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.
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!
Start by teaching your staff how to identify your best-bet client
After you've identified client potential, it's time to reach out!
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.
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
Download this blog post template on business risk management and make it your own. https://hqbill.box.com/s/nmijrqi3zcnjqggx14t0z28k8h9qlzwh
Download this blog post template on mobile bill management and make it your own. https://hqbill.box.com/s/mqvg3kwqlvum1y0juilmze9pybwj60cm
Download this blog post template on the benefits of Bill.com and make it your own.
Firms can use this template for clients who have both AP and AR needs.
Firms can leverage this template to share with clients the benefits of using Bill.com's bill pay services.
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.
Writing tips and suggestions to help you create effective email templates.