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What We Implement

Four components.
One integrated system.

Every accounts receivable management system we implement includes four interconnected components — designed together, deployed in your existing tools, and built to run without constant oversight.

Service 01

Client Risk Classification

Before you can design a collections process, you need to know who your clients are. Not their names — their payment behavior. A client who pays on time every month is fundamentally different from one who needs three calls before they settle an invoice.

We analyze your existing client base and define a risk classification framework: categories based on payment history, outstanding balances, credit volume, and relationship length. Each category carries a different follow-up protocol.

Analysis of current client payment behavior
Definition of risk tiers and classification criteria
Documentation of classification methodology
Criteria for reclassification as behavior changes
Tier A — Low Risk

Consistent Payers

Payment within terms, long relationship. Pre-due reminders only. Minimal intervention needed.

Tier B — Medium Risk

Occasional Delays

Pays eventually but needs prompting. Structured cadence with defined escalation points.

Tier C — High Risk

Frequent or Significant Delays

Requires intensive follow-up. Formal documentation at each contact. Escalation path clearly defined.

Business professional planning contact cadence on digital calendar with color-coded schedule
Service 02

Contact Cadence Design

A contact cadence is the answer to: who contacts this client, when, through what channel, and with what message — for every stage of delinquency. It removes the need for anyone to decide in the moment.

We design cadences for each risk tier and each delinquency stage. A Tier A client at 7 days overdue gets a different response than a Tier C client at 60 days. Each cadence is documented and configured into your existing systems.

D+7

First Contact

Friendly reminder, assumes administrative oversight. Polite and non-confrontational.

D+30

Follow-Up

More direct, references previous contact. Requests confirmation of payment date.

D+60

Escalation

Formal tone, senior contact involved. Documentation of all previous attempts.

D+90

Formal Notice

Formal written notice. Clear statement of outstanding amount and consequences.

Service 03

Communication Templates

Every contact point in your cadence needs a ready-to-use communication template. Without templates, the quality and tone of collections communication depends entirely on whoever happens to be making the call or writing the email that day.

We create a complete set of templates for every stage and every channel — email, WhatsApp message, phone script. Each one is calibrated for the appropriate level of formality and firmness, while maintaining your company's voice.

Pre-due payment reminders (friendly, proactive)
First overdue notice (polite, assumes oversight)
Follow-up contacts (increasingly direct)
Formal notice of debt (documented, professional)
Phone call scripts for each stage
Professional reviewing communication templates on laptop screen in modern office environment
IT professional configuring ERP system alerts on dual monitor setup in office
Service 04

System Alert Configuration

A process that lives in a document and not in a system will be forgotten. The final component of every implementation is configuring your existing software to surface the right information at the right time.

We configure alerts, task assignments, and reporting views in whatever platform your team already uses — whether that's an ERP like Tango or Bejerman, a CRM, a project management tool, or a structured spreadsheet system.

Overdue invoice alerts by risk tier
Task assignments for each contact stage
Dashboard views for accounts receivable status
Contact log documentation templates
Important Clarification

What our services do not include

Understanding the scope of our work is as important as understanding what we do.

We Don't Contact Debtors

We design the system and the templates. Your team executes the contacts. We are not a collections agency and we do not act on your behalf with your clients.

We Don't Provide Legal Advice

Our formal notice templates are professionally written communications — not legal documents. For legal proceedings or formal debt recovery actions, you will need a qualified attorney.

We Are Not a Collections Agency

We are a commercial process consulting firm. Our work ends with the system design and implementation. The ongoing operation of the system is handled by your team.