ProgrammableMarketing/bottomline.com (opens in a new tab)
PDF

Views

  • Plan
  • Roadmap
  • Research

On this page

  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 11
  • Big bets · 4
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Bottomline
Bottomline logo

growth playbook · Oct 23, 2026

bottomline.com (opens in a new tab)

Bottomline growth playbook

Diagnosis

Bottomline is a long-established payments company whose Paymode network connects 635,000+ businesses and processes $570 billion a year. Its hiring shows a push on Paymode revenue: a Revenue Marketing Strategist for pipeline, directors for retention, revenue growth programs and revenue analytics, a demand gen operations lead for the SDR team, AI enablement in RevOps, and Vendor Success.

The site has the content but misses the network's own leverage: enrolled vendors are never invited to pay their suppliers, the network size is stated four ways, comparison pages overlap, and technical basics are missing.

This playbook starts with the vendor-to-payer flywheel and quick fixes, then builds retention, routing, supplier matching, partner kits and reviews, and bets on fraud research, CFO Suite expansion, embedded enrollment and a vendor AR offer. All copy should go through compliance, with no fee or rate promises.

Growth Score

7/10

Biggest Opportunity

Use the network to grow the network: vendors become payers, supplier overlap wins deals, and partners embed enrollment.

Biggest Risk

AvidXchange, BILL, Tipalti, Corpay and Billtrust all pitch AI-driven automation, so Paymode must make its network size and fraud record concrete in every touchpoint.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Turn 635,000 enrolled vendors into Paymode's own payer pipeline

    Pull a list of enrolled vendors with more than 100 employees and rank them by payment volume received.

    High impact First result in 1 quarter
  2. 2

    State the network size one way: pages say 550,000, 600,000 and 635,000

    Search the site for every network-size mention.

    Medium impact First result in 2 weeks
  3. 3

    Merge four comparison pages into one maintained comparison, then add one page per rival

    Pick the canonical page and list the redirects.

    High impact First result in 1 quarter

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 1Big bets · 12Fill-ins · 5Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Most of the 635,000+ businesses on Paymode joined as vendors, because a customer asked them to. Many of them also pay suppliers of their own, which makes them the warmest possible payer prospects: they already trust the network, have an account and know the experience. Yet the vendor pages treat them only as payees. The Receive Payments page ends with one generic line, "Looking to make payments or streamline your invoice processes? We can help with that." The new Revenue Marketing Strategist is hired to generate Paymode pipeline with AI-driven segmentation and targeting, so the network already holds the best audience to segment.

    High impactMedium effort First result in 1 quarter Revenue Marketing Strategist

    First action

    Pull a list of enrolled vendors with more than 100 employees and rank them by payment volume received.

    How to measure it

    Vendor-to-payer opportunities

    Now
    –
    Target
    50 a quarter
    By
    2 quarters

    Steps

    1. 1

      Segment vendors

      Size, industry and volume from member data.

      Director Revenue Strategy & Analytics 1 week

    2. 2

      Score fit

      Likely AP volume and ERP fit, with AI-assisted enrichment.

      AI Enablement Analyst (Sales) 1 week

    3. 3

      Write the journey

      Member page, banner and three emails.

      Revenue Marketing Strategist 1 week

    4. 4

      Compliance review

      All copy, with no fee or rebate promises.

      Compliance and Legal 1 week

    5. 5

      Add in-portal prompts

      Portal and mobile app, after a payment is received.

      Paymode Product Manager 2 weeks

    6. 6

      Route to SDRs

      Top tier gets a call with member context.

      Manager, Global Demand Gen Operations 3 days

    7. 7

      Brief sellers

      Talk track for members who already receive payments.

      Head of Global Sales Development 2 days

    8. 8

      Track

      Vendor-to-payer pipeline as its own source.

      Director Revenue Strategy & Analytics monthly

    First result
    1 quarter
    Cost
    Staff time and in-portal changes
    Owner
    Revenue Marketing Strategist

    Smallest test

    Email 500 best-fit vendor members and count the demos.

    Why it works

    Segment enrolled vendors by company size, industry and payment volume received, and score which are likely to run their own AP at scale. Build a "Pay your suppliers the same way you get paid" journey: a dedicated page for existing members, an in-portal and mobile-app banner, a short email series from Vendor Success, and SDR follow-up for the top tier with a demo of the payer side. Keep every message compliance-approved, with no fee or rebate promises, and track vendor-to-payer conversions as their own pipeline source.

    Network businesses convert faster and cheaper than cold prospects, and each new payer brings its own suppliers onto Paymode, which compounds the network.

    Ready to use

    ChecklistVendor-to-payer launch list

    [ ] Member segment with size, industry and received volume
    [ ] Fit score reviewed by RevOps
    [ ] Member-only "pay your suppliers" page
    [ ] Portal and app banner after payment receipt
    [ ] Three-email series, compliance approved
    [ ] SDR routing with member context
    [ ] Pipeline source tag in CRM
    [ ] Opt-out honored across all channels

    Risks and how to handle them

    • Members see it as spam

      Limit frequency and send only to the best-fit tier.

    • Regulated claims

      Route every message through compliance.

    Evidence

    • Your websiteReceive Payments page (for vendors): H1 "Your Customer Now Uses Paymode. That's Good News for You."; features Premium Invoice Delivery ("included in all existing Premium ACH and Virtual Card memberships"), Dunning, scheduled reports and the mobile app; "Use the Network Trusted by 635,000+ Businesses". The only path toward paying suppliers is one line: "Looking to make payments or streamline your invoice processes? We can help with that."Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
    • HiringRevenue Marketing Strategist (Portsmouth, NH, first published September 24, 2026): "develop and execute integrated marketing programs that generate pipeline, accelerate revenue, and strengthen market awareness for Paymode, Bottomline's business payments network"; success "measured by marketing's contribution to pipeline, revenue, customer engagement"; AI-enabled workflows for "Audience segmentation and targeting", "Sales enablement", "Competitive intelligence", "Event marketing" and "Customer research and voice-of-customer"; "Partner with industry analysts and influencers". Every post says Bottomline moves "more than $16 trillion in payments annually".Source
    • HiringAI Enablement Analyst (Sales), Revenue Operations: "engineering and enabling the adoption of AI-driven agents" for "revenue driving sales teams within Paymode"; "Lead AI agent deployment for sales functions end-to-end"; "Ensure all AI initiatives comply with enterprise governance, risk, and security standards". A Customer Success Associate on the Vendor Success team (updated October 19, 2026) will "Drive customer engagement and adoption of Paymode features" and "Identify potential retention risks".Source
    • HiringManager, Global Demand Gen Operations (first published October 8, 2026): operational partner to the Head of Global Sales Development; will "establish and lead an SDR Operations Center of Excellence" across North America and the UK and "Own and improve core SDR workflows, including lead and account routing, assignment, ownership changes, handoffs, recycling, attribution". Sales Development Representatives (North America and UK, open) "Follow up promptly on marketing-generated leads, event attendees, webinar registrants, and content syndication inquiries" and use "AI-powered prospecting".Source
  • 02

    The Paymode page's description says 550,000 businesses and its body 635,000; the homepage menu and FAQ say 600,000. Buyers and analysts notice when a headline number changes from page to page.

