AR Decision Tree

1. Investigate client in Gdoc Sales Collection

1.1. Investigate notes in infusionsoft

1.1.1. Is client paying? or Overdue

1.1.1.1. Yes paying Not overdue

1.1.1.1.1. Call to provide an incentive

1.1.1.2. Not paying or Overdue

1.1.1.2.1. Call to negotiate a payment plan

2. Parameters

2.1. Divide balance in 3

2.2. Divide balance in 6

2.3. Divide balance in 9

2.4. Divide balance in 12

2.5. Get as much as you can!!!

2.6. Pay in full for X incentive (if $10k+)

2.6.1. 500 extra books, $17,000 worth!

2.7. If Balance over $5000, and bulk payment of $5000, 200 extra books

3. We will assign RM to Intakes

4. Ressa notes/email trail