Keep cash current as you scale.
[Confidential Client] has a healthy collections book running on the operating team, and you are growing faster than the team can keep up. You need a collections operating system that scales the chase with the business, catches what fails silently, and puts the few real decisions in front of the right person.
You are outgrowing the manual desk.
This is not a broken collections operation. The customers who pay, pay on time, and your collection effectiveness is around [redacted]. The build is justified by capacity: a small-team desk cannot keep pace with a business growing this fast, and the receivables are starting to compound faster than a spreadsheet can work them.
AR is doubling as volume climbs
Open receivables nearly doubled in [period withheld], from [redacted] to [redacted], with the past-due slice (gold) growing alongside. Monthly invoicing climbed from [redacted] in [period withheld] to a [redacted] peak by [period withheld]. The operating desk carried the workload.
The tail is the problem, not the average
[Redacted share] of invoices clear before approved terms even hits. The risk lives in the long tail, the chronic-slow accounts that run past [redacted] and fall through the cracks when the operating team is stretched thin.
Every account gets touched on schedule.
Recurring invoices follow the clock a leader described. The workflow stops when financial system shows paid, routes exceptions instead of burying them in notes, and saves human judgment for decisions with consequences.
A collections command center, not a spreadsheet.
This build keeps financial system, workflow platform, and communications platform in place. Dawn Again connects the missing workflow layer around them.
One prioritized work-list
the operator sees current, [redacted], [redacted], and [redacted]-plus aging without exporting and sorting Excel.
- Invoices, last contact, reminder history, and account notes in one view
- Priority by dollars, days, relationship, or rules you confirm
- Manual note/date/who-reached-out columns become automatic
Vertical-aware reminders, texts, and calls
The system runs the follow-up the operating team cannot maintain across [redacted] invoices a year, and it routes by how each account actually pays.
- Enterprise accounts and national accounts route through supplier portal and client detail withheld; direct-pay customers and local pay direct
- Stops the moment financial system shows paid
- Handles recurring invoices separately from the client’s distinct billing paths
- Messages read like the client wrote them, with customer-specific invoices
Checks, promises, disputes
“The check is in the mail” becomes a tracked status with a [redacted] clock, not a free-text note.
- Check number, sent date, promise-to-pay, refusal, and dispute statuses
- supplier portal status reviewed as part of the build
- Disputed service-related disputes route differently than plain non-payment
Human decisions stay human
Leadership’s desired decision surface: the system gathers the history, a manager chooses the path.
- Balance, aging, contact attempts, responses, disputes, and account owner
- Actions: send to collections, keep calling, payment plan, or service review
- Special-handling account accounts are blocked from careless service-review
Failed automatic payment gets caught
[redacted] of the [redacted] on automatic payment terms is past due, [redacted share] of it failing silently. It is the highest-confidence recovery because the customer already authorized payment.
- Failure signal identified at the source
- Re-trigger or flag immediately
- No silent leakage on accounts that should be easy
No rip-and-replace
The proposal is intentionally built around tools the client already pays for.
- financial system remains the financial source of truth
- workflow platform remains the CRM/process layer where useful
- communications platform supports call and text delivery
The part you feel, not just the part you see.
The dashboard and automation are the how. This is what running collections actually feels like once the system is doing the work, instead of your team holding it together by hand.
The process stops living in an individual
Right now collections runs on the operator, her memory, and her spreadsheet. If she is out, the follow-up stops. The system keeps the cadence running no matter who is at the desk, so the business does not depend on the operating team remembering.
You stop wondering what got missed
Today nobody can say for sure that every overdue account got chased. The system touches every one on schedule and shows you the status, so you are working from what is actually true instead of hoping nothing fell through.
Absorb the next jump in volume
Monthly invoicing climbed from [redacted] to a [redacted] peak over the [period withheld] and the desk is still the operating team. The cadence takes on the growth without a additional seat that has to be hired, trained, and retained, and without the key-person risk of an individual holding all the history.
Fewer awkward calls, and the right ones
Steady, on-time follow-up means a customer rarely gets a surprise call after [redacted interval]. Disputed accounts get handled like disputes, not deadbeats, and shared-service accounts cannot get shut off by accident. You collect without burning the relationship.
The cash picture is always there
leadership and ownership can see where the money is without anyone stopping to build a report. The aging story, the recovered cash, and the accounts that need a decision are visible in real time, so the conversation is about what to do next, not what happened.
Shipped in phases, cash first.
Not one big reveal at the end. Each phase puts something working in your hands, sequenced so the fastest cash and the command center land first, and the hardest pieces build on a foundation that is already proven.
See your book, recover the easy cash
- Collections dashboard live, replaces the Excel aging workflow
- automatic payment-failure recovery running
Visible cash and a working command center in the [period withheld]. This de-risks everything after it.
The cadence runs itself
- Email reminder sequence on the [redacted] billing cycle
- Text (SMS) reminders with two-way replies
The routine chase across [redacted] invoices a year, the part the operating desk cannot maintain, now runs on schedule.
Intelligence and judgment
- Voice follow-up calling past-due accounts
- Exceptions tracking: checks, promises-to-pay, disputes
- Escalation packet for human decisions
The hardest pieces, built last on a foundation that already works.
Tune and measure on your book
The full system runs against your live accounts. We tune cadence timing, messaging, and the approved scripts, handle edge cases, and capture a baseline-versus-after on DSO and recovery, so you can see it working on your own numbers.
Retainer begins
The [redacted] managed service starts only here, once the system is built, tuned, and proven on your book. Nothing recurring until then.
It pays for itself before it scales.
The return is not a one-time DSO squeeze, your book is already healthy. It is durable operating improvements: the money failing silently on automatic payment, the additional hire you do not have to make, and holding your DSO steady as volume grows.
[redacted] upon project start, [redacted] upon completion. Managed services ([redacted]) begin only after the implementation tuning window.
| Scope driver | Base path | Heavier path | Adds |
|---|---|---|---|
| workflow platform cadence | Configure built-in automation | Build cadence engine ourselves | [redacted] |
| Voice | Voice follow-up, natural conversation | Branching negotiation (split offers, dispute capture) | [redacted] |
| Texting | One-way reminders | Two-way customer reply thread | [redacted] |
| supplier portal | Read supplier portal status | Investigate direct connection | Included |
Sign, and we start building.
Once we are go, Dawn Again gets into workflow platform and financial system and Phase begins. Anything we need to confirm along the way, priority rules, escalation ownership, special-handling accounts, we work out together as we build. The target is simple: automate the tail, surface the exceptions, and move cash back into the client’s hands.
Contact: Tam Nguyen · [contact withheld]
Web: dawnagain.ai
Confidential · [period withheld]