Partner PlaybookTools and resourcesPart 2

Welcome

ContentsMarketing

Introducing Breathe to your clients

If clients show interest – what next?

Setting up a new client

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Welcome to the Partner Playbook Part 2. The purpose of the playbook is to provide you with the tools and resources you need, as well as the steps required, to help you hit the ground running as a Breathe Partner.

The content in this playbook is based on research conducted in part one of our Partner Playbook, where we asked our most successful partners a series of questions on how they’ve grown their business, while using Breathe as part of their services.

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Partner Playbook

Step 1) Download the Breathe website images and logos from your partner toolkit.

MarketingBreathe on your website

Step 2) Add your Partner Badge. If you don’t have one, contact your account manager and they can send it across to you.

Step 3) Add your branded marketing video. If you don’t have one, contact your account manager and they can create one of these for you too.

Step 4) Include your referral link as a CTA (call to action) on your website. This could be a ‘Click here for a free trial’ button for example.

As a result, the customers trial will appear in your partner hub – a great lead generation tool. You can find your referral link in your partner hub, under the ‘referrals’ tab.

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Partner Playbook

Marketing Part 2

Here are a view examples of what our partners have already done too.

Top Tip: If you don’t have a website and you’re unsure where to start, download our super-handy guide.

Download

www.peoplemattershr.co.uk/breathehr-resources

www.hrhubplus.com/pages/about-us/hr-software

www.forresthr.com/hrsoftware

www.emphasis.uk.com/breathehr

www.centrichr.co.uk/breathe-hr-software

Plus, we’ve also created a ‘How to market’ guide, where we share our top ten tips for marketing on a zero or minimal budget, with advice from Breathe Partners on how they’ve achieved marketing success.

This includes information on blogging, social media, networking and more!

Creating your websiteUnderstanding and updating website copy

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Partner Playbook

Step 1) Create your four email templates

Hi {First Name},

We believe that company success comes from managing your people – not paper. That’s why we’ve partnered with Breathe, a cloud-based HR software solution designed to tame the chaos, so you can access your HR and personnel data online – easily and securely.

By focusing on simplicity and ease of use, Breathe enables you to;

• Manage holiday processes

• Analyse sickness

• Track performance

• Securely store documents and more - all in one place.

As an accredited Breathe Partner, I wanted to let you know that I can offer Breathe as part of my service offering to support you better.

If you would like to find out more, please contact me on:

T: E:

Kind regards,

Email

Introducing Breathe to your clients

Top Tip: You can include your branded marketing video in your emails, to showcase how the system can benefit their business. If you don’t have a video, contact your account manager and they will be happy to help.

Step 2) Sending your emails

We recommend using a CRM to help you schedule and send your emails. As a result, you can decide exactly which emails are sent and when.

E.g. Day 1 = 1st email templateDay 7 = 2nd email template

If you’re interested in the software our partners use, download part one of our Partner Playbook to find out more.

Top Tip: Search for a CRM which offers meeting links. You can include a link to your calendar in your email footer, allowing your clients to book in a call with you at a time that suits you both – avoiding email ping pong!

All our email templates can be found within your partner toolkit.

Using email effectivelyEmail template guide

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Partner Playbook

We are often asked, ‘how do I pitch an HR system to my clients?’. The first step is to understand their current situation and the challenges they face.

How do they currently manage their holiday? How long does it take for holiday to be approved by their manager?

Where do they store their employee information and documents? E.g. Handbooks and contracts.

Do they currently manage their employee data on Excel or bits of paper?

What is their current performance review process for managers?

For example, you may have a client approach you with a problem they need help with; perhaps a staff member is constantly off sick?

At this point, you can provide them with the support they need, whilst also offering them a solution which enables them to track and manage their people’s absence too.

Online or phone conversation

Introducing Breathe to your clients Part 2

It’s also worth remembering that Breathe is suitable for UK based SME’s for up to 250 people. To ensure that Breathe is going to be the right fit, we have a handy checklist available, which you can send to your clients.

Are you using multiple systems, applications, or traditional filing cabinets to manage your employees?

Would you benefit from centralising your employee data?

Would you like to be able to securely store your company documents, policies, and procedures, all in one place that your employees can easily access?

Would you benefit from moving your spreadsheets to cost-effective, cloud-based HR software?

Has there been times when a holiday form has been misplaced, or dates misread?

