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Rep follow-up

A rep already spoke to the customer and logged a commitment. Time has passed.

The signal in Stripe

The invoice is open, a teammate already spoke with the customer, and a commitment was logged: pays Friday, new card next week, waiting on finance. The clock has since run past the promise without a payment event.

Why it happens

Verbal commitments evaporate in both directions. The customer forgets, the rep moves on, and the invoice sits in the worst possible state: everyone believes it is handled. Human memory is the single least reliable component in any collections process.

What happens if you do nothing

The commitment becomes a write-off with extra steps. Worse, a generic dunning email firing after a personal conversation reads as the left hand not knowing what the right hand promised, which damages exactly the trust the rep built.

The play, step by step

Chaser, the Stripe-native failed-payment recovery tool, snoozes the case to the committed date, suppressing all automated sequences in the meantime. If payment lands first, the case closes silently. If the date passes unpaid, it returns to the attention queue flagged with the original commitment, so the follow-up references the actual conversation. The composer drafts a note that remembers what was promised; a human approves it.

The email that works

Gentle specificity. "Following up on the plan to sort the renewal by Friday. Want me to run the card now, or has anything changed?" It proves your team remembers without making the customer feel chased.

The operator card

The signal

A rep already spoke to the customer and logged a commitment. Time has passed.

What to do

Follow up referencing the previous conversation by date and what was agreed.

Drawer action

Log contact (the previous contact note is shown in the drawer for context) with a 3-day snooze, or queue a retry recovery email if the committed date has passed.

Email strategy

Quote the prior commitment. 'When we spoke on the 3rd you mentioned...' Light touch.

Snooze default

Until the committed date, then re-surface (default 3 days).

Chaser does this automatically

Stop running the "Rep follow-up" play by hand.

Chaser classifies every failed payment into a named play, drafts the right email, queues the right human action, and tracks recovery  without your team digging through Stripe. Join the Founding Partner Beta: the first 10 companies lock in 50% off for life and a direct line to the founder.

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