These are email templates that can help guide you in referring Divvy 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.
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 Divvy from BILL.
Divvy 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 Divvy card and expense management software, the Divvy 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 Divvy, and in our experience Divvy 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 Divvy 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 Divvy from BILL, our preferred expense management platform.
Divvy 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, Divvy 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 Divvy 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: Divvy, a BILL spend and expense management software.
I think Divvy would be a great fit for your company. Divvy 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 Divvy card and software, you can see and approve spending in real time.
Divvy allows your employees to request funds to their 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, Divvy 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 Divvy 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 Divvy from BILL, 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]
