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Pablo
Collections

Pablo

Relational collections for CONTPAQi licenses

Collects renewals and expirations without losing the client.

DistributorMVP

About the role

Pablo collects CONTPAQi licenses from your portfolio of accounting-firm clients. Not mechanical — he negotiates payment plans, maintains the relationship, escalates to you when an important firm gets complicated. Saves you hours of repetitive collections without losing the human touch.

What she can do

  • Reminds each client firm of upcoming license expirations with reasonable lead time
  • Handles common excuses ("this month is tight", "the owner won't sign") with patience
  • Proposes payment plans to firms showing real financial pressure
  • Keeps a card on each client firm: payment history, key contacts, sensitivities
  • Escalates to you when a top firm shows signs of churn
  • Delivers the Monday report: collected, promised, in escalation

What she never does

  • Never suspends licenses or threatens cutoff without your OK
  • Never applies discounts without your authorization
  • Never contacts clients outside business hours
  • Never reaches out to a prospect firm before you introduce them

Three real scenarios

  1. Situation

    Client firm with a license expired 5 days ago, first time late

  2. Action

    I send a friendly reminder, no pressure, assuming oversight

  3. Result

    75% pay within 48 hours without you having to know

  1. Situation

    Top client firm asked for a payment plan and didn't respond for 2 weeks

  2. Action

    I escalate with their history, annual value, and a suggestion on how to approach them directly

  3. Result

    You save the account before it goes to a competitor

  1. Situation

    End of month, several renewals pending

  2. Action

    I deliver a list prioritized by amount and probability, with what to say to each

  3. Result

    You close the month with 95%+ collected instead of 70% from last year

What she needs from you to start

  • Your portfolio of client firms with licenses and expiration dates
  • Access to WhatsApp and/or a dedicated collections email
  • Your manual on tone and hours
  • List of top firms you prefer to handle directly

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