Following up on an unpaid debt without breaking customer relations: the essential e-learning course for customer service and debt collection professionals
Reconciling financial performance and relational excellence: it’s possible.
Designed for Customer Success Managers, Credit Managers, and customer relations teams, this 100% digital e-learning module takes you on an immersive 1.5-hour training course, structured to transform customer follow-ups into a high-value-added skill.
Your challenge: secure your turnover while respecting your relational commitments.
Our answer: a progressive course, built around 6 educational and operational modules, focused on efficiency, listening, and negotiation.
What you will learn in this course:
- Understand the economic, legal, and relational challenges of follow-ups
- Master the fundamentals of communication assertive applied to unpaid debt situations
- Apply concrete techniques to manage your reminders diplomatically
- Adapt your posture according to customer profiles and tense contexts
- Practice with a realistic simulator staging a reminder situation before litigation
- Validate your knowledge with a mega summary quiz
Why choose this e-learning module?
- ✔Designed by experts in Customer Success, customer service and financial relations
- ✔Ideal for profiles in contact with professional clients (B2B)
- ✔Immediately activatable in your integration or development programs
- ✔Progressive teaching, concrete examples and guided practice
- ✔Accessible independently, on mobile or desktop
Typical use cases:
- Your teams receive objections or broken promises?
- Are you worried about damaging customer relations with a bad reminder?
- Are you wasting precious time on ineffective manual reminders?
- Are you looking for clear and immediately applicable training material?
Then this module is for you.
Module 1: Why follow up on an unpaid invoice?
Following up on a late-paying customer is not just an administrative act. It is a crucial lever for cash flow, preserving customer relationships, and preventing disputes.
In this first module, you will identify the key issues involved in a controlled follow-up:
- Impacts on the company’s financial health
- Risks linked to inaction or clumsy follow-ups
- Balance between assertiveness and relational empathy
- Strategic role of customer service and Customer Success in the follow-up process
At the end of the course, your teams will have the right reflexes to follow up on time, in the right tone, and with the right attitude.