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Small Business Adoption Email Kit
Designed to Deliver Results
To make it simple to promote ongoing use of Autobooks, we have crafted an Adoption Email Kit that is proven to drive Autobooks adoption. The Adoption Email Kit is a set of 4 emails your team can copy, paste and send.
The emails included in this document are crafted by our team of professional copywriters and are built to drive awareness, interest, and ultimately adoption of Autobooks. The email language and content are rooted in thousands of hours of deep, ongoing research and conversations with small business owners that have adopted Autobooks.
How to Use This Document
To launch our Adoption Email Kit, we recommend:
- Sending the emails to your Autobooks users in the order they are listed below.
- After copying and pasting to your email service provider or marketing automation system, ensuring that the areas called out to fill in your financial institution specific information have been updated.
- Leveraging the Autobooks product images available here: autobooks.co/marketing to add any Autobooks product visuals you would like.
- Adding your own product images and logos to further personalize and tailor to your brand.
Email 1
Subject line:
Introducing Autobooks: Online payment acceptance & reporting
Preview text:
There’s no need to resort to unreliable apps. Autobooks is easy to use, and gives your business everything it needs to get paid.
Message Header:
Good news... Autobooks is now available
Online payment acceptance and reporting — inside your online and mobile banking.
Message Body:
[OPTIONAL CUSTOMER NAME],
Did you know? [FI NAME] now offers Autobooks, an easy-to-use solution that includes everything you need to stay on top of your business — digital payment acceptance and invoicing, plus accounting and reporting. Access it inside your [FI NAME] online and mobile banking now and try it for yourself.
[ADD AN IMAGE THAT SHOWS LOCATION OF SOLUTION OR PAYMENT TOOLS INSIDE YOUR UI - DOWNLOAD PRODUCT IMAGES. The best images to use in this location are one of the files labeled "Autobooks-accept-a-payment"]
With Autobooks, you’ll be able to:
- Get paid directly inside your online and mobile banking — no need to transfer funds from a third-party app
- Let people easily pay you online with a credit card, debit card, or electronic bank transfers (ACH)
- Create and send digital invoices that are customized with your business logo, and include our name for extra credibility
- Share your secure payment form link on any invoice, text message, social media profile, or web page
- View all your transactions inside one place — always know who’s paid and who’s due
CTA:
Want to see how Autobooks works?
Click below and send yourself a test invoice.
[Don't have the Test Invoice Widget? Contact Autobooks today.]
Learn more [BUTTON WITH LINK TO AUTOBOOKS PRODUCT PAGE INSIDE YOUR FI WEBSITE OR TO YOUR ONLINE BANKING LOGIN AREA.]
Email 2
Subject line:
Need an easy way to accept a payment? Try Autobooks now.
Preview text:
Autobooks is the simplest way for customers to pay you by card, directly into your checking account (no third- party app needed).
Message Header:
Accept payments or donations — online, in-app, or over the phone.
Autobooks is the simplest way for customers to pay you by credit card
Message Body:
[OPTIONAL CUSTOMER NAME],
What if collecting electronic payments from your customers was as easy as sending them a text message? Great news: starting today, you really can collect electronic payments this easily — just use Autobooks inside your [FI NAME] online or mobile banking.
[ADD AN IMAGE THAT SHOWS LOCATION OF SOLUTION OR PAYMENT TOOLS INSIDE YOUR UI - DOWNLOAD PRODUCT IMAGES. The best images to use in this location are one of the files labeled "Autobooks-accept-a-payment"]
With Autobooks, you get a secure link that you can share with customers anywhere to let them pay electronically. You can share it: on your Facebook page or website, in your email newsletter or paper bulletin, on invoices or contracts, in a text message, or anywhere you communicate with customers. When you get paid, the money lands right into your banking account.
With Autobooks, you’ll be able to:
- Easily collect payment or donations, in-person or online
- Get paid directly into your secure bank account
- Never lose track of your money on a third-party app
- Say yes to customer requests to pay online with a card or bank transfer
CTA:
Want to see how Autobooks works?
