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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
Assessment
Certificate & Feedback
Assessment
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