Course curriculum

  • 1

    Introduction to Effective Credit Control

    • Welcome!
    • Housekeeping
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    • Please rate our course!
    • Disclaimer
  • 2

    Why is cash so important?

    • Why is Cash different to Profit?
    • Improving Cashflow - The Initial Steps
  • 3

    Positive Steps Towards Effective Credit Control

    • Introduction
    • Ground zero - the ‘do nothing’ approach
    • Day 1 :: Write a policy and procedure document – and use it!
    • Day 2 :: Set a date for a regular review
    • Day 3 :: Issue Regular Statements
    • Day 4 :: Automate
    • Day 5 :: Stand Out on The Doormat
    • Day 6 :: Pick up the phone
    • Day 7 :: Pre-empt the excuses!
    • Day 8 :: Understand why people don’t pay!
    • Day 9 :: New customer due diligence
    • Day 10 :: Define your terms and conditions
    • Day 11 :: Outsource credit control
    • Day 12 :: Give your customer every opportunity to pay
    • Day 13 :: Use your salesforce
    • Day 14 :: Get perspective
    • Day 15 :: Get serious with an LBA
    • Day 16 :: Own it and just do it
  • 4

    Resources

    • Credit Control with Chaser
  • 5

    Document Templates

    • Credit Control Checklist (Customisable)
    • New Customer Form – MS Word
    • Credit Control Telephone Scripts
    • Credit Control Letter Templates
    • Red Letter Template
    • Late Payment Demand Template