Phil Risher shows how to automate collections using Flashlight. Tag a customer with "ar follow up" and it sends a text reminder, email, missed call, and voicemail on repeat until the tag is removed. He walks through importing delinquent accounts and running the sequence.
All right, in this video we're going to discuss how to automate your accounts receivable process. So in our Tool Flashlight, what you are going to do is you're going to apply a tag to the customer account. So you're going to add a new customer into the database and then you're going to put this tag on them ar follow up and you add contacts in. It's pretty straightforward. We have other videos about it. But if you're going to send them a review request, if you're going to send any type of contact interaction with them, and then what's going to happen is when you place this tag onto their account, it's going to fire off this sequence. So the first thing that's going to happen is text follow up. So it's going to have their first name. We're sending this message as a reminder that your account is overdue and there's currently an outstanding balance with insert your company name. Please call us at this to discuss. Then there's going to be a slight wait. We can determine however long this want. Then an email is going to go out, outstanding balance, blah, blah, blah, same thing. Then there's going to be another slight wait and then a voicemail is going to drop and it's going to say, hey, this is Phil from blah, blah, blah, blah blah. There's an outstanding balance. Please call us back to discuss. And they're going to get a quick missed call and then a voicemail is going to drop onto their phone and then you can repeat this over and over and over until you remove this contact tag from their file, which is then going to remove them from this automation sequence. So if you're interested in this, this is a game changer from a collection standpoint because you can mass import your contacts that owe you money and then you can add this tag to all of those people and then you can have the sequence going and running in the background and making calls and texting and emailing people and following up about money that people owe you without manual people doing it. So if you're interested in learning more, we'll put a link down below and you can set up a demo and we look forward to meeting with you and discussing your business.
