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Function: Identify credit cards set to expire within 20 days of an upcoming service.Action: Automatically communicate with clients, providing a convenient method to update their payment details.
Tool: Task management system for Customer Service Representatives (CSR).Process:Code tasks for CSRs to proactively call clients.Use a friendly, assumptive close script:“Mrs. Jones, let me guess—your card got compromised, or you have a new one? I can go ahead and update your card for the scheduled cleaning on [Clean Date].”Goal: Minimize payment disruptions by offering direct assistance in updating card details.
Purpose: Provide redundancy for clients who may miss emails or have cluttered inboxes.Action: Send automated reminders via text to ensure payment details are up-to-date and avoid service interruptions.
Timing: Reserved for later stages of the collection process.Purpose: Reach clients who may not respond to digital communications.Action: Send physical mail reminders when digital efforts fail.
Timing: Used at the end of the collection cycle.Purpose: Demonstrate Canology's commitment to recovering bad debt and signal that the matter is being taken seriously.Action: Send certified mail as a final step before writing off the debt.
Filter out clients that pay by check.Stop collection cycle when invoice is paid.
Expired / Delinquent CC Flow Monthly
Purpose
To streamline communications, reduce indirect labor costs associated with current collection efforts, and provide a clear business model for bad debt write-offs.
Tools and Processes
1. NMI Quire API Integration
2. CSR Phone Efforts
3. Automated Text Messaging
4. US Snail Mail
5. Certified Mail
Address The Following Considerations:
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