Are you unsure if your employees are reading documents that have been issued to them?

Has it been tricky to send information to employees when they are working remotely?

Would you like to enable your employees to have access to a self-service system?

Would you like to increase employee engagement and give your employees a chance to take ownership for their own goals?

Would you like to have the option to run reports on your people data?

Would you like to streamline and automate manual processes, so you have more time to focus on your business?

HR Software needed? Questions to consider

If you can answer yes to any of these, then… Breathe!Breathe is ideal for taking the first steps to automating procedures, removing manual processes and simply centralising data for your people. All with a cost-effective, cloud-based system.

Speak to your HR consultant to see how they can help.

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Partner Playbook

If clients show interest - what next?

Send them our Breathe demo video.

Offer a demo of the system to your client. Unsure how to demo the system? Watch our step-by-step video.

Advise them they still have a 30-day free trial.

Send them our Breathe flyer which highlights the benefits of Breathe.

Share our ‘Breathe – The bottom line’ guide with your client. This resource contains great ROI (return on investment) stats explaining how an HR system can help save time and money, essentially a business case to help you promote Breathe.

Put together a proposal presentation. We recommend including ROI stats from our ‘Breathe – The bottom line’ guide, as well as the cost of the system. Our prices can always be found on our website. You can also include our Breathe functionality document within the proposal, to help your client understand the many features Breathe has to offer.

Developing a high-performing team is essential for business success.

But time-consuming people admin could be holding you back.

Join 8000+ small businesses who are reaping the benefits of people-first HR software.

Escape people admin and focus on what matters

Eliminate HR admin■ Automate holiday booking and sickness processes■ Allow staff to update their own records ■ All people data, all in one place

Attract the best people■ Show your dedication to people development■ Implement a high-quality induction process■ Seamless performance management

Develop your team■ Keep on top of 1-1s and performance management ■ Record and monitor individual objectives ■ Easily delegate tasks to managers

Access on the move■ Store your data securely in the cloud■ Log in anywhere with a WiFi connection■ Mobile friendly

Motivate your people■ Give kudos for a job well done■ Track your people’s progress■ Benefits & rewards overview

Terms and conditions: Breathe offers a 50% discount to any UK registered charity with up to 250 people.

Easy-to-use HR software designed for SMEs

The bottom lineThe business case for our HR management software

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Partner Playbook

Setting up a new clientOption 1

If you will be managing your client’s account and wish to be invoiced for their account, please follow the steps below.

Step 1) Create their trial.

Step 2) Set your client as an HR user in their trial.

Step 3) Send their welcome email.

This will give your client access to explore Breathe and its features.

Watch this video to learn how to set up a new client.

Top Tip: Our partners include Breathe as part of their retained package. Most partners charge the cost of the Breathe system, however they will also provide additional services as part of the package and bill their clients on a monthly basis.

Gathering the data and importing

Step 1) Send your client our implementation spreadsheet. This will help you to gather the data you need to set up the client’s account. Contact your account manager and they can send this across to you.

Step 2) Once you have received the data, format the information into our import spreadsheet. This can be found under the people tab > data > manage data imports.

Step 3) Import the data. To ensure the data import runs smoothly, check out our step-by-step importing data into Breathe guide.

Step 4) Follow our step-by-step checklist to ensure all areas of the system are set up.

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Partner Playbook

Setting up a new clientOnboarding your client

Once you have created your client on Breathe, what are the next steps?

Step 1) Upload our employee, line manager, finance user (finance user is available on the regular, pro and premium plans), and HR user guide, to the company documents. As a result, when people log into the system, they will have access to our super-helpful guides straight away.

Step 2) Post a company announcement, welcoming people to the system. When people sign into the system, it will be the first thing they see.

Part 2

Breathe does not have a mobile app, however it has been designed to be fully mobile optimised and we have two guides – Android / IOS – which you can include in your announcement.

Step 3) Send your welcome emails! The welcome emails can be sent via the HR dashboard. This will provide employees with a link to create their Breathe password.

Top Tip: You can also include a link in the announcement. We suggest including a link to our training video which explains how employees can use the system.

Watch video

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Partner Playbook

Over to youThank you for reading the second edition of our Partner Playbook. We would love your feedback to hear how we can support you and your clients, so please don’t hesitate to get in touch via your partner hub below.

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Partner Playbook