong cross-platform prompts by vertical

The frame is always what is working and how do we double down, not what is broken. We demo on accounts that are performing, so the prompts should surface wins worth replicating.

VerticalPrompt
Any store (generic)What was our top-performing creative across Meta and Google last week, which audiences responded the strongest, and what should we double down on this week?
ApparelWhat was our top-performing creative theme last month across Meta and Google, and which audiences responded to it the strongest so we can expand on it this week?
BeautyCompare LTV of Meta-acquired customers vs Google-acquired customers last month. Which channel brings higher-value buyers and where should we lean in further?
Outdoor / AutoLook at our top 20% of campaigns by ROAS across Meta and Google last week. What creative angles, audiences, or budget patterns do they share so we can replicate them across the rest?
Food / BeverageWhich audience segments are converting at the strongest CAC across Meta and Google combined this week, and which creative themes are driving them so we can scale them?
PetWhich creative angles drove the strongest blended ROAS for our pet products last month across Meta and Google, and which audiences responded best so we can lean further into them this week?
JewelryMap the customer journey for our highest-AOV orders last week. Meta-touched, Google-touched, or organic-first, and what creative did they see so we can replicate that flow?
Home / LifestyleWhere is our blended ROAS strongest this week across Meta and Google, and what creative or audience patterns are driving it so we can double down?

These prompts work because they pull from at least two of the three integrations at once. That is the moat. Single-channel tools cannot answer them.

Connecting pillars to discovery

Every pillar lands harder when it is tied to a problem the prospect just named. The pattern:

  1. Pillar metaphor (NASA / mixing board / Iron Man)
  2. “Remember how you said [their problem]?”
  3. “This pillar is what stops that.”
  4. “Make sense?”

If the answer is not a confident yes, drill deeper before moving to the next pillar.