Flagship
Finance Ops Systems
AR Collections Modules
$59
Aging buckets, touch cadence, soft-to-firm scripts, dispute matrix, promise-to-pay tracking, weekly AR meeting, and DSO/CEI scorecards. Working ops modules you can run this week.
Get the modules — $59Who it's for
- Controllers and finance ops leads who own cash conversion
- AR managers and collectors who need one shared cadence
- Fractional CFOs embedding one collections process across clients
- Founders and ops leads where AR is still whoever has time
What's inside
- Full SOP: aging buckets and day 1/7/14/30/45 cadence
- Soft-to-firm progression and escalation ladder
- Dispute handling matrix
- Promise-to-pay tracking
- Weekly AR meeting agenda and owners
- DSO / CEI definitions and scorecards
- Templates: aging worksheet, touch log, scripts, collector scorecard
Sample from the modules
A slice of the operating modules: one cadence and one email script. The full pack has the rest of the ladder, dispute matrix, PTP tracker, and weekly AR agenda.
Touch cadence (days past due)
| When | Action |
|---|---|
| Day 1 | Soft reminder email (Script S1). Confirm receipt. Ask for a pay date or blocker. |
| Day 7 | Soft-firm reminder (S2) plus portal or remittance link. High-value or chronic accounts get the first call. |
| Day 14 | Firm email (S3) plus mandatory call. Capture PTP, open dispute, or flag for the weekly AR meeting. |
| Day 30 | Escalation from AR Lead or Controller (S4). Credit hold per policy. Written PTP or formal dispute in 5 business days. |
| Day 45 | Pre-collections notice (S5). Final short PTP or handoff package. |
Sample script: S1 Day 1 soft reminder
Subject: Friendly reminder. Invoice [INV#] due [DUE DATE]
Hi [Name], Invoice [INV#] for $[AMOUNT] was due on [DUE DATE]. Sharing a copy or link in case it was missed: [LINK]. Can you confirm the expected payment date, or tell us if anything is blocking payment? Remittance to: [REMIT DETAILS] Thank you, [AR Name] | [Company]
Format and delivery
- Markdown SOP plus fill-in templates (Sheets or Docs ready)
- Instant download after Stripe checkout (signed link, no account required)
- Works offline. Paste into Notion, Confluence, Drive, or your wiki
FAQ
What format do I get?
A zip with a full SOP markdown file and a templates file. You can paste both into the tools you already use.
Is this software?
No. These are operating modules: cadence, scripts, matrices, and scorecards. You run them in your current stack.
How fast can I use it?
Most teams can run the Day 1 and Day 7 touches the same week they download.
What if it is not a fit?
Email chris@chriscouch.ai within 14 days. If the modules do not fit your AR process, you will get a full refund.
Soft guarantee
Soft guarantee: if the modules do not fit your AR process, email chris@chriscouch.ai within 14 days for a full refund.
Want the free cadence first?
Get the free Collections and Cash prompt pack, and ask for short cadence tips by email. No spam. Unsubscribe any time.