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tech-Mar-22-2022-10-05-21-15-PM
go-to-market resource

Small Business Signal (third-party competitor) Email Kit


Establish differentiators and convey your value proposition

With $370 billion at stake, a myriad of third-party app providers have targeted the small business market. For the most part, they’ve found success by offering digital-first solutions designed to help small business owners overcome ongoing pain points. But the war is far from over. As a true financial institution, you have several advantages.

The Small Business Signal emails found here are designed to create awareness and drive a simple point home: that Autobooks, offered by your financial institution, is a superior option to third-party apps.

Each email spotlights the standout features that differentiate Autobooks from competitors. However, we believe that the ultimate differentiator is your institution. With our Signal Emails, it’s time to tell your customers what you have to offer!

How to Use This Content

To make the best use of this email content, we suggest: 

  1. Send the four emails to all your customers. You can send them in any order you please.
  2. 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. 
  3. Leverage the Autobooks product images available here: autobooks.co/marketing to add any Autobooks product visuals you would like. 
  4. Feel free to add your own product images, logos, and interactive widgets to further personalize and tailor to your brand. 

Email 1


In this email, we focus on Autobooks’ lower fees vs. the higher fees/hidden fees associated with the majority of third-party apps. 

Subject line: 

Save money on processing fees every time customers pay. 

Preview text:

Relying on third-party payment acceptance apps? Don’t like the high processing rates? If so, you need Autobooks. 

Message body:

Hi [Name of Recipient], 

 It’s true. Payment acceptance apps like PayPal, Square, and Venmo are convenient. Plus, they help you get paid. But as you’ve probably realized, they’re also expensive. Of course, transaction fees are just the beginning — additional actions often incur additional costs. And they can add up fast!  

If you’re fed up with the high cost of doing business with third-party apps, we have good news. It doesn’t have to be this way. 

[FI NAME] now offers digital invoicing and payment acceptance, powered by Autobooks — an easy-to-use solution that includes everything you need to get paid and stay on top of your business. And they’re available now, directly inside your online and mobile banking. 

With Autobooks, you’ll be able to: 

  • Let customers easily pay you online with a credit card, debit card, or electronic bank transfers (ACH) 
  • Save money — pay [your processing rate]% for every credit card transaction. Bank transfer (ACH) rates are even lower. 
  • Get paid right into your [FI NAME] checking account — no need to transfer funds from a third-party payment app 

Want to see how your business can benefit from Autobooks? Log into online or mobile banking, enroll in minutes, and send your first payment request.  

Have a question? Contact an Autobooks small business specialist by phone at (866) 617-3122 or by email at support@autobooks.co

Email 2


In this email, we focus on the ability to receive payments directly into a bank account with Autobooks, versus having to deal with virtual wallets. 

Subject line: 

Make your [FI NAME] checking the destination for all payments. 

Preview text:

Are you tired of dealing with third-party app balances? Autobooks helps you get paid, right into your business checking. 

Message body:

Hi [Name of Recipient], 

At this point, you’ve probably tried a payment acceptance app like PayPal, Square, and Venmo. You probably even liked their convenience. But what’s not so convenient, as you probably discovered, is the ability to easily access your funds. 

One thing all of these apps have in common: they want to hold on to your money for as long as possible. This means you have to deal with virtual wallets and other external balances. Over time, you might even forget about those hard-earned funds! 

If you’re fed up with having to wait (or pay) for transfers, we have good news. There’s a better way. 

[FI NAME] now offers digital invoicing and payment acceptance, powered by Autobooks — an easy-to-use solution that includes everything you need to get paid directly into your checking account. To make it even easier, you can access these powerful features right inside online and mobile banking. 

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 
  • Save money — pay [your processing rate]% for every credit card transaction. Bank transfer (ACH) rates are even lower. 

Want to see how your business can benefit from Autobooks? Log into online or mobile banking, enroll in minutes, and send your first payment request. 

Have a question? Contact an Autobooks small business specialist by phone at (866) 617-3122 or by email at support@autobooks.co

Email 3


In this email, we focus on the ability to receive personalized customer service via a branch or through an Autobooks specialist, as opposed to the predominant self-service model offered by most third-party apps. 

Subject line: 

Accept payments. Send invoices. And receive great customer support. 

Preview text:

Relying on third-party payment acceptance apps? Tired of the poor customer support? If so, you need Autobooks. 

Message body:

Hi [Name of Recipient], 

Have you ever had to use a third-party app like PayPal, Square, or Venmo? If so, chances are you’ve also had to rely on their customer service. And as you probably learned, getting help from a human usually involved a number of steps: tracking down a phone number or a help link ... speeding through various self-service steps ... waiting for real assistance ... and so on. 

If your idea of customer service involves speaking to real people who are eager to help — whether it’s over the phone or at one of our branch locations — we have good news. 

[FI NAME] now offers digital invoicing and payment acceptance, powered by Autobooks — an easy-to-use solution that includes everything you need to get paid and stay on top of your business. And they’re available now, directly inside your online and mobile banking. 

With Autobooks, you’ll be able to: 

  • Let customers easily pay you online with a credit card, debit card, or electronic bank transfers (ACH) 
  • Receive real customer support from actual small business specialists— any time you need it 
  • Save money — pay [your processing rate]% for every credit card transaction. Bank transfer (ACH) rates are even lower. 

Want to see how your business can benefit from Autobooks? Log into online or mobile banking, enroll in minutes, and send your first payment request. 

Have a question? Contact an Autobooks small business specialist by phone at (866) 617-3122 or by email at support@autobooks.co

Email 4


In this email, we focus on the ability to easily manage customer payments inside online banking, versus having to deal with reconciling payments across disparate third-party apps. 

Subject line: 

Get paid in the same place you manage your banking. 

Preview text:

There’s no need for multiple apps. With Autobooks, you can get paid and manage your finances right inside online banking. 

Message body:

Hi [Name of Recipient], 

Have you ever received a payment through a third-party app like PayPal, Square, or Venmo? If so, chances are you’ve also had to figure out a way to keep track of those funds. We know it can become frustrating — especially if your money ends up spread out over multiple apps.  

If you’re feeling overwhelmed ... and ready for an easier way to invoice, receive payments, and keep it all organized in one place, we have good news. 

[FI NAME] now offers Autobooks, an easy-to-use solution that includes everything you need to get paid — and stay on top of your cash flow. That means you get digital payment acceptance and invoicing tools, directly inside your online and mobile banking where you can easily track it all. 

With Autobooks, you’ll be able to: 

  • Let customers easily pay you online with a credit card, debit card, or through electronic bank transfers (ACH) 
  • Get paid right into your [FI NAME] checking account — no need to keep track of external payments through multiple third-party apps 
  • Manage incoming, coming due and past due customer payments — all in one place 
  • Save money — pay [your processing rate]% for every credit card transaction. Bank transfer (ACH) rates are even lower. 

Want to see how your business can benefit from Autobooks? Log into online or mobile banking, enroll in minutes, and send your first payment request.

Have a question? Contact an Autobooks small business specialist by phone at (866) 617-3122 or by email at support@autobooks.co