Once your ideal client has signed off on your proposal for cash flow advisory services, the focus moves to deliver those services.

The initial setup is the critical first step in doing so, and this template is designed to guide you though this process.

Because each section of this template is made easier by completeing the previous section, be sure to follow them in chronological order.

It’s worth noting the initial setup will be where the most significant time investment is required. Once completed, the time needed to maintain the forecast will be significantly less.

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