Templates to Use with Customers

  • Client Pre-Setup Checklist

    Client Pre-Setup Checklist

    Get the details you need before setting up your client, all in one place. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041

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  • Onboarding Checklist for Clients by Jason Blumer

    Onboarding Checklist for Clients by Jason Blumer

    This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.

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  • Email Template (For Existing Customers): Why Smart Business Owners Outsource

    Email Template (For Existing Customers): Why Smart Business Owners Outsource

    Download this template to share key benefits learned from business owners, with your clients. https://hqbill.box.com/s/v8ylwnzfcykhkx7bmvjevqtvfdd9h2k2

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  • Email Template (For Existing Clients): On Outsourcing Bill Pay

    Email Template (For Existing Clients): On Outsourcing Bill Pay

    Use this email template to reach out to existing clients on your outsourced accounting services. https://hqbill.box.com/s/toho2f5uz9iabfug8l52zeszrxqqai3c

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  • Email Template (For New Clients): On Gaining Control Over Bill Pay

    Email Template (For New Clients): On Gaining Control Over Bill Pay

    Use this email template to reach out to new customers. https://hqbill.box.com/s/utvxa2m9cifmlczhfgedsbc5ib94nr5l

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  • Email Template: Moving to the New Bill.com Experience

    Email Template: Moving to the New Bill.com Experience

    Download this informative email template to help clients move to the new and improved Bill.com interface. https://hqbill.box.com/s/5rht4q5en2gvpo1fb918x7h73zre9338

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  • Bill.com Overview Presentation for Firms

    Bill.com Overview Presentation for Firms

    Looking to discuss Bill.com with new and existing partners? Download this Overview presentation. https://hqbill.box.com/s/5cw2saxmn9ov18rxj9fur1ydyebn82qj

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  • Bill.com Overview Presentation for Clients

    Bill.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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  • Blog Post Template: Risk Management

    Blog 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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  • Blog Post Template: Mobile Bill Management

    Blog 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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  • Blog Post Template: Bill.com Benefits

    Blog Post Template: Bill.com Benefits

    Download this blog post template on the benefits of Bill.com and make it your own.

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