RAY’S BILLING DESK
Give the follow-up
a home of its own.
See what needs attention, keep a record of every step, and hand Ray only the cases that need a person.
Live payment status and automated calling: connection pending.Planning preview · sample records only. No payment processor or phone service is connected. No calls or messages are sent. Setup notes save only in this browser; do not enter member or card details.
GOOD PEOPLE. GOOD CAUSES.
A little less admin.
A lot more impact.
One home for club dues, member follow-up, and the next big night.
Give the follow-up
THE NEXT BIG NIGHT
Louis Chacon
Memorial Concert
Concert ticket sales, Jeep raffle progress, sponsors, and member participation in one workspace.
JANNUS LIVE · Planning workspace
START HERE
A short conversation with Ray unlocks the workflow.
Confirm where dues are collected and how exceptions are handled.
MEMBERS & DUES
Know who needs a hand.
Sample billing desk. Ray’s spreadsheet has been located; real records are awaiting protected access and reconciliation.
| Member | Sample dues | Status | Next step | Action |
|---|
No sample members match your search.
The live version will match members to processor customer IDs and reconcile payments before contacting anyone. Credit card details stay with the payment provider.
PAYMENT FOLLOW-UP
A friendly nudge.
A clear next step.
A proposed sequence for Ray to review. Timing and retry rules are still to be agreed.
Detect & verify
Receive a failed-payment event or identify overdue dues. Check for a later payment, manual payment, pause, or exemption.
Offer a simple fix
Send a friendly reminder with a secure payment-provider link when the member’s contact preferences allow it.
Call & resolve
An automated assistant calls eligible members, offers help, and routes questions to Ray. Stop follow-up as soon as payment clears.
PROPOSED CALL OPENING
Keep it personal.
“Hi, this is the automated assistant for the St. Pete Fools. May I speak with [first name]?”
After confirming the member: “I’m helping Ray with this month’s club dues. Would you like a secure link to take care of it, or would you prefer a callback from Ray?”
No balance details on voicemail. Never request a card number on the call. Contact preferences, call windows, consent requirements, and escalation limits must be configured before launch.
TRY THE WORKFLOW
From decline to resolved.
Run a fictional case to see the event trail. This demonstration changes no member record.
MEET YOUR FRIENDLY FIEND
Max Mischief.
The Fools’ automated reminder assistant. A little sinister. A lot more helpful.
RAY REVIEW DRAFT · CALLS INACTIVETHE JOB
Max follows up.
Ray keeps the relationships.
Max checks the billing record, makes an eligible reminder call, offers a secure payment link, and records the member’s response. Ray receives a concise list of exceptions.
Every action below is a simulation. No voice has been generated, no provider is connected, and no call, message, or charge is made.
VOICE DIRECTION
Sinister charm. Clear words.
An original male carnival-jester character with a low, gravelly baritone, a mischievous smile in the voice, and a brief sinister chuckle. Theatrical and witty, with warm intentions. Conversational American English at a relaxed but natural pace. Crisp phone intelligibility. No shouting, whisper-only speech, threats, or celebrity imitation. Switch to a calm, respectful delivery when the member needs help.
Voice audition pending. First audition voices in Retell; consider ElevenLabs Voice Design if no existing option fits. Test the chosen voice over an actual phone connection before Ray selects it.
PROPOSED TIMING · FOR RAY TO CHANGE
01 / DETECT
Billing event
A decline or overdue invoice creates one case per member and billing period. Reconcile manual payments and existing processor reminders.
02 / FIRST CALL
After a grace period
Example: two days after a verified issue, during the member’s allowed call window. Recheck balance, permissions, and case holds immediately before dialing.
03 / FOLLOW THROUGH
Honor the next step
A promised callback replaces routine retries. Proposed ceiling: two automated attempts per billing period, then a quiet handoff to Ray. Payment always cancels pending outreach.
Timing and limits are a starting proposal, not approved policy. No voicemail by default. No reminder goes out if payment status is stale, identity is uncertain, or a case is on hold.
INTERACTIVE WALKTHROUGH
Try a member response.
CALL SCRIPT DRAFT
The call opening
“Heh-heh! It’s Max Mischief, the St. Pete Fools’ automated assistant, helping Ray. Am I speaking with [first name]?”
Only after confirming the member and rechecking the case:
“Your club dues tried to make their grand entrance, but the payment didn’t go through. Happens to the best of us! Would you like a secure link to get it sorted, or a callback from Ray?”
For overdue dues without a card-decline event, replace the explanation with: “I’m helping Ray with this month’s club dues. Our record still shows them as unpaid.” Never invent a decline reason or say a payment link was sent before the provider confirms delivery.
