About the Author
Jeannie is the Director of Marketing at Bill.com. Jeannie has over 20 years in brand creation and strategy, design, social media development, demand gen and customer marketing. She has taken companies perceived as local businesses to attention-grabbing national and global brands. She's a tech geek at heart and loves finding ways to help customers solve problems. Jeannie is also an author and award-winning graphic designer.
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What are the signs that your HNW clients require automated bill pay services? Start by looking at these key indicators.
After you've identified client potential, it's time to reach out!
This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
Writing tips and suggestions to help you create effective email templates.
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
Firms can use this template for clients who have both AP and AR needs.
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.
Firms can leverage this template to share with clients the benefits of using Bill.com's bill pay services.
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.
Let’s dig in so you, and your clients, know what to expect when you refer a client to Divvy.
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