    Medium impactLow effort First result in 2 weeks Revenue Marketing Strategist

    First action

    Search the site for every network-size mention.

    How to measure it

    Pages in sync

    Now
    –
    Target
    100%
    By
    1 month

    Steps

    1. 1

      Find mentions

      Site search and sitemap crawl.

      Web team 1 day

    2. 2

      Approve the figure

      Source and date.

      Compliance and Legal 2 days

    3. 3

      Make one block

      Reusable CMS block.

      Web team 1 day

    4. 4

      Replace

      Pages and descriptions.

      Web team 2 days

    5. 5

      Update collateral

      PDFs and decks.

      Revenue Marketing Strategist 1 week

    6. 6

      Review

      Quarterly.

      Compliance and Legal quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Revenue Marketing Strategist

    Smallest test

    Fix the Paymode page description today.

    Why it works

    Pick the current approved figure, store it once in the CMS, and use that block everywhere, including meta descriptions. Review it quarterly with compliance.

    Consistent proof builds trust, and the higher current number is a stronger claim.

    Risks and how to handle them

    • Old PDFs

      Update the most downloaded first.

    Evidence

    • Your websiteNetwork size is stated four ways: the Paymode page's meta description says "over 550,000 verified businesses" while its body says "more than 635,000"; the homepage menu and the FAQ say "over 600,000"; the Receive Payments page and the June 2026 G2 release say 635,000.Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
  • 03

    There are four overlapping comparison campaign pages under /x, and the strategist is asked to own competitive intelligence. AvidXchange, BILL, Tipalti, Corpay and Billtrust each position on AI and automation.

    High impactMedium effort First result in 1 quarter Revenue Marketing Strategist

    First action

    Pick the canonical page and list the redirects.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Pick the canonical

      Best performing page.

      Revenue Marketing Strategist 1 day

    2. 2

      Redirect

      Other three.

      Web team 1 day

    3. 3

      Rank rivals

      From lost-deal notes.

      Head of Global Sales Development 1 week

    4. 4

      Write pages

      Facts with sources.

      Revenue Marketing Strategist 2 weeks

    5. 5

      Compliance review

      Claims.

      Compliance and Legal 1 week

    6. 6

      Publish

      Linked from Paymode.

      Web team 2 days

    7. 7

      Refresh

      Quarterly.

      Revenue Marketing Strategist quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Revenue Marketing Strategist

    Smallest test

    Merge the four pages first.

    Why it works

    Keep one canonical "Paymode vs. alternatives" page, redirect the others, then add fact-checked pages for the rivals buyers raise most: network size, vendor enrollment done for payers, fraud controls, ERP integration and support. Date each and route through compliance.

    One strong page ranks better than four thin ones, and rival pages meet buyers who are already comparing.

    Risks and how to handle them

    • Claims go stale

      Date and re-check each quarter.

    Evidence

    • Your websiteSitemap (1,553 URLs, October 22, 2026): 991 resources (429 blog posts), 217 newsroom items, 38 campaign pages under /x, 121 /us and 102 /uk URLs. Four overlapping comparison campaign pages: /x/paymode-vs-competition, /x/paymode-versus, /x/paymode-beats-competition and /x/10-ways-paymode-better-other-ap-automation-solutions. Seven customer stories, including Merchants Company, Recology and Mayer Electric. Industry pages for healthcare, higher education, manufacturing and commercial real estate.Source
    • Competitor researchRivals' own homepages: AvidXchange, "AI-Powered AP Automation Software" for "mid-market businesses"; BILL, "Your AI-powered financial operations platform"; Tipalti, "finance automation software" for AP, mass payments, procurement and treasury; Corpay, "The Global Spend Management Company"; Billtrust, "The Cash Generation Platform" for AR.Source
    • HiringRevenue Marketing Strategist (Portsmouth, NH, first published September 24, 2026): "develop and execute integrated marketing programs that generate pipeline, accelerate revenue, and strengthen market awareness for Paymode, Bottomline's business payments network"; success "measured by marketing's contribution to pipeline, revenue, customer engagement"; AI-enabled workflows for "Audience segmentation and targeting", "Sales enablement", "Competitive intelligence", "Event marketing" and "Customer research and voice-of-customer"; "Partner with industry analysts and influencers". Every post says Bottomline moves "more than $16 trillion in payments annually".Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
  • 04

    Bottomline runs 121 /us and 102 /uk pages without canonical or hreflang tags, and the homepage has no H1. Search engines can show UK pages to US buyers and split ranking between versions.

    Medium impactLow effort First result in 1 month Web team

    First action

    Add canonicals to the template.

    How to measure it

    Tagged pages

    Now
    –
    Target
    100%
    By
    1 month

    Steps

    1. 1

      Template canonicals

      All pages.

      Web team 2 days

    2. 2

      Map pairs

      US and UK versions.

      Web team 3 days

    3. 3

      Add hreflang

      Pairs.

      Web team 2 days

    4. 4

      Homepage H1

      One heading.

      Web team 1 hour

    5. 5

      Descriptions

      Campaign pages.

      Revenue Marketing Strategist 2 days

    6. 6

      Check

      Search Console by country.

      Web team monthly

    First result
    1 month
    Cost
    $0
    Owner
    Web team

    Smallest test

    Tag the homepage and Paymode pages first.

    Why it works

    Add self-canonicals to every page, hreflang pairs (en-US, en-GB) where both versions exist, and one H1 on the homepage. Give campaign pages descriptions.

    Technical basics protect the rankings that 991 resources have earned.

    Risks and how to handle them

    • Wrong pairs

      Check a sample by hand.

    Evidence

    • Your websitePage basics: the homepage has no H1; the pages we checked (homepage, Paymode, Receive Payments, enrollment, FAQ, ROI calculator, press releases) carry no canonical tag, and there are no hreflang tags between the /us and /uk versions; campaign pages such as the vendor enrollment form have no meta description.Source
    • Your websiteSitemap (1,553 URLs, October 22, 2026): 991 resources (429 blog posts), 217 newsroom items, 38 campaign pages under /x, 121 /us and 102 /uk URLs. Four overlapping comparison campaign pages: /x/paymode-vs-competition, /x/paymode-versus, /x/paymode-beats-competition and /x/10-ways-paymode-better-other-ap-automation-solutions. Seven customer stories, including Merchants Company, Recology and Mayer Electric. Industry pages for healthcare, higher education, manufacturing and commercial real estate.Source
    • Google PageSpeedChrome UX Report for bottomline.com (real visitors, 75th percentile): Largest Contentful Paint 1,685 ms, Interaction to Next Paint 90 ms, Cumulative Layout Shift 0.03: all good, so speed is not the bottleneck.Source
  • 05

    The ROI calculator produces a PDF report and offers "Speak to an expert". An AP leader who just modeled their own numbers is at peak interest, and SDRs are told to follow up promptly on marketing leads.

