Are you ready to get the word out to your existing clients?

Now that you’ve established how to communicate your service, it’s time to get the word out and start having those conversations. The good news is, you don’t have to start by advertising it to the general public and creating a marketing budget right away. Sometimes your best prospects are right under your nose.

Before you go full-on prospecting, look to your existing client base first. Because you already have a relationship with your current clients, you should know their pain points and how a bill pay service can help them. You’ve built trust. This group represents your low-hanging (lucrative) fruit, so be sure to communicate with existing clients first.

Start by conducting an inventory of business clients and identify those in need of automated bill pay services. The question is, what do they look like?

In this section, you will:

  • Teach staff how to identify your best-bet client
  • Create a tactical marketing plan
  • Get the word out to your client base Learn to pitch your offer
  • Create a smooth onboarding process
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How to recognize client potential
How to recognize client potential

Start by teaching your staff how to identify your best-bet client

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Key indicators that your high-net-worth clients need automated bill pay services
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...