I’m a Relay partner, but I don’t have shareable link like you. The only thing I can find on Relay is to invite clients through my portal. Are you in Relay as the influencer you are? Am I missing out on something I have, but can’t find? I’d love to have a link to share with people who are not yet my client. I send people to Relay every week. When I tried to sign up for their affiliate program, I had to answer, no I’m not an accountant or bookkeeper before it would let me apply to join.
Relay has given me tracking links for Bookeeping Side Hustle Community, but that is not what I shared in that email to my firm mailing list.
I try very hard to act like a real bookkeeper in my firm and not leverage the influencer side of things (that way when I share my progress, I'm sharing something that is relatable to others).
I might have asked my Relay partner rep for a direct link instead of inviting people. So I'd start by asking your rep for a direct link. Because, for me, I don't want to have to invite folks to Relay via my portal. These folks aren't my "clients". I don't want to see their names when I log on to Relay (yet). I just want them to get started with a good bank.
Kate, great newsletter, as usual!
I’m a Relay partner, but I don’t have shareable link like you. The only thing I can find on Relay is to invite clients through my portal. Are you in Relay as the influencer you are? Am I missing out on something I have, but can’t find? I’d love to have a link to share with people who are not yet my client. I send people to Relay every week. When I tried to sign up for their affiliate program, I had to answer, no I’m not an accountant or bookkeeper before it would let me apply to join.
Financially yours, Penny
Relay has given me tracking links for Bookeeping Side Hustle Community, but that is not what I shared in that email to my firm mailing list.
I try very hard to act like a real bookkeeper in my firm and not leverage the influencer side of things (that way when I share my progress, I'm sharing something that is relatable to others).
I might have asked my Relay partner rep for a direct link instead of inviting people. So I'd start by asking your rep for a direct link. Because, for me, I don't want to have to invite folks to Relay via my portal. These folks aren't my "clients". I don't want to see their names when I log on to Relay (yet). I just want them to get started with a good bank.
Thanks Kate! That is exactly how I think.