1 Hour Call: Go through this entire document
30 Minute Inbound Call: Focus on discovery
30 Minute Outbound Call: Do quicker discovery, jump into quick platform
Hey All - thanks for meeting today.
We’re excited to take you through what we’re up to, here at Causal. The purpose of today’s call is to get a better understanding of what you at COMPANY NAME’s financial processes and see if we can help out.
To set the stage a little, as you may know, we are one of the easiest tools to set up and provide extremely flexible & powerful modeling tools focused on DEPARTMENT NAME (Finance). As we are such a powerful & flexible tool, we have tons of customers like SOCIAL PROOF 1 & SOCIAL PROOF 2 using it for different reasons but but obviously for today’s call we want to focus on what will impact you all the most.
To set a quick agenda, what we can do is a quick round of intros, then spend around 15-20 minutes diving into your situation and needs are.
After that we can do a very quick walk through of the platform.
After that, if we both see it being a fit, the next step would be to do a deeper dive with our solutions consultant that has 10 years experience in the FP&A space, working at some of the other vendors like Vena and more to tailor the demo to your specific needs.