Client intro tool

Build tailored introductions to FreeAgent for your clients in just a few clicks.

an illustration of a blank notepad and a yellow FreeAgent pen

Use the drop-down menu to select the appropriate business type for your client.

Does your client have a business bank account?
Does your client bank with NatWest, Royal Bank of Scotland, Ulster Bank or Mettle?

Use the drop-down menu to select the most relevant category for your client’s business.

How to use this tool

Answer a few questions, and we’ll craft a custom introduction for you to send to your client.

After completing the questions, hit ‘Generate introduction’ to view your tailored message.

Use the ‘Copy’ button to easily share it via email or presentation.