Lead & invoice follow-up · AU & NZ
Give every follow-up a next step.
Leads go cold and invoices age because chasing is nobody’s favourite job. I build the follow-up path — polite, on-brand, escalating — so each in-scope enquiry and overdue item gets a consistent next step without your team rewriting the same message.
- 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
- Fixed-scope install — quoted in writing from your brief or a free review
No tech knowledge needed · 15 minutes · you keep the map either way.
The evidence
Same job type shipped for finance (Loantec) and commerce teams. The connected tools, permitted actions, approval points, and escalation rules are agreed in writing before access is enabled. Sensitive actions stay behind human approval unless a lower-risk exception is explicitly approved.
- Price detail: how much AI automation costs.
- Related proof: watch the property enquiry workflow or see the Loantec follow-up rebuild.
- Prefer to write it down first? Send a project brief.
- Still choosing the first workflow? Use the four-minute automation scorecard.
How it works
Three steps. You stay in control.
Pick one leak: leads or money
We start where silence costs you most — new enquiries going cold, or invoices nobody chases on time.
Write the sequence once, run it every time
Day-one polite, day-five firmer, legal or human handoff at your threshold. Logged, not guessed.
Connect the record system
CRM or inbox updates so the next person sees what already went out — no double-chasing.
Straight answers
Common questions
- Is this the same as a bulk email tool?
- No. It is built around your rules, your voice, and your approval gates — not a blast list you manage alone.
- 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 from your project brief or a free build review, and quoted at a fixed price in writing before work starts. The cost page shows the prices other Australian providers publish and what drives a quote.
Guarantee
The guarantee, in writing
Before work starts, we agree the workflow baseline, success target, exclusions, and 60-day measurement method in writing. If the agreed time saving is not shown at the 60-day review, I complete the remediation steps written into that scope without an extra implementation fee.
A few custom builds a month · first agreed workflow targeted in 7–14 days
Fit filter
Who this is for — and who it isn’t.
Clear fit beats a long sales cycle. If you’re on the left, send a project brief or book a free build review.
A good fit
- Founders and operators who want smoother, more efficient company workflows
- Businesses in Australia and New Zealand (remote OK for the right fit)
- Teams drowning in repetitive replies, follow-ups, reporting, or CRM admin
- Owners who want a human-built system with approval gates — not a DIY chatbot kit
- Teams that need something custom — tailored workflows, agent integrations, or systems built around the tools already in use
Not a fit
- Enterprises that can only buy through a 12-month RFP and a 20-person vendor team
- Anyone who wants the cheapest one-click template with zero involvement
- Projects where no one can give tool access or approve and test the workflow
Fifteen minutes. Three time leaks mapped.
No tech knowledge needed · 15 minutes · you keep the map either way.