Taulia Solutions
This program helps buyers improve working capital
Supply Chain Finance
Finish this sentence "If a prospect keeps opening your email..."
"Keep emailing them"
"Great, we are not trying to replace current program"
Time it takes to onboard suppliers
90 Seconds
Often have a particular focus within
Treasury — debt, risk, cash & liquidity,
operations, projects is the "primary responsibility" of this persona
Assistant Treasurer
Helps suppliers get paid faster on their invoices
Can sometimes be called "Factoring"
AR Financing
Number of words that should be in a subject line
1-3
"We are not looking for a new funding partner"
"No worries - We are not a bank. We are simply the technology that helps facilitate these transactions"
DAILY DOUBLE
Average percentage of an email that should be personalized
20%
Cross-functional business planning and reporting
of financials to management is the "primary focus" of this persona
VP of Finance
Normally used for middle to tail-end suppliers
Dynamic Discounting
“_______ enables the automation of an early payment discount for your suppliers on a sliding scale. By offering your suppliers early payment with excess cash that you have on hand, you are able to take advantage of a higher ROI on your cash with a low-risk investment, a reduction of your COGS, and an improvement on your margins.”
Dynamic Discounting
"We are flushed with cash - so no thanks"
"Taulia is not just a solution for companies with cashflow issues....take cash and inject it back into supply chain....reduce COGS, improve margins
Department that would be interested in improving margins
AP / Procurement
The following "points" belong to which persona?...
»Responsible for a company’s cash.
»Need to always know how much money is in the bank and ensure liquidity is available.
»Spend most of their time thinking about working capital.
Group Treasurer
Single use solution for tail-end suppliers
V Cards
What department would this pitch be for?
”Taulia is a global fintech that helps facilitate working capital initiatives through supplier early payments programs. Our programs can be funded with {Prospect Company}'s capital, your existing relationship banks, or Taulia's multi-funder programs."
Treasury
"We dont have SAP, nor do we want SAP"
"No worries, Taulia was only acquired by SAP. We can still work with almost any ERP system"
This is an additional benefit of SCF & DD outside of working capital
Strong / Healthy / Sustainable supply chain
This persona would have the following "Taulia areas of focus that would be of interest"...
Dynamic Discounting as a driver of cost savings through discount capture; 90-second onboarding for
suppliers; Al and big data supporting mutually acceptable terms
Chief Procurement Officer (CPO)
Ensures safety stocks by storing widgets at nearby warehouses
Inventory Management
Solutions that are relevant to Treasury
DD, SCF, AR, VCard
DAILY DOUBLE
"Not interested"
"No problem. Do you mind if I ask, is this more of a timing issue, or are you priorities elsewhere completely?"
3 Levers of the Cash Conversion Cycle
AP, AR, Inventory
- Cash orchestration of CCC to achieve
desired short-term cash position
- Guidance for structuring supplier incentives
around ESG goals
Both are "talking points" for which persona
CFO