Email Templates for introducing the Aider Mobile App to your clients

Here are 3 email templates that have some great information to send out to your clients before you invite them to use the Aider Mobile App.

Example email 1: 

Hi there!

Here at {practice name}, you know we’re always looking for new ways to invest in you and your business.  Recently, we’ve been working with Aider, who offers tools unlike any we’ve seen.

What is Aider?

Aider is your digital financial assistant. One of the reasons we at {practice name} think you should try Aider is because it helps strengthen your relationship with us. 

We’re teaming with Aider to automatically deliver key tax, profitability, and cash flow information right to your mobile. Through Aider’s friendly conversational interface, we will send you reminders and proactive notifications to help you keep on top of all your financial responsibilities. 

Get started by accepting the invitation you’ll receive from {practice name]. Your accountant is ready to connect through the app. We have compiled some information for you on how to get started in 6 easy steps in the attached PDF.

Aider is free, and as a Xero user, linking Aider to your money is secure and seamless. You can also connect Aider to your point of sales system, rostering data, social media information, and website analytics. 

From the entire team at {practice name}
Thank you! 

 

Example email 2: 

Dear {client name}, 

You know we’re always looking for ways to help you run a smarter business.  We’re emailing to personally recommend a free new business tool, Aider. This smart virtual assistant provides fast answers to questions you have about what’s going on in your business. 

Our practice will access the same data, so we’ll really get into the overall operations of your company and be able to provide you with more informed recommendations. 

To help you get started, we’ve already connected your Xero account with Aider. The next step is simple--just click the registration link that we will send you shortly. We have compiled some information for you on how to get started in 6 easy steps in the attached PDF.

If you have any questions, please direct them towards {practice email}. 

Looking forward to speaking again, soon. 

Warm regards, 

{accountant/bookeeper's name}

 

Example email 3: 

Dear {client name},

Your accountant at {practice name} has teamed up with Aider to provide you with more personalized business services. Aider is a free tool that lets you and {accountant/bookkeeper's name} connect via your mobile. Through an easy-to-use app, you’ll get up to the minute reminders about tax, compliance, GST, and more, and if you have a question for your accountant, you can send a message instantly. 

Aider is also a smart virtual assistant that provides fast answers to questions you have about what’s going on in your business. By connecting all the apps you use to run your business, you’ll get fast information to your questions like, “What was my top-selling product today?” or “What’s my revenue last week?”

We’ve already set up your Aider account and securely linked Xero. All you have to do is follow the instructions in a subsequent email to get started. Send {accountant/bookkeeper’s name} a note in the app to let us know you’re all set up. 

We have compiled some information for you on how to get started in 6 easy steps in the attached PDF if you get stuck.

Best regards,

{accountant/bookkeeper's name}