Package a cashflow review
Turn cashflow analysis into a fixed-scope, fixed-price review clients can buy in one decision — your most effective gateway into deeper advisory work.
What this play helps you do
- Define a cashflow review tight enough to deliver profitably and repeatedly
- Decide exactly what the client receives and what decision they can make from it
- Price the review for an easy yes that opens a larger relationship
- Use the review as a diagnostic that surfaces recovery and credit-control needs
- Build a follow-on path so the review leads somewhere, not nowhere
8 min read
The opportunity
Open-ended advisory scares clients: they cannot tell what it costs or what they will get. A packaged cashflow review removes that friction. It is a defined piece of work with a clear price and a clear output, which makes it an easy first "yes" — and the easiest entry point into a deeper advisory relationship.
The review also functions as a diagnostic. In the course of examining a client's cash position you uncover the real issues — slow payers, weak terms, customer concentration, debts that should be chased — each of which is a doorway to further work or a recovery referral.
Run the play (steps)
- Scope it tightly. Define the review as a fixed set of inputs (recent figures, debtor ledger) and a fixed output (a short report plus a conversation).
- Standardise the output. Build a template covering cash position, debtor risk, and two or three prioritised actions, so every review is consistent and efficient.
- Run the analysis. Read the numbers for the story: where cash is stuck, who is not paying, what is most urgent.
- Deliver in person. Present the findings in a short meeting — the conversation is where trust and follow-on work are built.
- Recommend next steps. Always close with a clear recommendation: a deeper engagement, a credit-control fix, or a recovery referral.
How to package & price it
Set a fixed price low enough to be an easy decision but high enough to signal real value — the review is a paid diagnostic, not a freebie. Resist giving it away; a free review trains clients to undervalue your advice.
Treat the review as the top of a funnel. Its job is to earn trust and reveal the bigger problems, which then justify ongoing advisory, a credit health service, or a debt referred for recovery on a no-recovery-no-fee basis. You can route those debts through the refer a debt pathway. Price the review to convert, and let the follow-on work carry the margin.
How to talk about it
Sell the outcome, not the document. "For a fixed fee, I'll review your cash position and debtors and give you a clear picture of where your money is and what to act on first." Certainty of price and output is what makes it easy to buy.
When you deliver, talk in decisions: this is what's at risk, this is what I'd do, this is who can help. If the review reveals an unpaid debt worth chasing, present the recovery route plainly — there is no cost to attempt it.
Key takeaways
- A fixed-scope, fixed-price review removes friction and becomes an easy first yes.
- Treat the review as a paid diagnostic that surfaces deeper work — never give it away free.
- Always close with a clear next step: ongoing advisory, a credit fix, or a recovery referral.
FAQ
Should I offer the cashflow review for free to win the client?
Generally no. A free review signals your advice has no value and attracts clients who will not pay later. A modest fixed fee filters for serious clients and frames the advisory relationship correctly from the start.
How long should a cashflow review take to deliver?
Tightly enough to be profitable at a fixed price — standardise the analysis and the report template so the work is repeatable. The depth lives in the conversation, not in endless hours of preparation.
What if the review uncovers a debt the client can't collect?
That is a natural outcome. Recommend a recovery specialist who works on a no-recovery-no-fee basis, so the client can pursue the debt at no upfront cost while you retain the advisory relationship.
Run the play — we'll handle recovery
Commission-only recovery your clients can trust. No recovery, no fee.