Autobooks Go-to-Market Resources

Go-to-Market Resources

The resources you need to make an immediate impact

1. Get started with the Autobooks Launch Workshop:
How to Launch or Accelerate Autobooks at Your Institution, in Just Two Weeks

We’ve made it easy to launch (or reboot) Autobooks at your financial institution!

Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!”

2. Market to small business customers with our free resources:
Already launched and looking for more ways to engage small businesses?
"It's Tax Season" Resource Kit

Are your small business customers searching for a better way to prepare for tax season?

We believe that Autobooks is an ideal solution for most small business owners, and we want to help your financial institution get the word out. There is no better time to do it than during the upcoming tax season — and no easier way than with the free resources found on this page.

Annual Marketing Calendar & Campaigns

Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution. Please note that some campaigns are tied to seasonal events and Holidays, and may span multiple months.

Q1

New Year, New You Resource Kit View

It's Tax Season Resource Kit View

Ongoing: Evergreen Year Round Marketing Kit View

Q2

Small Business Enrollment Email Kit View

National Small Business Week Resource Kit View

Ongoing: Evergreen Year Round Marketing Kit View

Q3

Coming soon: Get Paid on the Go Resource Kit

Ongoing: Evergreen Year Round Marketing Kit View

Q4

Giving Season Resource Kit View

Ongoing: Evergreen Year Round Marketing Kit View

Additional Go-To-Market Resources

Marketing Resources

Access any of the free resources and templates below and plug into your existing initiatives.

Seasonal Resource Kits

Access the seasonal resources  below to plug into your existing initiatives.