    High impactLow effort First result in 1 month Manager

    First action

    Measure today's time from report download to first call.

    How to measure it

    Calculator-to-meeting rate

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Measure speed

      Current time to first touch.

      Manager, Global Demand Gen Operations 1 day

    2. 2

      Capture inputs

      With consent.

      Web team 3 days

    3. 3

      Route

      One-hour alert.

      Manager, Global Demand Gen Operations 2 days

    4. 4

      Write opener

      Approved by compliance.

      Compliance and Legal 3 days

    5. 5

      Coach SDRs

      Using the buyer's numbers.

      Head of Global Sales Development weekly

    6. 6

      Track

      Meetings by speed.

      Manager, Global Demand Gen Operations weekly

    First result
    1 month
    Cost
    Staff time
    Owner
    Manager, Global Demand Gen Operations

    Smallest test

    Call one week's calculator users within an hour.

    Why it works

    Capture the calculator inputs with consent, route the lead to an SDR with the estimate attached, and open the call with the buyer's own numbers, keeping the calculator's "indicative only" disclaimer in every follow-up.

    Speed and personal context lift meeting rates for high-intent leads.

    Risks and how to handle them

    • Estimates read as promises

      Repeat the disclaimer and avoid guaranteed figures.

    Evidence

    • Your websitePaymode ROI Calculator: estimates processing-cost savings for AP teams, with a PDF report and "Speak to an expert"; "Disclaimer: The results based on this calculator are indicative only and any actual savings may be greater or less than those shown."Source
    • HiringManager, Global Demand Gen Operations (first published October 8, 2026): operational partner to the Head of Global Sales Development; will "establish and lead an SDR Operations Center of Excellence" across North America and the UK and "Own and improve core SDR workflows, including lead and account routing, assignment, ownership changes, handoffs, recycling, attribution". Sales Development Representatives (North America and UK, open) "Follow up promptly on marketing-generated leads, event attendees, webinar registrants, and content syndication inquiries" and use "AI-powered prospecting".Source
  • 06

    Vendors asked to enroll can request help, but the form asks for a country from a full world list for a US network, plus phone, comments and a marketing question. Vendors who stall in enrollment delay their customers' payments.

    Medium impactLow effort First result in 1 month Customer Success Associate

    First action

    Count form starts versus submissions.

    How to measure it

    Form completion rate

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Measure

      Starts and submissions.

      Web team 1 day

    2. 2

      Cut fields

      Keep the essentials.

      Web team 1 day

    3. 3

      Show timing

      Response time.

      Customer Success Associate 1 hour

    4. 4

      Route

      To Vendor Success with payer.

      Manager, Global Demand Gen Operations 2 days

    5. 5

      Follow up

      Within the stated time.

      Customer Success Associate ongoing

    6. 6

      Track

      Enrollment time.

      Director Revenue Strategy & Analytics monthly

    First result
    1 month
    Cost
    $0
    Owner
    Customer Success Associate

    Smallest test

    Remove the country field this week.

    Why it works

    Cut the form to name, work email, the payer's name and the enrollment code, default the country to US, show the response time, and route requests to Vendor Success with the payer attached.

    Faster vendor enrollment means payers see value sooner and stay.

    Risks and how to handle them

    • Lost data for marketing

      Ask the rest after enrollment.

    Evidence

    • Your websiteVendor enrollment: the How to Enroll page answers "Why am I being asked to use Paymode?", "Where do I find my enrollment code?" and "Can I enroll if I don't have a customer paying me?", says fees are shown in the Terms of Service during enrollment, and lists Member Services hours. The Vendor Enrollment Assistance Request form asks for country from a full world list, although Paymode is described as "US-based", plus phone, comments and "How did you hear about us?".Source
    • HiringAI Enablement Analyst (Sales), Revenue Operations: "engineering and enabling the adoption of AI-driven agents" for "revenue driving sales teams within Paymode"; "Lead AI agent deployment for sales functions end-to-end"; "Ensure all AI initiatives comply with enterprise governance, risk, and security standards". A Customer Success Associate on the Vendor Success team (updated October 19, 2026) will "Drive customer engagement and adoption of Paymode features" and "Identify potential retention risks".Source

This quarter 11

The core plays for the next three months.

  • 07

    The new Director of Customer Retention and Growth is hired to build retention playbooks and save motions using AI-powered risk intelligence, and the analytics director to build early warnings for churn.

    High impactHigh effort First result in 2 quarters Director

    First action

    List last year's churned accounts and their signals.

    How to measure it

    Gross revenue retention

    Now
    –
    Target
    +2 points
    By
    3 quarters

    Steps

    1. 1

      Find signals

      From churned accounts.

      Director Revenue Strategy & Analytics 1 month

    2. 2

      Build the score

      With AI support.

      AI Enablement Analyst (Sales) 1 month

    3. 3

      Design plays

      By segment.

      Director, Customer Retention and Growth 1 month

    4. 4

      Pilot

      One segment.

      Director, Customer Retention and Growth 1 quarter

    5. 5

      Scale

      All segments.

      Director, Customer Retention and Growth 2 quarters

    6. 6

      Review

      Monthly.

      Director, Revenue Growth Programs monthly

    First result
    2 quarters
    Cost
    Analytics time
    Owner
    Director, Customer Retention and Growth

    Smallest test

    Score the top 100 accounts.

    Why it works

    Build a health score from payment volume, adoption of features, support cases and renewal dates; trigger save plays for falling scores; review results monthly.

    Early action saves more accounts than late renewal talks.

    Risks and how to handle them

    • False alarms

      Tune on outcomes.

    Evidence

    • HiringDirector, Customer Retention and Growth (first published September 23, 2026): "lead the design, execution, and optimization of enterprise retention programs", using "AI-powered risk intelligence"; "Build and maintain retention playbooks, customer save motions, and intervention frameworks for at-risk customer segments"; "Support the development of customer education, adoption, lifecycle marketing, and win-back programs"; success is "Increased gross and net revenue retention" and "Reduced customer churn and down-sell activity".Source
    • HiringDirector, Revenue Growth Programs (first published September 17, 2026): "close gaps between company revenue targets and expected performance" through programs for "customer retention, expansion, pricing optimization"; "Analyze customer behavior, retention trends, and revenue leakage". Director, Revenue Strategy & Analytics (first published September 8, 2026): "Analyze customer purchasing behavior, retention trends, renewal performance, expansion opportunities, and revenue leakage", "Support cross-sell, upsell", and "Create early warning systems for revenue risks and customer churn".Source
    • HiringAI Enablement Analyst (Sales), Revenue Operations: "engineering and enabling the adoption of AI-driven agents" for "revenue driving sales teams within Paymode"; "Lead AI agent deployment for sales functions end-to-end"; "Ensure all AI initiatives comply with enterprise governance, risk, and security standards". A Customer Success Associate on the Vendor Success team (updated October 19, 2026) will "Drive customer engagement and adoption of Paymode features" and "Identify potential retention risks".Source
  • 08

    The Receive Payments page says Premium Invoice Delivery is included in Premium ACH and Virtual Card memberships, alongside Dunning and scheduled reports. The Vendor Success team is hired to drive adoption of features.

