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Before you extend any credit to a client they should first fill in a Credit Application form.
In these days of financial uncertainty, your client's "spit and shake on it" intention to pay their invoices isn't enough. You need to be better informed of their financial position before you extend a line of credit, and your client needs to be held accountable to an agreement in writing.
Created specifically for use in an agency environment, this comprehensive Resource template includes sections for business contact information, credit information, trade references, personal guarantee and agreement terms.
Would you like to be acknowledged for the value you add to your agency throughout the year...but...can you remember the great things you did 6 months ago?! Resource code: ACT1-0914 Author: Sarah...
For presentation meetings when you just won't have time to meet everyone personally. Resource code: AR1-0914 Author: Sarah Ritchie Last updated: September 2014 Format: One Microsoft Word template for editing How...
The perfect record sheet if cold calling/new business development is part of your Account Management role. Resource code: CCR1-0914 Author: Sarah Ritchie Last updated: September 2014 Format: One Microsoft Excel spreadsheet for editing...
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