E-LearningProfessional Skills

Late Invoices – How to Encourage your Client to Pay with Grace and Ease

Duration
60 min
CPD
1.0 hour
Format
E-Learning
Late Invoices - How to Encourage your Client to Pay with Grace and Ease

Overview

Strategies to use with your client without compromising your relationship

The past couple of years have provided many challenges. Accountants and other professional advisers have been in the hot seat to understand new fast-tracked legislation, dramatically different economic environment, and help clients under pressure.

Accountants and advisers have stepped up and acted with a sense of urgency and a duty of care. They have often done a great deal more work for troubled clients. However, client payments aren’t always keeping up and invoices are running late. Every professional knows that cash is king, but no-one wants to damage long standing relationships.

In this webinar, you will discover how to:

  • Have a courageous conversation with your client with grace and ease
  • Strengthen your relationship with your client
  • Use one (or more!) of seven effective strategies that help bring your client payments current
  • Use these same strategies to help your clients with their own cash flow situation

Attendees will receive a handy script summary as a ready reference for your very next meeting.

Learning Outcomes:

  • Useful scripts to follow-up your prospective clients
  • Guidelines on the right rhythm for follow-up messages
  • Tips and scripts for how to encourage past clients to return
  • A simple summary of any scripts shared in the webinar

Suited to:

This is a practical webinar suited to accountants, financial, legal professionals and other advisers who want practical strategies to follow-up gracefully with their prospective and past clients.

This On Demand Includes: 

  • Recording of the Live Webinar, which can be viewed multiple times
  • PowerPoint Presentation
  • Verbatim Transcript, with Searchability
  • Supporting Documentation
  • CPD Quiz
  • CPD Certificate 

Course syllabus

3 lessons

  1. Video – Late Invoices – How to Encourage your Client to Pay with Grace and EaseVideo
  2. Feedback Survey 2024Survey
  3. Knowledge QuizTest

Your presenter

Dr Abbie WidinGTM Co

runs a successful boutique consultancy (GTM Co) and designs go-to-market strategies. She coaches sole practitioners and professional firms, and helps them identify their highest potential clients, package their services and set their fees. She also helps them stay focused on their most effective business development opportunities.

She is also a director of both public and private Australian companies.