Quiz 1

1
What is your name?
First Name
Last Name
2
What is your role?
3
What is the best email address to send you the demo link?
example@example.com
4
What phone number can we use to reach you? (just so we have the right one on file)
Area Code
Phone Number
5
What type of business are you running?Please pick the option that best describes your situation.
Restaurants
Hotels
Grocery Stores
C-Stores
Cannabis
Other Retail (Clothing, Hair Salons, etc.)
Multi-unit Residential
Multi-unit Commercial
6
How many locations do you operate today?
1 - 5
5 - 10
10 - 20
20 - 50
50 - 100
100+
7
How big is your accounts payable department?How many employees currently work directly in accounts payable?
1
2
3 - 5
5 - 10
10 +
8
Do you currently use an AP automation platform, if so which one?
No, everything is done manually today
SAP
Beanworks
Yooz
Sage
Bill.com
Stampli
Other
9
Do you currently have a policy where invoices need an approval?
YESNO
10
Which accounting platform are you using?
Quickbooks
Xero
Sage (300, Intacct, etc.)
Netsuite
Microsoft Dynamics
Other
11
What is your main goal right now?
Save money for the AP process
Improve employee productivity
Reduce headcount
Improve employee job satisfaction
Implement process to scale the business
Save paper
Switch AP Automation providers
Other
12
In your own honest opinion, how would you describe your most urgent problems?
Spending too much time doing manual data entry and manually requesting approvals
Spending too much money on processing invoices
Too many manual errors like not paying vendors the correct amount, data entry errors, inaccurate financial reporting, etc.
AP process is inefficient creating bottlenecks like not closing our monthly books on time or paying our vendors on time
Need to hire more staff to take on the workload. Example, after acquiring additional store.
Wasting too much paper
Other
13
How urgent is this problem?
10/10 - I need this solved ASAP. If I don't figure this out soon, bad things will happen.
8/10 - This is something that we know we have to change within the next 3 months.
7/10 - We are planning on acquiring more companies in 6 to 12 months and will need a solution then.
6/10 - Not a top priority today but on our radar to achieve in 6 to 12 months.
1-5/10 - Really, just curious. Not that urgent.
14
In your own honest opinion, what is preventing you from hitting your goal?
Covid has had a negative impact on our business and we are fighting other fires right now.
It's scary to change processes that we have been using for many years. Implementing a new process seems daunting as we would have to re-train staff.
Our IT department controls all technology that we purchase and they have other priorities
We do not have budget allocated to purchasing new technology this year
I think that our team can handle some more invoice work even if we scale the number of locations
I am hesitant to choose a technology provider as I will look bad within my company if I make a bad choice
I know this is something my company needs but I don't have buy in from the decision makers
15
Let's talk financial resources for a second...(this is to make the best use of your time on the call)
l'm willing and able to invest into solving these problems ASAP, if of course you provide a legitimate solution
We don't have budget allocated to solving this problem today but I think I can move things around to find the money. I'm willing to invest my time and I'm able to find the necessary financial resources to solve this problem if you can provide a legitimate solution
Don't know if we will ever get budget for solving these problems but I'd like to get more information and learn about your solution. Maybe there will be an opportunity to work together in the future
16
Let's talk buying authority for a second...
I am the key decision maker
I'm not the ultimate decision maker, but I influence the process
17
How soon can you get started if we present a valid solution to you and solve your problem?
Yesterday
Today
This month, for sure
Next month
hmm, maybe in 2 to 3 months
6 to 12 months
18
In a quick sentence or two, tell us what piqued your interest about factura.ai?
Huge
Large
Normal
Small
Ok
Ok
19
Where did you first find us?
Cold Email or LinkedIn Outreach
LinkedIn Ads
Facebook Ads
Search
Referral
YouTube Content
Organic
Other
20
21
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22
utm_source
23
utm_campaign
24
utm_content
25
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