SAGE
Storyboard Text
- Slide: 1
- That’s your accounts filed. Well done on your growth levels!
- Thank you, it’s going well but our bank told us we are not profitable enough to get the funding we need to expand.
- It's been a busy and profitable year for Lisa and Brian. At their end-of-year meeting with their accountant, Kevin, the numbers look great.
- Slide: 2
- ...but we will need to make sure we can afford the repayments on that.
- Ideally we would like £200,000…
- The couple have BIG ambitions to grow even more...
- Slide: 3
- We were hoping to invest in more equipment and take on more staff to meet demand but it’s hard to know where to look for funding.
- Well, I can help with that. Let me just run a report for you now on your options.
- Slide: 4
- You're in luck. There is a local grant available for investment into machines, and you can apply for £50,000. This is free non-repayable funding, so we could cut your borrowing to £150,000. And more good news, you are eligible with three loan providers.
- Slide: 5
- No problem. First, we will see what you are eligible for and then we can build this into your forecasts to make sure it won’t put a strain on your cash flow.
- Kevin moves from the “Final Accounts” tab to launching the Swoop tab.
- Slide: 6
- The Swoop Dashboard gives Lisa and Brian one grant and three loan options
- Slide: 7
- Brian uses Futrli to create a forecast showing loan repayments.
- Slide: 8
- Dear Lisa and Brian, I’ve attached your funding options report for grants and loans. You will see that the cost of your funding will be less because of the grant, which is great news.I have taken the quoted repayments for the loan options and modelled them into your forecast. Let me know how you would like to proceed!Kevin
- Back at the office, Lisa gets an email from Kevin...
- Slide: 9
- This is such good news. We would like to proceed with Lombard. Can you assist with the application?
- Lisa and Brian agree to take the funding. Lisa calls Kevin...
- Slide: 10
- Kevin’s screen shows Swoop’s detailed product section.Kevin sees all info docs required are ticked off and presses “apply.”
- Slide: 11
- Well, I also have more good news. I have a report showing you how much you can save by switching your energy provider and by moving your international payments away from your bank.
- That funding has changed our business. We can’t thank you enough!
- The report shows you can save £12,000 a year which will cover your monthly loan repayments. Do you want to go ahead?
- Of course - Kevin, you truly are our trusted advisor!
- Later on Zoom...
- Slide: 12
- Swoop for Advisors - empowering accountants to be the trusted advisors their clients deserve!
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