    High impactMedium effort First result in 1 quarter Customer Success Associate

    First action

    Measure feature use among new vendors.

    How to measure it

    Feature adoption

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Feature use.

      Director Revenue Strategy & Analytics 1 week

    2. 2

      Write series

      Five emails.

      Revenue Marketing Strategist 2 weeks

    3. 3

      Videos

      Two minutes each.

      Revenue Marketing Strategist 2 weeks

    4. 4

      Compliance review

      Copy.

      Compliance and Legal 1 week

    5. 5

      Send

      Triggered.

      Customer Success Associate ongoing

    6. 6

      Measure

      Adoption.

      Director Revenue Strategy & Analytics monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Customer Success Associate

    Smallest test

    Send one feature email to 1,000 new vendors.

    Why it works

    Send a short onboarding series after enrollment and after the first payment, each showing one feature with a two-minute video, and track feature use by vendor.

    Vendors who use more of what they already have see more value and stay.

    Risks and how to handle them

    • Email fatigue

      Stop the series once a feature is used.

    Evidence

    • Your websiteReceive Payments page (for vendors): H1 "Your Customer Now Uses Paymode. That's Good News for You."; features Premium Invoice Delivery ("included in all existing Premium ACH and Virtual Card memberships"), Dunning, scheduled reports and the mobile app; "Use the Network Trusted by 635,000+ Businesses". The only path toward paying suppliers is one line: "Looking to make payments or streamline your invoice processes? We can help with that."Source
    • HiringAI Enablement Analyst (Sales), Revenue Operations: "engineering and enabling the adoption of AI-driven agents" for "revenue driving sales teams within Paymode"; "Lead AI agent deployment for sales functions end-to-end"; "Ensure all AI initiatives comply with enterprise governance, risk, and security standards". A Customer Success Associate on the Vendor Success team (updated October 19, 2026) will "Drive customer engagement and adoption of Paymode features" and "Identify potential retention risks".Source
    • HiringDirector, Customer Retention and Growth (first published September 23, 2026): "lead the design, execution, and optimization of enterprise retention programs", using "AI-powered risk intelligence"; "Build and maintain retention playbooks, customer save motions, and intervention frameworks for at-risk customer segments"; "Support the development of customer education, adoption, lifecycle marketing, and win-back programs"; success is "Increased gross and net revenue retention" and "Reduced customer churn and down-sell activity".Source
  • 09

    NexusConnect is being retired and suppliers and payers are moving to Paymode, most automatically. Migrations are when customers re-evaluate vendors.

    High impactMedium effort First result in 1 quarter Director

    First action

    List migrated accounts without a login.

    How to measure it

    Active migrated accounts

    Now
    –
    Target
    90%
    By
    2 quarters

    Steps

    1. 1

      List accounts

      Migrated and pending.

      Director Revenue Strategy & Analytics 1 week

    2. 2

      Track activation

      Login and payment.

      Director Revenue Strategy & Analytics 2 weeks

    3. 3

      Welcome series

      What is new.

      Revenue Marketing Strategist 2 weeks

    4. 4

      Call stalls

      Vendor Success.

      Customer Success Associate ongoing

    5. 5

      Survey

      At 30 days.

      Director, Customer Retention and Growth monthly

    6. 6

      Report

      Retention.

      Director, Customer Retention and Growth monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Director, Customer Retention and Growth

    Smallest test

    Call 50 migrated accounts without a login.

    Why it works

    Track every migrated account's first login, first payment and feature use; call those who stall; send a welcome series that shows what is new; survey satisfaction at 30 days.

    A smooth first month after migration protects revenue and turns migrated users into active members.

    Risks and how to handle them

    • Support load

      Plan capacity for migration waves.

    Evidence

    • Your websiteNexusConnect to Paymode migration FAQs for suppliers and payers: "NexusConnect will be retired, and both payers and their payees will use Paymode"; supplier accounts are "switched automatically" for most, with notices before the switch.Source
    • HiringDirector, Customer Retention and Growth (first published September 23, 2026): "lead the design, execution, and optimization of enterprise retention programs", using "AI-powered risk intelligence"; "Build and maintain retention playbooks, customer save motions, and intervention frameworks for at-risk customer segments"; "Support the development of customer education, adoption, lifecycle marketing, and win-back programs"; success is "Increased gross and net revenue retention" and "Reduced customer churn and down-sell activity".Source
  • 10

    The new Demand Gen Ops manager will own lead routing, handoffs, recycling and attribution across North America and the UK, and SDRs follow up event, webinar and syndication leads.

    High impactMedium effort First result in 1 quarter Manager

    First action

    Map current routing.

    How to measure it

    Leads within SLA

    Now
    –
    Target
    90%
    By
    2 quarters

    Steps

    1. 1

      Map routing

      All sources.

      Manager, Global Demand Gen Operations 2 weeks

    2. 2

      Set SLAs

      By source.

      Head of Global Sales Development 1 week

    3. 3

      Fix duplicates

      Routes.

      Manager, Global Demand Gen Operations 2 weeks

    4. 4

      Recycling

      Rules.

      Manager, Global Demand Gen Operations 1 week

    5. 5

      Report

      Weekly.

      Manager, Global Demand Gen Operations weekly

    6. 6

      Review

      Monthly.

      Head of Global Sales Development monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Manager, Global Demand Gen Operations

    Smallest test

    Fix routing for webinar leads.

    Why it works

    Map every source to an owner and a response time, fix duplicate routes, add recycling rules, and publish a weekly speed-to-lead report.

    Clear routing stops leads falling between teams.

    Risks and how to handle them

    • Change resistance

      Agree SLAs with SDR managers.

    Evidence

    • HiringManager, Global Demand Gen Operations (first published October 8, 2026): operational partner to the Head of Global Sales Development; will "establish and lead an SDR Operations Center of Excellence" across North America and the UK and "Own and improve core SDR workflows, including lead and account routing, assignment, ownership changes, handoffs, recycling, attribution". Sales Development Representatives (North America and UK, open) "Follow up promptly on marketing-generated leads, event attendees, webinar registrants, and content syndication inquiries" and use "AI-powered prospecting".Source
  • 11

    Paymode has 635,000+ businesses on the network, and RevOps is deploying AI agents for Paymode sales teams. A prospect whose suppliers are already members gets value faster.

