Job 10 of 19 · Outline

Move cash customers over to bank transfer or online payment

The problem

Collecting cash at the door means missed payments, awkward chasing and records you have to piece together later. A clear, friendly message with a date and an easy way to pay makes the move easier.

What AI does

AI drafts a clear message and a shorter reminder about moving from cash to online payment, using your chosen method and start date. You offer extra help, or more time with cash, to customers who'd find the change hard.

Time

Time: About 20 minutes, then a few weeks of gentle follow-upTools: ChatGPT, Gemini

The steps, in short

  1. Choose the new payment method and the date cash stops.
  2. Note which customers may need extra help, without putting names into AI.
  3. Have AI draft the main message and a reminder.
  4. Send in batches, help anyone who struggles and track who has switched.

A short sample prompt

I'm a window cleaner in [nation]. Draft a friendly message explaining to regular customers that cash at the door ends on [date] and the new way to pay is [method], with simple steps: [steps]. Then draft a brief, gentle reminder.

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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