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Customer Visit Best Practices for a Credit Manager 60 Mins

Course Overview

How Important is a B2B Customer Visit (~2 Mins)

Importance of a B2B Customer Visit

How to Justify Time & Cost of a Customer Visit (~3 Mins)

Justifying Time & Cost of Customer Visit to Senior Management

How to Foresee Problems on a B2B Customer Visit (~5 Mins)

Foreseeing Problems on a B2B Customer Visit

What is the Long Term ROI of Meeting Your Customer (~7 Mins)

Long Term ROI of Meeting Your Customer

Examples of Customer Visits Getting Paid Off (~10 Mins)

Customer Visits Getting Paid Off - Part 1

Customer Visits Getting Paid Off - Part 2

3 Major Things to Consider When Customer Visit is Over (~2 Mins)

3 Major Things to Consider When Customer Visit is Over

Beginner's Checklist to Plan An Effective Customer Visit (~12 Mins)

How to Choose Which Customer to Visit

How to Choose When to Visit the Customers

8 Crucial Steps Before Visiting a Customer - Part 1

8 Crucial Steps Before Visiting a Customer - Part 2

What to Do on An Customer Visit (~23 Mins)

4 Steps to Make a Customer Visit Successful

Pre-Meeting Essentials Before Visiting a Customer

Meeting Senior Stakeholders On a Customer Visit

Retail vs Service Company Requirements On a Customer Visit

6 Key Areas to Focus During a Customer Visit

Post-Meeting Tasks After a Customer Visit

Final Assessment

Certificate & Feedback

details

4 Steps to Make a Customer Visit Successful

Summary

Summary

What are the most important steps to make a customer visit successful? Watch this 2-minute tutorial to understand all the essential steps you should take as a credit manager for a useful customer visit.