Storytelling in Sales: How to make digital marketing data resonate with SMB clients

Izzy Fletcher • 12 March 2025

Data is powerful, but on its own, it rarely moves people to action. What truly sells? A compelling story.


My team might hate me for saying this because we’re a tool built on digital marketing data insights: but it’s not all about the data! The real magic happens when skilled sales professionals transform numbers and scores into narratives that resonate with small business owners.


Why stories sell digital solutions better than data alone

Think of selling digital solutions to an SMB like sharing a meal together. During drinks, you build rapport and establish trust. Appetisers allow you to explore their challenges and past experiences with digital marketing. Then during the main course, you present the data showing where they rank online and how they compare to competitors (that's where Insites shines). But the dessert is where you both eat and leave no crumbs. It’s your chance to tell the story of why the data matters. It's where you help the business owner visualise exactly how partnering with you transforms their future. Without this final course, they'll leave the table unsatisfied, or worse, looking for a sweet treat elsewhere.


The most successful sales leaders know that training their teams to weave data into compelling narratives is what separates average performers from top closers. Let's explore how to master this essential skill.


The SMB decision-making reality


Small business owners are bombarded with sales pitches most days. But those who get ignored are saying things like: “We’ve found problems with your meta descriptions that could impact your revenue potential”. And whilst no business owner wants to lose out on revenue, this pitch is overdone, under-personalised and lacks human touch. The trick to standing out is by framing these facts into plot twists and making customers characters. When you help SMBs visualise potential growth, everything changes.

So instead of:
"We've found problems with your meta descriptions that could be impacting your revenue potential."

Try a storytelling approach like this instead:

"John, I was looking at your custom furniture website last night and noticed something interesting. Imagine you've created this beautiful handcrafted oak dining table – one of your masterpieces. But when you bring it to the local market, you've covered it with a plain brown sheet with just a tiny label that says 'table for sale.'

That's essentially what's happening with your business online right now. Google is showing your pages to potential customers, but the descriptions are like that plain brown sheet – they don't showcase the craftsmanship, the sustainable materials, or the 25 years of expertise that make your furniture special.

Last month, we worked with another furniture maker in Portland who was facing the same challenge. After we rewrote their online descriptions to really showcase what made each piece special, they started seeing something interesting – people were calling the shop already knowing which pieces they were interested in, and their average sale value went up 22% because customers were connecting with their story before they even walked in the door.

What would it mean for your business if customers were already emotionally invested in your craftsmanship before they even contacted you?"

This approach:

  • Uses a tangible metaphor related to their specific business
  • Creates a visual that connects online marketing to real-world experience
  • Includes a relevant success story with concrete results
  • Ends with a question that helps them visualise their own success
  • Focuses on the emotional and business outcomes, not the technical fix

The neuroscience behind storytelling

You can’t argue with science and research shows that stories activate multiple areas of the brain simultaneously, releasing oxytocin (the "trust hormone") and creating stronger memory imprints than facts alone. When your prospect hears a well-crafted story they:

  • Process the information more deeply
  • Connect emotionally with the message
  • Are more likely to remember your key points
  • Feel a stronger connection with you as the storyteller

This neurological response explains why my furniture shop example resonates more than simply stating "your meta descriptions need improvement." The visual comparison of a masterpiece hidden under a plain sheet activates the craftsman's pride in their work, triggers their marketing intuition, and creates an emotional investment in the solution you're presenting.

For sales teams selling digital marketing solutions, this means your data becomes infinitely more powerful when woven into narratives that stimulate both the logical and emotional feelings in your prospect's brain.

The most successful sales leaders understand this science and build their training programs around it, teaching reps not just what data points matter, but how to transform those metrics into stories that stick long after the sales meeting ends.

Equipping a sales team with storytelling training and resources

Your sales reps will likely have their own styles of storytelling, but a good place to start is with the right training and resources to get them started or give them a push in the right direction.

1. Start with story templates

You should equip your sales team with proven storytelling frameworks they can adapt to different prospects. Here are three examples:

The hero's journey: Position the client as the hero facing challenges (poor online visibility, declining foot traffic). Your solution becomes the magical tool that helps them overcome obstacles and emerge transformed.


Before-after-bridge: Paint a vivid picture of their current situation (before), the future state after implementing your solution (after), and how your service bridges that gap.


Problem-agitate-solve: Identify a problem the prospect faces, gently amplify the pain associated with it, then present your solution as the remedy.

2. Create a Client Story Bank

Develop a collection of success stories categorised by:

  • Industry (plumbers, dentists, boutique retailers)
  • Problem solved (low Google ranking, poor online reviews, weak social presence)
  • Solution provided (website redesign, local SEO, social media management)

The more specific these stories, the more powerful they become for sales reps working with similar prospects.

