Plans and Pricing
Coach Financing Resource Library

Customer Financing Guides

Practical guides for businesses that want to understand, introduce and manage client financing more effectively.

Browse by topic—from financing models and payment plans to sales positioning, applications, credit, follow-up, scripts and tools.
Find the right guide for the question you are trying to solve.
01
Understand the ModelStart with financing structures, payment plans and provider responsibilities.
02
Use It in SalesSee when to introduce financing, how to position it and how to follow up.
03
Handle the ProcessReview applications, credit, underwriting questions, scripts and practical tools.
Browse this library 33 customer financing guides organized by topic
Getting StartedPayment PlansSales ProcessPositioning & ObjectionsCredit & ApplicationsTools & Scripts

Customer financing can touch several parts of the sales and enrollment process.

This library organizes the most useful Coach Financing resources by the question a business is trying to answer, rather than presenting the articles as one long chronological list.

Choose a topic below, then open the guide that best matches the decision, process or conversation you are working through.
Customer Financing Guides

Getting Started & Financing Models

Start with the fundamentals: how client financing works, how different models compare, and what businesses should evaluate before offering financing.

6 guides in this section
Customer Financing Guides

Payment Plans, Receivables & Cash Flow

Compare third-party financing with internal payment plans, receivables, cash-flow considerations, and the administrative work involved in collecting over time.

4 guides in this section
Customer Financing Guides

Sales Process & Follow-Up

Build financing into the sales and enrollment process, from the first mention through application follow-up and the next enrollment step.

7 guides in this section
Customer Financing Guides

Sales Positioning & Objections

Present financing without discounting the offer, over-focusing on monthly payments, or turning the financing conversation into a pressure tactic.

5 guides in this section
Customer Financing Guides

Credit, Applications & Underwriting

Understand what happens during the application process, how to discuss credit appropriately, and where the financing provider’s role begins.

7 guides in this section
Customer Financing Guides

Tools, Scripts & First-Party Q&A

Use practical checklists, calculator guidance, sales scripts, and real-world financing questions to support your team.

4 guides in this section
Customer Financing Resource Library

Use the library as a reference whenever a financing question comes up.

The guides above cover the financing model, payment-plan alternatives, sales conversations, applications, underwriting, follow-up and practical tools.

Start With the Basics