Reseller Playbook

How to pitch StackSwap.

Public on purpose. We’d rather every reseller pitch us cleanly than protect a proprietary script. Use this as a starter — adapt to your voice. The math at the bottom is the part most resellers under-weight.

1. The 30-second pitch — three variants

Match the variant to who you’re talking to. Don’t use the founder pitch on a RevOps lead and don’t use the renewal pitch on someone with 18 months left. Lead with the right framing for their actual pain.

To a RevOps leader (warm)

StackSwap audits GTM stacks for waste — overlap, dormant seats, tier mismatch, duplicate CI. Most teams find 30-50% of their GTM spend is recoverable at renewal. The audit itself runs $25-249. I'm a partner, so I get a cut if you book through me. Want a 30-min walkthrough with Nick, the founder?

To a founder running their own outbound

You're probably spending nights inside Apollo or HubSpot trying to make the data work. StackSwap built the math layer — you paste your stack, it tells you which tools overlap, where the waste is, and what to swap to. Nick (the founder) also does fractional GTM-AI work — $250/hr ad-hoc, $5K/mo retainer if you want a real partner. I get paid if you book a call. Worth 30 min?

To a VP/Director with renewal in <90 days

Quick one — your renewal cycles are a leverage window most teams burn. StackSwap models your stack against 100k+ simulated stacks and tells you specifically what to negotiate down or cut. Pulls fixed-recovery numbers per tool. Could save you $50-100K at renewal if you want me to set up a call with the founder.

2. The 3-minute discovery framework

Six blocks, ~3 minutes total. Don’t skip Q3 (renewal timing) — it’s the single most important qualifying question.

  1. 1
    Open (30 sec)

    "Thanks for the time. I'm partnering with StackSwap — they help GTM teams find waste in their stack before renewal cycles. Three quick questions, then if it's a fit I'll set up a 30-min with Nick the founder."

  2. 2
    Q1 — Stack snapshot (60 sec)

    "What's in your GTM stack today? CRM, sequencer, data, dialer, automation — give me the rough list." Listen for stack size, ops sophistication, and whether they can name what each tool actually does. If they hesitate naming half the tools, you have a real audit candidate.

  3. 3
    Q2 — Pain (45 sec)

    "What's the line item you'd cut tomorrow if you could?" This forces specificity. The answer is almost always one of: Outreach, ZoomInfo, Apollo, HubSpot tier, Gong. If they say "everything's fine" — keep them on the list but don't push to demo, they're not in pain yet.

  4. 4
    Q3 — Renewal timing (30 sec)

    "When's your next big SaaS renewal?" This is the qualifying question. Inside 90 days = hot. 90-180 = warm. 180+ = nurture. Most StackSwap deals close because the buyer wants ammo for a renewal negotiation.

  5. 5
    Bridge (45 sec)

    "Sounds like a fit. Two paths from here: Nick can do a 30-min walkthrough on the audit, or if you want hands-on help he runs $250/hr ad-hoc consulting. Which one feels right?" This forks the lead into StackScan path or Services path. Either pays you commission.

  6. 6
    Close (30 sec)

    "I'll send a calendar link in 5 minutes. What email should I use?" Don't leave the call without the email + the time confirmed. Calendar links sent same-day convert ~3x better than next-day.

3. ICP brief — fits / does not fit

Two columns. The right column matters more than the left. Most reseller mistakes come from chasing leads who look fit on paper but aren’t in pain yet.

Fits
  • 10–50 reps in B2B SaaS, fintech, devtools, or any tech-vertical with a real GTM motion
  • Series A through C — have stack, have budget, have renewal cycles, ops function exists
  • Already paying for at least 5 GTM tools (CRM + sequencer + data + analytics + something AI-flavored)
  • Founders or RevOps leaders who feel the stack is heavier than it should be — language clue: "bloat"
  • HubSpot-anchored stacks (we have particularly strong recommendations for this segment)
  • Teams within 90 days of a renewal on Outreach, Salesloft, ZoomInfo, Apollo, Gong, or Aircall
Does not fit
  • Pre-stack startups (under 5 reps, founder still on free tier of everything) — no audit surface
  • Enterprise (500+ reps, multi-quarter procurement) — sales cycle too long for our motion
  • Services / agency businesses without a GTM stack — wrong category
  • Marketing-only teams without sales ops — StackSwap is GTM-stack-anchored
  • Anyone who doesn't pay for at least one major SEP, data tool, or CI tool — the math doesn't move
  • Teams that "just renewed everything" with 18+ months until next cycle — nurture, don't close

4. Common objections + responses

Six objections cover ~80% of pushback. The pattern: don’t argue, reframe to a smaller next step (run StackScan, get the audit number) and let the data carry the conversation.

