About the role
Lupita follows up on your retainer portfolio month after month with tact. No robotic reminders: she negotiates with each client, listens to excuses, proposes payment plans, and escalates to you when someone gets truly complicated.
CollectionsLupita
Relational collections for monthly retainers
Collects your monthly retainers like she's been at your firm for years.
Accounting firmMVP
What she can do
- Reminds the client about their retainer with a natural tone, not cold collections
- Handles common excuses ("this week for sure", "already deposited", "something came up") with patience
- Proposes reasonable payment plans when she detects real financial pressure
- Keeps history on each client: who pays on time, who's always late, who needs more handholding
- Escalates to you (not to the client) when someone hits 30 days or breaks a promise
- Hands you a single card every Monday: how much was collected, what's promised, what needs your attention
What she never does
- Never cancels retainers or threatens service suspension without your OK
- Never applies discounts, write-offs, or waivers without your authorization
- Never contacts clients outside the schedule you set
- Never reaches out to a new client before you introduce them
Three real scenarios
- Situation
Client 5 days late, normally pays on time
- Action
I send a friendly WhatsApp reminder, no pressure, assuming it slipped their mind
- Result
70% pay within 48 hours without you having to know
- Situation
Client promised to pay Friday but didn't
- Action
I write Monday with tact, ask if everything's OK, give them a chance to reschedule
- Result
Relationship stays alive without feeling harassed; you only hear about it if they break a second promise
- Situation
Client at 30 days unpaid and not responding
- Action
I escalate to you with full history and 2-3 action options
- Result
You decide whether to suspend, forgive, or call personally — I don't act alone
What she needs from you to start
- Your list of monthly retainers with amount and billing day
- Access to WhatsApp Business or a dedicated collections number
- Your manual: how you like clients to be addressed
- Fifteen minutes upfront so you can tell me which clients have special history
Can't find exactly the employee you need?
Design your ideal employee in 3 steps: tell us what she should do, what boundaries she must respect, and which systems she works from. We'll return a tailor-made profile with price and start time.