Win clients with cashflow clinics
Offer short, focused cashflow clinics — quick diagnostic sessions on a client's cash and debtor position — as a low-friction way to win new clients and surface advisory work.
What this play helps you do
- Design a cashflow clinic that delivers quick value and builds trust
- Use the clinic as a low-friction entry point for new clients
- Surface advisory, credit-control and recovery needs during the session
- Convert clinic attendees into paying clients
- Make the clinic efficient enough to offer regularly
8 min read
The opportunity
A prospect who is not ready to commit to a full engagement will often say yes to a short, focused session. A cashflow clinic — a brief, sharp look at their cash and debtor position — is exactly that low-friction entry point. It lets a prospect experience your value first-hand before any larger commitment.
The clinic is also a fast diagnostic. In a single focused session you can surface the real issues — slow payers, weak terms, unpaid debts — and naturally point toward the advisory, credit-control or recovery work that addresses them. It is one of the most efficient ways to turn interest into a paying relationship.
Run the play (steps)
- Define the format. A short, fixed-length session focused on the prospect's cash position and debtor ledger — quick, sharp, valuable.
- Prepare lightly. Ask for a few key figures in advance so you can dive straight into insight.
- Deliver real value. Identify the most pressing issues and give one or two immediate, useful pointers.
- Surface the bigger work. Name the deeper problems — and where a debt should be pursued, mention the no-recovery-no-fee route.
- Invite the next step. Close with a clear path: a fuller review, ongoing advisory, or a recovery referral.
How to package & price it
A clinic can be complimentary or low-cost — its purpose is to win the relationship, not to be a profit centre in itself. Keep it short and well-prepared so it stays efficient even when offered for free or at a low fee.
Treat it as the entry to your funnel: design it to lead naturally into a fuller review, ongoing advisory, or a recovery referral on a no-recovery-no-fee basis via the refer a debt pathway. The clinic earns trust and reveals the need; the paid work behind it carries the revenue, reinforcing the benefits of working with you.
How to talk about it
Offer it as a genuinely helpful, no-pressure session. "Let's spend twenty minutes on your cash and debtors — I'll show you what stands out and what I'd do first." The low commitment and immediate value make it easy to accept.
During the session, be useful first and selly second. Name the issues honestly, give a real pointer or two, and let the value you deliver make the case for the next step. Where a stuck debt comes up, the no-upfront-cost recovery route is an easy, helpful thing to offer.
Key takeaways
- A short cashflow clinic is a low-friction entry point that lets prospects experience your value first.
- It doubles as a fast diagnostic, surfacing advisory, credit-control and recovery needs in one session.
- Keep it complimentary or low-cost and design it to lead into paid review, advisory or a recovery referral.
FAQ
How is a cashflow clinic different from a cashflow review?
A clinic is shorter, lighter and aimed at winning new prospects — a quick diagnostic taste of your value. A review is a deeper, paid, fixed-scope piece of work. The clinic is often the doorway that leads a prospect toward a full review.
Should the clinic be free?
Often yes or low-cost, because its purpose is to win the relationship rather than generate fees. Keep it short and well-prepared so it stays efficient, and design it to convert into paid review, advisory or a recovery referral.
How do I stop free clinics from wasting my time?
Keep them short and structured, ask for a few figures in advance, and always close with a clear next step. Mentioning a no-recovery-no-fee recovery route gives prospects with a real debt problem an immediate reason to engage further.
Run the play — we'll handle recovery
Commission-only recovery your clients can trust. No recovery, no fee.