Discover 4 tips for creating your action plan

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As we saw in the previous topic, the collection action plan is a strategy that can guide the company in relation to defaulting customers. However, it cannot be done in any way: there are some crucial activities for the plan to be implemented perfectly. Let's understand more below.

Perform credit analysis
This is another preventive measure, as it aims to check the payment el salvador phone number list of your potential customers. To do this, there are some credit analysis services that can be contracted and that provide key consumer data, especially whether they have outstanding debts, whether they are in the habit of paying on time, etc.

You can contact credit protection companies, such as SPC, Serasa, Boa Vista SCPC, which offer packages and, through the CPF, bring information from their database about a specific person. This way, you can take precautions, especially if it is a negotiation involving high amounts, evaluating whether or not it is worth taking this risk.

Focus on after-sales
Developing tactics with your customer service team to deal with customers after they have made a purchase is the focus at this point. This is a strategy that helps reduce defaults because it tends to create procedures to remind the consumer.

For example, the following actions can be taken: conduct a satisfaction survey, ask if the customer likes the service , if they have any suggestions, which payment conditions are best for them, if they have any questions, etc.

It's a good technique to remind him of the due date without making him feel embarrassed, showing that his opinions are important.