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Professional Services Email Kit
How to Use This Content
To make the best use of this email content, we suggest:
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Send the emails to all your professional services business customers, to ensure that businesses searching for additional ways to accept payments will hear about Autobooks.
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After copying and pasting to your email service provider or marketing automation system, ensure that the areas called out to fill in your financial institution specific information have been updated.
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Leverage the Autobooks product images available here: autobooks.co/marketing to add any Autobooks product visuals you would like.
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Feel free to add your own product images, logos, and interactive widgets to further personalize and tailor to your brand.
Email 1
Subject line:
Preview text:
Message body:
A one-time engagement. A retainer that renews ever month. However you bill for your work, your [FI NAME] account has what you need to get paid, no new app or login required.
Send an invoice when an engagement wraps, or take a quick payment along the way, and let your client pay by card or ACH, whichever works for them. Set up recurring billing for retainer clients so the same amount goes out on the same schedule every month. Either way, payment lands directly in your [FI NAME] account, so you don’t need to keep track of cash, checks, or your funds in a payment app outside of your checking account.
Get paid the way that fits how you bill, by:
- Creating and sending professional invoices for engagement-based work
- Setting up recurring billing for retainer clients
- Sharing a Payment Link for quick, one-off payment
- [YOUR PROCESSING RATE]% per credit or debit transaction
- [YOUR PROCESSING RATE]% per ACH transaction
Get Paid Today [Link to: Online Banking Login URL]
Want to see more? See how other professional services businesses use Autobooks at getpaid.autobooks.co/industry/professional-services
Email 2
Subject line:
Preview text:
Message body:
Whether you're outlining the scope for a new client or wrapping up billing for a project, everything you need to get paid is available in your [FI NAME] account.
Send an estimate before the work starts, or an invoice once it's done. Collect a deposit with a Payment Link or QR code to get things moving, or set up recurring billing if it's ongoing work. However your client pays, by card or ACH, the payment lands directly in your [FI NAME].
Get paid at every stage of the engagement, by:
- Sending professional estimates and invoices from your mobile device or desktop.
- Setting up recurring billing for ongoing services
- Having payment reminders sent automatically for overdue invoices
Processing fees are simple:
- [YOUR PROCESSING RATE]% per credit or debit transaction
- [YOUR PROCESSING RATE]% per ACH transaction
To get started, just log into your [FI Name] account and follow the prompts on your dashboard to create an Invoice or access your Payment Link. It's that simple.
Get Paid Today [Link to: Online Banking Login URL]
Want to see more? See how other professional services businesses use Autobooks at getpaid.autobooks.co/industry/professional-services