Automate the follow-ups your team keeps meaning to send.
Leads go cold and invoices age because chasing is nobody’s favourite job. Yo-Da Lai
builds the follow-up path — polite, on-brand, escalating — so every enquiry and overdue
item gets a consistent next step. It never touches anything you don’t want it to, and anything it does handle sits behind a strict approval gate.
What it does
Lead nurture and overdue invoice sequences in your voice
CRM and inbox updates so nothing lives only in someone’s head
Escalation to a human at the thresholds you set
How it works
Pick one leak — new enquiries going cold, or invoices nobody chases on time.
Write the sequence once — day-one polite, day-five firmer, human handoff at your threshold.
Connect the record system — CRM or inbox updates so nobody double-chases.
Common questions
Is this the same as a bulk email tool?
No. It is built around your rules, your voice, and your approval gates.
What if a customer replies angrily?
Escalation rules hand the thread to a person. The system does not argue or invent policy.
How is this priced?
Custom installs are scoped after the free review. See the cost page for real AUD numbers including the A$1,500 pilot.
Fixed-scope install path from A$6,000. The workflow I automate will take your team up to 60% less time within 60 days. If the time savings don’t show, I keep working free until they do.