ISR Pitch

COLD CALL:

Intro Pitch

Good afternoon/morning this is Paul Smith from Prophix!

The reason for my call is we help CFOs & VP of Finances in the “target industry” space reduce the amount of manual effort when using spreadsheets in their budgeting & forecasting process as well as increase accuracy in the numbers; and if I caught you at a good time, I'd like to ask you a few quick questions just to see if what we have to offer may be of some help to you; Would that be ok?

If the finance executive says yes, then:

Great!!

If the finance executive says no, I am busy, then:

I apologize if I’ve caught you at a bad time; is there a better time I can reach you at? How does “day” at “time” sound?

Yes Conversation:

First of all I would like to understand if this falls under your realm?

Yes, it does

I was looking to understand your current processes and see what would be some of the challenges you are facing that plague your peers?

Sitting back and lending an ear

It seems like you are havingchallenges that I am quite familiar with.

Ask BANT questions:

  1. How many people are involved in your budgeting process? – The more the better
  2. How many iterations of the budget you have to go through?
  3. Other BANT questions
  4. Do you have a vision/is it on your radar to improve these processes, in the next 12 months? (Important question for the Validated QSOs)

What I can do is set up a call with my product specialist “Rep”, who understands our product inside out, and has experience working with enterprise companies, like yours. She/he would be able to explain how our top of the breed Performance Management solution can mitigate/alleviate errors from your spreadsheet based budgeting process and give you more accurate numbers on time.

How does Tuesday at 10am sound to you for a quick 15 minute call with “Rep”?

OR

Book appointment

VOICEMAIL:

Good afternoon/morning this is Paul Smith from Prophix!

The reason for my call is we help CFOs & VP of Finances in the “target industry” space reduce the amount of manual effort when using spreadsheets in their budgeting & forecasting process as well as increase accuracy in the numbers. I was hoping to get some time to speak with you to discuss your current processes and if this is something you have on your radar to improve over the next 12 months.

If I should be speaking with someone else on your team, your guidance in the right direction would be much appreciated.

Please give me call back at 905.279.8711 ext. 111

I would also send you an email with my contact information.

I look forward to speaking with you.

Thanks

EMAIL:

Good afternoon/morning Mr. Prospect

Hope all is well.

Following my voicemail, I wanted to connect with you as we have been helping CFOs & VP of Finances in the “target industry” space reduce the amount of manual effort when using spreadsheets in their budgeting & forecasting process as well as increase accuracy in the numbers. Some of our clients include “XYZ, ABC” (Ideally the clients in the same industry or geography).

I was hoping to have a quick chat with you to see if this falls under your realm?

If I should be speaking with someone else in your group, I would appreciate if you could guide me in the right direction.

I look forward to hearing from you.

Thanks