How to Get Paid Without Losing a Client
Category: Practice Management | Date: 15/05/2024 10:00 | Duration: 1hr | Tag: WEBEC2410 | Type: Webinar | Speaker: Tracey Westell | Channel: ProfitPro
Course Details
One of the most questions I am asked is how can I receive payments, but not upset my clients?
There are some simple steps to take, but how well do you know your client, how do you you communicate with them, maintain their expectations, and reduce issues, that later delay payments.
In this webinar Tracey Westell will cover the following topics:
- How do I get paid without upsetting my clients
- Effective Communication
- Collection Techniques
- How to make a successful call
- How will working with credit management experts aid you and your clients.
By attending this session, you will learn/understand/be able to identify how to communicate and obtain payment on time, what true issues your clients may be facing now and in the future. How you can help and who would be best to refer to, to help assist your client from not reaching their potential…
This webinar will be of most interest to Accountants, Auditors, Tax Advisors and anyone that has a business client base.
Course level: Foundation / Intermediate
CPD Course Speaker
Pecunia (2016) Limited
Tracey Westell
Tracey has been in credit management for over 29 years, and during this period has gained a wealth of experience in many industry sectors, including blue-chip, public, and private sectors.
Continually endeavouring to assist businesses in implementing strong credit management processes along with training credit staff in the art of credit managements and debt recovery, Tracey has a proven track record of improving the cash flow and profits of businesses.
Having won many business awards, as well as being awarded the CICM Fellowship in 2019 and the Meritorious Service Medal in 2020 meant Tracey is recognised by her peers for her outstanding contribution to credit management.
A keen and passionate advocate of credit management, Tracey shares her passion for helping businesses, through a variety of informative talks and workshops on risk assessment, credit control and debt recovery.
Tracey is also an active member and Vice-Chair of the Kent Branch of the CICM, Area Leader for FSB, Board Member of BITA , Vice Chair of The Doyle Club as well as recently Board Member for TES Ireland.
Continually endeavouring to assist businesses in implementing strong credit management processes along with training credit staff in the art of credit managements and debt recovery, Tracey has a proven track record of improving the cash flow and profits of businesses.
Having won many business awards, as well as being awarded the CICM Fellowship in 2019 and the Meritorious Service Medal in 2020 meant Tracey is recognised by her peers for her outstanding contribution to credit management.
A keen and passionate advocate of credit management, Tracey shares her passion for helping businesses, through a variety of informative talks and workshops on risk assessment, credit control and debt recovery.
Tracey is also an active member and Vice-Chair of the Kent Branch of the CICM, Area Leader for FSB, Board Member of BITA , Vice Chair of The Doyle Club as well as recently Board Member for TES Ireland.