Path 05 / Cash flow
I did the work. Now I need to get paid.
Set payment terms and run a follow-up routine that does not depend on memory.
Do these in order
Small moves. One working result.
Each lesson completes one decision or artifact. Counts and timings are PickBits starter defaults; the finish line is the work, not the clock.
Atomic lesson 01 10 min working session
Put the payment rule in the agreement
Collection gets harder when price, deposit, due date, and late terms were never explicit.
- Done when
- Your agreement states the amount, deposit, trigger, due date, and late-payment rule.
- You leave with
- Payment terms block
Atomic lesson 02 10 min working session
Check the price can carry the delay
Map when project cash leaves and enters using your approved numbers and dates.
- Done when
- The price and payment schedule cover delivery cost, tools, tax, and margin.
- You leave with
- Cash-safe price card
Atomic lesson 03 10 min working session
Schedule the reminder sequence
A due date should trigger the next action without relying on you to remember it.
- Done when
- The customer receives a clear reminder before, on, and after the due date.
- You leave with
- Payment reminder schedule
Atomic lesson 04 10 min working session
Escalate exceptions without hiding from them
Disputes, hardship, and strategic customers need judgment instead of another automated message.
- Done when
- The routine names when reminders stop and a human conversation begins.
- You leave with
- Collection exception rule
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