Trainer-led course · Receivables Financing
Prospect Evaluation & Survey
Enhance your due diligence process through excellence in prospect evaluation and survey techniques.
- Delivery
- In person at your premises, or live online
- Length
- One day
- Group size
- 6 or more delegates
- Before the course
- A pre-course questionnaire for every delegate
Who it's for
Who should attend.
Evaluating prospects and undertaking sound due diligence ensures client longevity and continued income streams, whilst minimising any potential client loss. This course ensures your client portfolio remains within credit policy without undermining your sales targets.
It is an ideal course for business development staff, client managers, surveyors, auditors and all involved with generating, acquiring and processing new business.
Content summary
What the course covers.
- Marketing your invoice finance products
- Conversion rates of various marketing channels
- Screening initial enquiries
- Reviewing & prioritising leads
- Conducting initial new business appraisal
- Background checks & survey
- Financial analysis & working capital appraisal
- Management capability
- Industry sector risk
- Sales ledger analysis
- Stock profiling & other assessments
- Report writing fundamentals
- Writing a new business proposal
- Writing a survey report
- Recommendations & conditions
- Commonality of goals between sales & survey
Outcomes
What delegates take away.
- Longer client life results from enhanced due diligence & improved survey skills
- More effective use of support & sales staff time
- Ability to analyse the financial strength & weakness of prospect clients
- Awareness of industry sector risks & mitigating post-commencement conditions
- Improved communication skills & professional report writing skills
- Skilled departmental cooperation on background checking & speed of the due diligence process
- Development of shared goals between sales & survey staff
The course was outstanding… I learnt so much!
More in Receivables Financing
All receivables financing coursesPrinciples of Receivables Financing: Introductory
An introductory course on the principles of invoice financing, covering a range of products in our dynamically developing industry.
Principles of Receivables Financing: Advanced
An advanced course on the principles of invoice financing, covering the full range of products in our dynamically developing industry.
Client Relationship Management
Professionally trained client managers are pivotal to client longevity and the maintenance of income streams, whilst minimising client loss.
Book Prospect Evaluation & Survey for your team.
In person at your premises or live online, for groups of 6 or more.