3. Teach Data-to-Story Translation

Train your team to translate key metrics into meaningful narratives. For example:

Data point:

Franks Plumbing ranks #1 for "plumber near me” in their areas, whereas your prospect is ranking 4th in the local pack.

Storytelling element:

“When Mrs Jones’ toilet overflowed at 6 AM, she didn't call the plumber three streets away—your business. Instead, she typed 'plumber near me' into Google and immediately called Franks Plumbing who appeared at the top of her results. Despite being further away, they got the urgent job and a large emergency fee—simply because they were visible when you weren't.”

Tips for delivering data-driven stories that convert

The best way to turn sales reps into storytelling geniuses is to take real-world examples that arise and show them how the facts and figures can be crafted into compelling conversations.

1. Start with their Business, not your technology

Before diving into any data, ensure you understand:

  • What makes their business unique
  • Who their ideal customers are
  • What keeps them up at night

Sales reps can use social listening AI tools like Brandwatch, AI-enhanced CRMs like HubSpot and auditing tools like Insites to help gather all this information accurately and in less time.

A mixture of the data and personalised insight equips sales with the perfect set up to tell a story.

2. Use analogies that simplify complex concepts

Help SMB owners grasp technical concepts through familiar analogies:

"Think of your website like your storefront. Your SEO is like your location - being on the main street (first page of Google) versus being hidden in a back alley (page 3). Your content is your display window, and your site speed is how quickly your door opens when customers try to enter."

3. Make the data visual and tangible

Instead of saying "Your site loads in 5.2 seconds," say:

"The average visitor waits 5.2 seconds for your page to load. That might not sound long, but in that time, they could send a text message or scan three competitor listings. Our data shows that 40% of your potential customers leave before your site even appears."

4. Make the SMB owner the hero

Frame your story so the business owner emerges as the hero making smart decisions, not as someone who's been doing things wrong:

"You've built an incredible business with loyal customers and quality service. Now you have the opportunity to extend that same exceptional experience to your online presence, reaching customers who are actively searching for exactly what you offer."

Training your sales team for story excellence

Role-playing exercises

Develop scenario-based training where sales reps practice translating actual client data into compelling stories. Provide feedback on:

  • How well they connected data points to business outcomes
  • Whether they used language the client would understand
  • If they created an emotional connection with their narrative
  • How effectively they positioned the solution

Story review sessions

Schedule regular team meetings where reps share stories that worked (or didn't). Analyse why certain narratives resonated with prospects and refine your approach.

Data-to-story workshops

Conduct workshops where you present raw Insites audit data and challenge your team to craft different types of stories for various client personas.


Data sets the table, storytelling seals the deal

In the digital marketing sales landscape, data provides the foundation, but stories build the structure that SMB clients can envision themselves inhabiting. By equipping your sales team with storytelling skills, you transform complex technical information into compelling reasons to act.

Remember that while Insites provides the crucial data that forms your main course, it's your sales team's storytelling that delivers the sweet finish that leaves clients satisfied and ready to sign.

Want to see how Insites can provide your sales team with the powerful data they need to craft winning stories? Book a demo today and discover how our platform helps sales teams qualify prospects, create compelling proposals, and demonstrate clear value to SMB clients.

