Templates to Use with Customers
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Read ArticleClient 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
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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Read ArticleEmail 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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Read ArticleEmail 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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Download TemplateEmail 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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Read ArticleEmail 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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Read ArticleBill.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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Read ArticleBill.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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Download templateBlog 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
Download this blog post template on mobile bill management and make it your own. https://hqbill.box.com/s/mqvg3kwqlvum1y0juilmze9pybwj60cm
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Download templateBlog 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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