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Quick Fit Checklist
Does this person...
✔️ Use Simpro
✔️ Have an accounts person drowning in supplier bills
✔️ Want Xero connected (optional add-on)
✔️ Want billing automated instead of manual
✔️ Are sick of clunky, drawn-out integrations and want something simple that just works
If they tick two or more of these, they’re definitely worth referring for a free trial.
“Autamigo - time (+ life) saver! It’s already saving us serious time — we’ve calculated 500 minutes a month just by cutting out manual receipting.”
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"Alex" from Accounts
- Alex handles the day-to-day financial workflows — entering bills, chasing receipts, and keeping everything accurate before it reaches Finn.
- Buried in manual admin and approval bottlenecks, Alex is always looking for ways to save time and reduce double handling without adding another system to learn.
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"Finn" the Financial Controller
- Finn is responsible for company-wide reporting, compliance, and forecasting. Finn wants automation that delivers real value, not just extra work.
- Always looking at the big picture, Finn needs reliable data, smoother workflows, and tools that improve accuracy without disrupting the team.
Support scenario prompt
When wrapping up a support issue:
"I know you reached out about [insert issue], and I’m glad we could help with that…"
"Quick question — does your team still spend much time managing bills and expenses into Simpro and Xero?"
Routine check-in prompt
For casual catch-ups or scheduled check-ins:
"Another question for you....
How’s it going with supplier invoices and expense claims? Still a bit manual, or is it running smoothly now?"
Adding “The reason I ask...”
If the conversation feels open to explore:
"The reason I ask is, we’ve just launched our new Simpro’s partner marketplace, and a few exciting solutions are showing up there.
One in particular caught my eye in a recent presentation — it looked like it could really help in this space."
Soft close
If they sound even slightly interested:
"If you’re curious, I can flick you a quick link to check it out. They’re running a 30-day extended free trial at the moment, so it could be worth a look."
Final Tips
✔️ Don’t script it, use these as inspiration
✔️ Keep it casual and natural
✔️ You’re not selling, just surfacing useful tools
If they’re interested,
Send them the demo link here or pass their details onto sales@autamigo.com and we'll follow-up.
