A CFO pack every month · Lesson 5 of 8

Actions that close themselves

1:01 · Captions: English, Arabic, French and Chinese.

Advice only helps when it turns into something done — and someone has to notice when it is.

What you'll learn

  • Go straight to what to do
  • Send a statement in two clicks
  • Set your cash line

Step by step

  1. A few actions — Each pack ends with just a few actions, and only the kind she can close: chase a customer, renew a contract, meet a tax deadline, tidy the books, set a cash line.
  2. Straight to the statement — The first: a school is past 90 days. One click opens its statement with the school already chosen — she makes it, and sends it.
  3. Done by doing it — Back in her pack, that action is done — she did it by sending the statement. The shortcut stays, for the next reminder.
  4. The cash line — One number she sets herself: her cash line. When cash is forecast to dip below it in the next 8 weeks, the daily alert tells her.
  5. Targets, every day — Between packs, the targets from her first review are scored every day from her live books.

Fewer to-dos, and the ones that matter close themselves. Next: between packs.