Hello,
This is [Your Name] from [FI Name]. We’re calling for a couple of reasons, if you have a few minutes.
First, we just want to check in on you and your business. How’s it going this year so far?
[...]
Secondly, we want to tell you about a solution that we believe is ideal for many of our small business customers. It’s called Autobooks. Have you heard of it or tried it yet?
[...]
I would love to tell you a little more about it.
If you've been using (or considering) third-party payment acceptance apps like Square or PayPal, we believe that Autobooks can really help.
Autobooks includes everything you need to send digital invoices via email, accept digital payments, in-app or online, manage cash flow, automate accounting, and generate all kinds of financial reports.
Best of all, Autobooks is available right now, inside [FI Name] online and mobile banking.
Does this sound like something that can help you and your business?
[If YES, continue below; if NO, skip to the bottom]
Awesome! Here are three quick reasons why you'll love doing more with Autobooks and [FI Name]:
With Autobooks, you’ll be able to:
- Let customers easily pay you online with a credit card, debit card, or electronic bank transfers (ACH).
- Get paid right into your [FI Name] checking account — no need to transfer funds from a third-party payment app.
- Receive a better support experience — talk to a real small business expert, not a chatbot.
Plus, with Autobooks, there are no hidden fees or overly-complex fee structures to worry about — instead you just pay the straightforward processing fee every time you get paid.
Give Autobooks a try and let us know what you think! Log into online or mobile banking, enroll in minutes, and send your first payment request.
[If NO, wrap up here]
Once again, we just want to say thank you for being a great customer. If you have any questions about Autobooks next time you need to get paid, give us a call.
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