Script for Company Presentation

THIS PRESENTATION TOOK PLACE IN 2019, AND YOU CAN SEE THE VIDEO RECORDING IN MY BIO.

My name is Porter Nielsen, and I am excited to talk to you today about Beynd, the solution to the nightmare of client onboarding.

Your company just landed a client. The sales team spent months getting it to this point in the process, they had a signed contract and the client had greatly enjoyed working with them. It took a lot of effort to land the deal and the sales person was too busy celebrating to properly brief you before the onboarding meeting. On the onboarding call, Steve, your salesperson, introduces the client saying “Happy to have you aboard John. John on the call with us is Peter, Peter is gonna take great care of you moving forward. You’re in great hands and we are really excited to have you as a client!” Steve now expects you to take over the meeting and this is your first introduction to the account! You start asking questions and the customer grows frustrated. She’s been through a lengthy sales process and already explained all of this. You literally can’t do your job without asking, so you need to rush the process. You make it through that first call only to discover you need a document from Steve. Steve’s got other fish to catch, it’s going to be hard to get his attention. And this was only the intro call, the process just started!?

2. Beynd changes the story. The entire process for most companies relies heavily on people. There is a reason we are automating everything, because it increases efficiency. People have other priorities and may push back on-boarding responsibilities, they may get sick, they may forget things and the onboarding process drags on -- all while you’re missing out on potential revenue and your client is getting ever more frustrated. I don’t need to tell you how hard it is to get requirements from customers, it’s probably a sore spot for you! Beynd makes that process so much easier and keeps your client happy all along the way. You likely have other products you would like to provide your client and grow you revenue stream. Beynd keeps your new cients happy, ensuring you have inside warriors who will help you grow this partnership.?

3. Users can view all of the onboarding customers and the platform integrates seamlessly with your CRM, giving you insight and time to prepare for that onboarding meeting!

4. Full visualization into all ongoing onboarding projects. Say that 3 times fast.?

5. Beynd was founded to make client onboarding quick, easy, and transparent. The workflow is incredibly user friendly and the user experience simple and rewarding.?

6. The platform keeps you informed of every step in the onboarding process so you can go to every onboarding meeting with the knowledge and documents you need in order to do your job the way you want to do it.?

7. And the system holds team members accountable. You won’t need to spend your time bothering Sharon in accounting for XYZ document, Beynd will do it for you, and Sharon can work out of her email to fulfill that task.?

8. You too can get email updates and perform tasks without needing to go to the platform.?

Many times after your deals are completed, the two deal makers leave the picture entirely, leaving their teams to get acquainted and do everything they can to not fall over when they are forced to hit the ground running. Beynd eases that landing entirely; ensuring every member of every time has the full story in front of them, eliminating frustration and greatly increasing onboarding speed. Which is critical to avoid product fatigue, you want your customer as excited to start working with you as they were in that final sales meeting. You want your client to understand next steps and be comfortable in the process. You want all teams to have full insight into the deal to avoid any surprises and keep expectations consistent. You want the smoothest transition because you know this greatly enhances the customer experience and starts the relationship off in the best possible way.?

Beynd helps you facilitate this. The system holds all users accountable, sending reminders and keeping everyone informed of other team members’ activities. This greatly reduces bottle necks and speeds up that onboarding process. With Beynd no one has to be the bad guy, the system is! Enhanced communication, transparent accountability, and clear expectations.??

The client likes to be informed, it is one of the reasons Fed-Ex has grown into such an amazing company; the postal service didn’t have package tracking. The on-boarding process needed a similar revolution. A client facing on-boarding tool, that keeps all members on all teams aware and accountable, enhances the client experience and guarantees a happy, loyal, and worry-free customer.?Human Beings are designed to worry, it's in our nature and most of us let it permeate all decision making.?Beynd eliminates this worry by keeping your customer aware and informed, setting clear expectations between teams and holding members accountable; gaining you the?upper hand?on your competitor and ensuring your relationship with your client is starting off on the best possible foot.?

• Can’t get customer engaged and sales rep is on to the next guy. This is where we need to hold everybody together. This is for PM’s.?
• When you pitch to owner, you throw everybody under the bus. Breeding a fighting between the two teams.?
• Pitch to sales guys, your guy throws it over the fence and the next thing you know the deal is lost because operations didn’t perform.