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.
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