CREDIT CONTROL ADVISORY
Credit Control Setup
The policies, process, tooling, and training to stop late payment being a monthly surprise.
Seven numbered deliverables-the same list that goes in your engagement letter. Typically installed and trained in three to four weeks, not advised and left with you.
What you get
1. Credit policy document
- Approval thresholds
- Credit limits
- Stop-supply triggers
2. Credit application & vetting
- Credit application form
- A vetting checklist your team can actually run
3. Credit limits set
- Limits assessed and set for your existing top 20 customers
4. Escalation ladder
- Day 7 / 14 / 30 / 45-in writing
- Who does what at each step
5. Automated follow-up
- Collassist connected and configured
- Sequences built to match your escalation ladder
- Reminder templates written for you
6. Training
- Two sessions with whoever does the invoicing
- So the process survives without us
7. PPSR guidance
- Registration guidance where relevant to your terms and customers
Collassist is a product of our related company Bluentra Limited. We recommend it only where it genuinely fits, and we receive a commission on subscriptions that come through us. Already using another follow-up tool? We configure that instead.
Scope, in writing
Included
- The seven deliverables above, numbered in the engagement letter
- Two working sessions plus a final walkthrough
- One round of revisions on the credit policy document
Not included
- Drafting terms of trade-we flag gaps and review; a lawyer drafts (we refer you)
- Contacting your customers
- Ongoing management of collections
Anything not on the list is a new quote-that discipline is what makes a fixed fee possible. Extra working sessions are available at a per-session rate.
Start with the Health Check
Most clients buy the Setup off the back of their AR Health Check report-it tells you (and us) exactly which of the seven deliverables matter most for your ledger. If you already know what you need, we can scope the Setup directly.
Ready to get set up?
A fixed fee, three to four weeks, scope in writing. Book a time to talk it through.
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