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.
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.
Use this email template to reach out to existing clients on your outsourced accounting services. https://hqbill.box.com/s/toho2f5uz9iabfug8l52zeszrxqqai3c
Download this template to share key benefits learned from business owners, with your clients. https://hqbill.box.com/s/v8ylwnzfcykhkx7bmvjevqtvfdd9h2k2
Follow these steps for ideas on how to build trust with your clients.
Find everything you need to prepare a demo of Bill.com for your clients.
Looking to discuss Bill.com with new and existing clients? Download this Overview presentation. https://hqbill.box.com/s/ar4p3782h1m5uyqtqzjh5g9gh5zhyj97