Finance buyers guard their time and their systems. We call controllers, finance leaders and operations teams on their mobiles, find out how they handle the work today and when they could change, and book the meeting with that context.
“Who chases the missing card receipts from your site teams?”
Who we call
A controller matching payments and an owner funding payroll need different opening questions. We select the accounts, identify who owns the work and who controls budget, and prepare the rep around the problem your offer solves.
Example: payments and reconciliation
For a reconciliation product, we call controllers and finance operations leads about payment volume, channels, the accounting system and where manual exception handling still costs the team time.
“What happens to an incoming payment that arrives without an invoice reference?”
Example: working capital
For a working capital provider, we call owners and finance leaders at staffing businesses paying weekly payroll before customer invoices come in, and find out about payment terms and the current funding arrangement.
“What do you lean on to make payroll when customer invoices haven’t landed yet?”
Example: risk and compliance
For a business verification product, we call heads of compliance and onboarding at payment and lending companies about how long checks take and where applications stall.
“How long does it take to approve a new business customer once they’ve applied?”
The handoff
We ask what the buyer wants to improve, how their current arrangement works and when they could consider a change. Your specialists lead product evaluation, integration, risk review and commercial terms, starting from the buyer’s situation.
When the buyer is tied into a contract, we record the renewal timing, what would prompt a review and the follow-up agreed, so your team has a reason to reconnect.
Payments reconciliation, wholesale distributor
Your rep
We handle the account research, contact preparation, script and daily calls. The rep practises before launch, and our sales manager reviews selected calls and practises with the rep every working day, using what buyers say to improve the next conversations.
The rep opens with one piece of work the buyer does every month, such as matching payments or chasing receipts, and finds out who else signs off on a change.
Questions
Want to hear the calls first? Ask for recordings with your free game plan.
B2B payments, spend and finance software, working capital, and risk and compliance products. We recommend the use case and buyer group with the clearest reason to engage, then build the account criteria and script around it.
Both. A controller may own reconciliation, an operations lead may own payment handling and finance leadership controls budget. The call confirms who should join the next conversation.
Yes. Most campaigns start with a list we build. Your account knowledge sharpens it, and we exclude existing clients, active opportunities and anyone you name. Your feedback on meetings shapes who we call next.
Request a free game plan. If you want Coseek to run the campaign, we start with a four-week sprint: research, list building and rep preparation before Day 1, then 20 calling days. We then show you which buyers and messages are worth pursuing. After that it runs month to month.
Free game plan
Get a free game plan with the account criteria and finance buyers we’d target, the problem we’d lead with and a complete script for your offer.
Prefer to talk it through? Book a call.