RAY’S EXCEPTION DESK
Only the cases that need him.
- Already-paid claims and disputed balances
- Hardship, cancellations, and special arrangements
- Wrong numbers and uncertain identities
- Requested personal callbacks and attempt limits
- Failed link delivery or payment-system connection
Each task records a case ID, reason, assigned owner, next step, and due time. No club-wide posting, public balance list, or teasing members about money.
AGREE THIS WITH RAY
The decisions that switch a plan into a pilot.
Review progress saves only in this browser. Checking these boxes does not activate anything or record Ray’s approval. Live calling requires protected staff accounts, connected services, and a separate launch decision.
Voice options checked October 17, 2026
Retell supports platform and custom voices. ElevenLabs Voice Design can generate voice options from a description. We will confirm that the selected voice is supported by the chosen phone configuration before purchase or launch.
Retell voice options ↗ · Retell voice configuration ↗ · ElevenLabs Voice Design ↗
CONCERT & JEEP RAFFLE
Louis Chacon
Memorial Concert
Thursday, October 21, 2027 · Jannus Live. Tickets, the Jeep raffle, sponsorship decks and event planning in one place.
CONCERT TOOLS & DOWNLOADS
NEW · BOARD REVIEW PREVIEW
2027 Jeep raffle website
The current poster, prize details, concert information and full draft rules in one shareable website.
Open Jeep raffle website →Final rules approval pending · Entries not open.TICKETS & JEEP RAFFLE
Ticket dashboard
Concert and raffle reporting in the private Zeffy dashboard.
Open ticket dashboard →Authorized sign-in required.SPONSORSHIP DECK
Stage sponsor
SPONSORSHIP DECK
Band sponsor
SPONSORSHIP DECK
Title / presenting sponsor
SPONSORSHIP DECK
AVO Cigars proposal
SPONSORSHIP PLANNING
Sponsorship inventory
Suites, VIP lounge, beach balls, ticket backs and other opportunities.
Open inventory ↗One event dashboard.
- Ticket sales and net proceeds
- Jeep raffle sales and member participation
- Sponsor commitments and outstanding items
- Volunteer assignments and deadlines
- Member updates and promotional materials
Sales totals will come from the official platforms. Communications will use a reviewed member list and preferences.
EVENT PREPARATION
Get the essentials lined up.
Checklist progress is saved in this browser only.
CONCERT SPONSORSHIP LIBRARY
The whole story.
Ready for your sponsor.
Editable presentations for the Louis Chacon Memorial Concert, October 21, 2027 at Jannus Live.
IN EVERY DECK
Keep the concert’s story together.
Lou Chacon’s tribute, the St. Pete Fools’ mission and charitable work, our supporters, the Tampa Bay market, The Black Honkeys Band and Jannus Live stay in every sponsor presentation.
Consistent headlines and the complete concert background in every presentation.
15 SLIDES · POWERPOINT + PDF
Stage sponsor
The [Sponsor Name] Stage
Example: The Budweiser Stage
15 SLIDES · POWERPOINT + PDF
Band sponsor
The Black Honkeys Band presented by [Sponsor Name]
Example: The Black Honkeys Band presented by Duke Energy
15 SLIDES · POWERPOINT + PDF
Title / presenting sponsor
Louis Chacon Memorial Concert presented by [Sponsor Name]
Example: Louis Chacon Memorial Concert presented by Orlando Health
21 SLIDES · POWERPOINT + PDF
AVO Cigars proposal
Official Cigar Sponsor and AVO Lounge
Working proposal for Alex Weghorn. Lounge pricing remains proposed.
Budweiser, Duke Energy and Orlando Health are naming examples only. These templates do not imply sponsorship commitments.
BEFORE SENDING
Make the offer specific.
- Replace the sponsor name and logo placeholders.
- Set the proposed investment and confirm the package benefits.
- Check ticket and suite allocations against the inventory.
- Review the full presentation, then export a sponsor-specific PDF.
Five individual suites and one shared VIP lounge. The beach ball drop and commemorative ticket backs are separate opportunities with pricing to be agreed.
PLANNED PORTAL ACCESS
Board members and approved guests.
The intended sign-in model is for board members and select people the board approves. Use individual accounts and allow access only after approval.
Restricted sign-in is a planned next step. This portal currently remains a public planning preview. Member records and signed sponsor contracts belong in a protected system before they are added here.
SET UP WITH RAY
Let’s map how
billing works today.
Capture the process first. Then connect the tools around it.
Before live operations
Protected staff access → roster reconciliation → payment connection → approved contact rules → test with Ray → launch.