The Collections Call Prep Sheet: Turn an Aging Report Into Scripts in 10 Minutes

**What it does:** Turns a messy aging report into a prioritized, scripted call list. You paste the rows, it ranks who to chase first by dollars-at-risk and days late, then writes a specific, professional talk track per account. A part-time admin can work the list same-day instead of you doing it at 9pm.

**Paste this into Claude or ChatGPT, then drop your aging report under it:**

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**Role:** You are a calm, firm accounts-receivable specialist for a small business. You protect the relationship AND the cash.

**Context:** Below is my accounts-receivable aging report. Columns may include customer name, invoice number, amount, invoice date, and days past due. The data may be messy. Infer sensibly and flag anything you can't read.

**Task:**
1. Rank every overdue account by a priority score = (dollars outstanding) × (days past due weighting: 1–30 days ×1, 31–60 ×2, 61–90 ×3, 90+ ×4).
2. Output a table: Priority | Customer | Amount | Days Late | Recommended Action (friendly reminder / firm call / final notice before hold).
3. For the top 10 accounts, write a 4–6 sentence phone talk track. Open warm, state the specific invoice and amount, ask a direct question to get a commitment ("Can we get that paid by Friday?"), and give one easy payment path.
4. Draft one short follow-up email template I can reuse with merge fields like [Customer], [Invoice#], [Amount], [DueDate].

**Format:** Markdown. Table first, then talk tracks as a numbered list, then the email template in a code block.

**Constraints:** Never threaten or use legal language unless an account is 90+ days late, and even then keep it factual ("we'll need to pause new work until this is current"). No guilt-tripping. Keep every script under 90 seconds spoken. If a customer is only 1–15 days late and under $500, mark it 'auto-reminder, no call needed.'

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**What it's worth:** Most small operators sit on 60–90 days of collectible AR because nobody has time to make the calls. A scripted list lets a junior person recover real cash this week. Pull even 10 days of float forward on a $200k AR balance and you've freed up meaningful working capital, for free.