2. Send them an invitation to FreeAgent
Check out our email templates if you’d like some help explaining the benefits of FreeAgent. Plus, are any of your clients with NatWest or Royal Bank of Scotland? Use this email template to let them know that they already get FreeAgent as part of their offering!
Make sure to include a link to your Client Invitation page to get them really motivated about making the switch.
4. Finally - help them take their first steps
Although we pride ourselves on how intuitive FreeAgent is, there’s a learning curve with using any new software. Send over a helpful welcome email using this template.
Make sure to include a link to your dedicated Client Get Started page, which has all the resources your clients need to get off to a flying start with FreeAgent.