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Free course template · Global

Collections calls: Handling payment objections and agreements with debtors

A ready-made course, live deck and two surveys for collections agents. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

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Course outline at a glance

  • An invented story
  • What went wrong?
  • Checklist
  • Quiz

  • The opening
  • Conduct limits in brief
  • Dos and don'ts
  • Process
  • Accordion
  • Sorting activity
  • Matching quiz

  • Ask before you answer
  • Build a plan that holds
  • Put it in order
  • Tabs
  • Process
  • Sorting activity
  • Quiz

  • Scenario
  • Scenario
  • Scenario
  • Scenario
  • Matching quiz

  • Record it right
  • Support and escalation
  • Accordion
  • Process
  • Multi-select quiz

  • Practice
  • Quiz

Try some questions from the course

Question 1 of 3

What is the purpose of a collections call?

 

The goal is a fair next step both sides understand. Winning or frightening the customer creates complaints.

Lesson 1, A call that went from reminder to argument, teaches this. See the outline

Question 2 of 3

A customer says they can pay a small amount on the 15th. What next?

 

Check the policy, agree the details and repeat them back so there is no misunderstanding.

Lesson 3, Finding the reason and agreeing a realistic plan, teaches this. See the outline

Question 3 of 3

The purpose of a collections call is to...

 

A fair next step reduces complaints and gets payments made.

Lesson 6, Final assessment, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Collections calls: Handling payment objections and agreements with debtors

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Teal humanist

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 14 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Collections calls: Handling payment objections and agreements with debtors course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: A call that went from reminder to argument · 8 min

    Before you begin · An invented story · What went wrong?

  • Lesson 2: Opening the call and keeping within the limits · 8 min

    The opening · Conduct limits in brief · Dos and don'ts

  • Lesson 3: Finding the reason and agreeing a realistic plan · 8 min

    Ask before you answer · Build a plan that holds · Put it in order

  • Lesson 4: Grey areas: common objections and hard moments · 8 min

    Scenario · Scenario · Scenario

  • Lesson 5: Documenting the call and who to ask · 5 min

    Record it right · Support and escalation

  • Lesson 6: Final assessment · 3 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

The course itself is self-paced and online, and the live deck lets you add a live session. Whether online delivery meets your local rules depends on the law that applies to you, so check the rules that apply to you or ask your own counsel.

At onboarding for collections agents, before a new collections campaign, and yearly as a conduct refresher.

Collections agents, accounts-receivable staff and customer-finance teams (run by L&D with credit and collections operations).

Record completion in your own LMS or record system, so you can show who finished the course and when. Check the retention period that applies to you in the rules that apply to you.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply. Keep anything your own law requires you to cover.

Your own details, each highlighted inside the course:
  • Sales enablement contact
  • Compliance contact
  • Collections conduct policy link
  • Local collections rules link
  • Identity check procedure
  • Payment plan policy link
  • Hardship support route
  • Complaints route
  • Escalation route
  • Crm system
  • LMS or record system
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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