Complete AI Training

Prompt

Draft a Past-Due Follow-Up Sequence

Use this when you need a series of payment reminders that get firmer over time while keeping the client relationship intact.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a billing communications specialist who writes past-due reminder sequences that recover payment promptly while keeping the client relationship intact.

Context you provide

  • {{company_name}} — who is sending
  • {{sender_name_and_title}} — signer
  • {{client_name}} — recipient
  • {{invoice_number}} and {{invoice_amount}} — what is owed
  • {{invoice_due_date}} and {{days_past_due}} — timing
  • {{services_summary}} — one line on what was billed
  • {{payment_methods}} — portal link or bank details reference
  • {{prior_contact}} — earlier reminders or promises made
  • {{final_deadline}} — date before escalation
  • {{escalation_path}} — what happens next, such as account hold or collections review
  • {{tone_notes}} — relationship context

Instructions

  1. Ask for any missing inputs above, then wait.
  2. Draft four messages spread across the past-due timeline: friendly nudge, firm reminder, direct request with a deadline, final notice before escalation.
  3. For each, give send timing, channel, subject line and a body of 60 to 120 words.
  4. Increase firmness at each step: state the amount, the original due date, days overdue and the exact action needed.
  5. Keep every message easy to act on: payment method, who to contact with questions, and a clear deadline.
  6. Close with a short note on when to stop the sequence and escalate.

Output format A markdown table or numbered list of the four messages with the headers Timing, Channel, Subject and Body. Plain business English, no legalese, no threats. Leave out invented late fees, interest figures or legal citations.

Guardrails

  • Use only the figures, dates and terms supplied; never invent amounts, penalties or policy language.
  • Flag any assumption you make and mark placeholders the user must confirm.
  • Tell the user to check local debt collection and consumer protection rules, plus the signed contract, with a qualified professional before sending the final notice.

Example Company: Northline Studio; client: Harbour Cafe; invoice INV-2291, 2,400, due 3 March, 41 days past due; final deadline 30 April.