Do You Offer Payment Plan Options for Your Programs/Courses and Need an Easy, Stress-Free Way to Manage Failed Payments? This Customizable Playbook is for You!
It’s not a matter of “if” payments fail, but “when”…
Offering a payment plan option in your business can be a wonderful way to make your programs/courses more accessible. And you’ve chosen to do so out of the goodness of your heart because you believe in your work, and you want to help as many people as you can.
Unfortunately, not every person who signs up with the payment plan will pay on time, every time (or in some cases, make all of the payments they agreed to). Which can add to your workload and be stressful to boot.
It also doesn’t help that the time you spend dealing with the situation ends up costing you more then the amount of the failed payment. ?♀️
But there’s good news…
What if managing & recovering failed payments could be quick and easy instead?
You had a system completely mapped out for managing failed payments from start to finish.
You knew exactly when to step in and what to say to every client/customer to get their late payments back on track.
You had procedures in place for exactly how to handle a client/customer for non-payment.
You could hand the whole thing off to your VA to deal with because you just don't want to do it.
It’s time to create your own plug & play system so you can stop stressing and start recovering your money.
That’s where the “Payment Plan Recovery Playbook” comes in…a manual so clear and comprehensive, your VA can do it for you.
Here’s everything we cover inside the playbook:
- Overview
- Document Purpose
- Payment Recovery Process Flow Chart
- Key Guidelines to Follow
- Task Tracking
- Why Late Payments Happen
- Payment Failure Examples
- Decline Codes
- When to Escalate a Case for Non-Payment
- Case Escalation Flow Chart
- What Happens When a Case is Escalated
- Potential Problem Areas
- Detailed Procedures for Handling Late Payments
- Email Templates
Your Customizable Payment Plan Recovery Manual
Email Sequence for Handling Failed Payments
Client/Customer Tracking Spreadsheet
Download the Customizable Playbook for Only $97
Frequently Asked Questions
How will the playbook be delivered?
How will the playbook be delivered?
The playbook has been created as a word document and is completely customizable.
After making your purchase, you’ll get an email with instructions about how to download the playbook.
Can I give this playbook to my VA to use for my business?
Can I give this playbook to my VA to use for my business?
Yes! That’s exactly what this playbook has been designed for…to share with your VA so that she can manage, respond to, and collect late payments for you.
I'm a coach and sell 1:1 packages that have a payment plan option, will this playbook work for me?
I’m a coach and sell 1:1 packages that have a payment plan option, will this playbook work for me?
Yes! The playbook and emails are completely customizable. Which means that you can swap out the “course/program” language for the name of your coaching package, and edit the any of the content to suit your needs. A failed payment, is a failed payment – regardless of what it’s for it. So this playbook has been designed to help you notify people about their late payments, communicate with them, and deal with any non-responsive / non-paying people.
I'm a VA, can I use this playbook to help my clients?
I’m a VA, can I use this playbook to help my clients?
If you are working with clients who pay you, you CAN customize this playbook to help your clients with their payment recovery process. But you cannot sell or give it to your clients to use with other VA’s/service providers besides yourself. If your clients want to have a copy that they can use forever in their business and with any team members (if you’re no longer working together), they will need to purchase it directly from me.
If you want to recommend this playbook to your clients, you’ll find the link to sign up as an affiliate in the members area after making your purchase. Once you’ve been approved as an affiliate, your clients can purchase a copy of the playbook through your link and you’ll earn 50% commissions on every sale.
Does this come with resell rights?
Does this come with resell rights?
No. This playbook is for use within your own personal business. Which means that you cannot sell it to anyone or claim ownership of it. You also cannot share it with anyone outside of your own team (such as with your private clients, customers, or group members).
However, if you are a service provider working with clients who pay you, you CAN customize this playbook to help your clients with their payment recovery process. But you cannot sell it or give it to your clients as a template in the original form that you received it.
If you have questions about these terms of use, please contact us and ask.
What if I decide this isn't for me, can I get a refund?
What if I decide this isn’t for me, can I get a refund?
Since this is a digital download product and you get instant access to the files, there are no refunds.
If you have any questions before purchasing, you can reach out to us here.
Download the Customizable Playbook for Only $97