As a payments platform, book finance and ops discovery

Who this is for

Payments platform founders and revenue leaders selling to finance, operations, treasury, and risk teams.

The buyer map

• CFO or Finance VP budget and control
• Head of Treasury cash management and liquidity
• Head of Operations payouts and reconciliation
• Head of Risk or Compliance AML KYC SCA and audits
• Engineering leader integrations and data flows
• Security and Procurement reviewers of record

Outcomes that make buyers care

Pick 1 for each first touch

• Faster reconciliation and fewer unreconciled items
• Fewer payout failures and faster exception handling
• Lower manual effort in refunds chargebacks adjustments
• Better cash visibility for daily decisions
• Stronger audit trail with access controls and logs

Message framework

One outcome plus one proof plus one small ask

• Outcome name the workflow metric they own
• Proof share SOC 2 or PCI DSS readiness or regulator alignment
• Small ask request a 15 minute mapping call with a 2 point agenda

Example one line

Cut payout exceptions and speed reconciliation by operating your current rails with automated checks, rich metadata, and auditable workflows.

Copy you can use today

Subject ideas

• Reconciliation in minutes for program name
• Fewer payout failures with current rails
• Audit ready refunds and chargebacks

Email opener

Name

Quick idea to reduce payout exceptions and speed reconciliation without changing your rails. We add automated checks, richer metadata, and an audit ready trail. Open to a 15 minute mapping call next week to confirm fit

Call opener

Teams like yours usually care about three things faster reconciliation, fewer payout failures, and clean audits. If any is active I can outline a short workflow that runs on your stack

LinkedIn opener

Liked your note on month end close. We help finance and ops reduce exceptions and speed reconciliations using current payment rails. Open to compare workflows

Sequence that respects finance calendars

Day 1 email with outcome proof and ask

Same day connection note that repeats the outcome in 1 line

Day 3 call and a 30 second voicemail that restates the ask

Day 7 reply to your thread with 1 line and 2 time options

Day 10 send a 2 minute capture of the reconciliation or payout workflow

Day 14 reach a second persona with a tailored outcome

Discovery call agenda template

Time 15 minutes

• Minute 1 to 4 confirm the buyer goal and the owned metric
• Minute 5 to 9 walk through the exact workflow steps using their rails
• Minute 10 to 13 security posture identity reuse logging data retention
• Minute 14 to 15 next steps pilot scope owner and success measure

Proof pack to attach in first scroll

• 2 page security and privacy overview
• Short compliance note SOC 2 PCI DSS SCA and regional rules
• Integration sheet supported rails and data fields
• Reference architecture diagram with identity and access reuse

Objections and simple answers

Send your security brief

• Sharing a 2 page overview now and we reuse your identity and access rules

We already use a gateway or PSP

• We run on your rails to improve exceptions, reconciliation, and auditability

Not another integration

• Start with read only to prove the workflow, then enable actions if accepted

Prove value before a pilot

• Pick 1 metric exceptions per thousand payouts or time to reconcile and test on a small slice

Pilot shape that de risks the buyer

• Scope a single payout route or a single reconciliation lane
• Success is 1 metric moving in the right direction within 2 weeks
• Keep ownership with finance and ops, with engineering on call for data

Metrics to track internally

• Reply rate on targeted finance lists
• First meetings as a percent of contacted accounts
• Second meetings when the 2 minute capture is used
• Pilots started per 10 meetings
• Pilots converted to expansion within 30 to 60 days

Checklist before you hit send

• One outcome named in the first two lines
• One proof that passes a skim
• One small ask for a 15 minute mapping call
• Attach the 2 page security brief
• Offer 2 time options and include a simple agenda