AgentBook
Partner playbook

Marketing kit

Your goal

Post something today. Grab a card, drop in your referral link, and share — no design work needed.

~2 min · download & go

Share cards

Sized for social (1200×630). Click Download, then post it with one of the captions below and your referral link. Tip: to post as PNG, open the file and export — or screenshot it.

Stop doing your books
Stop doing your books

Broad hook — the emotional payoff. Great cold-open post.

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Snap the receipt
Snap the receipt

The “wait, it just does that?” demo moment.

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Get paid by card
Get paid by card

For freelancers who chase invoices.

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Know your tax number
Know your tax number

Lands hardest Jan–April and each quarter.

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An AI bookkeeper you text
An AI bookkeeper you text

The one-liner that explains the whole product.

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Copy you can paste

Swap [your link] for your referral link (find it in Settings → Referrals):

I stopped doing my own books. AgentBook is an AI bookkeeper you just text — snap a receipt, send an invoice, and your taxes stay done in the background. It even warns you before cash or tax problems hit. Try it: [your link]

Freelancers: your receipts can book themselves. Photo → AgentBook reads the amount, vendor and date → it’s in your books. No spreadsheet, no April scramble. [your link]

The thing that finally made tax season boring (in a good way): AgentBook keeps a live tax estimate all year, so I always know what to set aside. Year-end is one export. [your link]

A few rules that keep it working

  1. Lead with the pain, not the product“I stopped doing my books” beats “AgentBook has OCR.” People buy the outcome.
  2. Always show, don’t claimA 10-second screen recording of snapping a receipt converts better than any card. Cards get the scroll to stop.
  3. Disclose the linkSay it’s a referral link — it’s required in most places and builds trust anyway.
  4. Point them to the right planSolo? Pro ($19/mo). Team or heavy volume? Business ($49/mo). There’s a Free tier to start.
Posted? See what it earns and learn how to explain it.
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