New Customer Checklist Form

  • The objective of this checklist is to assess the credit worthiness of a customer.
  • Assist with mitigating risk on client accounts defaulting.
  • Improving accountability, efficiencies and consistency.
  • Assists with consistency of employee decision making.
  • Clarity over job roles to improve responsibilities and compliance.
  • Streamlining internal processes.
  • Roadmap to daily operations through documented steps and guidance through a checklist summary format.
  • 100% customisable MS Word document
  • Once off payment – no subscription.


By purchasing this product, you agree to these Terms & Conditions


  • Client details
  • Steps for customer credit checks
  • Customer Account spending
  • Finance section for review and approval of credit decision
  • Finance approval
  • System steps
  • Completed approvals


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