Expired / Delinquent CC Flow

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Expired / Delinquent CC Flow Monthly

Expired - Credit Cards

20 Days Prior To Service: Email & Text. - Add Comment in Cust Account

Subject: Quick Reminder: Update Needed for Your Upcoming Service

⁠

Hi ${ACCOUNT_FIRST_NAME},

I hope you’re doing well! I just wanted to give you a heads-up that the credit card we have on file will expire before your next Canology cleaning on ${NEXT_SERVICE_DATE}.

To keep your service running smoothly without any interruptions, could you please update your payment method? You can do this in a couple of easy ways:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Give us a call at 888-903-7374. We’re here to help you with the update from 7 am to 7 pm, Monday through Friday.

If you have any questions or need a hand with anything, just reach out to us by phone or email at Support@trycanology.com

Thanks so much for being a valued customer—we truly appreciate your support!

Best regards,

Jason Proctor. Owner Canology LLC 1-866-226-6564 886-CANOLOGY <call or text>

SMS- TEXT

Hi ${ACCOUNT_FIRST_NAME}, this is (FNAME) with Canology. Just a heads-up—your credit card on file will expire before your next cleaning on ${NEXT_SERVICE_DATE}. To avoid any service interruptions, please update your payment method:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

⁠

Call us at 888-903-7374 (7 am-7 pm, M-F).

Thanks and have a great day!

Count 2

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—————————————————————————————10 Days Prior to Service: Email, Text & Voice Add Comment in Cust Account

Subject: Friendly Reminder: Update Your Payment Method for Upcoming Service

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Hi ${ACCOUNT_FIRST_NAME},

I hope you’re having a great day! I wanted to remind you that your next Canology cleaning service is coming up on ${NEXT_SERVICE_DATE}. It looks like the credit card we have on file will expire before then.

To ensure everything goes smoothly with your service, please update your payment method at your earliest convenience. You can do this in one of two easy ways:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Give us a call at 888-903-7374. We’re happy to assist you with the update over the phone from 7 am to 7 pm, Monday through Friday.

If you have any questions or need help, feel free to reach out by phone or email at support@trycanology.com

Thanks for taking care of this, and we appreciate your continued support!

Best regards,

Jason Proctor. Owner Canology LLC 1-866-226-6564 886-CANOLOGY <call or text>

SMS-TEXT

Hi ${ACCOUNT_FIRST_NAME}, this is (FNAME) with Canology (The trash can cleaning company). Just a quick reminder—your credit card on file will expire before your next cleaning on ${NEXT_SERVICE_DATE}. To avoid any interruptions, please update your payment method:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

⁠

Call us at 888-903-7374 (7 am-7 pm, M-F).

Thanks for taking care of this!

Task For Phone Script.

Hi/Hello [CUST_FNAME],

This is (FNAME) with Canology, the trash can cleaning company. We have your cleaning scheduled for next week, but we noticed the card we have on file didn’t process. Can I update the card while I have you on the phone?

(If they ask to do it online)

Of course! I’ll send you a text and an email with a link to your customer portal so you can update it there.

Thanks, we look forward to your cleaning

Count 5

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———————————————————————————-One Day Prior To Service: Email, Text & Voice Add Comment in Cust Account

Release at 9.00 am

Subject: Quick Reminder: Update Your Payment Method for Tomorrow's Service

⁠

Hi ${ACCOUNT_FIRST_NAME},

I hope you're having a fantastic day! Just a friendly reminder that your Canology cleaning service is scheduled for tomorrow. We noticed that the credit card we have on file has expired.

We’re confident you’ll take care of this, so we’ll go ahead and send our driver out as planned. To avoid any issues with your future services and to cover tomorrow’s cleaning, please update your payment method as soon as possible. You can do this in one of two easy ways:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Call us at 888-903-7374. We’re available to assist you with the update from 7 am to 7 pm today.

If you have any questions or need help, don’t hesitate to reach out by phone or email at Support@trycanology.com

Thanks for taking care of this promptly. We look forward to seeing you tomorrow and making those trash cans sparkle!

Best regards,

Jason Proctor. Owner Canology LLC 1-866-226-6564 886-CANOLOGY <call or text>

SMS - TEXT - Release at 12.00

Hi ${ACCOUNT_FIRST_NAME}, this is (FNAME) with Canology. Just a heads-up—we still need to update the credit card on file. I’m sure it just slipped your mind. We’re confident you’ll take care of this, so we’ll go ahead and send our driver out as planned. To avoid any issues with future services and to cover tomorrow’s cleaning, please update your payment method ASAP:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

⁠

Call us at 888-903-7374 (7 am-7 pm today).

Thanks for your prompt attention!