    High impactMedium effort First result in 1 quarter AI Enablement Analyst

    First action

    Run a supplier match for three open opportunities.

    How to measure it

    Win rate with match

    Now
    –
    Target
    +15%
    By
    2 quarters

    Steps

    1. 1

      Define rules

      Consent and data handling.

      Compliance and Legal 2 weeks

    2. 2

      Build match

      Supplier file to network.

      AI Enablement Analyst (Sales) 1 month

    3. 3

      Account briefs

      AI-assisted.

      AI Enablement Analyst (Sales) 1 month

    4. 4

      Train sellers

      How to present it.

      Head of Global Sales Development 1 week

    5. 5

      Pilot

      Ten deals.

      Head of Global Sales Development 1 quarter

    6. 6

      Measure

      Win rates.

      Director Revenue Strategy & Analytics monthly

    First result
    1 quarter
    Cost
    Analytics time
    Owner
    AI Enablement Analyst (Sales)

    Smallest test

    Run three matches.

    Why it works

    With the prospect's permission, match its supplier list against the network and show the overlap; for outbound, build account briefs from public data and approved aggregate network signals, governed by the risk and security standards in the role.

    Showing that suppliers are already connected makes the network effect concrete.

    Risks and how to handle them

    • Data privacy

      Only with consent, show counts not names.

    Evidence

    • HiringAI Enablement Analyst (Sales), Revenue Operations: "engineering and enabling the adoption of AI-driven agents" for "revenue driving sales teams within Paymode"; "Lead AI agent deployment for sales functions end-to-end"; "Ensure all AI initiatives comply with enterprise governance, risk, and security standards". A Customer Success Associate on the Vendor Success team (updated October 19, 2026) will "Drive customer engagement and adoption of Paymode features" and "Identify potential retention risks".Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
    • HiringManager, Global Demand Gen Operations (first published October 8, 2026): operational partner to the Head of Global Sales Development; will "establish and lead an SDR Operations Center of Excellence" across North America and the UK and "Own and improve core SDR workflows, including lead and account routing, assignment, ownership changes, handoffs, recycling, attribution". Sales Development Representatives (North America and UK, open) "Follow up promptly on marketing-generated leads, event attendees, webinar registrants, and content syndication inquiries" and use "AI-powered prospecting".Source
  • 12

    Bottomline has pages for healthcare, higher education, manufacturing and commercial real estate, but only seven customer stories across the whole site.

    Medium impactMedium effort First result in 2 quarters Revenue Marketing Strategist

    First action

    Ask account managers for two customers per industry.

    How to measure it

    Industry-page leads

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Find customers

      Two per industry.

      Director, Customer Retention and Growth 1 month

    2. 2

      Interview

      Results.

      Revenue Marketing Strategist 1 month

    3. 3

      Compliance review

      Claims.

      Compliance and Legal 2 weeks

    4. 4

      Publish

      On industry pages.

      Web team 1 week

    5. 5

      Webinars

      Quarterly.

      Revenue Marketing Strategist quarterly

    6. 6

      Measure

      Leads.

      Manager, Global Demand Gen Operations monthly

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Revenue Marketing Strategist

    Smallest test

    Publish one healthcare story.

    Why it works

    Add two stories per industry, an industry webinar each quarter, and route industry leads to the right sellers.

    Buyers trust peers in their own industry.

    Risks and how to handle them

    • Customers decline

      Offer anonymised stories.

    Evidence

    • Your websiteSitemap (1,553 URLs, October 22, 2026): 991 resources (429 blog posts), 217 newsroom items, 38 campaign pages under /x, 121 /us and 102 /uk URLs. Four overlapping comparison campaign pages: /x/paymode-vs-competition, /x/paymode-versus, /x/paymode-beats-competition and /x/10-ways-paymode-better-other-ap-automation-solutions. Seven customer stories, including Merchants Company, Recology and Mayer Electric. Industry pages for healthcare, higher education, manufacturing and commercial real estate.Source
    • HiringRevenue Marketing Strategist (Portsmouth, NH, first published September 24, 2026): "develop and execute integrated marketing programs that generate pipeline, accelerate revenue, and strengthen market awareness for Paymode, Bottomline's business payments network"; success "measured by marketing's contribution to pipeline, revenue, customer engagement"; AI-enabled workflows for "Audience segmentation and targeting", "Sales enablement", "Competitive intelligence", "Event marketing" and "Customer research and voice-of-customer"; "Partner with industry analysts and influencers". Every post says Bottomline moves "more than $16 trillion in payments annually".Source
  • 13

    Paymode Pulse issues and fraud guides for vendors live as separate campaign pages. Vendors care about fraud, and fraud education reinforces why the network is safer.

    Medium impactLow effort First result in 1 quarter Revenue Marketing Strategist

    First action

    Create the archive page.

    How to measure it

    Pulse subscribers

    Now
    –
    Target
    20,000
    By
    2 quarters

    Steps

    1. 1

      Archive page

      All issues.

      Web team 1 week

    2. 2

      Sign-up

      Opt-in.

      Web team 1 week

    3. 3

      Invite

      Enrolled vendors.

      Revenue Marketing Strategist 2 weeks

    4. 4

      Compliance review

      Content.

      Compliance and Legal monthly

    5. 5

      Send

      Monthly.

      Revenue Marketing Strategist monthly

    6. 6

      Measure

      Opens and feature use.

      Director Revenue Strategy & Analytics monthly

    First result
    1 quarter
    Cost
    Email tool
    Owner
    Revenue Marketing Strategist

    Smallest test

    Send one issue to opted-in vendors.

    Why it works

    Turn Pulse into an opt-in email with an archive page, lead with fraud tips each issue, and add one feature tip.

    A useful newsletter keeps vendors engaged between payments and supports retention.

    Risks and how to handle them

    • Low opens

      Lead with fraud alerts.

    Evidence

    • Your websitePaymode Pulse, a vendor newsletter, is published as separate campaign pages (volume 10 issues 1-4, volume 11 issues 1-2), with a "Vendor Guide to Avoiding Payment Fraud" and fraud webinars; each issue is its own /x page.Source
    • Your websiteReceive Payments page (for vendors): H1 "Your Customer Now Uses Paymode. That's Good News for You."; features Premium Invoice Delivery ("included in all existing Premium ACH and Virtual Card memberships"), Dunning, scheduled reports and the mobile app; "Use the Network Trusted by 635,000+ Businesses". The only path toward paying suppliers is one line: "Looking to make payments or streamline your invoice processes? We can help with that."Source
  • 14

    Amex BIP Connect brings Premium ACH vendors to Amex customers, MassPay adds Paymode to its platform, and nine of the largest US banks offer Paymode.

