The 15-minute demo script

• Runs on real production — thrivefinancialclarity.com. Nothing to boot; it's in demo mode as the seeded studio.
• Log in first so you open the call already inside the app: kelly@thrive.demo / demo123
• Click through Dashboard → Ledger → Forecast → Insights once so every page is warm.
• Know your three prompts cold. Optional: turn on Audio replies if the room is quiet.

"Thrive is an AI financial coach for studio owners. What makes it work — and why we're talking to you — is that it's grounded in the studio's real numbers. Sarah's studio runs on OfferingTree, so watch what the coach can see."

While it streams, narrate:

• Revenue trend — "It's pulling her actual monthly revenue — up from ~$34K in February to $41K in June, already past her $40K goal — and draws the chart inline. No spreadsheets, no exports."
• The OfferingTree line — point right at it: "Looking at your OfferingTree data, here's how your 145 members break down…"

Optional follow-ups by the room's energy: "Which membership tier should I focus on to grow revenue?" · "How can I reduce churn?" — note it answers one question at a time, in a coaching voice, always crediting OfferingTree.

2a · Forecast — the money moment (/app/forecast)

• "Every owner's real question is 'can I afford to grow?' Watch."
• Drag the sliders live: Membership growth → +10%, Price increase → +$10. The curves update instantly.

2b · Ledger — the monthly P&L (/app/ledger) — "The artifact her accountant actually wants. Revenue from Stripe, expenses categorized from her bank feed, net profit at the bottom. No spreadsheet, no bookkeeper — it just exists." Scroll it once.

2c · Insights — the monthly CFO read (/app/insights) — "Once a month: a plain-English review plus Ask Thrive prompts tailored to her OfferingTree data." Click one prompt to drop back into the coach. (Loads instantly.)

Skip Dashboard/Compass unless there's time — Part 1 + 2a/2b are the story.

• "This is an add-on, not a competitor." Thrive sits on top of OfferingTree's data and adds the financial-coaching layer studios don't get today. It makes OfferingTree stickier.
• "Connect once, and the coaching is instantly smarter." Everything you saw was grounded in OfferingTree.
• "The integration seam is already built." It runs on a realistic data model behind the exact connect button your API would slot into — no rework.
• "One conversation to set up, then it runs every month automatically" — Ledger, forecast, insights, priorities. Zero spreadsheets.

Then hand it to them — you've got ~40 minutes of meeting left for the real conversation.

If they ask "how does it get the data today?" — a realistic OfferingTree data model behind a real connect flow; your API drops in behind it unchanged. "Stripe vs OfferingTree revenue?" — Stripe is the payment truth (recurring subs); OfferingTree is the full membership picture (all 145, incl. drop-ins/packs). Thrive uses both. "Is this live?" — Yes, this is the production app; the studio is a demo account, the engine is real.