Workiz Basics (SALES PITCH)

Question 1

Background of company (story)

Answer 1

Founded in 2015 by a locksmithing company that built their own platform for leads & jobs

They got to the point where companies started buying the platform from them

To date we’ve raised $22 million

Question 2

Product basics elevator pitch

Answer 2

At a high level, we are an all in one field service management tool that helps field service pros with communication, automation, scheduling, reporting, & workflow customization

Question 3

Elevator pitch: Communication

Answer 3

Focus here is on responsiveness and speed

• managing all communication from any channel (text, email, phone call, online booking)
• For service pros, Being able to manage leads in a timely manner is vital to closing business
• Communicating between techs & clients is vital to running the business

Question 4

Elevator pitch: Automation

Answer 4

• Automate the entire workflow (it can turn a potential customer inquiry into a finished & paid job with minimal manual work)
• No more back and forth between clients, different tools, calendars, etc. to complete jobs
• Automate the communication between techs and clients - notifications

Question 5

Elevator pitch: reporting

Answer 5

• Fully customizable reports with several out of the box reports ready to go
• Marketing data & strategy - since communication can be set up to track lead sources, service pros can now understand where leads are coming from to accurately evaluate the data behind advertising, rev, sales by channel, conversion rate