Melio makes bill pay easier, faster and more secure - now, you can easily help your clients get to know why you chose Melio, and how you’re using it to make their business payments better.
This is also a great way to encourage clients to book more time with you, so you can discuss what other solutions you and your firm can offer them.
This article is for:
Accountants who pay their clients' business bills on Melio.
How to use these assets:
- Copy/paste the text marked “Content of your email” below into a new email.
- Add the subject line into your email’s subject line field.
- Replace the fields marked {client name}, {Name of your firm} and {Your name} with real information.
- Now, attach the 1-page PDF (available as an attachment at the bottom of this article) to the email.
- Add any extra info you want your clients to have, like your phone number of operating hours and send.
Email template to help your clients get to know Melio:
Subject line:
A great bill pay solution our firm is using for clients like you
Content of your email:
Hey {client name},
{Name of your firm} has been using Melio to manage our clients’ accounts for a while now and I wanted to let you know why.
What’s Melio? It’s an easy-to-use accounts payable solution with a user-friendly dashboard, where users can pay all of their business bills and get paid by other businesses.
Here’s why I’m using Melio to manage your account as well:
- Saves you money - Melio is free! No monthly or subscription fees, ACH payments are free and you can get paid for free too.
- Connects to your accounting software - Every bill is reconciled automatically, so there’s no double data entry.
- Pay with credit card - Melio lets you pay your bills and vendors with a credit card (2.9% fee). That way, you defer payment, earn rewards and hold on to your business’ cash longer.
I’d love to discuss what else I can do for your business using Melio. Feel free to schedule a time for us to discuss your business’ needs.
Kind regards,
{Your name}