Toolkit: Moving Clients Away From Checks

Paper checks slow down cash flow, add reconciliation headaches, and increase fraud risk. This free toolkit gives you everything you need to confidently transition your clients to digital payments. Without friction or confusion.

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What’s Inside

• Internal Rollout Plan: Step-by-step actions before, during, and after client transition
• 90-Day Migration Timeline: Guide clients through every phase with clear communication
• Early Adoption Incentive Ideas: Encourage faster transitions with smart rewards
• Client Communication Templates: Ready-to-send emails, call scripts, and FAQs
• Objection Handling & Responses:  Confidently address client hesitations
• Change Management Best Practices: Keep messaging consistent and effective
• Client Migration Tracker & Metrics Dashboard: Measure adoption rates, incentives, and success over time

Why It Matters

MSPs that eliminate paper checks reduce manual work, improve cash flow speed, and strengthen client trust through secure, automated payments. With FlexPoint’s toolkit, you’ll have ready-to-use templates and strategies to make the move simple for your team and your clients.

Get your toolkit today.