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Resources

Useful material before you hire anyone.

Take the workbook, review the source notes, and improve the workflow internally if that is enough.

Free Excel operating workbook

Human-safe AR escalation policy

No email gate. You get 5 practical tabs: a 18-field working register, fictional example data, 5 weekly review questions, and 5 defined metrics.

Download the Excel workbook

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  1. 01Separate routine reminders from disputes and relationship-sensitive accounts
  2. 02Track promises to pay as dated commitments
  3. 03Require review for credit holds, legal language, and ambiguous balances
  4. 04Audit every send decision, source state, and approved template

Resource library

Move from evaluation to a better operating review.

Guides

Three practical operating guides

Define the boundary, close the review with owners, and keep missing data visible.

Walkthrough

Fictional sample deliverable

Inspect the structure, review states, evidence notes, and acceptance criteria.

Reference

Data profile and glossary

See the accepted fields, exclusions, lifecycle, and domain definitions.

Buyer guide

Compare three operating models

Decide whether to keep the current tracker, use a managed service, or choose a broad platform.

Source-backed decisions

See what shaped the service.

We keep public complaints tied to their source and explain the operational response.

Excel · Outlook · HighRadius · BlackLine · Sidetrade

An AR operator described disconnected spreadsheets, ignored calendar reminders, misplaced correspondence, manual reconciliation, and a high-value invoice missed during staff absence.

What we changed: Unify follow-up state and promises in one queue, give every next action an owner, and preserve supervised escalation.

Read the source notes

NetSuite · Automated dunning tools

A high-volume AR team used automated reminders for routine work but reserved human attention for non-response, credit holds, reconciliation, and high-value accounts; another operator reported double-sends during setup.

What we changed: Automate prioritization and drafts first, protect sensitive states, and measure error rates before enabling any send automation.

Read the source notes

Read all source notes

A useful first conversation

Want help applying the checklist?

Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.

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