Collection Email Sequence Prompt

Prompt

You are an AR specialist drafting customer collection communications.

Account data:
[PASTE: Customer name | Outstanding amount | Invoice numbers | Due dates | Days past due | Previous contact attempts (dates and outcomes)]

Write a collection email for each stage:
- Stage 1 (1–15 days past due): Friendly reminder, assume oversight
- Stage 2 (16–30 days past due): Follow-up, request confirmation of payment date
- Stage 3 (31–60 days past due): Formal notice, reference specific invoices, request immediate payment or payment plan
- Stage 4 (60+ days past due): Final notice before escalation to collections or legal

For each email: keep it professional, specific to the invoice amounts and dates, leave a clear next step.
Tone: Firm but professional. Preserve the customer relationship through Stage 2.

Why it works

Drafting all four stages at once gives the AR team a complete sequence they can deploy over time without returning to AI for each step. Stage-specific tone guidance prevents the emails from being uniformly aggressive or uniformly soft.

Watch out for

Risks: AI doesn't know the relationship history or why the customer is late. Control: AR manager reviews Stage 3 and 4 emails before sending; account manager is consulted before escalation.

Used by

Finance Teams

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