Client Account Application / Intake Form

[2B]

Have spent MANY hours searching and as you see it is all over the place on information gathered and how.
besides as long as the information is typed and uniform then what difference does it make in the order on the paper?

you have a collection agency that goes after their banking account? interesting the one we have used never made this reference or an option

 

[shoresigns]

We do offer both options. I do have all the information requested by the collection agency, except they say they prefer us to use a standardized to our industry credit application... thus the point of this thread, trying to find what is standard. This appears to be nothing so I guess any application will work and I will use our merchant services recommended form for that part.

Would these be helpful?

https://www.fellers.com/docs/FELLERS_Credit_Application.pdf
http://geminisignproducts.com/globalassets/01_header/resources/geminicreditapp.pdf
http://www.escomanufacturing.com/media/credit_application.pdf
http://www.lightsigns.com/images/uniko_credit_app.pdf
http://www.hisigns.com/downloads/applicationforcreditaccount_hisigns.pdf

 

[Christian @ 2CT Media]

Have spent MANY hours searching and as you see it is all over the place on information gathered and how.
besides as long as the information is typed and uniform then what difference does it make in the order on the paper?

you have a collection agency that goes after their banking account? interesting the one we have used never made this reference or an option

Yes its actually an agency that works directly with the banks that service their operating loans. We actually got turned on to them by one of the banks that one of our clients use.

 

[Christian @ 2CT Media]

Would these be helpful?

https://www.fellers.com/docs/FELLERS_Credit_Application.pdf
http://geminisignproducts.com/globalassets/01_header/resources/geminicreditapp.pdf
http://www.escomanufacturing.com/media/credit_application.pdf
http://www.lightsigns.com/images/uniko_credit_app.pdf
http://www.hisigns.com/downloads/applicationforcreditaccount_hisigns.pdf

Yes thank you, I was using the fellers one for reference but I'll see if there is any differing info between them.

 

[Pauly]

I have read the first few posts and skipped the rest.

We use invoices. So we require at least your full name and phone number so we can put that on the invoice. Obviously phone number so we can contact you letting you know your job is ready to be collected.

If you open up an account with us (businesses only) then we'll get more info from you. So we know who to bill.

 

[Silvertip]

I had this sort of trouble when I first bought our shop 5 years ago. The previous owners thought that if they did not set up a net 30 account for every single customer that customer would go somewhere else. The first year was a nightmare trying to get people to pay on time! At the beginning of the following year I sent out email notices with a customer CREDIT application and it had to be filled out and backed with the owner of the companies PERSONAL GUARANTEE. All others can go to the bank if they need financing. I got a grand total of 2 clients that happily filled out the form and sent it back and they pay on time each and every time! Government agencies mostly are set up to bill monthly as well.
I was told that "Nobody will shop with you if you don't charge"....bs...In the end it improved my bottom line as everyone knows, cash flow is king and another really cool thing happened along the process which was this:
By taking a 50% Deposit on EVERY order more than $50.00 we have had no problems with non payment because now the customer is invested.
By Showing our clients that we were indeed serious about our business we became a more respected entity in our community.

As for a intake set up sheet ours is pretty simple. Name, address if necessary, phone number and Job description/instructions.
If you are having a problem with collections I would rethink my "policy" and see if that helps. Many sign shop items are available on the internet and there is no "I'll pay for it later option" there!
Best of luck!