Partner Marketing Toolkit

Find template proposals, emails, marketing, website and social media guides

Welcome to your Partner Marketing Toolkit

As accountants and advisors ourselves, we have a shared love of numbers 💜 But sometimes it’s words and imagery that do the talking. We know you need to communicate the value of non-financial accounting to your clients.

Here you’ll find a toolkit of resources to help with marketing and communications:

  • Proposal templates
  • Guides to set up your website
  • Guides for social media
  • Email templates to introduce carbon accounting to your clients
  • Cheatsheets to help start the conversation with your clients (Covering Agriculture, Local Government, SMBs, Banking and Finance, and $500M + Clients)
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Think of any other material that might be helpful? Suggest it by emailing support@sumday.io
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Got a client you want to send a custom proposal together with Sumday? Reach out to support@sumday.io, we’d be happy work on one together or share some templates
 
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Getting Started

Explaining the value of carbon accounting.

The elevator pitch: Sumday is a non-financial accounting platform that enables companies to measure and report on carbon emissions to an audit ready standard, efficiently.

The Detailed Pitch

You've got an opportunity to pitch the work - what do you say?

A more detailed example proposal with guidance notes - this can help you pitch for work where companies are requesting a carbon emissions assessment (or carbon footprint) and want support on next steps.

Detailed Guides

Had the 'aha moment' but need help communicating carbon to clients? We've got you covered.

From information on the Sumday Academy through to email templates to help you convert, you can find all the help you'll need below.

More than words.

Photography

Download a suite of images for proposals, your website or presentations.

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Download images: Oscar Sloane Photography
 

Sumday assets

Show current and potential customers that you are Sumday partner and a certified advisor.

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Get extra help

The how and why of carbon accounting.

Having trouble communicating why clients should embrace carbon accounting, or just need a second pair of eyes on a proposal? Fear not, we are here to help. Reach out the the Sumday design team and we'll lend a hand, just email support@sumday.io

 
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