Effective Collections Part 1: Collect the Cash

Overview

🕮 Off the shelf (OTS)

This training is suitable for both those starting out in credit and debt management and experienced credit controllers who would benefit from a refresher or a new perspective.

For newcomers, it provides a solid foundation in the principles of effective collections, helping them quickly build confidence in handling customer accounts and ensuring they adopt best practices from the outset. It equips them with the essential knowledge, tools, and communication techniques needed to manage collections professionally and with impact.

For established professionals, the course serves as a valuable skills refresh and an opportunity to refine existing approaches. Even the most experienced credit controllers encounter challenges such as slow-moving queries, difficult customers, or productivity plateaus.

This training introduces fresh strategies, reinforces proven techniques, and encourages reflection on current practices, ensuring participants remain adaptable and effective in a changing business environment.

Key objectives: -
• Strong foundation: Learn the core principles of effective credit control and debt recovery.
• Confidence building: Develop practical skills to communicate with customers professionally and handle accounts effectively.
• Proven techniques: Gain access to tried-and-tested collection methods that help establish good habits from the outset.
• Practical tools: Walk away with techniques you can apply immediately to boost your effectiveness in the role.
• Skills refresher: Revisit key principles and sharpen existing skills to stay effective in a changing business environment.
• New strategies: Discover fresh approaches to overcome common challenges such as disputed invoices, late payments, and difficult conversations.
• Enhanced communication: Stronger customer relationships built through professional, effective dialogue.
• Clear progression: Opportunity to advance to Effective Collections 2 for deeper and more advanced techniques.

Delivered as a lively, interactive session, the course tackles common obstacles in debt recovery head-on, providing clear, practical responses that can be implemented immediately. By improving confidence, consistency, and efficiency in collections, participants will contribute to stronger cashflow and healthier customer relationships.

The course can also be followed by Effective Collections 2, which explores more advanced techniques and strategies for those ready to take their skills to the next level.