In the sections below, we provide tips on positioning Relay to your clients as an accountant or bookkeeper. We'll also provide you with some handy email templates to send your clients to help you get them on board.
Introducing Relay to your clients
Send this email to any clients that you'd like to get started on Relay. Modify it to suit your practice's communication style and timeline.
Subject: I'd like to introduce Relay
Text:
Hi {Client Name},
I'm thrilled to share that we've begun to use Relay, a modern digital banking platform for small businesses, at {Insert Firm Name} to make financial management easier.
Relay is powerful (and free) business banking designed to help grow your business. Relay helps automate financial management and increase visibility into business spending.
Here's why we think it's great for you:
- 20 free checking accounts, plus up to 2 savings accounts: set them up for whatever you need (tax withholding, etc.).
- Automated bill-pay which imports unpaid bills from {Xero/QuickBooks Online}, has approval workflows, and an audit trail.
- Instantly issue virtual and physical cards for you and your team, monitor spend across categories and teams, set limits, and freeze cards all in one platform.
- Designed for collaboration: easily invite team members and advisors.
- Control everything from your phone: never set foot in a branch again.
- Outstanding customer service and no bank fees or minimum balances.
We can invite you to open an account via email. The process takes 10 minutes and is entirely online. Relay also offers white-glove onboarding or hands-on demos to help with onboarding as needed.
Let me know how that sounds, I can send an invitation your way or get you set up with a brief demo.
{Your Name}
Communicating the benefits of Relay
While the benefits of Relay may be obvious to accounting and bookkeeping firms, it's essential that your clients can see the benefits as well.
While some of your clients may be fed up with their bank and jump at the chance to make the change, others may be more hesitant to move on from something they're used to.
Life with Relay
- Business banking made easy - finally! Relay is banking that works the way you do. It’s intuitive and designed to be flexible to your needs. Sign up online in 10 minutes and enjoy beautiful banking on web, iOS and Android.
- Automate your bills: With a few clicks, you can set up payments to vendors via ACH, wire or check. Import bills from Xero or QuickBooks Online and pay them from anywhere using the Relay web, iOS or Android apps.
- Spend smarter with Relay Visa debit cards: Instantly issue cards for you and your team. Set spending limits and track your expenses. Take back control of your expenses and increase visibility into spending.
- Streamline your business with thoughtful integrations: Relay directly integrates with the software that powers your business, including Gusto, Hubdoc, and many more.
- Software-level customer service from a bank: Enjoy customer service that listens, helps and hopefully makes your day better! Relay is built by entrepreneurs for entrepreneurs and we know the difference great customer service can make!
To help your clients understand the value of Relay, you'll need to tailor it to their business needs and pain points. Provide additional context and use terms they'll understand.
Personalize the solution to address:
- Your client's goals and how Relay helps get them there.
- Tasks your client dislikes or that take up considerable time.
- How Relay will help improve the working relationship between you and your client.
For clients with manual bill pay processes:
- Your bills all in one place: All your bills will automatically be imported into a single dashboard. Never worry again about missing a payment, or unexpected bills coming due.
- Collaborate with an audit trail: Know which bill was paid when, how, and by whom.
- Peace of mind: Ensure that any outgoing payment has been reviewed and approved by the right staff member.
For clients with poor visibility into employee spending:
- Centralize your expense budgets: Allocate and distribute funds as needed in seconds.
- Instantly empower your team: Give your staff access to the right funds at the right time.
- Eliminate cash flow surprises: See every transaction in real-time and make adjustments on the fly.
- Track spending by category, project, or team: Quickly issue new physical or virtual cards for new expense categories, project expenses, or separate teams.
For clients looking to manage cash in a flexible way:
- Create up to 20 checking accounts and up to 2 savings accounts: Instantly open a new account for tax withholding, your marketing budget, and anything else you need.
- No monthly fees, no minimum balance: Need an account sitting at $0 until a new deposit comes in? No problem.
For clients who run virtual businesses:
- Never visit a branch again: Relay will never require you to come into a physical branch, not for adding signers to your account or for depositing large checks. Manage all your finances from your phone, anywhere, any time.
- Software-level customer service: Enjoy customer service that listens, helps and hopefully makes your day better! Relay is built by entrepreneurs for entrepreneurs and we know the difference great customer service can make!
Ready to invite your client to Relay?
If you need a hand figuring out which of your clients might benefit from Relay the most, please see Choosing your first clients to invite to Relay.
If you're ready to onboard your first client to Relay, please see Inviting clients to Relay!