Automation flowsMost popular
Lead-to-CRM automation
Every form, ad and chat lead lands in your CRM automatically, with an instant alert.
- Delivery
- 4 working days
- Revisions
- 2 revision rounds
$190
Automation flows
Invoice reminder automation
Polite, automatic payment reminders before and after invoices are due.
About this package
Get paid faster without awkward chasing. We set up a reminder sequence from your accounting tool that emails clients before the due date, on the day, and after.
Reminders stop automatically when the invoice is paid.
What's included
- 3-step reminder sequence
- Stops when paid
- Personalised emails
- Weekly overdue summary for you
Not included
- Accounting software subscription
- Debt collection
How it works
- 1
Kickoff
A short call or written brief to confirm goals, content and deadlines.
- 2
Plan & approve
You approve a written scope before any work starts.
- 3
Build
We connect your accounting tool, write the reminder emails with you and build the schedule.
- 4
Review & handover
We run the flow with real data for a few days, fix edge cases and record a walkthrough video.
Questions about this package
What we'll need from you
- Accounting tool access (QuickBooks, Xero, Zoho Books, Wave)
- Your payment terms
- Tone preference
Automation flows
“They mapped our whole lead process on one call and automated it within a week. Nothing falls through the cracks anymore.”
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