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  2. Sumday for Advisors

Sumday for Advisors

Your Sumday Partner toolkit including templates, guides and GTM resources

Set up as a Sumday Advisor

  • How to get listed in Sumday's Advisor Directory
  • How to set up a client in Sumday
  • Inviting Staff and Assigning Staff to Client Accounts

Why offer Carbon Accounting services

  • Talent Attraction & Retention — A Competitive Advantage Firms Can Deliver
  • Carbon Becomes Compliance: New Revenue from Large Clients
  • Advisors Are Uniquely Equipped to Lead This Work
  • Adding Value as Client Expectations Evolve

How to offer carbon accounting as a service

  • Leveraging Sumday to Add Value to your Firm
  • Four Proven Ways Firms Deliver Carbon Services for Larger Clients
  • For Firms Supporting Small Business Clients: Light-Touch, High-Impact
  • What to charge for carbon accounting services

Sales resources and templates for Advisors

  • Market your carbon accounting services - toolkit and assets
  • Introducing Carbon Accounting at Your Firm
  • Market Carbon Accounting to Small Business Clients
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