Your First 3 Case Stories Kit

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The Complete Payment Plan Recovery Playbook: My step-by-step process manual that you can customize for your business and hand right over to your assistant. It walks you through exactly what to do and when, from day 1 to day 12. It’s my own human-led process that’s been tested and refined with real people.

5 Professionally-Written Email Templates: You get copy-and-paste templates for every stage of the process, with tons of subject line ideas. We cover the first gentle nudge, the access revocation warning, the final notice, and more. Written by a human, they’re intentionally empathetic and supportive while still being firm.

A Day-by-Day Procedural Guide: No more wondering what the next step is. The playbook includes a detailed schedule outlining exactly what task to perform on Day 1, Day 4, Day 7, and beyond, ensuring nothing ever falls through the cracks.

The Failed Payment Tracking Spreadsheet: A simple spreadsheet to keep a detailed record of every communication and action taken, so you have a rock-solid paper trail for every single case.

Process Flow Charts: Visual maps of the entire payment recovery and case escalation process, so you (and your VA) can see the whole workflow at a glance.

Key Guidelines for Empathetic Communication: My personal philosophy on how to approach late payments with kindness, empathy, and professionalism, while still respectfully enforcing your company policies.

Procedures for Handling Problem Areas: In-depth instructions for tricky situations, like what to do when a customer has multiple accounts, isn’t receiving your emails, or when you suspect a fraudulent purchase.

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Your Guide to Great Case Stories: This quick guide breaks down the simple ingredients of a story that connects with new clients and shows you exactly how to use the kit.

Best-Fit Candidates Worksheet: Brainstorm past clients and pick the three who will make the most compelling stories for your business right now.

The ‘Will You Share Your Story?’ Outreach Script Pack: These copy-and-paste scripts give you the exact, friendly words to ask a happy client to be featured. No more awkwardness.

The ‘Magic Questions’ Interview Pack: Send your clients these simple questions to get the specific, trust-building details you need for a great story.

10-Minute Live Interview Script: Prefer to hop on a quick call? Use this script to get incredible quotes and details from your client in just 10 minutes.

Story-Shaper Template Trio Framework: The heart of the kit! These three fill-in-the-blank templates help you structure your client’s answers into a compelling story for your website, sales pages, and more.

The ‘Good to Go?’ Final Approval Script: A quick, friendly email script to send the finished story to your client for their final sign-off before you publish. So easy.

The Golden Quote Extractor Worksheet: Use this simple worksheet to pull the strongest, most compelling quotes from your story for use in graphics and social posts

The Story Multiplier Repurposing Planner: This little planner is pure gold. It helps you turn ONE finished case story into 10+ different pieces of content.

15 Places to Share Your Stories Checklist: You’ve got your stories, now what? This checklist gives you 15 simple ideas for where to put them to work.

30-Day Story-Selling Social Media Plan Caption Pack: A whole month of social media content templates that weave your new case stories directly into your posts.

Story-Driven Sales Nurture Sequence: Adapt these 3 plug-and-play emails to weave your client stories right into your welcome sequence and sales funnels.

Your Case Story Impact Tracker: Use this to see which of your stories are connecting most with your audience so you can lean into what’s working.

Your Simple Story-Gathering Plan Guide: This final guide helps you build a simple, repeatable process for collecting new stories so your marketing always has fresh proof.

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