Partner Resources

Tools, guides and templates for CreditorWatch Collect partners.

Get trained & certified

How to get trained, certified and confident with CreditorWatch Collect software
Training overview

Learn about the training and certification process and what’s included.

Learn more

Register for training

Use this form to register your team for training and certification overview

Register now

Onboarding and training your clients

How to advise, onboard, set up and train your clients
Onboarding template

Use this template to scope and onboard clients to your debtor management service.

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Workflow design guide

How to use workflows to achieve a consistent monthly credit control process.

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Promoting your credit control service

Tools and templates to help you price, package and promote CreditorWatch Collect to your clients and prospects
Quoting tool

Use this Google Spreadsheet to create quotes for your prospects. Click to view, then create a copy that you can use.

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Quoting template

Use this template to create a quote with several pricing options, then send to a prospect via email.

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Newsletter template

Use this template to inform your clients about your new debtor management service.

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Partner Resources Locked Version was last modified: February 28th, 2023 by Lucy Stewart
CreditorWatch Collect