What I've Done For Others And Can Do For You

Does your company culture view credit as the “sales prevention team”?  Let’s change that view!  Your credit department should support your sales process and overall company goals.  You can’t maximize your sales with stale credit thinking and antiquated processes. 
 
If your company wants to grow, now is the time to adopt a whole company approach to credit and collections with an emphasis on sales/credit collaboration.  With considerable credit and collections knowledge, I offer a full range of services specifically tailored for your companies needs and challenges to help you create a plan that leverages your people and processes to help increase the profitability of the company. 
 
I offer a full range of consulting services specifically tailored to your situation: 
 

• Evaluate, develop and set the path for best practices within your company’s credit and collections, order to cash processes.

 

• Develop credit leaders to engage, coach and mentor beneficial relationships with their team, sales teams and others within the organization to increase profitable sales. 

 

• Increase cash-flow by lowering bad debt, focusing on proactive vs. reactive, collecting money while retaining the customer.  Develop key performance measurables.

 

• Develop programs for credit, sales and branch operations to work together to increase sales potential, reduce unproductive sales hours and customer relationships. 

 

• Develop, coach and mentor credit team on “soft skills” - negotiations, dealing with difficult customers, problem solving, adaptability, active listening, creativity, interpersonal skills and time management. 

 

• Independently analyze the current state of your credit, collections and/or order to cash operations to locate pain points, gaps and process improvement opportunities.

 

• Recommendations for automating processes, opportunities to leverage technology, standard operating procedures, trends in the industry, best practices to consider for short and long term in moving forward.

 
 
Ready to take action and build your team?  Not sure what your needs are or how to proceed?  Let’s set up a 30 minute conversation to determine what is right for you and your unique business situation.  

Department and Company Training

Industry and Trade Show Seminars

Professional Speaking Engagements

---

Video Seminars and Training

From the Cash Flow Management Training Institute
Building and Managing a Power Credit Department
https://cfmti.thinkific.com/courses/building-a-power-credit-department​

---

---

Podcasts

---