Learn about our Invoicing and Payment features and how they benefit Small Business customers.
Who should attend: All FI Employees
Session length: 45 minutes
After attending The Basics, join this session to learn how to target the right customer and how to drive enrollments.
Who should attend: Those that are responsible for sales and/or enrollments
Session length: 30 minutes
Getting all of your staff on the same page requires great communication. We'll help you make that easier with this announcement email copy. Whether you use our words as inspiration or as the total source material, this step is critical to training your teams.
Making your customers aware of our new features is the key to driving adoption. Download our flyers to help promote adoption and increase deposit activity for your team.
We've created email copy to help you promote our features to your customers. Simply click on the links, and copy the text to paste it into an email to help drive awareness with your customers and start the conversation.
Download this guide to help them navigate enrollment. We've also included a FAQ to help answer their most common questions.
Inform your staff of these exciting new features! We make it easy by providing you email copy. Click on the link and copy the text to paste it into your internal announcement email.