A hand is pointing at a red pin on a map.
by Izzy Fletcher 11 March 2025
Discover the 10 digital marketing trends transforming hospitality in 2025. Learn how large sales teams can help SMB hotels and restaurants capitalise on AI, mobile optimisation, and data-driven personalisation to drive bookings and stay competitive in a rapidly evolving digital landscape.
A computer screen with a funnel and a graph on it.
by Izzy Fletcher 5 March 2025
Discover how digital marketing agencies can help healthcare professionals showcase their AI innovations online. Learn to leverage Insites' traffic light scoring and Local Grid features to create compelling proposals, demonstrate competitive gaps, and win more healthcare clients.
by Izzy Fletcher 25 February 2025
Google's new visual search tools are game-changers for e-commerce and hospitality businesses. Help your sales team turn these updates into closed deals and competitive advantages.
A woman wearing headphones is sitting in front of a laptop computer.
by Izzy Fletcher 20 February 2025
Google just released generative AI for creating people in ads, and it's a game-changer for digital marketing agencies. This post breaks down how this feature helps your sales team close more deals, removes creative barriers for SMBs, and transforms the ad creation process. Learn specific ways to leverage this update to upsell ad services to your clients and position your agency as cutting-edge AI experts.
A person is holding a magnifying glass over a map on a laptop.
by Izzy Fletcher 19 February 2025
The problem for SMBs: Price wars and lost connections You might need to hold your clients hands when breaking this news because this isn't great news for small businesses. Here's why: Price becomes everything When services are presented side-by-side with only price and availability shown, businesses are forced to compete solely on price. This is especially problematic for service businesses that differentiate on quality, experience, or specialised expertise. Personal connections disappear 42.4% of Millennials and 55.9% of Boomers still rely on Google Search first when discovering products (according to GRIN survey data). But with this new feature, traditional direct phone conversations where businesses could build rapport and communicate value could vanish. Workload increases while conversion drops Business staff have to handle these AI calls like any other inquiry, but with: Zero information about the potential customer Likelihood of lower conversion due to price-shopping No opportunity to qualify the lead Potential for spam abuse (competitors wasting staff time) Now none of this ideal for SMBs, but it’s happening. So that’s where your sales team come in - they’re there to help them compete, rather than lose out based on ranking. This changes everything for your sales team If you're selling digital marketing solutions to SMBs, "Ask for Me" just handed you an incredible opportunity. Here's why your sales agents using Insites should be excited: 1. Creates genuine urgency that closes deals Unlike other Google updates that might seem abstract, this feature represents a tangible, easy-to-understand shift in how consumers find businesses. When you get prospects to understand that: Only top-ranked businesses will receive these automated calls Their competitors might already be getting these leads Businesses with no clear differentiators will get trapped in brutal price wars Suddenly, digital marketing services become an urgent necessity rather than a "nice to have." 2. Local SEO becomes critical If Google only calls businesses from the top Local Finder results, ranking well isn't just about visibility anymore - it's about being included in automated lead generation. Your sales agents can use Insites to: Show exactly where prospects rank in local search Use Local Grid to demonstrate which competitors are likely receiving these calls instead Quantify the potential revenue impact of missing these leads Create data-driven proposals with clear ROI potential 3. Opens new service opportunities "Ask for Me" creates specific new needs for SMBs that your team can address: AI-Readiness Audits : Only 18.8% of Gen Z consumers use Google as their primary product discovery tool (compared to 30.4% using Instagram and 23.2% using TikTok). But Google's new AI features could change those numbers dramatically. Sales agents can offer: Technical optimisation for AI crawlers Schema markup implementation Page speed improvements (critical for AI indexing) Local business metadata optimisation Differentiation Strategies : Help businesses stand out when traditional differentiators are removed through: Review management (star ratings become even more important) Content strategies that communicate unique value propositions Website optimisation for conversion once customers engage directly Response Protocols : Prepare businesses for handling these new AI-generated inquiries with: Staff training programs Scripts that effectively communicate value beyond price Follow-up strategies to convert price-shoppers How to use Insites to prepare clients Your sales team can leverage Insites to help SMBs prepare for this new reality with concrete, actionable steps: Run comprehensive local audits to identify where businesses stand in local search rankings. Analyse competitor performance using the Local Grid to understand who's receiving these automated calls. Identify specific optimisation opportunities across Google Business Profile, local citations, reviews and more. Create ongoing monitoring plans to track performance as AI features evolve. This is a sales opportunity, not a threat While "Ask for Me" creates challenges for SMBs, it represents a massive opportunity for digital marketing providers who can help businesses adapt. Your job? Nurture them through the shift. The local businesses that will thrive aren't those with the lowest prices—they're the ones working with solution providers to optimise SEO and AI search results. And that's exactly what Insites equips your team to deliver. To learn more about how Insites helps sales team, book a call with us today ! 👋 Happy selling
A person is holding a cell phone in their hand surrounded by social media icons.
by Coral Wood 17 February 2025
How customer reviews impact SMBs and how your sales teams can help with digital marketing solutions.
A group of people are having a video call with each other.
by Coral Wood 17 February 2025
What impact does social media search have on small-medium businesses and how can digital marketing solution providers leverage social media upselling in their pitch
A man is holding a pen and a notebook.
by Izzy Fletcher 17 February 2025
The framework and step-by-step method for train sales teams quicker and more efficiently
An illustrated man and a woman are sitting at a desk with laptops.
by Coral Wood 18 December 2024
AI-powered website audits are bringing cold calling back, particularly for enterprise digital marketing sales teams. The post How AI-powered website audits are transforming cold calls appeared first on Insites.
A cartoon man and a woman are holding a board with a graph on it.
by Coral Wood 11 December 2024
Is your enterprise sales team struggling to sell digital marketing solutions to SMB prospects? Minimise the complexity; here are the 7 metrics that will help them sell. The post 7 digital marketing metrics your enterprise sales team needs to close more deals appeared first on Insites.
Show More