Resources to help your clients in lockdown

Get your clients back on track this year with these resources to determine who most needs your attention.

Triaging your clients

With the news of the third lockdown and the new £4.6bn grant care package released by the government, we’ve brought back the #LeaveNoBusinessBehind community for a one-off event to help triage your clients during the coming months.

Speaking to every client is made difficult by time constraints, so we put together a crack team to offer practical steps to ensure that your advice is appropriate, clear and you can work as efficiently as possible. Alongside the recording, which you can watch here, we have a host of downloadable resources to help you get started.

These include:

- Triage guide sheet

- Outgoings timeline

- Tips to agree a Time to Pay with HMRC

- Guide on restructuring

- CBILS cheat sheet

- Invoice finance cheat sheet

Let's help your clients get a strong start to 2021! If you’d rather talk to us directly about your client’s capital needs just book in a consultation with our team.

Book a demo to explore the platform

Our team will happily show you around the platform. Book in a time that suits you.