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Pilot Kit - Request Form
Your guide to successfully planning an SMB project based on Boss Insights
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Pilot goals include: (tick any that apply)
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Automate new client qualification and onboarding
Monitor client financial risks
Increase client engagement
Access to client financial data
Understand client financial health & cashflow insights
Automate client financial management
Upsell and cross-sell products and services to existing clients
Other
Other goals
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