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.
$129.00
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Content
- 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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