Ramp
Ramp Demo
Ramp Representative Danny Mohler gives us a demo on how to use Ramp and how it can help advisors with their business.
additional resources
Advisor Console Demo (incl. how to add clients)
Ramp Product Updates/Announcements
try.ramp.com - A lite demo version of the system to explore and share with clients
methods of referring clients (choose one):
Trigger the application on behalf of your clients from within your Advisor Console.
Send the client a referral link via email prompting them to complete the application. This is the second option found under "Add Client."
If your client would be more receptive to a warm email introduction, firms have been using the template below to coordinate this demo:
Hi Frank,
Hope you are doing well. I'd like to introduce you to [client name], of [company]. They are interested in looking at Ramp and would like to see a demo of Ramp in action and may have some questions around the platform.
Hi [client name] - Please meet Danny from Ramp. He can connect you with a member of his team so you can ask any questions about Ramp and set up a 30 minute demo.
If possible please provide Danny with employee count and expected monthly credit card spend. This will ensure Danny connects you with the proper contact.
our ramp representative
Reach out anytime with questions or issues.
Frank Chiodo / Channel Partner Manager
fchiodo@ramp.com
