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Key takeaways
- Set a schedule
- Make paying easy
- Escalate politely
Set a schedule
Send a friendly reminder before the due date, on the due date and at set intervals after it.
Make paying easy
Include a direct payment link and clear invoice details in every message.
Escalate politely
After the final reminder, notify a team member to follow up personally.
Frequently asked questions
What should I automate first?
Start with lead response, appointment reminders and onboarding. They save the most time and recover the most missed revenue.
Which tools do you use?
GoHighLevel workflows, Zapier, Make and native integrations, chosen for your stack and budget.
Need help with this? Explore our Business Automation Services, see our packages or book a free 30-minute call.