Advisory Session: On-Boarding
Free Account for You + Wholesale Rates on Client Accounts
Barb Easter: Director of Customer Success
“A key aspect of our On-Boarding process is to recognize our Partners objectives and to start with ideas for factors of success. Each of our Partners view success differently based on their unique businesses and service offerings to their clients. Our goal is to work with them to the depth they need so that Financial Modelling & Cash Management are staples in their wheelhouse.”
At Dryrun we offer amazing tools – like our Insights Panel – that allows our Partners to quickly integrate their clients data into our platform and pull up quick and actionable intelligence to work with their clients on.
Visit our Advisory Partners Program for more details.
Our Partner On-Boarding process is quite deliberate so that our clients see the full value of Dryrun and our consulting teams approach to Cash Management.
Once you have become a Partner with us and after the Discovery & Selection process – our consultants work with you and your team to validate key areas of opportunity and partnership:
- ROI Validation (Services, Offerings, New Clients)
- DIY Elements (self-serve)
- Reporting Environment (Weekly, Monthly)
- Advisory Opportunities
- Concerns & Delivery of Services
- Free Dryrun Staff Accounts for Client Management
- Site License opportunity to manage all of your clients
- Custom Partner-exclusive coaching and training
- Staff on-boarding and implementation
- Ongoing support and training materials
- Partner badge for your website
- Advanced training and certification in Dryrun
- Exposure to our growing 4000+ member small business network
Book a time below to discover if Dryrun could be a fit for your firm.