Coaching and consulting
Invoice chase
For a one-person practice, being owed money is the whole cashflow problem.
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The steps
Show me every invoice past its due date with how many days late.
Send a polite reminder with the payment link on day three.
Send a firmer one on day ten that says sessions pause until it is settled.
Tell me before pausing anyone so I can decide.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "Invoice chase" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
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Run it the day they sign, so week one feels organised.
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Mid-engagement check
Halfway through a package, before it is too late to fix anything.