Click below and send yourself a test invoice.
[Don't have the Test Invoice Widget? Contact Autobooks today.]
Learn more [BUTTON WITH LINK TO AUTOBOOKS PRODUCT PAGE INSIDE YOUR FI WEBSITE OR TO YOUR ONLINE BANKING LOGIN AREA.]
Email 3
Subject line:
Need to send a professional invoice? With Autobooks it’s easy.
Preview text:
Create and send professional invoices to a customer’s inbox with just a few clicks. Autobooks is available now inside online and mobile banking.
Message Header:
Make it easy for customers. Send an invoice and get paid faster.
There’s no middleman — funds go directly into your checking for easy access.
Message Body:
[OPTIONAL CUSTOMER NAME],
Invoicing with Autobooks gives you time back to run your business. Get the robust tools you need to manage the invoicing process — easily track invoices and payments made, upload an unlimited number of customer and product records, and even customize the look and feel of your invoices.
[ADD AN IMAGE THAT SHOWS INVOICING SCREEN - DOWNLOAD PRODUCT IMAGES. The best images to use in this location are one of the files labeled "Autobooks-invoicing-laptop-view"]
Here’s how it works: Autobooks invoices are delivered by email. Customers can click on a link inside to view and immediately pay your invoice, via a secure web page. They can pay with any major card (including Amex®), or ACH transfer. Funds go directly into your [FI NAME] checking account — typically within two business days of the payment submission.
With Autobooks, you’ll be able to:
- Send invoices or estimates from your [FI NAME] online or mobile banking
- Make it easy for customers to pay — by card or ACH
- See who’s viewed invoices, who’s paid, and who still needs to pay
- Customize invoices with your branding in just a few clicks
CTA:
Want to see how Autobooks works?
Click below and send yourself a test invoice.
[Don't have the Test Invoice Widget? Contact Autobooks today.]
Learn more [BUTTON WITH LINK TO AUTOBOOKS PRODUCT PAGE INSIDE YOUR FI WEBSITE.]
Email 4
Subject line:
Struggling to stay on top of your business cash flow? You need Autobooks.
Preview text:
There’s no need to pay for complicated (and expensive) software. Autobooks is designed for a busy business owner, right inside online banking.
Message Header:
Get real-world accounting tools designed for busy business owners.
Find a happy medium between spreadsheets and overly complex software.
Message Body:
[OPTIONAL CUSTOMER NAME],
If you already send invoices and get paid through Autobooks, you can easily upgrade to add automated accounting and reporting features. That means you can keep track of your business directly inside of your online banking, where you do the rest of your banking. Stop having to rely on pen and paper, spreadsheets, or complicated software built more for accountants.
[ADD AN IMAGE THAT SHOWS ACCOUNTING SCREEN - DOWNLOAD PRODUCT IMAGES. The best images to use in this location are one of the files labeled "Autobooks-dashboard"]
Let your [FI NAME] bank account work for you: keep tabs on your balances, incoming customer payments and outgoing vendor payments all on one screen. With automated reporting, Autobooks lets you keep your financial records up to date. When you get paid or pay a bill, your business reports update automatically.
With Autobooks, you get:
- Easy-to-use accounting solution built specifically for the needs of small businesses
- Eliminate the need for multiple apps — get paid and manage your bank in one app
- Affordable solution available as part of online and mobile banking
- Keeps tabs on your banking accounts, incoming customer payments, and outgoing vendor payments — all on one screen
CTA:
Want to see how Autobooks works?
Click below and send yourself a test invoice.
[Don't have the Test Invoice Widget? Contact Autobooks today.]
Learn more [BUTTON WITH LINK TO AUTOBOOKS PRODUCT PAGE INSIDE YOUR FI WEBSITE OR TO YOUR ONLINE BANKING LOGIN AREA.]