Accounts Payable
Approve, pay and sync bill payments
Accounts Receivable
Send invoices and get paid faster
Credit & Expense Management
Get credit, control budgets, and manage expenses with Divvy
Grow Your Firm With Existing Clients
Are you ready to get the word out to your clients and to start having those conversations? The good news is that your existing clients are the perfect starting point. You've already established trust and relationship with your clients, now is the time to tell them about the new bill pay service you're offering.
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Read MoreThe Bill.com Accountant Marketing Playbook
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[SECTION]1. Teach staff how to identify your best-bet client
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Read ArticleAre you ready to get the word out to your existing clients?
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Read ArticleHow to recognize client potential
Start by teaching your staff how to identify your best-bet client
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Read ArticleHow to have productive conversations with clients
After you've identified client potential, it's time to reach out!
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[SECTION]2. Create a tactical marketing plan
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Read ArticleHow to create a tactical marketing plan
Once you've determined who you're speaking to, identified client needs, and what you want to communicate, it's time to create some goals and break them down into getting things done.
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[SECTION]3. Get the word out to your client base
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Read ArticleGet the word out to your client base
Get the word out to your clients through a few content areas and tactics you can select from: social media share, blog posts/client newsletter, demo webinars, email templates and how-to-guides
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Download templateBlog Post Template: Risk Management
Download this blog post template on business risk management and make it your own. https://hqbill.box.com/s/nmijrqi3zcnjqggx14t0z28k8h9qlzwh
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Download templateBlog Post Template: Mobile Bill Management
Download this blog post template on mobile bill management and make it your own. https://hqbill.box.com/s/mqvg3kwqlvum1y0juilmze9pybwj60cm
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Download templateAP/AR Email Template: Save time on AR/AP with more visibility and control
Firms can use this template for clients who have both AP and AR needs.
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Download templateAP Email Template: Create a more secure and efficient bill pay process to grow without hiring
Firms can leverage this template to share with clients the benefits of using Bill.com's bill pay services.
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Download TemplateCAS Email Template: Why smart business owners outsource
Download this CAS email template to share with your clients. We share about how outsourcing accounting tasks can help business owners make better decisions and create opportunities for increased ROI.
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Download templateAP Email Template: What happens when you outsource billpay
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Read MoreEmail Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
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[SECTION]4. Learn to pitch your offer
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Read ArticleLearn to pitch your offer
Follow these steps for ideas on how to build trust with your clients.
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Download KitClient Demo Kit
Find everything you need to prepare a demo of Bill.com for your clients.
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Download PresentationBill.com Overview Presentation for Clients
Looking to discuss Bill.com with new and existing clients? Download this Overview presentation. https://hqbill.box.com/s/ar4p3782h1m5uyqtqzjh5g9gh5zhyj97
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