Five open items go in
Two proposals, two invoices and a website enquiry nobody answered.
Demos
Quotes, trials and invoices that went quiet, chased at the right moment
Nothing sends without you until you decide otherwise.
The drafts wait until you read them. The agent looks at what is open, works out what deserves a nudge today, and writes it in your wording. The ones to leave alone are left alone, with the reason.
Run it yourself
Play the example and read what it writes
Follow-ups that go outRecorded example · sample data
Play the example on our sample follow-ups
Five open items in a small consultancy: two proposals, two invoices and an enquiry. Three deserve a chase today. It plays in about fifteen seconds.
This is a recorded example on our own sample. To put your own material through the agent, use the live run on the demos page.
Book a live demo
Book 30 minutes with us. We run it on your own documents, screen shared, and the call is free.
Everything above runs in your browser on documents we made up. It takes no file of yours. Book the thirty minutes and we run the same thing on your own files while you watch.
How to try it
The demo above runs on five open items from a small consultancy, two of which should be left alone. Press play and read what it drafts.
Then run it on your own. Three fields open the real run, and this one works on text: paste your open quotes or unpaid invoices, with the dates on them.
Customer, amount and date is plenty. Strip anything you would rather not share. Nothing to hand? One click loads our sample list.
What goes in
Three things, none of them exotic.
Your open items. Quotes sent, trials running, invoices unpaid. From a spreadsheet, from your accounting package, from wherever your customers and their projects live. A list with dates is enough to start.
Your timing rules. How many days before a quote gets chased. How many nudges before you stop. Whether a trial gets a message on day ten or on the last day. Most owners have these rules 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.
What comes out
A short list, not a queue of a hundred.
- Who is due today and why, in one line
- A draft per item, in your wording, referring to the actual thing rather than "just following up"
- 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 message and starts disliking you
The example run
Each one is weighed
Age, value, and what the client has already done.
Three drafts are written
The proposal opened six times and never answered. The invoice past its own terms and never queried. The enquiry that sat over a weekend.
Two are left alone
A proposal two days old is not quiet, it is normal. The client whose bookkeeper wrote yesterday to say payment goes out on Friday is not chased today.
Chasing without becoming a nuisance
Owners under-chase because they do not want to be the person sending four messages about one invoice.
So the rules run both ways. Stop after the second nudge unless you say otherwise. Never chase somebody 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. Restraint is something you write down once and then have applied the same way every day.
What happens to what you send
This one reads text, so you paste rather than upload.
What you paste goes to our server and straight to the model that reads it. It is not written to disk, so there is no copy on our side to delete. The result sits in your browser tab and goes when you close it.
Your name, email and business go to our CRM, because that is how we come back to you. Ask us to delete them and it is done the same day, with confirmation in writing.
Customer names can be stripped before you paste. The test is the timing and the wording, not who owes you.
Pricing
| What | Cost |
|---|---|
| The first conversation: one call, our homework, a written solution and a price | No charge |
| An agent with one source and simple rules | R990 a month per agent |
| Most agents: several sources, your own rules and customer tiers | R2,490 a month per agent |
| Complex scope: several systems written into, many exceptions settled | R4,990 a month per agent |
| Minimum term, which covers the implementation | 3 to 6 months |
What moves the tier: how many sources the open items come from, how many categories you chase, and whether anything is allowed to send without approval. New wording and new customer tiers are covered. The number is in the proposal before anything starts.
Start with one category. Overdue invoices are where we would begin, because the wording never changes and the value is easy to see. The limit is worth naming: if your quotes are quiet because the price was too high, chasing them harder will not fix it.
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 go quiet.
- It does not send anything by itself here. 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 tools are talking to each other it only knows the list you gave it.
- It does not know a customer has already replied unless it can see your inbox. Here you mark those by hand.
The numbers, in one place
- R990, R2,490 or R4,990 a month for the agent, by complexity and scope.
- The first conversation costs nothing.
Questions
Questions
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.
Here, from what you paste. In a build, from wherever they live: your accounting package, your booking system, your spreadsheet. Getting those talking 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, you hear that before you pay for anything.
The next step
Paste your own open items into the live run on the demos page and read what it would send today.
Then leave a number and a good time to call, and we come back with the rules and the wording written down.