Client Checklist
A great tool for accounts staff or those who prepare quotes or accounts

$45.00

There’s nothing worse than going through the entire adjudication process only to find that your client has two outstanding judgments on him, and runs his business out of his aunt’s granny flat. That is, there’s no money to recover.

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Description

Now you can’t predict these outcomes with any certainty, but you can do some simple background checks on potential customers to create a risk profile.  I started running some of these checks early on and it gave me great insight into potential problems. You can follow our process step-by-step using the ‘Client Checklist’.

A great tool for accounts staff or those who prepare quotes or account applications. See who you’re really dealing with!

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A great tool for accounts staff or those who prepare quotes or accounts”