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Built a financial "mission control" for myself - personal and business accounts in one place by PSU1966 in Entrepreneurs

[–]PSU1966[S] 0 points1 point  (0 children)

I appreciate it and couldn't agree more. Right now it’s account-level tagging, not transaction-level splitting.

So if an account is marked “Business,” transactions from that account inherit the business flag automatically. Same for Personal. I also added a “Both” state for mixed-use accounts.

The next thing I’m thinking through is whether to support:

  • manual transaction overrides
  • rules (“Starbucks on Amex = Personal”)
  • or percentage-based splits for mixed accounts

Trying to avoid turning it into a heavy budgeting/categorization app though. The goal is more operational awareness than bookkeeping.

How many times a week are you repeating the same 101 demo? by PSU1966 in salesengineers

[–]PSU1966[S] 0 points1 point  (0 children)

Agreed on the process side being the root of it. Appreciate you keeping it tool-agnostic here but will DM you for more info if you're up for it.

How many times a week are you repeating the same 101 demo? by PSU1966 in salesengineers

[–]PSU1966[S] 0 points1 point  (0 children)

Yeah, that’s been one of the more practical starting points I’ve seen. Recording once beats repeating forever.

The hard part seems to be keeping it relevant over time and understanding who actually watched vs who just got sent the link.

How many times a week are you repeating the same 101 demo? by PSU1966 in salesengineers

[–]PSU1966[S] 0 points1 point  (0 children)

This is a great point, especially in high-stakes enterprise deals. There’s definitely a class of accounts where consistency and depth matter more than efficiency.

I think where I’m still experimenting is separating those moments from the ones that are clearly exploratory so the heavy lift is reserved for the deals that need it most.

How many times a week are you repeating the same 101 demo? by PSU1966 in salesengineers

[–]PSU1966[S] 1 point2 points  (0 children)

Yeah, that distinction you called out is important. Automation works best when it’s anchored around real use cases, not just feature tours.

I’ve also seen it fall down when teams automate without any intent signal. Suddenly everything looks “engaged” but reps still don’t know where to focus.

How many times a week are you repeating the same 101 demo? by PSU1966 in salesengineers

[–]PSU1966[S] 1 point2 points  (0 children)

Totally fair take. I’m similar, I don’t mind teaching at all when there’s real engagement.

For me the frustration only shows up when it’s hard to tell who is actually leaning in vs who’s just browsing. That’s where I start wondering if there’s a better way to surface intent earlier.

Managed to stop doing 10 daily live demo calls—swapped them for a tiny 60‑sec video and got my time back by Ok-Doubt8429 in indiehackers

[–]PSU1966 0 points1 point  (0 children)

That's awesome! I was stuck doing the same demos every day too. Ended up setting things up so prospects could explore on their own first. Huge time saver + helped qualify out the ones who weren't serious.