Cash Flow First: "Building a Credit Policy That Works"

Cash Flow First: Building a Credit Policy That Works

Every profitable business starts with one thing: a solid credit policy.

Whether you're just starting out or tightening up your current process, this no-fluff guide gives you the tools to protect your cash flow before problems begin. Inside, you’ll learn how to build a smart, scalable credit policy that sets clear expectations with your clients and helps you avoid costly delays.

In this ebook, you’ll discover how to:

• Design realistic credit limits that align with your risk tolerance and cash flow needs
• Set clear, enforceable payment terms that prevent confusion, excuses, or costly loopholes
• Perform onboarding checks that help you spot red flags before extending credit
• Create your own internal risk scorecard—even if you’re not a financial expert

BONUS: The Credit Limit Design Worksheet
To make implementation even easier, you’ll also receive a step-by-step worksheet to help you design the perfect credit limit for each of your clients, tailored to your unique business needs.

Included with your purchase, you'll gain exclusive access to Dedicated Community Support:
Join a private community where you’ll receive ongoing support, answers to your questions, and direct interaction with others on the same journey. Our team is active and ready to help—so you’re never navigating things alone.

Packed with examples, templates, and step-by-step advice, this guide is ideal for small business owners, freelancers, and consultants who want to get paid faster, with fewer surprises.