Ringlein: Agree.com manually uploads templates for high-value target accounts
Marty Ringlein · 31 - Revolutionizing Contracts with Agree.com Co-Founder Marty Ringlein · Mar 11, 2025 · at 12:36
Marty Ringlein, co-founder and CEO of Agree.com, describes their white-glove onboarding and qualification strategy for high-value target customers.
0:00 / 0:35exact quote · 35.1s
720p mp4 · rendered on demand · StarZero watermark
“So what we've decided to do for customer services, for our high value customers, the target ICP, we ask them, because this is also part of our sales tactic. If I get on a call with you, Marty, I love it. I don't know if you're just being polite or not, and I need to have an action for you to take so that I know if I'm going to convert you, if you're really going to move on to the platform. And so my take is, All of these organizations, they have somewhere between a half dozen to a dozen contracts, templates that they use. I just have you send them to me. I manually put this a manual process right now. I manually put them into your account because we have a templating engine. So when you log in for the first time, it's just there.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Marty Ringlein
Ringlein: Nobody sees value in DocuSign's standalone e-signature offering
“Do you not like using DocuSign? Everyone raises their hand. Nobody sees value in that product offering e-signature.”
Ringlein: Agree.com is completely free and bridges signatures to payments
“Agree.com is like a DocuSign, but better. And for anyone listening, the best part is it's completely free. But what we do is we bridge the gap between signature and payments.”
Ringlein: A contract signature is merely an invitation to be invoiced
“I always say the signature, it's this formality, but it really, at the end of the day, it's an invitation to be invoiced.”
Ringlein: GenAI on OCR Enables Dynamic Contract Extraction and Invoicing
“Traditionally, to have done what we do, you would have needed something like OCR technology to render and extract all the contents of a contract. That was, that technology was never a hundred percent accurate and reliable, but once we got introduced to generat…”
Ringlein: Agree.com offers free e-signatures as a wedge into finance
“What we do is we just, we go right into the pain point of the sales team first and have them fall in love with us and give it all the way for free. So e-signature is just a wedge. Then we move our way into finance to, Hey, let's expand usage of a product we al…”
Ringlein: Agree.com plans to monetize transaction volume through fintech pathways
“And then our ICP, the folks that we're targeting, who we really built the product for is any organization that moves the majority of revenue through a contract. And these are groups to start mid-market, lower mid-market, where they're doing between one and fif…”