Payment Plan Recovery Playbook

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Getting Started with the Tiny Launch Method: The kick-off guide that proves a small, engaged audience is all you need for a profitable launch, shifting your mindset from "I'm too small" to "I'm ready right now."

Your True Fan Offer Worksheet: Use this to define a high-value offer that’s a perfect fit for the handful of ride-or-die fans you already have, so what you're selling feels like a no-brainer to them.

Pre-Launch Validation Prompts: Copy-paste prompts to test your offer idea with your audience and get their feedback before you build the whole thing. This saves you so much time and guesswork

.The High-Touch Launch Planner: Your week-by-week project plan for the launch, helping you map out all the moving pieces so it feels easy and organized, not overwhelming.

Runway to Launch Caption Pack: Use these fill-in-the-blank captions in the weeks before your launch to build massive anticipation and authority on your topic.

Your "What If?" Launch Troubleshooting Guide: Your go-to playbook for common launch fears, with quick, actionable answers for what to do if no one is clicking, replying, or buying.

Personal-Touch Launch Emails. 5-Day Script Pack: A complete, 5-day sequence of email templates that feel like personal notes to a friend, not like a big marketing push.

Sales DM Swipe File: This swipe file gives you the exact words for handling questions and sales conversations in the DMs, which is where the real magic happens with a small audience

Small Launch Tracker: A simple way to track who you're talking to, who's interested, and who's bought, so no lead or sale gets lost in the shuffle.

Post-Launch Follow-Up Checklist: Use this checklist after the launch to smoothly onboard your new buyers and nurture the folks who didn't buy this time around.

The "Waitlist for Next Time" Nurture Emails: A 3-part email sequence to send to non-buyers, keeping them warm and inviting them to a waitlist for your next round.

The 30-Minute Launch Debrief Worksheet: This handy worksheet helps you analyze your launch results in just 30 minutes so you know exactly what worked and what to improve for next time.

The Post-Launch Content Repurposing Framework: A simple system to turn your launch emails, DMs, and social posts into a month's worth of evergreen content.

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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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