Training 2018-07-12T05:51:11+00:00

Primary Focus

The primary focus of all presentations, seminars and In-House Training workshops since we first started running them back in 1991 is to
  • show delegates how to set up a collection system from scratch quickly or operate a recently created one,
  • give them practical “real-world” skills, solutions and strategies to get more accounts paid on time, and, most importantly,
  • explain how to maintain customer goodwill while doing so.


  • A realistic plan-of-attack is created that addresses each delegates current situation, taking into account staffing, time available, personal preferences and need.
  • A “New Customer” procedure customised and designed for each business.
  • A procedure for collecting overdue accounts including telephone scripts, email and letter templates for immediate use.

Main Topics

  • Psychology of Debt (Understanding the underlying principles that underpin all successful account collections)
  • The New Customer Procedure (how to gently introduce new account customers to a credit facility from first contact.)
  • How to “Tidy Up” the existing situation (how to collect present outstandings quickly, )
  • Ongoing Collection procedures. (how to systemise ongoing collection procedures and make it a “No Brainer”.)

Skills learnt

  • Effective and time-efficient account collection procedures.
  • Practical Collection Techniques.
  • Advanced telephone skills and techniques.
  • How to customise a collection procedure.
  • When and how to apply certain collection strategies.
  • How to get additional help when needed.
  • How to deal with problem accounts.