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Professional Services Resource Kit

Marketing tools built for Small Businesses in the Professional Services industry

The Professional Services Resource Kit is designed to help you connect with your small business customers who run professional services businesses. Inside, you'll find ready-to-use email templates built around how these businesses actually bill, whether that's a one-time engagement or an ongoing retainer, with digital ads to supplement. Everything highlights how getting paid already works inside their existing online and mobile banking, so you can speak their language and show them a faster way to get paid.

Follow our instructions below to make the most of the Professional Services resource kit

Prepare Your Target List

Before launching this campaign, use this guide to locate the small business customers in the Autobooks Hub who are the best fit for this Resource Kit.

Branch Flyer
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Email Campaign

Prewritten emails designed for professional services businesses, highlighting how Autobooks can help them get paid.

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Digital Ads

A set of digital display ads designed for targeted outreach, emphasizing the convenience and speed of Autobooks payments within online and mobile banking.

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Digital Ad Inventory