Money & collections
Renewals 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.
- Watches every expiry date across every client
- Starts early enough that the client can act
- Tells them what the renewal will actually need
- Remembers what happened last year
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Today
Renewals noticed in the last fortnight, handled as emergencies, some missed entirely.
With this running
A steady run-up on every renewal, started early, with the requirements listed before anyone asks.
Step by step
What actually happens
- Assistant
Checks which renewals fall inside the next sixty days.
- Assistant
For each, reads what that service requires and whether anything is already on file.
- Assistant
Drafts a message that names the date and lists what will be needed.
- Your team
Approves. The client gets two months of warning instead of two weeks.
01 / 02
It says what will be needed, not just when
A reminder that a licence expires is barely useful — the client knew. What they do not know is which four documents you will ask for, which is the thing that actually delays the renewal. The assistant reads the service requirements and lists them in the first message.
02 / 02
It remembers last year
Long-term memory means the second renewal reads differently from the first: what was slow last time, what the client always forgets, who actually signs. That is the difference between a reminder and a relationship.
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
A schedule — Every morning, checking the horizon
Where it runs
What it can do
- Checked the time
- Checked the upcoming renewals
- Read a client summary
- Looked through the services
- Checked what a service requires
- Replied— needs your approval
- Added a note
- Made a note to remember something
What it uses
Needs
An account running the matching industry module — the tools above come with it. See the modules
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 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 moreThe 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.
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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