Industry + Methodology3 Prompts
Sandler for FinTech
Sandler Selling questions and frameworks tailored for Financial Services & FinTech sales. Discovery, qualification, and deal progression prompts.
Target Buyers
CFO, VP Finance, Compliance Officer, Treasury Manager
Key Pain Points
regulatory compliance, security requirements, legacy system integration, audit trails
Prompt 1
Create a Sandler Pain Funnel for FinTech prospects. Starting with surface-level pain around regulatory compliance, create questions that: 1. Surface pain 2. Explore pain 3. Quantify pain 4. Personalize pain Tailor each level to CFO and FinTech context.
Prompt 2
Write an Up-Front Contract for a FinTech discovery call. Include: - Time expectation - Purpose of the call - What they'll share / what I'll share - Possible outcomes (including "not a fit") - Permission to ask tough questions Make it feel natural, not scripted.
Prompt 3
My FinTech prospect won't discuss budget (Sandler Budget step). They said: "[WHAT THEY SAID]" Help me: - Understand if this is a red flag - Reframe the budget conversation - Questions to indirectly qualify budget