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Use case · Payments and renewals

Get paid without chasing anybody.

Fees, invoices and renewals reminded early, politely and automatically. Nobody has to be the person who asks.

Set it once, and it runs for everybody

Message library with reminder templates sorted by the job they do
What this actually is

Reminder sequences for money that is due, sent early enough to land before the deadline rather than after it, without anybody having to make the awkward call.

Why this gets skipped

Nobody enjoys asking for money. So the fee reminder gets sent by hand, one name at a time, on whatever evening somebody has energy for it.

In a busy week it does not happen. And the renewal reminder that goes out in the final week is not a reminder, it is a rescue attempt. The decision was made three weeks earlier by whoever got in touch first.

Fee reminders eat an evening and get skipped when it is busy.
Renewals get chased in the last week, when the decision is already made.
The person doing the asking hates doing it, so it happens late or not at all.

The sequence, and the actual words

Early, then closer, then on the day. The first one is the one that does the work.

30 days before

Be first, not last

For a renewal this is the whole game. Whoever gets in touch three weeks early usually keeps the customer.

Hi {name}, your {thing} comes up for renewal on {date}. Want me to send this year's options now so there is no rush later?
7 days before

A gentle, specific reminder

Name the amount and the date. Vagueness makes people put it off.

Hi {name}, quick reminder that {amount} is due on {date} for {thing}. Here is the link if it is easier: {link}
On the day

Short and friendly

One line. No pressure, no guilt. Most people simply forgot.

Hi {name}, {amount} is due today for {thing}. Link is here if you need it: {link}
3 days after

Assume it was an oversight

It nearly always was. Give them an easy way to say what is going on.

Hi {name}, just checking this one did not get missed. If the timing is difficult, tell me and we will work something out.
Reminders as journeys you switch on, so nobody has to keep a list of dates in their head.

Who runs this

Anybody collecting a recurring fee, an invoice, or a renewal.

Where this stops working

Worth knowing before you switch it on

We do not take payments and we never touch your money. There is no gateway here, no cart and no reconciliation. We send the reminder and the link to wherever you already collect. If your problem is the collection mechanism rather than the reminding, this is not the fix.

Questions people ask

Do you handle the payment itself?

No. We send the reminder and your existing payment link. Keep whatever you collect through.

Can it stop reminding somebody who has paid?

It works from whatever you keep in the record. Bring your setup to the call so we can tell you exactly how this would work for you.

Is thirty days too early for a renewal reminder?

For insurance, service and memberships, no. The decision usually gets made two to three weeks out, so the last week is far too late.

What tone should these use?

Friendly and specific. Name the amount, name the date, and assume it was forgotten rather than avoided.

See what is due in the next sixty days

Twenty minutes on your real list. Most businesses find a month of collections sitting in it already.