Creating Customer Scorecards

In this video, we discuss how to create a financial scorecard for a customer, considering their financial strength, credit scores, other financial information, strength of the management team, and other industry and market factors.

Customer scorecards allow you to be prepared and act quickly in adjusting the terms of your invoices or the credit limit when things happen outside your control.

In this video, we'll go through how to set up a customer scorecard from scratch to help protect your business.