The CollBox Approach
CollBox streamlines your cash-flow, handling past-due invoices with automated and human interactions to get you paid for your hard work.
How does it work?
CollBox works by integrating with your practice management or accounting system, analyzing existing past-due bills, detecting when future bills go past due, and beginning outreach on your behalf immediately and automatically.
We use a series of friendly automated email reminders, resend invoices, and relay payment instructions to get your customers back on track. If automated emails don’t do the trick, your dedicated expert on the CollBox team reaches out by phone with a gentle, friendly touch to check for any issues and brings you into the mix as needed.
How are my customers contacted?
We use a mix of automated and human outreach dynamically for the highest chance of recovery. Every case is a little different (based on customer responses, processes, disputes, etc.) but a common scenario looks like this:
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CollBox outreach examples
Below are examples of both email and phone-based outreach performed by our team. These examples are from real outreach to our client’s customers and have details removed for privacy.
Email outreach examples
CollBox uses a mix of both friendly automated email reminders and personalized emails written by your dedicated specialist. Below you’ll see examples of both kinds of outreach.
Automated email reminder
An example of automated outreach that occurs weekly for past-due accounts.
Custom email example 1
An example of an email to resolve a discrepancy in invoice amounts versus what was paid.
Custom email example 2
An example of a customer requesting information to make a payment and a CollBox specialist responding.
Custom email example 3
An example of a CollBox specialist helping with a request to update the name included on the invoice.
Phone outreach examples
Your dedicated specialist will reach out on your behalf to your clients on a regular basis. Calls typically begin by days 10-14 past-due and will recur biweekly thereafter. After contact is made, your specialist will follow up dynamically based on the situation. Below are a few examples of a CollBox specialist’s conversations with a firm’s clients.
How CollBox contacts you
Your dedicated specialist will log all communications with your clients inside the CollBox timeline, giving you full transparency into what is happening with your accounts. You’ll also get email notifications from your specialist if any updates need your attention or action (disputes, billing errors, etc.). Below are some examples of the timeline view and email notifications you might receive.
The CollBox timeline
CollBox logs all inbound email communication received from your clients so you know how they are replying to your specialist’s outreach.
CollBox specialists log all calls they make and any custom emails they write to your clients, which you can easily see within the timeline for each customer in CollBox.
Email notifications
An example notification you could receive from your specialist about a payment that has occurred. Once a specialist is told that a payment is made, they will look for updates from the practice management or accounting system to confirm payment before contacting the customer again.
A CollBox specialist notifying a firm that their client mentioned already speaking with them about a billing issue. The Collbox specialist is confirming those details so they don’t continue outreach in parallel to the client.
