Financial management tools in use

To effectively utilize finance tools, initiate conversations that are specifically targeted towards your financial objectives. These tools can be particularly beneficial in areas such as integrating financial software, which streamlines various financial tasks and improves efficiency. Additionally, they can play a crucial role in automation consulting, aiding in the identification and implementation of automated solutions to enhance financial operations. Lastly, finance tools can significantly contribute to financial process improvement by providing insights and strategies that optimize financial workflows and overall performance.

The prompt

Generate a targeted question around financial tools to discuss improvements or efficiencies. Include the following variable value: • Company: {{companyName}} • Tool: {{financialTool}} I just need the output nothing else.

copy prompt

Your input

• Company: ‘FinOps’• Tool: ‘QuickBooks’

Your output

Saw you’re using QuickBooks at FinancePro—have you looked into further automating financial reporting?

How to implement

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Step 1: Open your “Lead list” in your lemlist campaign.
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Step 2: Create a new column and select “Create AI column”. Enter the name of your AI variable and click “Save”.
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Step 3: Paste the prompt and click “Generate”!
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Why this prompt?
Create a question to explore how financial tools can be improved for better efficiency.

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How to leverage the full power of prompts with lemlist AI variables

1

Generate an AI variable from leads

Top 1% sales reps use this AI-powered workflow to automate outreach and book meetings effortlessly.
2

Analyze & sort with AI

Add your prompt or choose the best-performing ones from the library, without leaving the lemlist app.
3

Get clean & segmented info

Segment leads for ultra-targeted approach, craft personalized icebreakers, and clean messy copies.

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Philippe Araba
Business Developer @Shortways

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Sales Manager @Inside Sales

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Consultancy @Thrive with EQ

"Huge time saver - it saves us between 5 and 8 minutes to create personalization per each lead."

Ali Rahmani
Co-Founder @Tango Prospection

"I find the results quite impressive. I only spend a little bit of time to tweak the final copy."

Arnaud Renoux
Founder @The Scalelab