Once you are ready to receive instant payments, here are some things to consider when migrating your clients onto Forwardly.
First, consider which of your clients are open to trying out new payment platforms. Clients who are technology-driven and like to be early adopters are more likely to respond favorably to a new payment workflow.
Second, consider clients who would benefit from sending or receiving payments instantly. This could be clients that regularly pay late or experience delays with traditional payment methods. If you have a client who is frequently frustrated by ACH settlement times, teaching them about Forwardly could be a significant relief.
Finally, think about which of your clients can transition easily to Forwardly; in other words, which ones are using compatible software? If one of your clients is using an ERP that isn't currently supported, don't be shy! Let us know, and we'll consider it for future development. Every voice matters to our planning team.
Tip: When you bring up Forwardly, we recommend you treat it as a coaching opportunity where you can be a fintech expert and teach your client about new technology. |
"Your new preferred payment method"
Overall, what's most important when introducing a client to a new platform is making the transition as smooth as possible. Luckily, we're here to help you every step of the way with our pre-made templates.
Add a note to your general invoice
"Exciting News! We've teamed up with Forwardly for a quicker, safer payment experience. When you receive your next payment request, it will be via Forwardly. Forwardly's payment process is secure, faster, and more reliable than my existing payment methods. Please keep an eye out around the due date, and check your spam folder if you don't receive it on time."
Send your clients an email
"Hello [Client's Name],
Here at [Business Name] we're always looking for ways to enhance our services, which is why we've chosen Forwardly as our new payment platform. It's fast and easy to use, and it's safer than sharing banking or credit card details. All you have to do is watch for the payment request email (check your spam, just in case!) and pay through their portal. Sending payments is free, and the whole process is simple."
Provide them with our basic step-by-step instructions
Send them a quick link to our "How do I send a payment" support article.
Reassure them of Forwardly's security standards
Forwardly partners with Plaid to ensure your and your client's data stays secure. Not only that, but we're also SOC 2 Type II compliant.
Help your clients book a 1:1 intro session with our customer success team
Sometimes, clients need some extra reassurance. We're happy to help guide them every step of the way. Our online calendar for booking a quick intro call can be found here.
Reminder: This process is all about ensuring your clients feel comfortable and informed during the transition. Use these templates as a starting point and tweak them to fit your business's and clientele's unique needs. |