Toolkit for marketing your practice
Attract clients looking to move online and retain clients through communication and support with running their business.
Get support with your marketing
Promote your practice
Get help funding your marketing and list your practice on the Xero website to get found by more clients.
Access the partner marketing fundList on the Xero advisor directory
Introduce Xero to your clients
Guides, brochures and presentation slides
Download guides, brochures and presentation slides for introducing Xero to your clients.
Introduce your clients to Xero (PDF)Build a better business with Xero (PDF)Analytics Plus factsheet (PDF)
Digital advertising for your practice
Maximizing your online presence
Download guides to search engine optimization and other way to be seen online.
Guide to search engine optimization (PDF)Search engine marketing policy (PDF)Xero website templates on Squarespace
Marketing checklists
Marketing checklists
Download guides to search engine optimization and other way to be seen online.
Marketing assets checklist (PDF)Marketing habits checklist (PDF)Best practice website checklist (PDF)Develop your brand: Brand habits checklist (PDF)Profitable clients checklist (PDF)Practice growth checklist (PDF)
Marketing track: Grow your client base
Grow your client base
The grow your client base marketing track provides practical advice for reaching out to your target audience and attracting new clients.
Grow your client base: Marketing track overview (PDF)Using a niche to market more effectively (PDF)Build a database of marketing leads (PDF)Attract visitors to your accounting website (PDF)Turn website visitors into leads (PDF)Find ideal clients with outbound marketing (PDF)Get more referrals from clients (PDF)Successfully outsource your marketing (PDF)
Marketing track: Switch clients to Xero
Switch clients to Xero
The switch clients to Xero marketing track helps you with encouraging clients to switch to Xero and shows you how to remove barriers to swit
Switch clients to Xero marketing track: Overview (PDF)Marketing scorecard: Assess your marketing (PDF)
Marketing track: Profitable clients
Profitable clients
The profitable clients track includes guides, tools and templates for marketing yourself effectively to your current clients.
Profitable clients: Marketing track overview (PDF)Keep in touch with customers to drive leads (PDF)Promote products and services using email (PDF)Create expert content to grow your audience (PDF)Edit Canva templates to build beautiful visuals for your businessFor clients: 7 steps to an effective business plan (free PDF)Email templates for follow up: business plans with clients (PDF)
Social media toolkit
Making the most of social media
Understand the benefits of social media, which to use, what to post and when. Plus download social media images and text.
Build an online community with social media (PDF)What to post on social media (PDF)When to post on social media (PDF)Download social media images and text (.zip file)
Campaign in a box
Run a marketing campaign
Download and use these resources to execute a simple step-by-step marketing campaign for your practice.
Introducing Xero: email template (PDF)Switch clients to Xero: email sequence (PDF)Switch to Xero: call script (PDF)Slidedeck for 1-to-1 client meetings (.zip file)Follow up email to client meeting (two versions) (PDF)
Email templates
Templates to help with your marketing
A series of templated emails for communicating with clients and promoting your services, products, getting referrals and more.
Promote advisory services (PDF)Promote a product (PDF)Meeting invitation (four versions) (PDF)Ask for referrals (PDF)Happy anniversary (PDF)Our holiday hours (PDF)Happy ThanksgivingPromote a webinar (PDF)Chat about business plans for next year (PDF)Ask for a case study (PDF)Outbound marketing (PDF)
Hosting a client event
Resources for running events and webinars
Download resources for promoting and running events and webinars.
Promote and run events and webinars (PDF)How to run a client event (PDF)Intro to Xero: MS PowerPoint slides (PPTX file)Intro to Xero keynote (KEY file)Intro to Xero: supporting script (PDF)
Branding and logos
Logos, guidelines and customizable brochures
Download guidelines for using the Xero logo and brand, plus a brochure you can customize with your own branding.
Xero partner brand guidelines (PDF)Xero logos and advertising images (.zip file)Why you'll love Xero brochure (PDF)Why you'll love Xero brochure (.zip file)Customizable brochure: add your branding (PDF)Customizable brochure: add your branding (.zip file)
Industry marketing playbooks
Promote your practice to specific markets
An accountant reads a Xero marketing playbook on a tablet.
Franchisor marketing playbook (PDF)Creatives marketing playbook (PDF)
Find more marketing resources on Xero Central
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.