These are email templates that can help guide you in referring your clients to BILL Spend & Expense. 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 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]
