Policies to prevent poor payment performance
A Talk by Joe McCord (Head of Growth and Customer Success, Pinch Payments)
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About this Talk
Late payments usually start with weak onboarding. In this practical session, Pinch will show you how to bake payment discipline into your process: capture and verify payment methods at the moment of signing, automate collections, and remove friction for the client. We’ll map the end-to-end workflow (eSignature → payment method on file → automated billing) and share templates and talking points you can copy for your firm.
