Client Conversations
Tools and templates to help you connect with your clients around services and more.
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[SECTION] White papers & eBooks
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The Accounting Firm Guide to Building Better Client Experiences
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[SECTION] Presentations & Tips
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BILL Overview Presentation for Clients
Looking to discuss BILL with new and existing clients? Download this Overview presentation. https://hqbill.box.com/s/ar4p3782h1m5uyqtqzjh5g9gh5zhyj97
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Key indicators that your high-net-worth clients need automated bill pay services
What are the signs that your HNW clients require automated bill pay services? Start by looking at these key indicators.
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How to have productive conversations with clients
After you've identified client potential, it's time to reach out!
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Onboarding Checklist for Clients by Jason Blumer
This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
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Client Pre-Setup Checklist
Get the details you need before setting up your client, all in one place.
https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041
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AP Approval Workflow Checklist
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[SECTION]Email Templates to Send
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Email Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
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Get the word out to your client base
Get the word out to your clients through a few content areas and tactics you can select from: social media share, blog posts/client newsletter, demo webinars, email templates and how-to-guides
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AP/AR Email Template: Save time on AR/AP with more visibility and control
Firms can use this template for clients who have both AP and AR needs.
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CAS Email Template: Why smart business owners outsource
Download this CAS email template to share with your clients. We share about how outsourcing accounting tasks can help business owners make better decisions and create opportunities for increased ROI.
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AP Email Template: What happens when you outsource billpay
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AP Email Template: Create a more secure and efficient bill pay process to grow without hiring
Firms can leverage this template to share with clients the benefits of using Bill.com's bill pay services.
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How to Talk About Divvy with Your Clients
Here are some of the biggest concerns we've heard from clients when they're considering switching to Divvy switching to Divvy—and how to respond to them.
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Referring a Client to Divvy One-Pager
Let’s dig in so you, and your clients, know what to expect when you refer a client to Divvy.
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