Access the partner marketing fund
The partner marketing fund supports you with the tools, templates, resources – and funds – you need to execute great marketing. Discover what funds you can access at each status level.
List your practice on the Xero Advisor Directory
Once you've attained Xero Bronze partner status and above, you are eligible to list on the Xero Advisor Directory, so potential clients can find your practice more easily.
Get merchandise on the Xero store
Shop for exclusive Xero merchandise to delight your clients at the next meeting or event.
Download marketing resources
Resources to help you advertise your accounting and bookkeeping practice with Xero. Download guides, presentations, and more.
Introducing Xero to your clients
- Make the most out of your marketing with Xero (PDF)
- Dealing with a client's objections (Google slides)
- Introduce your clients to Xero (PDF)
- ‘Build a better business with Xero’ flyer (PDF)
- Introduce Xero to your clients (PDF)
- How online accounting can help you get paid faster (PDF)
- 5 things to consider when moving to online accounting (PDF)
Communicate Xero’s features
Digital advertising for your practice
Hosting a client event
Marketing assets checklist
Uncover the marketing assets your practice has and build a baseline for future activities.
Marketing habits checklist
Develop consistent marketing habits for your practice, even around busy periods.
A website is a key marketing asset for every business. This checklist will help you benchmark your website against best practice websites.
Brand habits checklist
Branding helps you stand out in what is an undifferentiated market. This tool will help you identify what makes a great brand for your practice.
Profitable clients checklist
Identify and implement strategies to enhance your practices profitability.
Drive your firm’s growth by setting tasks and benchmarks from developing new services to sales growth to increasing your margins.
Marketing guides, tools and templates
Grow your client base marketing track
Grow your client base by reaching out to your target audience. This track provides you with solid, practical advice you can use to engage and attract new clients.
Keep in touch with customers to drive leads
Ensure your existing customers come back to you by creating regular touchpoints through social media, personal communications, emails and other strategies .
Promote products and services using email
Learn how to use email to highlight your expertise, services, and encourage people to reach out to you.
Create expert content to grow your audience
Engage your clients and stand out from the crowd with content that highlights your expertise, builds relationships with your audience, and encourages them to keep you top of mind.
Using a niche to market more effectively
Explore the main reasons to focus on a niche when you go to market.
Build a database of marketing leads
Marketing your practice is easier to do if you have an on-going source of marketing leads you can reach out to. This guide explains what leads are and how to build your database.
Attract visitors to accounting websites
This guide explains how to drive more traffic to your website.
Turn website visitors into leads
Learn how you can convert more website ‘visitors’ into ‘leads’. Placeholder explanation
Find ideal clients with outbound marketing
Understand how effective outboard marketing (like paid advertisements online and in print, taking part in trade shows and seminars, calling potential clients etc) can bring new business back to your practice.
Get more referrals from clients
Develop an effective client referral strategy to keep a steady stream of new clients coming to your practice.
Successfully outsourcing your marketing
Working with an outside person or company to manage your marketing takes the pressure off you and puts it in the hands of the experts. Learn how this can benefit your practice.
Switch clients to Xero track overview
Get guidance on effectively encouraging your clients to switch from their current platforms or systems to Xero. This track helps you navigate that process and shows you how to eliminate barriers to switching.
Profitable clients track overview
Use these guides, tools and templates to market yourself more efficiently and effectively to your current clients.
Assess the success of your marketing efforts with the Marketing Scorecard
Lead magnet - 7 steps to an effective business plan eBook
Social media toolkit
Build an online community with social media
Understand the benefits of social media, as well as how to choose which social media to use and what to post.
How to edit Canva templates for your business
Use Canva to build beautiful visuals for your practice.
What and when to post on social
Understand the three key types of content to post on social media and when to use each.
Campaign in a box
Use these resources to execute a simple step by step marketing campaign for your practice.
A series of template emails to help your practice easily communicate with your clients to promote your services, products, get referrals and more.
- Download Promote Advisory Services email template PDF
- Download promote a product email template PDF
- Download meeting invitation (contains 4 versions) email template PDF
- Download ask for referrals email template PDF
- Download Happy Anniversary email template PDF
- Download our holiday hours email template PDF
- Download promote a webinar email template PDF
- Download chat about business plans for next year email template PDF
- Download ask for a case study email template PDF
- Download email templates - Outbound marketing PDF