Transform your financial strategy with our tailored services, where expert advice meets actionable insights. Elevate your business with solutions that drive results and sustainability.
Thank You for Booking Your Discovery Call with ProEx Advisors!
We offer a range of services, including Fractional CFO & Bookkeeping as well as AI-powered Chatbots & Social Media Automation.
This is a no-pressure 30-minute Discover Call to explore how we can support you and your business’s financial success.
During our call, we will focus only on the service you’re inquiring about and tailor our discussion to your business needs. If you have any specific topics or questions in mind, feel free to let us know in advance.
We’re Excited to Connect with You!
✅ Understanding Your Financial Landscape – Let’s discuss your current financial challenges and business goals to gain clarity on where you are and where you want to be.
✅ How a Fractional CFO/Advisor Can Help – Get expert financial guidance with strategies to optimize cash flow, increase profitability, and drive sustainable growth. We’ll review your accounting records and provide in-depth financial analysis, helping you make informed, data-driven decisions with confidence.
✅ Are Your Books Up to Date? – Ensuring your financial records are accurate and current is crucial for making strategic business decisions. If needed, we can assist in organizing and maintaining your books.
✅ Do You Use QuickBooks or Another Accounting Software? – Understanding your current financial tools allows us to tailor our support and streamline your financial processes for efficiency.
✅ Your Digital Engagement Goals & Challenges – Let’s identify gaps in your customer interactions, lead generation, and social media presence to uncover opportunities for automation and efficiency.
✅ How AI-Powered Bots and Automation Can Help – Leverage AI chatbots, virtual assistants, and automated social media posting to enhance engagement, streamline communication, and drive conversions. We’ll assess your workflows and offer insights on how automation can save time and boost business performance.
✅ Are You Currently Using Any Automation Tools? – Understanding your existing systems helps us determine the best AI solutions to integrate seamlessly into your operations.
✅ Next Steps (If We’re a Good Fit) – If we determine that our services align with your needs, we’ll schedule a one-hour strategy session to develop a customized AI automation plan. This will optimize customer interactions, improve engagement, and elevate your social media presence for long-term success.
If you have any specific questions or topics you'd like to cover, feel free to reply to this email or on our Zoom meeting invite.
Looking forward to our conversation!
Best,
Team Proex
📌 Brief overview of your business – Focus on key challenges and financial pain points. Your priorities.
📌 Recent financial statements (if available) – Profit & Loss, Balance Sheet, or Cash Flow reports.
📌 Any specific questions or concerns you’d like to discuss.
If you have any documents you'd like us to review ahead of time, feel free to send them over. Otherwise, just bring your insights, and we’ll guide the conversation!
Looking forward to speaking with you soon.
Best,
Team Proex
We are a team of passionate people whose goal is to improve everyone’s life through disruptive products and services.
We deliver dependable solutions that drive business success.
Our products and services are designed for small to medium size companies willing to optimize their performance.
