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Credit Managers' Letter After Visiting Risky Potential Customer

Summary

Summary

Credit Managers' Letter After Visiting Risky Potential Customer

 

 

 


 

 

 

 

 

This is a sample letter used by a high-tech company used after the credit manager visited a risky potential new customer. It outlines the supplier's terms and other aspects of the relationship as hammered out in the initial meeting.

 

This letter always follows a customer visit with a potential customer identified as a very risky business. It's always nice to capture business and get to "yes" if you can minimize your risks and this letter is a part of that process.

This letter has been used very effectively, but as with any template of this sort, your situation will undoubtedly be unique. This will give you a good start.

 


 

 

Editor ·Highako Academy

Highako.com is a video-first micro-learning platform trusted by over 10,000+ Credit and Collections professionals. Leverage Highako to drive skill growth with role-specific expert video lessons, and hands-on assessments. Connect and collaborate with the largest credit community and get access to ready-to-use templates.