1. About:
   1. Industry
   2. Number of employees
   3. Mission/Goals
   4. Growth
   5. Contacts
2. Demo Flow:
   1. Travel
   2. Trip Link
   3. Receipt Capture
   4. Expense
   5. Approval
   6. Mobile
   7. Integration
   8. Expense Pay
   9. Reporting
3. Introductions
   1. Solutions Consultant: My job to help you understand how all of the great features/functionality will map to your specific needs and processes.
   2. GOAL: Get a good understanding of your process so we can better tailor your solution demo to what's most relevant to you and make sure we recommend the products and configurations that will best meet your needs.
   3. Going to be a lot of questions - but I promise it will be painless.
   4. Before I start: What do you need to make sure you get out of today?
   5. Responses:
4. Pains/Priorities
   1. What do you LIKE about your current process?
   2. What causes frustration or PAIN with your current process? Why are you looking to make a change now?
   3. If you were to imagine the PERFECT solution for your company, what would it look like?
   4. Responses:
5. Travel Policy
   1. About what percentage of your business expenses occur from business travel, today?
   2. How do you book travel today?
      1. Do you require trips to be approved before they are booked?
         1. FOLLOW UP: Confirm that Pre-Trip Approval will meet their needs
      2. TMC =?
   3. Do any of your employees ever need to book or manage travel on behalf of someone else?
   4. How do you communicate your travel policy to employees today?
   5. Responses:
6. Expense Policy
   1. How many expense reports are your employees submitting every month, on average?
   2. Do you have any employees sitting outside the US who would be using this system?
      1. Are they traveling international or do they live there?
      2. Where are they located?
         1. If NOT a country pack: About how many employees/expense reports does that account for?
      3. What currency do you reimburse those employees in?
      4. How do you handle exchange rates?
      5. Do you ever specialize your tax reporting for different countries?
   3. Does everyone have the same policy restrictions? Or do different groups have different expense allowances?
   4. What other things do you set expense parameters on?
      1. Daily meal allowances
         1. Per Diem or Flat Rate?
      2. Allocations
      3. Mileage - how do you reimburse?
         1. If IRS rates: Just the IRS rate or do supplement it in any way?
   5. Responses:
7. Mobile
   1. How do most of your employees capture receipts today?
      1. IF PAPER-BASED: Would being able to access a digital copy of the receipts instead of the paper version be helpful to you?
   2. Do you have a mobile policy in place? What kinds of devices are used in your company
   3. Are most of your employees already pretty attached to their smartphones when it comes to other kinds of business or personal tasks?
   4. Responses:
8. Credit Cards/Payment
   1. Do you have a corporate credit-card program?
      1. Whats the name of that program?
      2. Is it a single card you use centrally for things like airfare and hotel, or do most of your employees have their own card?
   2. Do employees ever use their personal cards to pay for business expenses?
   3. Do you ever issue cash advances?
      1. How often?
      2. Do employees typically keep any remaining balance to use toward their next trip or do you require they return it at the end of each trip?
      3. Are cash advances ever issued in a different currency?
   4. Responses:
9. Approval & Reimbursement
   1. What happens after an employee submits an expense report?
   2. What does your approval process look like?
      1. Are there ever times when the approval process is different - say if its related to a specific project or over a certain threshold?
   3. How are you currently issuing reimbursements? Through payroll or something else?
      1. Who do you use for your payroll?
   4. How long does it typically take from the time a report it approved to the time the employee gets reimbursed?
      1. Would you be interested in something that might help you save some time on your reimbursement process?
   5. Responses:
10. Accounting
    1. What accounting system do you use? How do you get data into that system today?
       1. Are you currently importing other kinds of data into that system?
    2. How many chart of accounts do you have?
       1. In other words, are your natural account codes the same throughout your organization?
    3. What kinds of factors might produce alternate GL codes, for instance a different office location or a billable expense are sometimes coded differently.
    4. Responses:
11. Reporting
    1. What reporting needs do you have around tracking travel and expense spend?
    2. How are you getting that data currently?
    3. If there was one report that you don't have easy access to create today, that you know would be valuable to your work, what would that look like?
    4. Responses:
12. Closing
    1. Any other unique situations with how your current process works that you think we should know about?
    2. When are you looking to be up and running - and no, you can't say today or tomorrow!
    3. We've talked a lot about your expenses, do you find that you have similiar pains around your invoicing? If yes, can send a video
    4. Responses: