Autobooks National Small Business Week Resource Kit
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Construction & Skilled Trades Resource Kit
Marketing tools built for builders, contractors, and skilled trades.
The Construction & Skilled Trades Resource Kit is designed to help you connect with your small business customers in the building, contracting, and trades industries. This kit includes ready-to-use email templates and digital ads that highlight how Autobooks integrates seamlessly into their existing online and mobile banking platforms. It’s all built with trades professionals in mind — so you can speak their language and highlight the tools that help them get paid faster.
Follow our step by step instructions below to make the most of the Construction & Skilled trades resource kit.
Step 1: Train your team
Get aligned on how Autobooks supports construction and skilled trades businesses
Use this training guide to give your team an overview of Autobooks functionality, and how it's a great fit to help construction and trades businesses get paid.
Step 2: Help small businesses get set up with Autobooks
Support customers through onboarding so they can start accepting payments
This guide shows how to find customers who have accepted terms and conditions in the Autobooks Hub, and how you can help them get an underwriting decision.
Step 3: Build your target list
Identify the right construction and trades businesses to engage
Follow this step by step guide to locate small business customers in the Autobooks Hub who are the best fit for outreach.
Step 4: Run direct outreach
Use prewritten emails to help businesses get paid faster
Access ready to send email templates designed for construction and skilled trades businesses, highlighting how Autobooks can help them get paid.
Step 5: Go wider with your promotion
Expand your reach with digital ads or industry specific content
Use ready made digital display ads or link to the Construction & Skilled trades industry spotlight page to support broader promotion or inspire your own campaigns.
Need help?
Submit a support ticket under the 'Get help' tab in the Autobooks Hub, or contact our team.