Spend & Expense Referral Email Templates

These are email templates that can help guide you in referring BILL Spend & Expense to your clients. If anyone responds that they would like to take the next step, you can refer them using your partner link so they can sign up for a call with our team.
 

Intro Emails

Email template #1:

Subject Line: New expense management platform suggestion

Hi [Client Name],

Here at [Name of Accounting Firm], we always have an eye on ways that clients can improve the management of their business finances. One of those ways is with BILL Spend & Expense.

BILL Spend & Expense is a spend and expense management software paired with a Visa charge card that allows users and budget owners to quickly and easily manage their day-to-day and monthly expenses. Thanks to the pairing between the BILL Divvy Corporate Card and expense management software, the BILL platform allows you to see your business spend in real time, so you’re not left waiting until employee reimbursements and credit card statements come in to see how much money has been spent.

We are a proud partner with BILL, and in our experience BILL Spend & Expense helps clients get better control over their business finances. It is completely free to use and will provide maximum flexibility for your employees to pay for expenses and upload their receipts on the go.

Does this sound like something you would like to explore? We’d love to get you set up to demo BILL Spend & Expense so you can see the platform in action. Let me know if you have any questions.
Thanks,
[Name, Title, Contact Info]

Email template #2:

Subject Line: Latest updates in accounting opportunities for your business

Hi [Client Name],
One of the things our firm prides itself on is offering the best services to our clients through partnerships with other providers. I want to introduce you to BILL Spend & Expense, our preferred expense management platform.

BILL Spend & Expense is a spend and expense management software paired with a Visa charge card. It’s the best solution we have found for managing recurring payments, travel expenses, employee reimbursements, bill pay, and real-time insight into and control of your company’s spend. In our experience, BILL helps our clients have more insight into their expenses and makes it easier to do things like approve purchases and track receipts.

I would love to set up some time with you and a BILL rep to go over the platform and answer any questions you might have. When would be a good time?

Thanks,
[Name, Title, Contact Info]
 

Email template #3:

Subject Line: Expense management software for your consideration

Dear [Client Name],

We here at [Name of Accounting Firm] strive to continually improve our offerings for our clients. Part of that is making sure we are up to date on the latest softwares and technology that make your business finances easier and give you total control. One of these exciting opportunities is a partner of ours: BILL Spend & Expense.

I think BILL Spend & Expense would be a great fit for your company. It is a simple expense management software that pairs with a Visa charge card. You can set up budgets that fit your business goals and because of the pairing between the BILL Divvy Corporate Card and software, you can see and approve spending in real time.

BILL Spend & Expense allows your employees to request funds to their BILL Divvy card for business expenses as they arise, enables the budget owner to approve those requests as they come in, and prompts the employee to upload receipts immediately after purchase. These features change the game for employee reimbursements. They also mean that you are never surprised by charges because you don’t have to wait for a credit card statement or employee reimbursements to be submitted to see what money was spent.

Best of all, BILL Spend & Expense is completely free to use and doesn’t require a monthly subscription price no matter how many cards or users you have.
To help you get started, I can set up a call with a BILL rep so you can learn more about the platform and get the ball rolling. What is a time that will work best for you?

Thanks,
[Name, Title, Contact Info]
 

Email template #4

Subject Line: Quick chat about a new software opportunity.

Dear [Client Name],
I’d like to spend 15 minutes with you to talk through BILL Spend & Expense, a new expense management software option we’re recommending to [Name of Client Business]. It’s a platform that gives you the ability to see spend in real time. It also drastically reduces your software and credit card costs because it’s completely free.
When can you chat?
Thanks,
[Name, Title, Contact Info]

Thought Leadership Emails

Email 1

Subject Line: A new spend and expense management solution for you to consider

Dear [Client Name],

Here at [Name of Accounting Firm], we always have an eye on ways that clients can improve the management of their business finances and ways that we can advise you on your business spend. 

Which is why we’d like to talk to you about evolving your expense management into spend management. Spend management is a more proactive approach to managing your expenses and budget by using card-based technology to get real-time visibility and control over their money. 97% of small businesses like yours who use spend management solutions agree that it helps them stay in their budgets and control spend. 

We are a proud partner with BILL Spend & Expense, a spend and expense management software paired with a Visa(r) corporate charge card that allows users and budget owners to quickly and easily manage their day-to-day and monthly expenses. In our experience BILL Spend & Expense helps clients get better control over their business finances. Best of all: it’s completely free to use and will provide maximum flexibility for your employees to pay for expenses and upload their receipts on the go.

Does this sound like something you’d like to explore? I’d love to set you up with a BILL rep to show you a demo and answer any questions you have. 

Thanks,
[Name, Title, Contact Info]

Email 2

Subject Line: Safer business card suggestion

Dear [Client Name],

Since you are using shared credit cards to run your business, I want to make sure you’re aware of the dangers of sharing credit cards. Chances of theft and loss increase with every employee who gets access, and the lack of oversight into how the card gets used can lead to messy finances and unexpected costs. Plus if a card is used for online purchases and the information is compromised, it can take a lot of extra work to update payment info across accounts. 

I want to introduce you to BILL Spend & Expense, our preferred spend and expense management platform. BILL Spend & Expense is a simple spend and expense management solution that pairs with a Visa(r) charge card. You can set up budgets that fit your business goals—so every employee can have access to a card but will not be able to spend unless you approve the purchase.

Best of all, BILL Spend & Expense is completely free to use and doesn’t require a monthly subscription price no matter how many cards or users you have. And you can continue to earn rewards just like you do with your current credit card.

Let me know if you get on a call with a BILL rep so you can learn about the platform and get started. 

Thanks,
[Name, Title, Contact Info]

Email 3

Subject Line: Quick chat about spend management

Dear [Client Name],

I’d like to spend a few minutes with you going over a new approach to managing your business finances: spend management. This new method is an evolution of traditional expense management that allows you real-time visibility and control over your business finances. It’s becoming increasingly popular with small businesses like yours. 

When are you available to chat?

Thanks,
[Name, Title, Contact Info]

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