Get paid without being the heavy.
It's the 15th. Four invoices are past 45 days. Nobody's sent the second email, because nobody wants to be the one who asks. We hook invoice reminders, proposal follow-up, and “this one needs you” into QuickBooks, HubSpot, and your inbox. Every Monday you get an email: what got handled, what needs you, and what it brought in.
- Free audit
- Runs in your tools
- No sales call required
- Invoice 38 days out — friendly reminder sent, paidThursday
- New inquiry Tuesday 4:10pm — intake questions sent4:12pm
- Proposal sent 6 days ago — followed up, call bookedMonday
- Client disputing hours — held for youWednesday
The client answered the reminder: “Waiting on a PO from our finance team.” Instead of sending reminder number three, it stopped, set a check-in for Friday, and told you.
Real phone. Not a recording. Call it and ask what a client would ask.
Where service firms leave money on the table
Not because your team is bad at follow-up. Because the people who do the work are also the people who'd have to chase the money. We pick the one costing you the most and fix that first.
- 01
Invoices past terms.
Net 30 turns into 45, then 60. Reminders go out on your schedule, in your tone. It reads the reply. “Paid Friday” gets logged. “We dispute this” goes to you.
Collector - 02
Inquiries that wait.
Contact form at 4:10pm. The reply goes out in minutes with your intake questions and a link to book the call. It doesn't wait till Thursday.
Responder - 03
Proposals that lag.
After the call, a draft from your template and your call notes is waiting the same day. You set the price and hit send.
Responder - 04
Proposals nobody chases.
The follow-ups go out on day 3, day 7, and day 14. Replies come back to you.
Quote Chaser - 05
Clients going quiet.
The retainer renews in 30 days and nobody's talked to them in six weeks. You hear about it now, not at cancellation.
Account Watcher
Nothing goes to your clients until you say it can.
56% of small businesses are owed on unpaid invoices, $17.5K on average.
One job: the Collector. $2,500.
Invoices go out of QuickBooks. Reminders go out when somebody remembers.
Example, not a case study.
- What you approve
- The tone of each note, the schedule, which clients get skipped (the big one you handle yourself), and when it hands off to you.
- What shows up Monday
- What's past due, what came in, and what needs you.
Monday morning, you know if it paid for itself.
One email. What's past due. What got paid. What needs you. What it brought in. No dashboard. No guessing.
How it works
- 01
We time your replies.
Free audit on the channel clients actually use. We send you a short write-up. Hire us or don't. You still get that write-up.
- 02
We build one job.
Wired into your tools. You approve what can go out.
- 03
You're live in 30 days.
Flat price. If it isn't live, you don't pay the rest.
Straight answers
- Will my clients know it's automated? Will it sound like a robot?
- It sends from your address, in your words. We build the templates from emails you've already sent, and you approve every one before it goes live. Anything it isn't sure about goes to a named person, you or your office manager, not a queue.
- I don't want to annoy a good client.
- You pick who's on the schedule. Your top accounts can be skipped or sent to you. The first note is a reminder, not a demand. If a reply sounds upset, the reminders stop.
- QuickBooks already sends reminders.
- It does. It sends the same email every time and can't read the answer. When a client says “waiting on a PO,” this stops and waits. If the built-in reminders are enough for you, I'll say so in the write-up.
- My proposals are custom.
- Right. It doesn't write the deal. It gets the draft started from your template and makes sure it gets chased. You set the price.
- What if it's wrong?
- It stops and escalates. Disputes, big balances, an unhappy client: those go to a person.
Try it before you pay for a build
Most shops want a retainer up front. We don't.
Call the live line.
Ask a client's question.
Do the free audit.
You get the write-up either way.
Buy one workflow.
Live in 30 days or you don't pay the balance.
Audit
We time how long you take to answer a new inquiry. You get a short write-up. Hire us or don't.
Start hereFirst workflow
One job, built in your tools, handed over working. Live in 30 days or you don't pay the balance.
Start with the auditWe run it
We keep it running, fix drift, and send the Monday email with results. Cancel anytime. Add jobs when you're ready.
See how it worksIf QuickBooks, HubSpot, or whoever bills you for their software, that bill stays with them. What we build sits on your accounts.
You deal with the person who builds it.
I'm Nathan. I design every workflow. The crew runs them day and night. No account manager. No handoff to a junior. If a $40 tool would fix it better than a custom build, I'll tell you that.
— Nathan
founder
Reach me at startupformulas.com/audit
See where clients and cash slip. Free.
Point us at your inquiry form or inbox. About a day. We'll time your real replies and show you where prospects drop off. You get that write-up whether you hire us or not.
For B2B service firms doing about $2M–$20M. One workflow. Flat price. Live in 30 days.