Simple resources for CBILS conversations

Kicking off 2021 with confidence

As you've hopefully just explored the benefits of securing CBILS and how to spot the clients at risk and quick wins in our workshop , these are the resources to get you talking to clients about CBILS:

- CBILS Cheat Sheet - everything to know about CBILS on one page

- Example Client Email - time saving templates you can send straight to your clients

- Outgoings Timeline - to help clients see at a glance how cash flow may be impacted over the next year

- Triage Sheet - to help you prioritise which clients may need your help most urgently

- Agenda Points - conversation points to cover when speaking with your clients during meetings

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. P.S all consultations this December come with a luxury Christmas Hamper. Yay!