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Slides and script
Download our slide deck and script to introduce your clients to FreeAgent Introduce FreeAgent to your clients with this ready-made slide deck and script explaining FreeAgent’s features and selling points.
Onboarding your clients to FreeAgent
Get your clients off to a flying start with FreeAgent’s stellar onboarding steps.
Save time and reduce stress, no matter where your clients are in their FreeAgent journey.
Prepare your clients
Help your clients familiarise themselves with FreeAgent by addressing any worries they might have about using accounting software. A quick chat with you can reassure them of how easy and intuitive FreeAgent is to use. Here are some handy resources to get started.
Share our new client starter pack with your clients
This pack has all the information your clients need to get started with FreeAgent. Download now or ask your Account Manager for printed copies.
Digitalise your clients
Help your clients reach these three essential milestones. These steps will give them first-hand experience with the software and a chance to see how easy and straightforward FreeAgent is.
Connect bank feeds
When your clients connect their online bank account, FreeAgent will automatically import their transactions every day, meaning they’ll be able to see their information all in one place.
Download the mobile app
FreeAgent’s mobile app is easy to use and similar to ones your clients already use every day. Reassure them that if they can work their online banking app, they'll be able to use the FreeAgent app.
Create an invoice
Help your clients personalise their invoices, complete all required steps and send their first invoice. This will give them the confidence to do it on their own in the future.
First steps summary checklists
Share our onboarding summary checklist with your clients to check on or support their onboarding progress.
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Develop good habits
Encourage good habits and daily use of FreeAgent from day one by helping your clients complete the following steps. These will allow them to get the most out of FreeAgent and guarantee long-term success using the app.
Explain bank transactions
Help clients understand the importance of bank reconciliation by highlighting that FreeAgent automatically explains transactions which can cut hours of manual data entry required to reconcile accounts. (Please note your client will need to have level 6 access or above to explain bank transactions.)
Record expenses (via mobile app)
Using the mobile app to record out-of-pocket expenses can be a valuable time-saving tool for your clients. Not only can they snap or bulk upload receipts on the go, Smart Capture can also extract the date and amount and suggest a cost category to speed up expense management and banking reconciliation.
Check on your client’s onboarding progress with Practice Insights
Generate a report of your clients’ onboarding key actions within their first 45 days of using FreeAgent.
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Some handy resources
We’ve selected resources especially for you to share or use during your first onboarding calls.
Video
Educate your clients about FreeAgent Use this video to educate your clients about FreeAgent’s main features and benefits.
Template
Your ready-to-go FreeAgent webpage Access your very own personalised FreeAgent webpage to share with your clients. Accredited partners only.
Template
Email templates: first steps on FreeAgent Paste the URL of your personalised FreeAgent webpage into this email template for a quick and effective way to get your clients started on FreeAgent. Accredited partners only.
Emails
Onboarding emails sent straight to your client’s inbox See the automated emails we’ll send to your clients, tailored to their permission levels, which will help them with the basics of using FreeAgent.
Support
FreeAgent Knowledge Base and FAQs Find answers to your questions, including step-by-step guides, on any FreeAgent-related activity.