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 trying to collect past due invoices
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

The System Behind the Results

These are the principles, processes, forms, checklists and scripts we have used for years to help businesses collect what they are owed. A single missed invoice, avoidable dispute or unpaid account can easily cost more than the entire program. If you are tired of slow payments and preventable bad debt losses, there is never a better time than now to fix the system behind the problem.

Collection Prevention Begins With the Sale

Discover the biggest and most overlooked problem A/R professionals face when collecting past due invoices. It happens in both large and small companies — and if you don’t deal with it, none of the rest of what we talk about here will matter.

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 step-by-step template
Sample Credit Policy (Reference) — A completed example to model from

Module 2 – Terms and Conditions

Module 2 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 version Simple and Advanced AI Prompt

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 – Invoice Creation & Delivery

Module 4 Blueprint (PDF) — How to reduce payment delays, disputes and confusion
12 Point Invoicing Error Checklist (Tool) — Catch and eliminate leading causes of non-payment
Find Your Industry Standards (Tool) — 2 versions Simple AI Prompt and Advance AI Prompt

Module 5 – Payment Application

Module 5 Blueprint (PDF) — How to apply payments correctly to 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 6 – Collections Part 1

Module 6 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 7 – Collections Part 2

Module 7 Blueprint (PDF) — How to communicate effectively with past-due customers
Email Scripts (Tool) — Templates for each stage: friendly reminder to final notice
Call Scripts (Tool & Reference) — Scripts, Tips, Tricks and Techniques

Module 8 – Escalation

Module 8 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) — An editable final demand letter that works

Module 9 – Roles and Responsibilities

Module 9 Blueprint (PDF) — Map each role in your credit-to-cash workflow, assign ownership, and document authority levels so you always know who has to do what
RACI Template (Tool) — Fill in the blanks template
Sample RACI Matrix (Reference) — A completed example to model from

AR Mastery Toolkit

9 Module Course + 14 Tools & Fill-in-the-Blanks Templates

$297

Add to Cart

About Vienna Castellaw

Vienna Castellaw is the founder of Cash In USA, Inc., an accounts receivable management and flat-fee collections service that has worked with businesses across 40+ industries for more than 20 years. She started in AR — doing the day-to-day work of helping businesses get paid before things ever got to collections. That background is the foundation of everything in this system.

Cash In USA | cashinusa.com | 800-201-CA$H (2274)

Not sure if this is right for you?

Book a free 15-minute call and we’ll tell you honestly whether the system will help or whether you need something else.

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