"We just renewed everything."

Perfect — that means you have 11 months to build the audit and ammo for next cycle. Most teams who win the renewal negotiation started 90 days out. We can run StackScan now, sit on the recommendations, and you walk into renewal with the numbers already pulled.

"We don't have budget for another tool."

StackScan is $25-249 one-time, not a subscription. Finds typical recovery of $20-100K/yr in waste. The math has been worked out — you can't afford NOT to run it before your next renewal.

"We have an ops team that handles this."

Good — your ops team is who should run this. StackSwap is the audit layer they pull into their renewal-prep process. Think of it like an outside CPA before tax season — your team owns the books, but the audit catches what they're too close to see.

"Send me more info."

Will do. I'm sending the StackScan link directly — takes 5 minutes to paste your stack and see if there's recovery worth investigating. If the number's under $10K I won't even ping you again. Fair?

"How is this different from Vendr / Tropic / Sastrify?"

Those are SaaS procurement / spend-management platforms — they negotiate contracts and track renewal calendars. StackSwap is the upstream layer: it tells you WHICH tools to negotiate down or cut before you get to the negotiation. Procurement tools optimize the price you pay; we optimize the line items themselves.

"We're already running [HubSpot Operations Hub / Salesforce Renewals Cloud]."

Those are operational layers inside the platforms you already pay for. StackSwap is the cross-stack view — it sees overlap between your CRM and your dialer, between your sequencer and your data tool. The platform-internal tools can't catch cross-vendor duplication. That's where most of the recoverable spend lives.

5. The comp math — earnings examples

Concrete annualized earnings at four sustained pace levels. The retainer trail is the line item most resellers under-weight at first; one sticky $5K/mo retainer outearns 30 StackScan referrals over 12 months.

ScenarioMathEarnings
Steady StackScan referrals (1/week)52 referrals/yr × 75% commission × $99 avg StackScan price~$3,860/yr
Heavy StackScan + occasional ad-hoc2 StackScan/wk + 4 ad-hoc engagements (5h avg)/yr~$8,720/yr (StackScan) + $1,000 (ad-hoc) = $9,720/yr
One retainer referral that sticks 12 months50% × $5K month 1 = $2,500 + 25% × $5K × 11 months = $13,750$16,250 from one customer
Founding-member full motion (Cody-tier)4 retainers/yr (avg 8-month life) + 24 ad-hoc bookings + 80 StackScans~$80-120K/yr at sustained pace

Numbers above are pre-revenue projections, not historical earnings — StackSwap is in its first months of paid affiliate distribution. Use as a planning sketch, not a guarantee.

6. Workflow + resources

The day-to-day. Approved resellers get direct Slack/text access to Nick — these resources are the asynchronous fallback.

Tracked referral link

Provided after approval. UTM-tagged so attribution is automatic. Use it on every social post, DM, and email signature.

StackScan demo flow

Visit /stackscan, paste a sample stack (or use the public demo), watch how the audit reads. Internalize the 3-screen flow so you can describe it on a call.

Affiliate review pages

For tool-specific pitches, point at /recommends/* — Apollo, Instantly, n8n, AiSDR, CallHippo. Each has a full pricing comparison.

Money-page cluster

/are-you-wasting-money-on-* pages. Send a relevant one to a prospect on day 0; follow up day 3 with the StackScan link.

Knowledge base

/knowledge-base/* covers ~150 GTM tools. Use the entries to anchor your pitch in real category context.

Slack/text Nick directly

Founding-member resellers get a direct line. Use it for live deal coaching, pricing escalations, or qualifying tough fits.