Episode notes
Are your onboarding and credit processes protecting your cash flow—or putting your promo business at risk?
In this Promo Playbook mini-bite, hosts Lisa Fosdick, Kimberly Miller Ballerene, and Adrienne Barker, MAS unpack the financial side of running a promotional products supplier business. We cover the practical steps that keep your accounts receivable healthy and your margins strong, from creating a repeatable onboarding SOP to setting clear payment terms that actually get you paid.
What you’ll learn in this episode
→ Why every promo supplier needs a simple, consistent new-account intake form (tax ID, resale certificate, AR contact)
→ How to use industry tools (ASI, PPAI, SAGE) to run quick dis ...
Keywords
promotional products suppliers, supplier onboarding SOP, distributor credit checks, supplier payment terms, supplier cash flow, AR management, ACH vs credit card, Net 30 terms, promotional industry finance