Referring your Clients
This page has some of the best advice we have for partners when referring new clients to BILL—including how to refer new clients, which types of clients are the ideal BILL customers, pitch decks, and email templates you can send to your clients.
-
Adding a client to BILL Spend & Expense
-
Is Your Client Ready for BILL Spend & Expense?
Use the Checklist -
How to Tell When Your Client is Ready for BILL Spend & Expense
-
Accountant Referral Marketing Playbook
-
BILL Spend & Expense Client Application Checklist
-
How to talk about BILL Spend & Expense with your clients
-
Three Ways to Make the Nonprofit Audit Process (Almost) Painless
-
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.
-
The Benefits of Pairing Your Business Card with Spend Management Software
What you need is a tool that will give your firm real-time visibility and empower your clients to enforce their budgets and stay on top of spend.
-
BILL Overview Presentation for Firms
Looking to discuss BILL with new and existing partners? Download this Overview presentation https://hqbill.box.com/s/5cw2saxmn9ov18rxj9fur1ydyebn82qj
-
Best Practices for Implementing Spend & Expense for Clients
-
5 Things to Consider When Onboarding Clients to BILL Spend & Expense
-
[SECTION] What Clients Should Use BILL Spend & Expense?
-
Why Spend Management is Tailor Made for Tech Clients
-
Proactive Spend Management for Your Tech Clients
-
Why you should introduce your nonprofit and religious institution clients to the next generation of spend and expense management
-
Why you should introduce your advertising agency clients to spend management One-Pager
-
Increase Cash Flow for Medical Groups and Healthcare Practitioners One-Pager
-
A Boost for Your Healthcare Practitioners and Medical Group Clients: How Spend Management Can Increase Their Cash Flow
-
Build profitability for construction clients with spend management
-
4 Reasons Your Construction Clients Will Appreciate Spend Management One-Pager
- Loading More...