The Problem (Specific to Leasing)
Schedule Your Activation
Session
Equipment leasing businesses depend on timely rental payments. But delays, partial payments, and seasonal fluctuations create cash volatility.
Late rental payments
Payment plan deviations
Multi-location billing complexity
Poor visibility into payment behavior trends
Manual reminder processes
CRM Integration Flow
When pre-qualification form is submitted:
- Create Contact in CRM
- Create Company
- Create Deal (Stage: Activation Pending)
When payment completed:
- Deal Stage: Activation Scheduled
When dashboard live:
- Deal Stage: Active Subscription
When integration question raised:
- Flag as Dev Opportunity
Commercial Flow
Step 1 – Activation Payment
Customer pays:
Activation Fee: $750
Card stored on file
Step 2 – Activation Session
During the 60-minute session:
- • Data uploaded
- • Dashboards live
- • Forecast shown
- • Workflows configured
- • One insight surfaced
Step 3 – Post-Activation Email (Immediately After)
Your CashFlow Activation is Complete
Body includes:
- • Summary of dashboard
- • Key insights discussed
- • Subscription start date
- • Clear statement
Your monthly subscription of $1,750 will begin in 48 hours.
If you choose not to continue, simply reply to this email.
Step 4 – Auto-Billing
If no opt-out within 48 hours:
Subscription begins.