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Cash Flow Advisory in Float: Presales icon

Cash Flow Advisory in Float: Presales

110 Downloads

Download your free Cash Flow Advisory in Float: Presales template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Cash Flow Advisory in Float: Presales' templateCash Flow Advisory in Float: PresalesSetup3 AutomatorsClarify why you want to offer cash flow advisory servicesCompletedDetermine the ideal client profile for your cash flow advisory servicesCompletedDiscover the ideal client’s goals, challenges and how you can helpCompletedBuild & Meet5 AutomatorsBuild your proposal, confirm a meeting date and present to a clientCompletedFollow-up

Before you're able to deliver cash flow advisory services, your client will need to understand the value and sign-off on those services.

This workflow is designed to do exactly that. It will guide you through effectively selecting the right clients for your cash flow advisory services and how to clearly demonstrate the value of those services.

The start date is today, the due date is 14 days later and the work assignee is the Partner.

To offer complete cash flow forecasting and scenario planning, check out Float.

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  • .XLSX File

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
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