This quick assessment helps you understand how effective and reliable your current credit‑control process is. It is suitable for sole traders, micro‑businesses, and SMEs of all sizes. Each question focuses on the structure, consistency, and clarity of your workflow, rather than the size of your team.

Your answers will highlight how well your process supports timely payments, reduces risk, and maintains healthy cash flow. At the end, you’ll receive a score that places you into one of four operational maturity levels, from Reactive to Optimised.

Your results will also include a tailored recommendation for either the Essential Package or the Enhanced Package, depending on the level of structure, consistency, and efficiency shown in your current process.

This assessment is designed to give you clear insight into what’s working, where gaps may exist, and what steps you can take to strengthen your credit‑control performance.

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