Once you’ve recognised a client who’s feeling the pain of manual financial processes, the next step is simply helping them see a better way.
Introducing Weel isn’t about giving a sales pitch - it’s about connecting their everyday frustrations to a practical, modern solution that makes life easier for both of you.
Your Role as a Partner
Whether you’re hands-on with bookkeeping or providing strategic advice, your clients trust your recommendations.
You already help clients make smart decisions about their finance systems.
Recommending Weel is just an extension of that same trusted relationship.
Your role is to:
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Spot the signs that a client’s current process is holding them back.
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Help them reflect on where inefficiencies or risks exist.
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Introduce Weel as a simple, proven way to fix those issues.
It’s less about “selling” and more about showing them what’s possible.
How to Tailor the Conversation
If You Do the Bookkeeping
You see the admin pain every day - missing receipts, messy approvals, manual uploads. You don’t need to ask where the friction is; you can show it.
Try phrases like:
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“We’ve noticed how much time goes into chasing receipts and approvals each month - Weel automates that for both of us.”
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“With Weel, we get complete expense data in real time, so your reports and reconciliations are always up to date.”
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“It makes our workflow smoother and saves you money on admin time.”
- “It’s something we’ve seen work really well for clients who want more visibility and less admin.”
You’re simply sharing a better way to handle the parts of the process that take up time for both sides. This approach works best when you can show clear examples from their current process — e.g. how many hours go into cleanup or month-end each cycle.
If You Don’t Do the Bookkeeping
You might not see the day-to-day issues firsthand, so ask open-ended questions to understand their process.
Examples:
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“How do you currently manage staff expenses?”
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“How do you track approvals or spending across your team?”
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“Do you ever find that reconciling or reporting takes longer than it should?”
Once you’ve uncovered pain points, introduce Weel naturally:
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“It sounds like you’re spending a lot of time on manual tasks like 'receipt chasing etc'. Weel helps automate payments, receipt capture & approvals in one place.”
Connect Everyday Problems to Valuable Outcomes
When you talk about Weel, focus on the real-world improvements your client will feel:
Position the Shared Benefits
You can frame Weel as a mutual time-saver, not just a client solution.
For your client:
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Less manual admin and less frustration for staff.
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Clearer visibility and control over where money is going.
- Better compliance and reduced risk of fraudulent spend.
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Faster, cleaner month-end close.
For you as their partner:
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Cleaner data and fewer follow-ups - you don’t have to play “receipt detective” anymore.
- Streamlined approvals and reconciliation.
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Capacity to serve more clients without extra admin.
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More time for advisory work and client conversations instead of chasing details.
Conversation Tips
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Keep it natural: “We’ve seen other clients solve this really easily with Weel.”
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Share examples: “One of our clients used to spend hours chasing receipts - now Weel does it automatically.”
Key Takeaway
Introducing Weel should feel like part of your normal client conversations - not a pitch.
You’re helping clients fix everyday finance headaches in a way that makes their business more efficient and your partnership smoother.
When you focus on understanding their challenges and sharing what’s worked for others, you’ll naturally open the door to Weel in a way that feels genuine, helpful, and trusted.