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The resources you need to make an immediate impact
Leverage our content based on your specific needs — feel free to follow our yearly marketing calendar or simply create your own campaign.
Annual Marketing Calendar & Campaigns
Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution. Please note that some campaigns are tied to seasonal events and Holidays, and may span multiple months.
View
View the emails
View
Q1
January
February
March
Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit
Q2
April
May
June
Third-Party Targeted Resource Kit
View
Coming soon: National Small Business Week/Month
Coming soon: Get Your Free Time Back
Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit
Q3
July
August
September
Coming soon: Get Your Free Time Back
Coming Soon: National Non-Profit Day
Third-Party Targeted Resource Kit
View
Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit
Q4
October
November
December
Giving Season Resource Kit
View
Coming soon: Gift of a Digital Invoice
Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit
Resources
Prefer to use our resources based on your specific timelines? No problem — access any Autobooks Resource Kit below and plug into your existing initiatives.
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Resource Kit
Autobooks Availability Marketing Kit
You've launched Autobooks. Let your small business customers know with our free resources.
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Resource Kit
"It's Tax Season" Resource Kit
NEWOur free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during tax season.
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Resource Kit
"New Year, New You" Resource Kit
This kit is designed to help you reach out to your small business customers in the new year.
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Resource Kit
Giving Season Resource Kit
Our free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during the Giving Season.
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Email campaign
Small Business Activation Emails
POPULARThe Small Business Activation emails are designed to help guide enrolled users to accepting their first payment through the invoicing and payment acceptance features inside their online banking.
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Resource Kit
Third-Party Targeted Resource Kit
POPULARThese resources are designed to create awareness and drive adoption of the Autobooks invoicing and payment acceptance features with small business customers who are currently using a third-party competitive solution.
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Resource Kit
Small Business Signal (third-party competitor) Resource Kit
POPULARThese resources are designed to convey the value proposition of the Autobooks invoicing and payment acceptance features with with small business customers who are looking for a third-party solution.
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Download
Autobooks Product Images
Use these product images to insert them into your marketing promotions as needed
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Download
Digital Ad Inventory
We created these digital ads to promote adoption and awareness of Autobooks to your users
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Download
Invoicing and Payment Link Video
A professional marketing video about Autobooks. Free to download and use in your own marketing campaigns.
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Download
Payment Form with Autobooks Video
A marketing video designed to help you communicate the value of the Autobooks Payment Form to your small businesses.
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Download
Invoicing with Autobooks Video
A marketing video designed to help you communicate the value of Autobooks Invoicing to your small businesses.
FI branding package
Package includes:
- Converting the static digital ads available above to include the FI's brand color, fonts, and logo.
- Animated ads with the FI's colors, fonts, and logo. Perfect for social media!
- FI-branded direct mailer layout.
- FI-branded version of the video provided above.
Total Cost = $2,500 one-time fee
Send an email to marketing@autobooks.co
To submit payment click here.
Have questions?
Schedule a time to meet with an Autobooks product marketing specialist
