Manages the business from start to finish. Owner is responsible for everything and has to understand every aspect of the business. They will involve others when they decide to purchase new software, but they make the final decision. First and foremost, it needs to fit his/her type of business. Other factors include compatibility with existing tools, pricing, and cost of and time for maintenance & training.

Any solution presented to the business owner needs to target an owner’s core responsibilities.
How to manage cash
Target and attract new customers
Maintain relationship with existing customers
Control expenses
Hire and retain good employees
Reduce time required to analyze sales and financials
Quickly resolve problems with payments from customers

Discovery Questions for SMB Business Owner
What are the top 3 reasons for change?
What makes your company unique in the marketplace?
What reports do you rely on to run your business?
What additional manual work-arounds are in place in order to support your business?
What controls are in place for managing expenses?
How do you manage cash?
How you target and attract new customers?
How do you maintain your relationship with existing customers?
Why are you looking for a new solution?

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