    High impactMedium effort First result in 2 quarters Director

    First action

    Agree one joint campaign with a partner.

    How to measure it

    Partner-sourced payers

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Kit

      Pages and emails.

      Revenue Marketing Strategist 1 month

    2. 2

      Compliance review

      Joint copy.

      Compliance and Legal 2 weeks

    3. 3

      Plan

      With partners.

      Director, Revenue Growth Programs 1 month

    4. 4

      Launch

      Joint campaigns.

      Revenue Marketing Strategist quarterly

    5. 5

      Track

      Sourced members.

      Director Revenue Strategy & Analytics monthly

    6. 6

      Review

      Quarterly.

      Director, Revenue Growth Programs quarterly

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Director, Revenue Growth Programs

    Smallest test

    Run one webinar with a partner.

    Why it works

    Build a partner kit (co-branded pages, emails, webinar, enrollment links) and run joint campaigns, tracking partner-sourced members.

    Partners reach payers Bottomline cannot reach directly.

    Risks and how to handle them

    • Partner approvals slow

      Pre-approve templates.

    Evidence

    • NewsBottomline releases: Fraud Intelligence Exchange pilot with commercial banks (June 2, 2026); Paymode named a Leader in the G2 Summer 2026 Grid for AP Automation (June 4); CFO Suite launch with research saying "90% under pressure to adopt AI" (June 11); American Express partnership bringing Paymode Premium ACH vendors to Amex Buyer Initiated Payments via "BIP Connect" (July 21); MassPay adds Paymode Virtual Card and Premium ACH to its platform (October 2026).Source
    • Your websitePartner pages: "Partner With Us" ("Boost revenue for your business and your customers with access to Paymode"), Embedded Payments and Paymode for Digital Banking; the network page says nine of the largest US banks provide Paymode to their customers.Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
  • 15

    Paymode is a G2 Leader for AP Automation, but the iOS app has 11 ratings for a 635,000-business network.

    Medium impactLow effort First result in 1 quarter Revenue Marketing Strategist

    First action

    Add the in-app prompt.

    How to measure it

    App ratings

    Now
    –
    Target
    500
    By
    2 quarters

    Steps

    1. 1

      In-app prompt

      After positive actions.

      Paymode Product Manager 1 month

    2. 2

      Email ask

      After support success.

      Customer Success Associate ongoing

    3. 3

      G2 ask

      Payers.

      Director, Customer Retention and Growth ongoing

    4. 4

      Badge

      Paymode pages.

      Web team 1 day

    5. 5

      Respond

      To reviews.

      Customer Success Associate weekly

    6. 6

      Measure

      Ratings.

      Revenue Marketing Strategist monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Revenue Marketing Strategist

    Smallest test

    Ask 200 vendors for a review.

    Why it works

    Ask vendors after a successful payment or support case, add an in-app rating prompt after positive actions, and feature the G2 badge on Paymode pages.

    More reviews strengthen rankings and trust when buyers compare.

    Risks and how to handle them

    • Negative reviews

      Respond and fix issues.

    Evidence

    • NewsBottomline releases: Fraud Intelligence Exchange pilot with commercial banks (June 2, 2026); Paymode named a Leader in the G2 Summer 2026 Grid for AP Automation (June 4); CFO Suite launch with research saying "90% under pressure to adopt AI" (June 11); American Express partnership bringing Paymode Premium ACH vendors to Amex Buyer Initiated Payments via "BIP Connect" (July 21); MassPay adds Paymode Virtual Card and Premium ACH to its platform (October 2026).Source
    • App StoreThe Paymode iOS app has a 3.73 rating from 11 ratings (last updated June 10, 2026), while the network serves 635,000+ businesses.Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
  • 16

    The CFO Suite launch came with research (90% of CFOs under pressure to adopt AI), and the strategist is asked to partner with analysts.

    Medium impactMedium effort First result in 2 quarters Revenue Marketing Strategist

    First action

    Outline next year's survey.

    How to measure it

    Downloads

    Now
    –
    Target
    2,000
    By
    3 quarters

    Steps

    1. 1

      Survey

      Design.

      Revenue Marketing Strategist 1 month

    2. 2

      Field

      Panel.

      Revenue Marketing Strategist 1 month

    3. 3

      Write

      Report.

      Revenue Marketing Strategist 1 month

    4. 4

      Compliance review

      Claims.

      Compliance and Legal 2 weeks

    5. 5

      Brief analysts

      Launch.

      Revenue Marketing Strategist 1 month

    6. 6

      Webinars

      Series.

      Revenue Marketing Strategist quarterly

    First result
    2 quarters
    Cost
    Survey costs
    Owner
    Revenue Marketing Strategist

    Smallest test

    Publish a one-page summary.

    Why it works

    Publish an annual report on AP and payments with the research, brief analysts, and run a webinar series from it.

    Original research earns coverage and gives SDRs a reason to reach out.

    Risks and how to handle them

    • Low response

      Use a panel.

    Evidence

    • NewsBottomline releases: Fraud Intelligence Exchange pilot with commercial banks (June 2, 2026); Paymode named a Leader in the G2 Summer 2026 Grid for AP Automation (June 4); CFO Suite launch with research saying "90% under pressure to adopt AI" (June 11); American Express partnership bringing Paymode Premium ACH vendors to Amex Buyer Initiated Payments via "BIP Connect" (July 21); MassPay adds Paymode Virtual Card and Premium ACH to its platform (October 2026).Source
    • HiringRevenue Marketing Strategist (Portsmouth, NH, first published September 24, 2026): "develop and execute integrated marketing programs that generate pipeline, accelerate revenue, and strengthen market awareness for Paymode, Bottomline's business payments network"; success "measured by marketing's contribution to pipeline, revenue, customer engagement"; AI-enabled workflows for "Audience segmentation and targeting", "Sales enablement", "Competitive intelligence", "Event marketing" and "Customer research and voice-of-customer"; "Partner with industry analysts and influencers". Every post says Bottomline moves "more than $16 trillion in payments annually".Source
  • 17

    Both revenue directors are asked to find revenue leakage and churn trends.

    High impactMedium effort First result in 1 quarter Director Revenue Strategy & A…

    First action

    List last year's downgrades.

    How to measure it

    Recovered ARR

    Now
    –
    Target
    Tracked monthly
    By
    2 quarters

    Steps

    1. 1

      Pull data

      Renewals and downgrades.

      Director Revenue Strategy & Analytics 2 weeks

    2. 2

      Find patterns

      By segment.

      Director Revenue Strategy & Analytics 1 month

    3. 3

      Design fixes

      With CS.

      Director, Revenue Growth Programs 1 month

    4. 4

      Review changes

      Compliance and finance.

