Local business marketing is changing again. Customers now use AI search, mobile devices, reviews, maps, and instant messaging to decide who gets their business.
Advertising Partners
Purpose: Turn agencies into local marketing powerhouses without building new tech.
- Bulk email & bulk text engines
- Full coupon & deal generator tied to QR and landing pages
- Advertising ad builder templates (static, slideshow, video)
- Client dashboards & reporting views
- Video chat & screen share for remote reviews
- Referral & lead capture tools
Sales Team
Purpose: Give reps fast communication tools and live demos to close local business accounts.
- Single email & single text tools for one-to-one outreach
- Limited bulk email & text for follow-up campaigns
- Simple CRM-style lead & account tracker
- Video chat & screen share for demos
- Demo access to ad, coupon, and QR tools
- Scripts, pricing sheets, and presentations
Creators & Licensees
Purpose: Let creators run their own local marketing business using your platform.
- Full ad builder system for local offers & campaigns
- Full coupon & deal generator with tracking
- QR code studio and landing page tools
- Reporting & activity views to prove results
- Single email & text plus limited bulk options
- Video chat, screen share & basic HR-style templates
Community Ambassadors
Purpose: Help locals share offers, support businesses, and feed referrals into your system.
- Referral tools & simple ambassador link or code
- QR code generator & share-ready graphics
- Simple coupon share and message templates
- Optional group chat or channel
- Lightweight ambassador dashboard (leads, activity, rewards)
- Optional video check-ins & briefings
- Local business discovery and spotlight sharing
- Community event promotion and neighborhood outreach
Local Business Services
Purpose: Help local businesses promote their services, reach customers, and manage marketing activity through the Surflocal platform.
- Ad builder with selected templates for local advertising
- Coupon creator for promotions, deals, and gift certificates
- Email and text tools for customer outreach
- Business profile management and posting tools
- QR code manager and customer review request tools
- Optional appointment scheduling and booking features
- Store Assistant chatbot when a Surflocal page and offer are combined
Guided Service Selection
Purpose: If you are not yet sure which Surflocal service, program, or support path fits your needs, Guided Intake helps identify the right starting point.
- Businesses comparing advertising, marketing, and platform support options
- Organizations and charities looking for the right service path
- New clients who want help selecting the best starting point
- Groups that need Surflocal to recommend the correct next step
- Anyone who wants a more guided way to begin
- Connecting visitors with the correct Surflocal service or program
You win with Surflocal when every role knows exactly what they own. This map keeps agencies, sales reps, creators, ambassadors, and local businesses in their lane, while your Marketing Cloud does the heavy lifting.
- Agencies: plug your existing book of business into a ready-made engine—bulk email, text, QR, coupons, dashboards.
- Sales reps & closers: walk in with demos, close deals, and hand off to a system that keeps working after the meeting.
- Local businesses & partners: run offers, track results, and stay visible in your community without learning new tech.