5 MINUTES WELL-SPENT

When time is tight, get the high-level Industry Intelligence you need to shine in your next client or prospect meeting.

UNDERSTAND THE SITUATION

Quickly learn about working capital management for the industry, as well as how the niche is structured.

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GET KEY INSIGHTS

Read a quarterly summary of the industry’s latest updates, and understand the outlook for the coming years.

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ASK BETTER QUESTIONS

Get them talking! Discover three relevant questions that will kick your client conversation into high gear.

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UNDERSTAND THEIR CASH FLOW & STRUCTURE

Working Capital Management & Industry Structure

Provide tailored guidance to your prospect or client on how to maximize profits by understanding how a typical business within their industry operates.

  • Learn how businesses in their niche commonly sell and invoice to generate revenue, as well as about typical collection and payment processes.
  • Get examples of common cash management challenges that your client may face.
  • Gain clarity on how the industry is structured including the number of businesses in the vertical, key players, and average revenue.
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GET THE LATEST SCOOP

Quartely Insight & Industry Forecast

Stay on top of the latest happenings within your client’s or prospect’s industry by reviewing the Quarterly Insight and Industry Forecast.

  • Higher, lower, or flat: Learn how sales are trending within the industry and why.
  • Get a brief overview of key trends and challenges occurring within the niche and discuss with your client how these shifts impact them.
  • Understand the outlook for the industry and determine how your client can capitalize (or hedge against losses) in the years to come.
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MEANINGFUL CONVERSATIONS

Call Prep Questions

Generic questions like, “How’s business?” don’t give you useful information about your client or their business. Our three industry-specific questions invite more in-depth, insightful client conversations.

  • Tailor your conversation to show your client that you have taken the time to learn about their industry.
  • Get to the heart of the matter by examining industry-specific challenges and trends the client may be facing.
  • Become a consultative partner by offering solutions customized to their unique needs.
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INDUSTRY INTELLIGENCE IN JUST 5 MINUTES!

Don’t have hours to spend researching your client’s industry? Our Call Prep Sheets help you sound like an industry insider in as little as 5 minutes.

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