      Compliance and Legal 2 weeks

    5. 5

      Run

      Fixes.

      Director, Customer Retention and Growth 1 quarter

    6. 6

      Report

      Monthly.

      Director Revenue Strategy & Analytics monthly

    First result
    1 quarter
    Cost
    Analyst time
    Owner
    Director Revenue Strategy & Analytics

    Smallest test

    Review the top 20 downgrades.

    Why it works

    Analyse lost renewals, downgrades and accounts paying less than their usage suggests; build fixes with Customer Success and route any packaging changes through compliance and finance.

    Leakage fixes often recover revenue faster than new sales.

    Risks and how to handle them

    • Customer pushback

      Lead with value, not price.

    Evidence

    • HiringDirector, Revenue Growth Programs (first published September 17, 2026): "close gaps between company revenue targets and expected performance" through programs for "customer retention, expansion, pricing optimization"; "Analyze customer behavior, retention trends, and revenue leakage". Director, Revenue Strategy & Analytics (first published September 8, 2026): "Analyze customer purchasing behavior, retention trends, renewal performance, expansion opportunities, and revenue leakage", "Support cross-sell, upsell", and "Create early warning systems for revenue risks and customer churn".Source
    • HiringDirector, Customer Retention and Growth (first published September 23, 2026): "lead the design, execution, and optimization of enterprise retention programs", using "AI-powered risk intelligence"; "Build and maintain retention playbooks, customer save motions, and intervention frameworks for at-risk customer segments"; "Support the development of customer education, adoption, lifecycle marketing, and win-back programs"; success is "Increased gross and net revenue retention" and "Reduced customer churn and down-sell activity".Source

Big bets 4

Larger plays that can change the trajectory.

  • 18

    Paymode reports zero fraud losses, Bottomline is piloting a Fraud Intelligence Exchange with banks, and its blog covers insider fraud. No one publishes regular, network-level fraud trends for AP and AR teams.

    High impactHigh effort First result in 3 quarters Revenue Marketing Strategist

    First action

    Agree what aggregate data can be shared.

    How to measure it

    Leads per report

    Now
    –
    Target
    300
    By
    3 quarters

    Steps

    1. 1

      Define data

      Aggregate only.

      Director Revenue Strategy & Analytics 1 month

    2. 2

      Security review

      What is safe to share.

      Compliance and Legal 1 month

    3. 3

      Write

      Report.

      Revenue Marketing Strategist 1 month

    4. 4

      Launch

      Press and webinar.

      Revenue Marketing Strategist 1 month

    5. 5

      SDR follow-up

      Downloads.

      Head of Global Sales Development ongoing

    6. 6

      Repeat

      Quarterly.

      Revenue Marketing Strategist quarterly

    First result
    3 quarters
    Cost
    Staff time
    Owner
    Revenue Marketing Strategist

    Smallest test

    Publish an internal draft.

    Why it works

    Publish a quarterly report of aggregated fraud attempt patterns (types, industries, tactics) with prevention advice, cleared by security and compliance.

    Fraud is the top worry for finance teams, and authority on it sells the network.

    Risks and how to handle them

    • Revealing too much

      Security approves every figure.

    Evidence

    • NewsBottomline releases: Fraud Intelligence Exchange pilot with commercial banks (June 2, 2026); Paymode named a Leader in the G2 Summer 2026 Grid for AP Automation (June 4); CFO Suite launch with research saying "90% under pressure to adopt AI" (June 11); American Express partnership bringing Paymode Premium ACH vendors to Amex Buyer Initiated Payments via "BIP Connect" (July 21); MassPay adds Paymode Virtual Card and Premium ACH to its platform (October 2026).Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
    • Your websitePaymode Pulse, a vendor newsletter, is published as separate campaign pages (volume 10 issues 1-4, volume 11 issues 1-2), with a "Vendor Guide to Avoiding Payment Fraud" and fraud webinars; each issue is its own /x page.Source
  • 19

    The CFO Suite connects AR, AP, treasury and payments, and the Revenue Growth Programs director owns expansion.

    High impactHigh effort First result in 3 quarters Director

    First action

    List the top 50 payers by volume.

    How to measure it

    CFO Suite pipeline from Paymode payers

    Now
    –
    Target
    $5M
    By
    3 quarters

    Steps

    1. 1

      List payers

      Fit.

      Director Revenue Strategy & Analytics 2 weeks

    2. 2

      Design pilot

      Terms.

      Director, Revenue Growth Programs 1 month

    3. 3

      Train teams

      Play.

      Head of Global Sales Development 1 month

    4. 4

      Run

      Pilots.

      Director, Customer Retention and Growth 1 quarter

    5. 5

      Measure

      Pipeline.

      Director Revenue Strategy & Analytics monthly

    6. 6

      Scale

      Play.

      Director, Revenue Growth Programs quarterly

    First result
    3 quarters
    Cost
    Staff time
    Owner
    Director, Revenue Growth Programs

    Smallest test

    Offer a pilot to five payers.

    Why it works

    Identify Paymode payers who would benefit from forecasting and collections, offer a pilot, and build an expansion play with Customer Success.

    Expansion inside existing accounts is cheaper than new logos.

    Risks and how to handle them

    • Product readiness

      Pilot first.

    Evidence

    • NewsBottomline releases: Fraud Intelligence Exchange pilot with commercial banks (June 2, 2026); Paymode named a Leader in the G2 Summer 2026 Grid for AP Automation (June 4); CFO Suite launch with research saying "90% under pressure to adopt AI" (June 11); American Express partnership bringing Paymode Premium ACH vendors to Amex Buyer Initiated Payments via "BIP Connect" (July 21); MassPay adds Paymode Virtual Card and Premium ACH to its platform (October 2026).Source
    • HiringDirector, Revenue Growth Programs (first published September 17, 2026): "close gaps between company revenue targets and expected performance" through programs for "customer retention, expansion, pricing optimization"; "Analyze customer behavior, retention trends, and revenue leakage". Director, Revenue Strategy & Analytics (first published September 8, 2026): "Analyze customer purchasing behavior, retention trends, renewal performance, expansion opportunities, and revenue leakage", "Support cross-sell, upsell", and "Create early warning systems for revenue risks and customer churn".Source
  • 20

    Paymode has embedded payments and digital banking partner pages and is offered by nine of the largest US banks. Enrollment inside a bank or platform's own portal removes a step.

    High impactHigh effort First result in 3 quarters Director

    First action

    Pick one partner to pilot.

    How to measure it

    Embedded enrollments

    Now
    –
    Target
    +20%
    By
    3 quarters

    Steps

    1. 1

      Pick partner

      Pilot.

      Director, Revenue Growth Programs 1 month

    2. 2

      Design flow

      White label.

      Paymode Product Manager 1 quarter

    3. 3

      Compliance

      Review.

      Compliance and Legal 1 month

    4. 4

      Launch

      Pilot.

