Collection Prevention System

Does This Sound Like You?

  • Receivables are drifting over 90 days and you don’t have time to deal with it
  • Your team spends too much time collecting payments, often without results.
  • Bad debt is increasing—and you know it’s preventable.

How We Can Help

The Collection Prevention System streamlines how you organize receivables, speeding up the process and reducing your workload. You receive ready-to-use templates, scripts, workflows, and step-by-step guides that help you get paid faster and more consistently.

Most businesses do not require a massive overhaul to reduce bad debt. With our system, you’ll have a reliable structure, clear procedures, and proactive processes that protect your bottom line.

9 Simple Steps to Reducing Bad Debt Losses

What’s Inside

Module 1 – Establish Your Foundation

  • Module 1 Blueprint (PDF) — Why a credit policy matters and the steps to build one
  • Credit Policy Builder (Tool) — Fill-in-the-blanks template
  • Sample Credit Policy (Reference) — A completed example to model from

Module 2 – Roles and Responsibilities

  • Module 2 Blueprint (PDF) — Map each role in your credit-to-cash workflow, assign ownership, and document authority levels so nothing falls through the cracks.
  • RACI Template (Tool) — Fill in the blanks template
  • Sample RACI Matrix (Reference) — A completed example to model from

Module 3 – Credit Evaluation

  • Module 3 Blueprint (PDF) — How to evaluate credit and set credit limits
  • Credit Application Bundle (Tool) — 3 Editable credit applications
  • Credit Evaluation Template (Tool) — Fill in the blanks template

Module 4 – Terms and Conditions

  • Module 4 Blueprint (PDF) — How to establish your terms and conditions
  • Terms and Conditions Template (Tool) — Fill in the blanks template
  • Find Your Industry Standards (Tool) — 2 versions Simple AI Prompt and Advance AI Prompt

Module 5 – Invoice Delivery

  • Module 5 Blueprint (PDF) — How to reduce payment delays, disputes, and confusion
  • 12 Point Invoicing Error Checklist (Tool) — Catch and eliminate leading causes of non-payment
  • Get-Paid-Faster Email Templates (Tool) — Pre-written invoice delivery and follow-up email templates (the same ones we use every day)

Module 6 – Payment Application

  • Module 6 Blueprint (PDF) — How to apply payments correctly and avoid problems later
  • Payment Application Policy Template (Tool) — Fill in the blanks template
  • Missing Remittance Advice Request Email Template — A short, professional email to send when a payment arrives without remittance details. Solves the #1 cause of payment application errors (missing info).

Module 7 – Collections Part 1

  • Module 7 Blueprint (PDF) — Tools, Process and Procedures
  • CRM Selection Tool (Tool) — Fill in the blanks tool to determine the best CRM fit for your business
  • Collections Cadence Schedule (Reference) Recommended Follow up Schedules

Module 8 – Collections Part 2

  • Module 8 Blueprint (PDF) — How to communicate effectively with past-due customers
  • Email Scripts (Tool) — Templates for each stage: friendly reminder, 2nd Request, follow-up, demand for payment, final notice with recommendations for how and when to use them
  • Call Scripts (Tool & Reference) — Scripts, Tips, Tricks and Techniques

Module 9 – Escalation

  • Module 9 Blueprint (PDF) — When and how to escalate to bad debt collection
  • Escalation Decision Framework (Tool) — A fill-in-the-blanks template – define your escalation rules
  • Demand Letter Template (Tool) — A editable final demand letter that works