Rivac LabsAutomated Follow-Up & Collections Workflows
Chasing an unpaid invoice, an unanswered email, or a stalled approval is exactly the kind of task that's important but never anyone's top priority, which is why it slips for weeks and quietly damages cash flow or momentum. This service builds persistent, appropriately-toned follow-up sequences that keep chasing a specific outcome — payment, a reply, a signature, an approval — on a schedule, escalating tone and channel as time passes, until it's resolved or flagged for a human to step in. It's built for finance and operations teams tired of manually tracking who still owes what or who hasn't responded, and who need the chasing to happen reliably without a person owning a spreadsheet of who to nag next. Every sequence stops the moment the outcome lands, so customers get followed up with persistently but never harassed after the fact.
How We’d Approach This
A clear, staged plan — not a black box
- 1
Diagnose current follow-up and collections gaps by reviewing aging reports, response times, and where things currently fall through.
- 2
Pilot a follow-up sequence on one segment — a specific invoice aging bucket or approval type — to test tone, timing, and escalation logic.
- 3
Review pilot results and any recipient feedback with the client to adjust cadence and language before wider rollout.
- 4
Launch the sequences across all target categories with automatic stop conditions once the outcome is resolved.
What You Get
Deliverables from this engagement
- Live automated follow-up and collections sequences across chosen categories
- Escalation logic covering timing, tone, and channel by stage
- Resolution-rate report comparing before and after automation
- Editable message templates and stop-condition rules
Six Ways We Could Architect This
Different engagement, different build — pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start — scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Automated Follow-Up & Collections WorkflowsMost engagements like this start as a $500–$2,500 pilot — see full pricing.