      Director, Revenue Growth Programs 1 quarter

    5. 5

      Measure

      Enrollment.

      Director Revenue Strategy & Analytics monthly

    6. 6

      Scale

      Partners.

      Director, Revenue Growth Programs quarterly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Director, Revenue Growth Programs

    Smallest test

    Scope the pilot with one bank.

    Why it works

    Build a white-label enrollment flow for partners, with shared reporting and co-marketing.

    Fewer steps lift enrollment, and partners grow the network for Bottomline.

    Risks and how to handle them

    • Partner priorities

      Start with one committed partner.

    Evidence

    • Your websitePartner pages: "Partner With Us" ("Boost revenue for your business and your customers with access to Paymode"), Embedded Payments and Paymode for Digital Banking; the network page says nine of the largest US banks provide Paymode to their customers.Source
    • Your websitePaymode network page: "a secure network processing over $570 billion in B2B payments annually for over 635,000 businesses, all with zero fraud losses", "trusted by nine of the largest US banks"; three audiences: businesses paying vendors, businesses receiving payments, and banks and fintechs.Source
    • NewsBottomline releases: Fraud Intelligence Exchange pilot with commercial banks (June 2, 2026); Paymode named a Leader in the G2 Summer 2026 Grid for AP Automation (June 4); CFO Suite launch with research saying "90% under pressure to adopt AI" (June 11); American Express partnership bringing Paymode Premium ACH vendors to Amex Buyer Initiated Payments via "BIP Connect" (July 21); MassPay adds Paymode Virtual Card and Premium ACH to its platform (October 2026).Source
  • 21

    Vendors on Paymode get invoice delivery, dunning and reports, and invoice delivery works "to both in-network and out-of-network customers". Those tools solve AR problems beyond Paymode payers.

    Medium impactHigh effort First result in 3 quarters Director

    First action

    Survey 100 active vendors on AR pain.

    How to measure it

    Active AR vendors

    Now
    –
    Target
    5,000
    By
    3 quarters

    Steps

    1. 1

      Survey

      Vendor AR needs.

      Revenue Marketing Strategist 1 month

    2. 2

      Package

      Offer.

      Director, Revenue Growth Programs 1 month

    3. 3

      Compliance

      Pricing review.

      Compliance and Legal 1 month

    4. 4

      Pilot

      Active vendors.

      Director, Customer Retention and Growth 1 quarter

    5. 5

      Measure

      Use and revenue.

      Director Revenue Strategy & Analytics monthly

    6. 6

      Scale

      Marketing.

      Revenue Marketing Strategist quarterly

    First result
    3 quarters
    Cost
    Product time
    Owner
    Director, Customer Retention and Growth

    Smallest test

    Survey 100 vendors.

    Why it works

    Package the vendor tools as an AR offer for all of a vendor's customers, with compliance-approved pricing, and pilot it with active vendors.

    It turns vendors into paying AR customers and brings out-of-network payers into contact with Paymode.

    Risks and how to handle them

    • Competes with Billtrust

      Lead with the network.

    Evidence

    • Your websiteReceive Payments page (for vendors): H1 "Your Customer Now Uses Paymode. That's Good News for You."; features Premium Invoice Delivery ("included in all existing Premium ACH and Virtual Card memberships"), Dunning, scheduled reports and the mobile app; "Use the Network Trusted by 635,000+ Businesses". The only path toward paying suppliers is one line: "Looking to make payments or streamline your invoice processes? We can help with that."Source
    • Competitor researchRivals' own homepages: AvidXchange, "AI-Powered AP Automation Software" for "mid-market businesses"; BILL, "Your AI-powered financial operations platform"; Tipalti, "finance automation software" for AP, mass payments, procurement and treasury; Corpay, "The Global Spend Management Company"; Billtrust, "The Cash Generation Platform" for AR.Source
More example playbooks and reviews

More growth playbooks

Other companies we have researched, each read from what they are hiring for.

  • Homebase growth strategyAn all-in-one app for small businesses with hourly teams: scheduling, time clock, timesheets, payroll, hiring, HR and compliance, team…23 growth ideas
  • Lightspeed Systems growth strategyCloud software for K-12 schools: web filtering, student safety monitoring, classroom management, digital hall passes, device management…21 growth ideas
  • Big Island Coffee Roasters growth strategyAn award-winning Hilo roaster and micro-mill selling the widest range of 100% Hawaiian coffees online (Kona, Ka'u, Puna, Maui), with…21 growth ideas
  • Qualytics growth strategyAn AI-augmented data quality platform that infers rules from data, lets business and data teams govern them, and delivers quality signals…21 growth ideas
  • Gradient Labs growth strategyA London-founded company building specialist AI agents for financial services (customer support, disputes, lending and collections, KYB…22 growth ideas
  • Mosaic growth strategyAI resource planning, management and forecasting for project-based firms, with Chello, an AI planning assistant, and native ERP…20 growth ideas
  • Cobalt growth strategyPentest as a Service: human-led and autonomous offensive security testing for web apps, APIs, mobile, networks, cloud and AI systems, run…23 growth ideas
  • Suno growth strategyAn AI music creation platform on web, iOS and Android: make songs from a prompt or lyrics, remix, sing with your own voice, separate stems…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Bottomline did not commission, review or endorse it, and Programmable is not affiliated with Bottomline. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Bottomline runs its business.

Something wrong, or do you represent Bottomline? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Vendor-to-payer journey, one network number, comparison pages, technical tags, calculator routing and the vendor help form.

  2. Days 31 to 6011 ideas

    Health score, vendor adoption, migration retention, routing, supplier match, industry stories, Pulse, partner kits, reviews, annual research and leakage review.

  3. Days 61 to 904 ideas

    Commit to the big bets: fraud trends report, CFO Suite cross-sell, embedded enrollment and a vendor AR offer.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value getting paid faster than by check. The most cited problem: payment fraud and business email compromise.

  • Network security and fraud protection
  • Manual AP and AR work
  • In their words: “get paid faster”

Market

Competitive landscape

5 competitors compared: AvidXchange, BILL, Tipalti, Corpay and 1 more.

  • Gap to exploit: Network-level fraud insight
  • AvidXchange: Smaller network message
  • BILL: Less enterprise depth

Hiring signals

Bottomline is investing in Paymode revenue.

  • Revenue Marketing Strategist: Paymode pipeline with AI-driven segmentation. Ideas 1, 3, 12.
  • Director, Customer Retention and Growth: AI risk intelligence, save plays, lifecycle and win-back. Ideas 7, 9.
  • Director, Revenue Growth Programs: Retention, expansion and leakage programs. Ideas 14, 17, 19, 20.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
ProgrammableMarketing
ExamplesLeaderboardsProductsTermsPrivacyCookiesDPALegalContact

© 2026 AI-Powered Growth Intelligence