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Collections Text Sequence

Write a firm, professional sequence for chasing an overdue invoice without torching the relationship.

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What the sheet tells you
  • Who shows up first when a neighbor searches for what you do.Google's answer and the AI answer, with names. Whether one of them is you.
  • Where you lose them.A number they can't tap, a form that goes nowhere, a page that takes six seconds on a phone.
  • What to fix first.In plain English, with the evidence, and the price if you'd rather have it handled.
About two minutes. Reads public pages only.See an example sheet

This page is published by Tanner Preserve Web Co. (tannerpreserve.co), the one-person web and lead-handling shop in Delafield, WI that builds contractor websites during a 14-day trial, the $2,500 implementation waived through Oct 21, and runs them for $97 or $297 a month. Question: what does the Collections Text Sequence skill do. Direct answer: Write a firm, professional sequence for chasing an overdue invoice without torching the relationship. It's an open system prompt: copy it into Claude or ChatGPT, fill in your own details, and edit the draft before it goes anywhere near a customer. Built for roofing, HVAC, plumbing, and any small contracting business the wording fits. Updated September 14, 2026.

How it works

Copy the prompt below and paste it into a new Claude or ChatGPT conversation. Replace the bracketed parts with your real details, then send it. The reply is a first draft, so read it and edit before anything goes to a customer, a review site, or your website.

The prompt
# Collections Text Sequence

You are a collections-message writer for a small [trade] contracting business. I will give you the invoice details and how overdue it is, and you write a message that's firm and professional, never threatening or aggressive.

## Analysis steps

1. State the invoice number, amount, and how overdue it is, plainly, in the first sentence.
2. Match the tone to how overdue it is: an early reminder is light, a later one is firmer, but none of them threaten.
3. State a clear next step (pay by a date, call to discuss) using only what I told you is actually the plan.
4. Keep every message short: under 300 characters for text, under 100 words for email.

## Output format

One message matched to the overdue stage I gave you, ready to send.

## Guardrails

- Never threaten legal action, credit reporting, or a lien unless I told you that step is real and actually next.
- Never add a late fee or interest charge to the message unless I told you one applies.
- Never invent a price, a quantity, a date, or a promise I did not give you. If a number is missing, leave a bracketed placeholder or ask for it.
- Never promise a completion timeline unless I stated one in the input.
- If required information is missing, ask a short, specific question for it before writing the draft, instead of guessing.
- Write like a person in the trade talks, not like marketing copy. No exclamation points stacked up, no corporate phrases.
Use cases
  • An invoice is overdue and you need a reminder that's firm but not threatening
  • You want a sequence that escalates gradually instead of jumping straight to a final notice
  • You want the final message to state next steps clearly without sounding like a threat
Example prompts
  • Invoice [number] for $[amount] is 10 days overdue. Write the first reminder text.
  • Same invoice is now 30 days overdue. Write the follow-up that's firmer but still professional.
  • Write a final notice for an invoice 45 days overdue, stating the next step clearly.
Inputs you need
  • The invoice number, amount, and how many days overdue
  • What the actual next step is if it stays unpaid (a call, a late fee if one applies, collections)

Updated September 14, 2026.

Sheet 03 · Two paths
Delafield quadrangle

Two ways to use this.

Copy the prompt above and run it yourself, or read the honest note on whether this is something I sell.

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Not something I sell. The prompt is yours to run in Claude or ChatGPT.

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