3 steps for bringing your clients into the TSheets family

Published

When you’re an accounting or bookkeeping professional, finding the right way to introduce a new product or service to a client is often a balancing act. There are so many things to consider!

You want to recommend products you know will make your client’s life easier, save (or make) them money, and boost your reputation in the broader industry. You also want to know those products well enough to field questions and troubleshoot any technical issues. And in the event a client needs assistance beyond your expertise, you want to be confident that piece of tech comes with a top-notch support team. 

Oh, and you have to do your regular job, too. Yikes!

When it comes to helping your clients adopt TSheets and enjoy the benefits of delightful time tracking, we think there’s a better way. Rather than handling the entire research, recommendation, and onboarding process yourself, let us help!

Here’s our three-step process for bringing the No. 1 time tracking app to your clients.

 

1. Tell us about your clients 

Whether you’re a member of the TSheetsPRO community or not—oh, you’re not? Let’s get you signed up. It’s free! Like we were saying: Whether you’re already a PRO or not, you still might want to know more about what TSheets can do for your clients. So dial us up at 208-314-3278, and let’s talk about it! 

Tell us your clients’ pain points, how they track time, and how they run payroll. This information helps us understand how TSheets can benefit them the most and ensure an awesome experience all around, from day one. If your clients are concerned with time theft, buddy punching, slow payroll processes, or tracking time using GPS location tracking, odds are TSheets will be an excellent new tool for them. 

 

2. Invite your clients to try TSheets

We offer a 14-day free trial, but—spoiler alert—it only takes about an hour to get most businesses up and running with TSheets. Our expert set-up team does it all, from adding employees to creating jobs to setting up geofencing. We’ll get them connected to your TSheetsPRO account, so you’ll have full visibility into their time tracking experience. 

Those extra 13.96 days of the free trial are really just for peace of mind. Besides, who doesn’t want the best time tracking app in the world free for two weeks?

 

3. Sit back and relax!

Ok, we cheated a bit. This isn’t something you have to do, but you can if you want, knowing our world-class support team is here for you and your clients. And with over 20,000 five-star reviews and a dedicated account executive, it’s easy to trust TSheets to take care of your clients and make you look like a rockstar. After all, you’re the one who brought them TSheets in the first place. Great job, rockstar!

 


We’re celebrating Accountant Summer Love with our TSheetsPROs all season, and you can, too! Subscribe to our blog, or follow us on social media. Become a TSheetsPRO free, and join our Facebook forum where we host contests and giveaways and ask our PROs about their favorite work spots and summer activities. Need support now? Call 208-314-3278 to chat with our PRO support team and find out how TSheets can help your clients.