5280 Locates · Wed 9/30

★ = must get · ⚑ DEALBREAKER = no go-live without it · answers autosave on this phone

Ask for the A/R aging screenshot EARLY (QuickBooks: Reports → A/R Aging Summary). That "before" number is what the whole case study gets measured against.

9 · The Close

Ask for the verbal yes on the 30-day pilot, then get these in writing. A text thread counts.

YES
MAYBE
NO

26. What counts as "recovered": invoices past due on day 1 of the pilot that get paid within the 30 days. Agreed?

Without this, the case-study number is up for debate.

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