Getting started as a GoCardless Certified Advisor

Identify the perfect client

We recommend either:

a) A new client – someone you can introduce a valuable service to as you establish your advisor relationship.

b) Someone with a real business issue you can solve. For example, clients who have ongoing cash flow challenges or are always struggling with cheques and bank transfers.

Toolkit: Use our Fit Finder Guide (coming soon) to help you quickly identify which clients will benefit the most from using GoCardless. It helps you profile your customer base by looking at their industry type, their business issues and opportunities to capitalise on.

Help your client onboard

The first time around it’s probably best to walk your client through the set-up process one to one, so you can put what your learned in training into practice! Ask them to share their screen on a conference call, or run through it in person when you meet.

Tookit: Once they are signed up and have GoCardless connected to their accounting software, send them our video walkthrough to help make sure your client knows exactly how to collect and reconcile payments.