Look at the sample list
24 open items for a fictional equipment supplier: 9 quotes, 6 trials, 9 invoices, in various states.
Demos
Quotes with no reply, trials ending, invoices past due, chased at the right moment
Nothing sends without you unless you decide otherwise.
Drafts wait, you read them over coffee, you press send. The money is already yours and sitting in two places: the quote that went quiet on day five and the invoice at 45 days. This watches your open items, works out which ones are due a nudge today, and writes the message in your wording.
Being built
What this one will do
Follow-ups that go outNot built yet
Follow-ups that go out does not run on this page yet.
It will watch the quotes, trials and invoices that have gone quiet and send the follow-up at the right moment, in your wording.
Two things work today.
- Watch the receipts demo.
Different paperwork, same machinery: documents in, fields read off them, a sheet out, and anything unreadable flagged instead of guessed.
Play the receipts demo - Send us one quote nobody replied to.
WhatsApp it to +27 73 932 6852 and we send back what comes out of it, usually the same working day. Your paperwork, not our sample.
Open WhatsApp
Book a live demo
20 minutes, screen share, your own documents. No slides.
01
Send us your open quote list
WhatsApp a CSV or a screenshot of your open quotes or unpaid invoices to +27 73 932 6852, plus three follow-up messages you have actually sent in the past. We send back the drafts that would go out today, and the list of the ones we would leave alone and why.
Strip anything you would rather not share. Customer, amount and date is plenty.
Email: [email protected]. Or call the same number and describe your chasing rules out loud, which takes about four minutes and is usually the first time anyone has written them down.
02
What goes in
Three things, none of them exotic.
Your open items. Quotes sent, trials running, invoices unpaid. From a spreadsheet, from your accounts package, from the one tidy place where your customers and jobs live. A list with dates on it is enough to start.
Your timing rules. How many days before a quote gets chased. How many nudges before you stop. Whether trials get a message on day 10 or on the last day. Most owners have these rules in their head and have never written them down.
Your wording. Three or four follow-ups you have sent before. That is what stops the drafts reading like a template off the internet.
03
What comes out
A short list each morning, not a queue of a hundred.
- Who is due today and why, in one line: "Quote sent 5 days ago, no reply, nudge one of two."
- A drafted message per item, in your voice, referencing the actual thing. Not "just following up" but "following up on the quote for the 14 units, still valid until the 30th".
- The ones deliberately not chased, with the reason. Chased twice already. Replied yesterday. On hold at their request.
- A stop rule, so nobody gets a fourth email and starts disliking you.
04
What the example demo will show
This one does not run on the page yet. When it lands, it will go like this.
Read the rules
Written in plain sentences, the way the owner described them out loud.
Run it
Six items come up as due today. Eighteen do not, each with a reason.
Read the drafts
Notice the tone difference between the day-3 nudge, the final quote chase and the 30-day invoice reminder. Same business, three different registers.
Label on the page: Example demo, sample data.
05
Chasing without becoming a nuisance
The reason owners under-chase is not laziness. It is not wanting to be the person who sends four emails about R8,000.
So the rules run both ways. Stop after the second nudge unless you say otherwise. Never chase someone you spoke to in the last two days. Never send a payment reminder to a customer in the middle of a complaint. A softer register for a fifteen-year customer than for a one-off.
Good follow-up is mostly restraint, and restraint is something you can write down once and then have applied the same way every single day.
06
Running it on your full list
A screenshot by WhatsApp needs nothing from you. Your whole open book needs a secured session, which the demos page covers.
Everything you upload is deleted within seven days.
07
What a build costs
A follow-up agent is priced as a subscription, not a build plus a running cost.
Implementation is free for a standard agent. A complex build, watching many sources or allowing messages to send without approval, is quoted before we start, so you see the number first.
| What the agent does | A month |
|---|---|
| A simple agent: one job, one format, one destination | From R1,000 |
| A standard agent: several formats, your own rules, writing into two systems | From R2,500 |
| A heavy agent: high volume, many exceptions, several people relying on it | From R5,000 |
A follow-up agent watching open items from several sources and drafting messages is a standard agent, from R2,500 a month. High volume with several people relying on it is a heavy agent, from R5,000 a month.
New follow-up types, wording changes and new customer tiers are covered by the subscription. Nothing extra to buy when something shifts.
It is month to month. You own your data and the process map stays yours, and you can stop any time.
A first build is usually one category, most often overdue invoices, because the wording never changes and the value is easy to see inside a month. That one starts as a standard agent, priced at the bottom of the table. Quotes and trials are added afterwards, each moving it up a tier, agreed before the work.
The limit on the money side: if your open quotes are quiet because the price was too high, chasing them harder will not fix it.
08
What this demo does not prove
- It does not prove people will pay or buy. It proves the right message gets drafted on the right day. What that is worth depends on how many of your quotes currently go quiet.
- It does not send anything by itself in a demo. In a build you can allow that for some categories, and most owners start with everything approved and relax it later.
- It does not know about the conversation you had in the car park. Until your existing tools are talking to each other, it only knows what is on the list you gave it, which is why that part comes first.
- It does not know a customer has already replied unless it can see your inbox. In the demo you mark those by hand.
The numbers, in one place
- Free to implement a standard agent; a complex one is quoted before we start.
- Then from R2,500 a month for a standard follow-up agent, from R5,000 a month for high volume with several people relying on it.
- New follow-up types and wording changes are covered by the subscription.
Straight answers
Questions owners ask us
Not unless you decide it should. The default is drafts waiting for you. Payment reminders are the category most owners eventually let run on their own, because the wording never changes and the timing is not a judgement call.
For a demo, from a file you send. For a build, from wherever they actually live: your accounts package, your booking system, your spreadsheet. Getting those talking to each other is the first half of the work and usually the more valuable half.
Yes. A fifteen-year customer and a new enquiry should not get the same reminder. You set the tiers once and the drafts follow them.
Connect it to your inbox and it sees the reply. Until then you mark those by hand, which takes a second per item. If it cannot see your inbox for some reason, we will tell you that before you pay for anything.
Free to implement a standard agent; a complex one is quoted before we start. Then a monthly subscription: from R2,500 a month for a standard follow-up agent, from R5,000 a month for high volume with several people relying on it. Start with one category, usually overdue invoices, and that lands at the standard tier. Each category you add afterwards is agreed before the work starts.
The next step
WhatsApp your open quote or overdue invoice list to +27 73 932 6852 and we will send back the drafts that would go out today.
Or email [email protected], or book twenty minutes and we will write your chasing rules down together on the call.
Or email [email protected]. No slides, and no invoice for the conversation.