Not Ready to Outsource? There's Still a Place to Start
Over the years I've had a lot of discovery calls that didn't end with someone signing up for outsourced credit control.
Not because they didn't need help. Most of them absolutely did.
But one of two things was true: the investment in a fully managed service wasn't right for them at that point, or they genuinely wanted to manage their own credit control - they just didn't have anything concrete to work with.
I always tried to point people in the right direction before they left that call. But I was sending them away without the tools to actually do it properly.
That's why I built the Credit Control Foundations Kit.
What it is
It's a practical toolkit - not a course, not theory - built around the process I've used and refined across 20 years of credit control work.
It gives you the templates, scripts, and workflow structure to run your own credit control consistently and with confidence. You don't have to figure out what to say, when to chase, or how to track what's outstanding. It's already done for you.
What's inside
Professional email and phone scripts for every stage of the chase cycle
A credit control workflow guide so you know exactly when to act
Payment follow up templates you can use immediately
Simple systems designed to keep you consistent - even when it feels uncomfortable
Everything is in plain English. No jargon. No complicated systems.
Who it's for
The Foundations Kit is for smaller businesses - typically issuing up to 30 invoices a month - where credit control is currently someone's extra responsibility rather than a dedicated function.
It's for sole traders, freelancers, and small teams who know they need a proper process but haven't had the right tools to build one.
And it's for anyone who's come off a call with me and decided that outsourced support isn't the right fit right now - whether that's about cost, timing, or simply wanting to manage things yourself.
What it isn't
It won't do the chasing for you.
What it will do is make sure that when you do reach out to customers about overdue invoices, you know exactly what you're doing, what to say, and how to stay calm and consistent doing it.
Credit control doesn't need to take over your business. It just needs to happen - in the same way, every time.
One more thing worth knowing
If you buy the Foundations Kit now and decide later that you'd rather hand this over entirely, the full cost of the kit is deducted from your first month's invoice when you come on board as an INcharge Services client. No time limit. No conditions.
It's not a loss either way.
The Credit Control Foundations Kit is £250 and available now here.
If you're not sure whether it's the right fit, get in touch and I'll give you an honest answer.