Founder member of FECMA

Advancing the credit profession

Credit Control and Collections

Working with your customers – how to conduct a customer visit


What will you gain?

This workshop teaches delegates practical skills in preparing and conducting a face-to-face credit meeting with customers alongside sales representatives.  It is designed to take into account the following customer visit scenarios:

Visiting customers in financial difficulty; high exposure clients where a reduction in credit is required; payment issues; gathering financial information and supporting business growth.


Who is it for?

B2B members of the credit department and related business areas involved in visiting the customer to discuss credit matters.


What will it cover?

  • Triggers for a customer visit by credit
  • Prepare and research the meeting
  • Structuring the meeting – working with business partners (internal/ external customers)
  • Conducting the visit and overcoming difficult situations
  • Action to be taken

Training Options


Duration: One day

Delivery: At your offices

Timing: At your convenience

Tailored: Programme delivery can be tailored to meet your particular requirements

Recommended next courses:

Negotiating and Influencing Skills

Delivery is evaluated and an analysis is provided to support CPD.

A select number of CICM training programmes can be tailored to support CICM assignments.

“Fantastic, liked the fact that the
training was interactive.”
Collections Team Leader, Utilities

Interested to find out more:

T: +44 (0)1780 722907