This workbook is designed to guide you through processes for managing, pitching, and maintaining your payroll integration workflows through Finch. Use this as a guide to brainstorm best practices and how you will handle situations.

Sales

Process

1. Who engages prospects, and through which channels (email, website, calls) regarding Finch?

2. How many clients do you expect to connect through Finch in the next 90 days?

Positioning

1. Where does Finch fit into your current sales process? How is it working?

2. How will you position Finch to highlight value and reduce friction compared to manual workflows?

3. Where in the sales or onboarding process will you position Finch as the preferred process?

   1. What criteria determine when Finch is used vs. alternative options?

Collateral

1. What materials explain how employer data is handled?

2. Which internal and customer-facing assets are needed to promote and support the Finch integration?

Post Sales

1. Who supports existing customers post-sale, and how is ownership defined?

2. Who will use the Finch Dashboard to resolve connection issues?

3. How will new and existing customers be onboarded to Finch?

4. How many clients do you expect to adopt Finch in the next 90 days?