Credit Control Training

Build Confidence, Consistency and Cash Flow

Whether your credit control is mostly smooth or starting to slip, it never hurts to ask:

  • Are we chasing as efficiently as we could be?

  • Are we using best practice — or just what we’ve always done?

  • Are the team confident picking up the phone?

  • Are awkward conversations being avoided — or handled well?

This one-day course gives credit controllers the tools, confidence and communication skills to collect cash effectively, consistently and constructively, without damaging customer relationships.

It’s part training, part transformation: for teams who want to work smarter and perform better.

Why Businesses Invest in Credit Control Training

Some businesses want to raise the bar and avoid future issues.
Others need to fix what’s not working right now.

Either way, this course helps your team:

  • Use a consistent, proven process

  • Communicate confidently and clearly – especially on the phone

  • Handle excuses, evasions and difficult conversations professionally

  • Adapt their style to different customer personalities

  • Prioritise and escalate effectively

  • Stay in control of the cash and the relationship

What We Cover

In one practical, interactive day, your team will learn:

  • Their natural communication style and how to adapt it (DiSC mini-assessment)

  • How to manage emotional responses using transactional analysis

  • Better questioning and listening techniques

  • Why process matters – and what to do when it’s not followed

  • How to handle difficult calls with clarity and confidence

  • Tools to track and prioritise credit control activity

  • What to listen for when customers may be in trouble – and how to act

Every concept is explored through examples and exercises — including role play, group work and practical tasks they can relate to.

Two Ways to Train

In-House Training

Ideal for credit control teams of four or more. We deliver the course at your premises and tailor the content to suit your systems, processes and client base.

Open Course (Coming Soon)

Only got one or two credit controllers?

Our upcoming public training days offer the same practical course in a shared setting, where individuals from different businesses can learn together.

Get in touch to register your interest to be the first to hear when dates are released.

Schedule time with me