🔗 AvidXchange
Day 0
**Subject** Thanks for Your Demo Request
**Body**
{{first_name}},
We’re excited to share how AvidXchange can help you leave paper invoices and payments in the dust. One of our AP experts will be in touch shortly to schedule your demo.
In the meantime, check out our 3-minute video for a glimpse on how AvidXchange can help power your business.
Looking forward to connecting soon.
Day 0
**Subject** {{first_name}} & AvidXchange | Introductory CallSopro intro
**Body**
Hi {{first_name}}, thanks for reaching out to AvidXchange. We’re excited to discover how our digital solutions can liberate {{company_name}} from the endless accounts payable paper chase that’s eating up time and money.
I will be reaching out to you at the time you’ve selected for an introductory call. This initial call shouldn’t take too long, with the simple goal of learning about your business and current accounts payable process. There’s no pressure, and you are under no obligation to purchase anything.
If we mutually determine that AvidXchange’s products can benefit your business, we’ll arrange for further discussion with a sales representative who can explain our product and pricing, demonstrate the product and go through the implementation process.
Best,
John Doe
If you need to reschedule please use the link below: {{link}}
Day 0
**Subject** Re: Thanks for your interest in AvidXchange!
**Body**
{{first_name}},
I’m looking forward to speaking with you tomorrow. The number I have for you is xxxxxxxx is there a better number to call you on? .
Please let me know if you are a current customer or vendor/supplier looking for help with a payment so I can get you connected with the appropriate party. I will not be able to help you with an invoice, payment or any technical questions.
Our call will be brief, my role here is to learn a little more so I can connect you with one of our experts for a 30 minute introductory call. I wanted to send over the questions that we will be discussing on our initial call so you can look over beforehand and prepare if need be. These questions help us align you with the best Product Specialist based on your industry and needs.
If you would prefer to send the answers back and get your Discovery Call set up via email, that works too! Once I get all the below answers back from you, I will send over a calendar invite at one of your suggested times and cancel our initial call.
- What Accounting System do you currently use (Full name and version)?
- How many invoices do you receive each month (Approx. quantity)?
- How many vendor/supplier payments do you send out each month (Approx. quantity)?
- Do you use purchase orders in your current process?
- What % of invoices are tied to a purchase order?
- Do you complete a 2-way match, 3-way match or Both?
- What forms of payments do you use to pay your vendors/suppliers? (Checks, ACH, Credit Card):
- What % of your business to business payments are checks?
- Do you pay any suppliers with International payments currently?
- Do you use any technology partners, resellers or consultants?
- Best contact #:
- What are the pain points in your current AP process?
- How did you hear about AvidXchange?
- Is it okay if we email you some material prior to your meeting (Y/N)?
- Availability for 30 minute Teams Call (Please list a few dates & times):
Thanks & talk soon!
John
Day 1
**Subject** Meeting with AvidXchange at {{time_stamp}} Today
**Body**
Hi {{first_name}},
Just a reminder that we’re scheduled to chat at {{time_stamp}} today. We look forward to talking with you.
Best,
The AvidXchange Team
Note: if you need to re-schedule last minute, please click on the link below: {{link}}
Day 1
**Subject** {{company_name}} | AvidXchange Discovery Call
**Body**
Hi {{first_name}},
Thank you again for speaking with me today and giving me the opportunity to introduce you AvidXchange. We are excited to engage with you on {{date&time_stamp}}.
My teammate, Joe, is looking forward to meeting with you and further identifying how AvidXchange can help streamline your AP process with {{company_name}}.
Joe will be meeting with you via Microsoft Teams. Please join in using the Teams details below my signature. The agenda for your call is attached below:
- AvidXchange Overview
- Priorities for {{company_name}}
- Current Challenges
- Q&A
- Discuss Next Steps
Please feel free to reach out to me if you have any questions before your meeting or if you need to reschedule/change times. Please also feel free to forward this email over to anyone that you would like to join.
Sincerely,
John Doe