Client Conversations
Tools and templates to help you connect with your clients around services and more.
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[SECTION] Presentations & Tips
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Download PresentationBILL 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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Read ArticleKey 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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Read MoreHow to talk about BILL Spend & Expense with your clients
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Read ArticleHow to have productive conversations with clients
After you've identified client potential, it's time to reach out!
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[SECTION] Checklists
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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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Read MoreClient Pre-Setup Checklist
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Read ArticleAP Approval Workflow Checklist
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[SECTION]Email Templates to Send
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Read MoreEmail Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
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Read ArticleGet 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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Download templateAP/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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Download TemplateCAS 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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Download templateAP Email Template: What happens when you outsource billpay
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Download templateAP 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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Read ArticleSpend & Expense Referral Email Templates
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[SECTION] Spend & Expense
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Read MoreAdding a client to BILL Spend & Expense
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Read MoreHow to Help Your Client Make an Expense Policy When They Use BILL Spend & Expense
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