For most firms, marketing can be a daunting and intimidating concept. On the contrary, marketing can be as simple as having a conversation with the consumer. We’ve created this playbook to help you do exactly that.
In this step-by-step guide, we’ll show you how to:
- Create messaging and a marketing plan
- Market your bill pay offer to current clients
- Take your offer to the market and attract new clients
- Bring other internal partners and colleagues on board to generate leads within the firm
In addition to best practices and key insights, we’ve also provided a myriad of marketing and sales materials to help you put them into practice:
- White-label presentation decks
- Internal and external training materials
- Email copy templates
- Blog post templates
- Reference guides
- And so much more!
While this playbook will primarily focus on positioning Bill.com, these guiding principles can also be applied to your client accounting services (CAS) offer as a whole. Take these learnings and apply them to your entire tech stack and service offering.