AI Collections Playbook
A complete 3-phase collections system — prevention, escalation, and resolution — with email templates, automation triggers, and the exact math to calculate how much slow AR is costing you.
Most AR teams operate reactively. They pull the aging report, sort by largest balance, start making calls, get interrupted by 47 other things, forget where they left off, and start over next week. The same accounts get called repeatedly while others slip through the cracks. There's no system — there's a stressed-out person with a spreadsheet.
- Pre-due reminders result in 15-25% of recipients paying before the due date who would have otherwise paid late
- Another 5-10% reply with fixable issues: wrong amount, missing PO, need a copy
- Send from a real person's name, not a generic "accounting@" address — response rates double
- A customer who gets consistent, professional follow-up feels cared for; one who gets silence then threats feels ambushed
Cut your DSO by 20% without hiring a collections team
Calculate your exact cost of slow collections
A distributor with $12M revenue and 48-day DSO vs. 35-day target has $427K trapped in customer bank accounts. At 7% cost of capital, that's $30K/year in financing costs.
3-phase automated collections system
Phase 1: Prevention (before due date). Phase 2: Early escalation (1-30 days). Phase 3: Resolution (31-60+ days). Each phase with different tone, tactics, and automation triggers.
Ready-to-use email templates for every stage
Pre-due reminders, past-due follow-ups, escalation notices, and dispute resolution — all written in professional tone that preserves relationships.
Fix the root cause: 25-40% of late payments are administrative
Lost invoices, wrong PO numbers, pricing disputes — a simple reminder 7 days before due date catches these while there's still time to fix them.
What's included
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Complete Collections Playbook
The full 3-phase system with strategy, triggers, scripts, and implementation steps
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Email Template Library
Pre-due reminders, past-due follow-ups, escalation notices — ready to customize and send
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DSO Calculator & ROI Worksheet
Plug in your numbers to see exactly how much slow AR is costing you
This is for you if
- — Your DSO is above 40 days and you know you're leaving cash on the table
- — Your AR team operates reactively — pulling aging reports and making calls when they remember
- — You want a systematic collections process that works automatically, not one that depends on one person's memory
Skip this if
- — Your DSO is already under 35 days with a mature collections process
- — You have a dedicated collections team with automated workflows already in place
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