Money & collections
The thank-you nobody remembers to send
Paid, acknowledged, and the next step offered
The silence after a customer pays is short but it is the wrong kind of silence — they have just handed over money and heard nothing back, which is exactly when doubt arrives.
- Acknowledges within a minute of the record changing
- Confirms what happens next, with a date
- Retags so the customer leaves the chasing segments
- Never chases somebody who has already paid
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Today
Payment received on Friday, acknowledged Monday, and a chasing message sent by mistake in between.
With this running
An immediate thank-you naming the next step, and a contact whose tags are already correct.
Step by step
What actually happens
- Your team
Marks the deal as paid, or another system moves it.
- Assistant
Reads the deal, thanks the customer and states what happens next.
- Assistant
Removes the awaiting-payment tag so no collections run picks them up.
01 / 01
The retag is the quiet half
The thank-you is nice. The part that prevents an actual problem is removing the tag that puts them in a chasing segment — which is how a paying customer receives a reminder about the invoice they just settled, and it is the fastest way to undo the goodwill the payment created.
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
Something changing in your CRM — A deal moves stage — for example into Paid
Where it runs
What it can do
- Looked up a deal
- Looked up the contact
- Replied
- Added a note
- Tagged the contact
- Removed a tag from the contact
- Checked the booking types
- Checked what times are free
What it uses
Every action above is a real capability, and every run keeps a record of which ones it used. How the engine holds this together →
More like this
Other things it does
Chasing what you are owed
Drafted by the assistant, sent only by you
Chasing money is the job everyone postpones, because every message is a small negotiation with a relationship you want to keep. The drafting is the uncomfortable part, and it is the part that can be done for you.
Learn moreRenewals that never sneak up
Sixty days out, thirty, seven — automatically
A renewal missed by a week is a fine and an apology. A renewal raised sixty days out is revenue, and the only reason it does not happen is that somebody has to be watching a spreadsheet of dates.
Learn moreThe documents you are still waiting for
Chased individually, by name, until they arrive
Nothing stalls professional services like paperwork nobody has chased. The client is not refusing — they have forgotten which two of the nine documents they still owe you, and so, quietly, have you.
Learn moreWhere this runs
The channels this scenario works on, and the industry module it belongs to.
Would this work for how you actually operate?
Tell us the scenario you have in mind. If it needs a building block we do not have, we would rather say so than sell you a demo.
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