Maverick Performance Solutions

Opening training…

0

Playbook · 25 min

Collections 30 / 60 / 90

Every Monday on the AR aging tracker.

  1. 01
    Pull aging

    OneDrive AR Aging Tracker. Never Zoho Books.

  2. 02
    30-day

    Friendly reminder + statement. CRM note. AP/AR owns this.

  3. 03
    60-day

    Controller calls AP within 48 hours + letterhead reminder. Hold extra work. Credit hold on the Account.

  4. 04
    90-day

    Eric. Demand letter certified + email. Lien review. Counsel at +14 days.

Never

  • Sign an unconditional waiver before funds clear.
  • Write off without Eric in writing.
  • Threaten liens from your inbox.

Escalate if

  • AR > 90 days on an active job.
  • Customer disputes a lump-sum invoice and wants a cost breakout.

Lessons: M06.03M01.05