| The professionals who handle bankruptcies are | | | | restrict people somewhat when it comes to providing |
| among the busiest people in our part of the world. | | | | negative information. You will need to listen |
| This is a sad reality. Financial trouble and bankruptcy | | | | attentively and read between the lines to get the |
| visably turn a person's life upside down. What is less | | | | real answers. Sometimes your real answers are |
| obvious is when anyone suffers financial difficulty or | | | | embedded within a reference persons' reluctance to |
| bankruptcy, everyone is affected. Families, friends, | | | | answer questions. |
| employees and vendors - from the small garage | | | | 4. Build in safety. |
| down the street to the giant credit card companies, | | | | Take small risks with new or unknown clients. |
| banks and tax collectors. The entire community is | | | | Determine a level of loss you can live with, extend |
| affected. | | | | that amount of credit to the client and observe how |
| To those of us who operate small businesses, this | | | | they manage it. Do they pay? If so, do they pay on |
| means "credit with caution". The easiest way to | | | | time, every time? If they can't pay, do they call you |
| avoid risking bad debts is to stick to cash sales. | | | | or do they wait for you to call them? Your gut will |
| Unfortunately, this is not always possible. Some types | | | | tell you whether to take more or less risk with the |
| of business require that you take on the risk of | | | | client. |
| extending credit to customers. | | | | 5. Collect your receivables promptly. |
| Our organization has been in the business of providing | | | | Follow up quickly when a client defaults on a payable. |
| training now since 1987. Our training contracts | | | | Be fair but firm in your approach. Sometimes people |
| typically range in value from as little as a couple | | | | and businesses just need a bit of room to work |
| hundred dollars to ten or twenty thousand. The | | | | through tough times - sometimes they have no |
| nature of the training business is that we really need | | | | intention of paying you and use any extra time to |
| to trust that clients will pay in order to stay in | | | | get their friends paid ahead of you. The most |
| business. Most of our clients insist that we provide | | | | important thing to learn about a client is whether |
| the training and get paid afterwards. We used to | | | | they have integrity, whether or not they honour their |
| provide all training first and invoice at the end of the | | | | word. When dealing with people who have integrity, |
| training. This is the "play before pay" approach. | | | | you can afford to take a bit more risk. |
| In the first ten years of business we never lost a | | | | 6. Never enter a business deal without having an |
| dime due to bad debts, then things changed. During | | | | agreement signed by both parties. |
| the latter half of the nineties we wrote off tens of | | | | Your agreement should clarify costs, deliverables and |
| thousands of dollars in bad debts. The first hit was | | | | timelines. Clear communication pays dividends when it |
| when we lost about $8,000 to a not-for-profit | | | | comes to satisfying clients. Although a verbal |
| organization. Over the next couple of years we | | | | agreement is apparently legally binding, you and I |
| managed to lose more than $10,000 to a three | | | | probably don't want to have to spend the money |
| different entities. Apparently we were slow learners. | | | | necessary to prove what you said, they said and |
| We then took another hit by a client who simply | | | | vice versa. A signed agreement will lend a lot of |
| refused to pay us for approximately $40,000 worth | | | | credibility to your case if you end up having to use |
| of work completed during 2001. We had seriously | | | | the legal system to collect your money. |
| drifted from doing good business to too many | | | | 7. Those who default on paying their bills will create |
| dosages of bad business. | | | | bad press for you. |
| Although we were angry about being $60,000 short | | | | Bad press creates the opposite of goodwill. In all |
| of where we should have been, we were too busy | | | | cases where clients have defaulted they immediately |
| to spend much time stewing about the losses. We | | | | began slandering our organization. These comments |
| could spend more time pursuing the culprits, but we | | | | range from libelous personal attacks to well placed |
| do not wish to spend a lot of time fighting legal | | | | scud-like complaints calculated to devalue the service |
| battles, spending good money after bad. Ultimately | | | | we provided and did not get paid for. It's like a |
| those unpaid amounts will have far less affect on us | | | | juvenile attempt to make themselves look better |
| than they will on those who don't pay their bills. | | | | somehow by making us look bad. This would be |
| We're focused on building goodwill and not dwelling | | | | troubling were it not so transparently pathetic. Yes, |
| on the negative aspect of this challenge. | | | | we could sue for liable, but when we're in our |
| We are a little wiser and lot more wary these days. | | | | lawyer's office, he's making money and we're not. So |
| In the interest of staying in business, we have had to | | | | far our strategy has been to stick to the high road |
| tighten our belts, our systems and our level of trust | | | | and keep building goodwill. |
| with certain clients. If you are in a business that | | | | 8. Fortress. |
| requires you to take on the risk of extending credit | | | | Everything we do to strengthen our team is what I |
| in order to secure contracts, you may be interested | | | | call fortressing. Once you have done all the work to |
| in the following points. | | | | find a number-one client and build a trusting |
| 1. Keep a classy client service attitude. | | | | relationship with them, treat them like the pure gold |
| Use the 95/5 rule. Do not let the 5% who may | | | | stars they are. |
| default cause you to apply a poor client service | | | | 9. Keep records. |
| attitude to the other 95%. You can probably trust | | | | This pertains to all records leading up to and during |
| 95% of your clients and it is important to manage | | | | your client transactions. But specifically, keep a record |
| those relationships with respect and trust. If you find | | | | of clients who do not pay and communicate that |
| that the negative 5% control your attitude, it's | | | | information to your team and your friends. Those |
| probably time to get out of the business. | | | | you tell are less likely to fall prey to that individual or |
| 2. Rate your clients. | | | | business again. |
| Any system can serve the purpose. Here is one way | | | | 10. Build goodwill. |
| to do it: | | | | Good businesses succeed because they create value |
| - # 1 client - no risk - extend full credit | | | | for their customers. The most important thing you |
| - # 2 client - low risk - extend limited credit | | | | can do in the face of bad debts is to continue to |
| - # 3 client - high risk - pay before you play | | | | serve your best customers in the very best way |
| - # 4 client - time waster - no play at any price | | | | you can. Never compromise your level of service to |
| 3. Do your research before extending credit to a | | | | paying customers. Give each customer the best value |
| client. | | | | possible with every engagement. |
| Get signed permission from the client to do a credit | | | | As stated earlier, the best way to avoid bad debt is |
| check on the client. Ask for credit references and | | | | to insist on cash sales only. If your business drags |
| check those references. Ask questions such as: | | | | you kicking and screaming into the role of creditor, |
| - "Do you extend credit to this person or business?" | | | | keep your head up. |
| - "Does the client pay you on time every time?" | | | | It will take a cauldron of caution, a ton of trust and a |
| - "How much time or effort do you have to invest | | | | pound of patience. If you tread down the play now |
| to get paid by this client?" | | | | pay later path, you too will inevitably one day hear |
| Be aware that there are strict laws governing the | | | | that dreaded expression, cheque's in the mail. If |
| sharing of information about clients. This tends to | | | | you're careful there can be life after debt. |