By this stage, you should have a fully updated website, collateral to share, success studies from happy customers, and a clear pitch to why your partners or firm leaders should trust you with their clients. Let’s walk through some of the key steps you can take to get buy-in from other partners and gain access to their client base for lead generation.
This step-by-step guide shares best practices and key insights, and also provides a myriad of marketing and sales materials to help you put them into practice. Download now to get started!
Take a moment to identify those on your team who can benefit most.
First, let’s think about what we want to say. When communicating to partners and other key stakeholders, use messaging that speaks about the benefits for their clients.
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See how to create a smooth workflow for the staff of your firm to identify and refer clients to your team.
Finally, build excitement for your team around your CAS offering! Lunch-and-learns and happy hours are great ways to ensure a successful cross-selling environment.