To get started in Anchor, you can onboard clients in two ways:
Send your client a proposal to sign and approve.
Create agreements that you sign on your client's behalf.
NOTE: For onboarding 30+ clients, a white-glove onboarding option is available to help you efficiently launch agreements, contacts, and services at scale. As part of this process, we’ll partner with you to define the best approach for sending agreements for signature or accepting previously signed agreements on your clients’ behalf to ensure a seamless transition of your billing to Anchor. To learn more about this service, contact support@sayanchor.com.
Sending your client a proposal to sign and approve.
Anytime you’d like your client to receive a formal proposal for them to approve and sign, you’ll simply create a proposal and send it to them.
Create agreements that you sign on your client's behalf.
In some cases, you may decide to create and sign an agreement on behalf of your client instead of sending them a proposal.
This is typically done when the client has already agreed to the terms through another method. Please note that in this scenario, the agreement in Anchor will not include a digital signature.
Learn more about approving proposals on behalf of your clients.
Adding Payment details to existing agreements
If payment details were not added by the client as part of signing a proposal, there are 2 options to attach a payment method to the agreement:
Adding a payment method on behalf of the client
Sending a request to the client to add the payment method themselves
You can learn more about managing payment methods in Anchor here.
Email Templates for Notifying Clients About Your Transition to Anchor
We recommend informing your client about the transition to Anchor before beginning this process. Without prior notice, your client might feel confused or concerned when receiving an email about agreements, invoices, or payment details. For guidance, you can refer to the templates provided in the section below, depending on the way you decide to handle the transition:
When the client needs to sign and add a payment method themselves:
Subject: Please review and sign your new engagement in Anchor
Hi [Client First Name],
We’re updating how we manage our agreements and billing and are moving you to our new platform, Anchor. We chose Anchor for its simplicity, efficiency, and security, plus the benefits it provides for you, including complete visibility and control over your payments and invoices.
You’ll shortly receive an email with a proposal from us. In that proposal, you’ll be able to:
Review your engagement details and fees
Add your preferred payment method (bank account or card) for future invoices
Sign the updated agreement electronically
Once you’ve signed and added a payment method, your billing will run automatically through Anchor, and you’ll have on‑demand access to your agreement and invoice history.
Please complete this within the next few days. If anything in the proposal doesn’t match your expectations, reply to this email before signing and we’ll review it together.
Thank you,
[Your Name]
When the client only needs to add a payment method and the agreement is approved on their behalf:
Subject: Action needed: Add your payment method in Anchor
Hi [Client First Name],
We’ve moved our engagement and billing to a new platform called Anchor so your agreement, invoices, and payments are all managed in one place. We chose Anchor for its simplicity, efficiency, and security, and for the benefits it provides for you, including complete visibility and control over your payments and invoices. The only thing we need from you is to add a payment method.
What to expect:
You’ll receive an email from Anchor with a link to add your payment method
Once that’s done, future invoices will be handled automatically according to our current terms
Please complete this within the next few days so there’s no disruption to your services or billing.
If you have any questions about Anchor or the process, reply here, and I’ll be happy to clarify.
Best,
[Your Name]
When no action is needed from the client:
Subject: Your billing is moving to Anchor (no action needed)
Hi [Client First Name],
We’ve moved our engagement and billing to a new platform called Anchor so your invoices, payments, and engagement letter are all in one place.
We chose Anchor for its simplicity, efficiency, and security, plus the benefits it provides for you, including:
Real-time visibility of agreement status and history.
All past invoices and future payments are in one place.
Full protection from duplicate payments, fraud, and other errors.
Full control over payment approval and dispute.
Bank-level security, compliance, and privacy.
You don’t need to do anything. If you’d like us to use a different payment method than what we have on file, just reply to this email, and we’ll update it.
Thanks,
[Your Name]