demo · Sam Reyes · 2026-06-12
Strong open anchored to discovery, then it drifted into a feature tour and ended on a soft 'I'll send the deck'.
The buyer is engaged and pulling for value ('which of these actually moves my DSO?') — this is a real deal with a weak close, not a dead one. Lock a dated next step tied to their numbers and the demo converts.
Firm future commit
Close on a dated commitment, not a deck. When Sam said the value needs to be 'tied to our numbers,' the move was: 'Let's put 30 minutes on the calendar Thursday with Dana to model this against your over-60 figures.' Replace 'reconnect' with a date and a name.
Last time you mentioned chasing invoices over email and that Dana's frustrated with the manual process. I built today's demo around exactly that.
Great, yeah, that's the pain.
So here's the collections workspace. Context: this is your over-60 bucket. Capability: it auto-prioritizes by risk. Impact: your team stops guessing who to chase first.
Okay, that's interesting.
Is this how your team triages today, or is it more first-come-first-served?
Honestly it's whoever shouts loudest. So this would help.
Let me show you the dashboard. And then we have reporting, and exports, and the audit log, and reminders, and templates.
That's a lot. Which of these actually moves my DSO?
Right — the prioritization plus automated reminders. Most teams pull DSO down a week or two.
We'd want to see that tied to our numbers.
Totally. I'll send the deck over and we can find time to reconnect.
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