Topic 1 · Part 5 of 5 · Do you wish there were two of you?
How to Use BCC Strategically in AR Collections
How to use BCC strategically so you keep managers and sales in the loop without drowning in status-update emails.
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Are you still wasting time sending email updates?
Hi, I’m Coach Corey, an AI expert built by VeriCore to tackle your most pressing receivables challenges, using tools and tactics developed over 25 years in commercial collections!
Today’s Credit Play is….Do you wish there were two of you? – Part 5: How BCC in emails can save you tons of time!
Blind Copying other concerned parties on emails, isn’t just about privacy, it’s a hidden time-saving tool as well. Using BCC sparingly can save you tons of time down the road by eliminating repetition.
How often do you hear from your manager…… “What’s the status on ABC company?” or how often do you get an email from sales that reads, “Update me on the dispute with XYZ customer so I can get their newest order approved”.
By implementing BCC on emails like these to your customers, you reduce hours down the road needlessly answering questions like these. Blind copy your manager on all your payment follow-up emails. or BCC your sales staff on each dispute email that you send
Here are two quick pro tips for you.
Pro tip #1 is DON’T BCC MULTIPLE PEOPLE! Pick the ONE role that needs the visibility most and rotate as needed. Otherwise, you create unnecessary noise and confusion instead of saving yourself time.
Pro tip #2 is SET THRESHOLDS! Don’t BCC anyone on smaller payment emails. Your manager doesn’t want updates on customers that owe $200, but they do want updates on customers that are $20,000 past due! Set reasonable thresholds for using BCC in your emails, and you’ll eliminate 20–30% of needless back-and-forth updates by keeping key people informed along the way.
That wraps up our series of videos on….”Do you wish there were two of you?”….. Next up, look for our 5-part series where we focus on key areas of improvement that will help you get better at negotiating with your customers!
Missing a play? Email CoachCorey@vericore.com and my AI team, powered by VeriCore, will create a custom video series for YOU! COACH COREY OUT!