I just wanted to see what you guys were doing to save
money regarding your accounts payable process.
Purpose for the
Call
I just wanted to see what you guys were doing to save
money regarding your accounts payable process.
Purpose for the
Call
Typically owners that we work with say that they have
a pretty intensive AP process, AR process.
And they’re looking for a way to automate that.
Pain Points
Typically owners that we work with say that they have
a pretty intensive AP process, AR process.
And they’re looking for a way to automate that.
Pain Points
So just curious what your process looks like?
Do you have a lot of receivables?
Qualifying Questions
BUSINESS PROCESS OUTSOURCING
FEATURES
• Take care of AP and AR
processes
• Real-time dashboard
DIFFERENTIATION
• No set up time and costs
• Dedicated account rep
FOR BUSINESSES
IMPROVEMENTS
• Simplify AP and AR processes
• Decrease time spent dealing with AP
and AR
• Decrease time to receive payments
• Decrease delinquent payments
CHALLENGES/CONCERNS
• AP and AR can be intensive processes
• AP and AR can be time-consuming and
labor-intensive
• Takes too much time to get customers to
pay
• Large amount of AP is never recovered
PAIN QUESTIONS
• How do you feel about the current
AP/AR processes?
• How important is it to spend less time
on AP/AR?
• How helpful would it be to get
customers to pay faster?
• How important is it to decrease
delinquent customers?
CUSTOMER EXAMPLE
• We worked with a startup
business owner
• They were spending too much
time on AP and AR.
• We helped to solve that by
taking over and automating their
processes.
• This helped to decrease time
spent on AP and AR
• Also helped to decrease the
payments they were not able to
recover.
PRODUCT TARGET VALUE PAIN QUESTIONS
CUSTOMER
EXAMPLE
• What does your AP/AR process look
like?
• How much of your AP/AR process is
automated?
CURRENT STATE QUESTIONS
Her Approach Our Approach
I just wanted to see what you guys
were doing to save money
regarding your accounts payable
process.
VALUE PROPOSITION
We help small business owners to:
• Simplify AP and AR processes
• Decrease time spent dealing with AP and
AR
• Decrease time to receive payments
• Decrease delinquent payments
Her Approach Our Approach
PAIN POINTS
A lot of small business owners we work with
have challenges with about:
• AP and AR can be intensive processes
• AP and AR can be time-consuming and labor-
intensive
• Takes too much time to get customers to pay
• Large amount of AP is never recovered
Typically owners that we work with say
that they have a pretty intensive AP
process, AR process.
Her Approach Our Approach
QUALIFYING QUESTIONS
• How do you feel about the current AP/AR
processes?
• How important is it to spend less time on
AP/AR?
• How helpful would it be to get customers to
pay faster?
• How important is it to decrease delinquent
customers?
So just curious what your process looks
like?
Do you have a lot of receivables?
PAIN QUESTIONS
Her Approach Our Approach
QUALIFYING QUESTIONS
So just curious what your process looks
like?
Do you have a lot of receivables?
• What does your AP/AR process look like?
• How much of your AP/AR process is automated?
• Have you outsourced any of your AP/AR
processes?
• Are you working with any BPO providers?
• How many people do you have working on AP and
AR?
• Do you have a lot of receivables?
• What is your average days outstanding for your
AR?
• How much revenue are you not able to recover?
• When was the last time you looked at improving
CURRENT STATE QUESTIONS
BUSINESS PROCESS OUTSOURCING
FEATURES
• Take care of AP and AR
processes
• Real-time dashboard
DIFFERENTIATION
• No set up time and costs
• Dedicated account rep
FOR BUSINESSES
IMPROVEMENTS
• Simplify AP and AR processes
• Decrease time spent dealing with AP
and AR
• Decrease time to receive payments
• Decrease delinquent payments
CHALLENGES/CONCERNS
• AP and AR can be intensive processes
• AP and AR can be time-consuming and
labor-intensive
• Takes too much time to get customers to
pay
• Large amount of AP is never recovered
PAIN QUESTIONS
• How do you feel about the current
AP/AR processes?
• How important is it to spend less time
on AP/AR?
• How helpful would it be to get
customers to pay faster?
• How important is it to decrease
delinquent customers?
CUSTOMER EXAMPLE
• We worked with a startup
business owner
• They were spending too much
time on AP and AR.
• We helped to solve that by
taking over and automating their
processes.
• This helped to decrease time
spent on AP and AR
• Also helped to decrease the
payments they were not able to
recover.
PRODUCT TARGET VALUE PAIN QUESTIONS
CUSTOMER
EXAMPLE
• What does your AP/AR process look
like?
• How much of your AP/AR process is
automated?
CURRENT STATE QUESTIONS
Hello, [Contact’s Name]. This is [Your Name] with [Your Company].
Have I caught you in the middle of anything?
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
QUESTIONS
CUSTOMER
EXAMPLE
PRODUCT
OPEN
CLOSE
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
QUESTIONS
CUSTOMER
EXAMPLE
PRODUCT
OPEN
CLOSE
• What does your AP/AR process look like?
• How much of your AP/AR process is automated?
• Have you outsourced any of your AP/AR processes?
• Are you working with any BPO providers?
• How many people do you have working on AP and AR?
• Do you have a lot of receivables?
• What is your average days outstanding for your AR?
• How much revenue are you not able to recover?
• When was the last time you looked at improving AP/AR?
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
QUESTIONS
CUSTOMER
EXAMPLE
PRODUCT
OPEN
CLOSE
• We worked with a startup business owner and they were spending too much time on AP
and AR.
• We helped to solve that by taking over and automating their processes.
• This not only decrease time spent on AP and AR, but ultimately helped to decrease the
payments they were not able to recover.
Key: Customer | Pain Point | Product sold | Value Point
But I have called you out of the blue and I am not sure if this is the best time to discuss this.
Are you available for a brief call where I can share some examples of how we have helped
businesses owners to:
• Simplify AP and AR processes
• Decrease time spent dealing with AP and AR
• Decrease time to receive payments
• Decrease delinquent payments
Are you available on Tuesday or Thursday morning? Or are you available to continue
talking about this now?
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
QUESTIONS
CUSTOMER
EXAMPLE
PRODUCT
OPEN
CLOSE