Develop a task for phone call 3pm

Hi/Hello [CUST_FNAME],

This is (FNAME) with Canology, the trash can cleaning company. We have your cleaning scheduled for tomorrow, but I noticed the card we have on file didn’t process. It’s possible it was compromised or has expired. While I have you on the phone, can I go ahead and update that for you?

(If they ask to do it online)

Of course! I’ll send you a text and an email with a link to your customer portal so you can update it there.

Thanks, and we’ll see you tomorrow!

Count 8

———————————————————————————-One Day After Service - Email, Text & Voice Add Comment in Cust Account

⁠

Subject: Important: Payment Needed for Your Recent Canology Service

⁠

Hi ${ACCOUNT_FIRST_NAME},

I wanted to let you know that our driver, ${DRIVER_NAME}, completed your cleaning service yesterday. However, there’s an outstanding invoice that we need to take care of. I’m sure it just slipped through the cracks, so when you have a moment, please update your payment method using one of the following options:

Sign into your Canology customer portal, set your password, and update your payment method. You can access your portal here:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Call us at 888-903-7374. We’re available to assist you over the phone from 7 am to 7 pm, Monday through Friday.

If you have any questions, feel free to reach out by phone or email at

Support@TryCanology.com⁠

Thank you for your prompt attention!

Best regards,

Jason Proctor. Owner Canology LLC 1-866-226-6564 886-CANOLOGY <call or text>

Develop a task for phone call 3pm

TEXT - 9am

Hi [CUST_FNAME], this is (FNAME) with Canology. We cleaned your trash cans yesterday, but the card on file didn’t process. It might have expired or been compromised. Can you update your payment method?

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Or call us at 888-903-7374.

Thanks for your prompt attention!

Develop a task for phone call 3pm

Hi/Hello [CUST_FNAME],

This is (FNAME) with Canology, the trash can cleaning company. We cleaned your trash cans yesterday, but I noticed the card we have on file didn’t process. While I have you on the phone, can I go ahead and update that for you?

(If they ask to do it online)

Absolutely! I’ll send you a text and an email with a link to your customer portal so you can update it there.

Thanks for taking care of this, and we appreciate your business!

Count 11

—————————————————————————————10 Days After Unpaid Service: Email, Text & Voice & USPS Add Comment in Cust Account

Subject: Second Reminder: Payment Needed for Your Recent Canology Service

Hi ${ACCOUNT_FIRST_NAME},

I hope you’re doing well. Our driver, ${DRIVER_NAME}, completed your trash can cleaning service 10 days ago, but we still have an outstanding invoice that needs your attention.

As a small, local family-run business, we rely on timely payments to keep everything running smoothly and to pay our hardworking staff. We understand that things can get busy, and this may have just slipped your mind.

Please take a moment to update your payment method using one of the following options:

Sign into your Canology customer portal, set your password, and update your payment method. You can access your portal here:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Call us at 888-903-7374. We’re available to assist you over the phone from 7 am to 7 pm, Monday through Friday.

If you have any questions or need assistance, please don’t hesitate to reach out by phone or email at

Support@TryCanology.com⁠

Thank you for helping us keep our community clean and our team supported!

Best regards,

Jason Proctor. Owner Canology LLC 1-866-226-6564 886-CANOLOGY <call or text>

Develop Phone Task and Phone Script

TEXT

Hi [CUST_FNAME], this is (FNAME) with Canology. It’s been 10 days since we cleaned your trash cans, but the card on file still hasn’t processed. It might have expired or been compromised. Can you update your payment method?

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

⁠

Or call us at 888-903-7374.

Thanks for your prompt attention!

Hi/Hello [CUST_FNAME],

This is (FNAME) with Canology, the trash can cleaning company. We cleaned your trash cans on LAST_SERVICE_DATE the card we have on file didn’t process. While I have you on the phone, can I go ahead and update that for you?

(If they ask to do it online)

Absolutely! I’ll send you a text and an email with a link to your customer portal so you can update it there.

Thanks for taking care of this, and we appreciate your business!

Count 11

————————————————————————————30 Days after service. Email, Text & Voice Add Comment in Cust Account

Subject: Friendly Reminder: Payment Needed for Your Recent Canology Service

---

Hi ${ACCOUNT_FIRST_NAME},

I hope you’re well. Our driver, ${DRIVER_NAME}, completed your trash can cleaning service (XX) days ago, but we still have an outstanding invoice.

Imagine if you enjoyed a great meal at a restaurant and simply forgot to pay—it's a scenario no one would want to happen! Similarly, we rely on timely payments to keep our small, local family-run business running smoothly and to ensure our dedicated staff are paid.

We understand that things can get busy, and this may have just slipped your mind. Please take a moment to update your payment method using one of the following options:

1. Sign into your Canology customer portal, set your password, and update your payment method. You can access your portal here: [https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}](https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}). 2. Call us at 888-903-7374. We’re available to assist you over the phone from 7 am to 7 pm, Monday through Friday.

If you have any questions or need assistance, please don’t hesitate to reach out by phone or email at Support@TryCanology.com.

Thank you for your prompt attention—we truly appreciate your support!

Best regards,

Jason Proctor. Owner Canology LLC 1-866-226-6564 886-CANOLOGY <call or text>

Text - 9am

Hi ${ACCOUNT_FIRST_NAME},

I hope you’re well. Our driver, ${DRIVER_NAME}, completed your trash can cleaning service (XX) days ago, but we still have an outstanding invoice.

We rely on timely payments to keep our small, local family-run business running smoothly and to ensure our dedicated staff are paid.

Please take a moment to update your payment method using one of the following options:

If you have any questions or need assistance, please don’t hesitate to reach out by phone or email at Support@TryCanology.com.

Thank you for your prompt attention—we truly appreciate your support!

Best regards,

Voice

This is (FNAME) with Canology, the trash can cleaning company. We cleaned your trash cans on LAST_SERVICE_DATE the card we have on file didn’t process. We need to get paid for that service but the card we have on file didn't process, can I go ahead and updated card so that we can take care of the last service?

(If they ask to do it online)

Absolutely! I’ll send you a text and an email with a link to your customer portal so you can update it there.

Thanks for taking care of this, and we appreciate your business!

Count 14

————————————————————————————34 Days After Service Email,Text & Certified USPS Subject: Your Account is Now Suspended Due to Non-Payment

Hi ${ACCOUNT_FIRST_NAME},

I regret to inform you that your account with Canology has been suspended due to non-payment. Despite multiple reminders, we have not received payment for the trash can cleaning service completed by our driver, ${DRIVER_NAME}, ${XX} days ago on ${DATE}.

Effective immediately, no further services will be provided until your account is brought current. Additionally, your account has now entered the collections process. This means we will take the necessary steps to recover the overdue amount, including any additional fees that may be incurred as a result of non-payment, such as late fees, collection fees, and interest.

To resolve this matter and reinstate your services, please update your payment method using one of the following options:

Sign into your Canology customer portal, set your password, and update your payment method here:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Call us at 888-903-7374. We’re available to assist you over the phone from 7 am to 7 pm, Monday through Friday.

If you have any questions or need assistance, please contact us immediately by phone or email at

Support@TryCanology.com⁠

We hope to resolve this matter quickly and continue serving you.

Sincerely,

Jason Proctor Owner, Canology LLC 1-866-226-6564 | 886-CANOLOGY (call or text)

TEXT 9.00 am

Hi ${ACCOUNT_FIRST_NAME},

Your Canology account has been suspended due to non-payment. We haven’t received payment for the trash can cleaning that was completed by ${DRIVER_NAME} on ${DATE} (${XX} days ago).

No further services will be provided until the account is current. It’s now in collections, so additional fees may apply.

To resolve this and restore your services, please:

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Call us at 888-903-7374 (7 am - 7 pm, Mon-Fri).

Thanks!

36 DAYS AFTER SERVICE

Create Manager Task to send certified USPS letter

Demand Letter:

⁠

[Your Company’s Letterhead]

Canology LLC [Date]

[Client’s Name] [Client’s Address] [City, State, ZIP Code]

Dear ${CLIENT_FIRST_NAME},

Subject: Final Demand for Payment and Notice of Legal Action

This letter constitutes the seventeenth communication regarding the outstanding balance on your account with Canology LLC.

Despite multiple reminders, the invoice for the trash can cleaning service provided by our driver, ${DRIVER_NAME}, on ${DATE} remains unpaid. The total amount due is $[AMOUNT].

This is a formal demand for immediate payment. If we do not receive the full amount within 10 days from the date of this letter, we will initiate legal proceedings by filing a claim in small claims court. This action will result in additional costs, including but not limited to court fees, collection fees, and accrued interest.

To prevent further legal action, please make payment using one of the following methods:

Phone: Call 866-226-6564 (7 am - 7 pm, Mon-Fri; 7 am - 4 pm, Sat).

Client Portal: Access and pay via

https://customer.canology.cleaning/create-account/${ACCOUNT_EMAIL}⁠

Mail: Send your payment to 344 139th Ave, San Leandro, CA 94577.

We strongly urge you to address this matter promptly to avoid legal escalation. This is your final opportunity to resolve the debt amicably.

Sincerely,

[Your Full Name] [Your Position] Canology LLC [Your Phone Number] [Your Email Address]

Count 17

Drip Campaign Every Six Months

Call Script?

For how long?

Certified mail?

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