Request detail — 7 Days to Air

Live. The 30-day check-in is in: target met.

Summary

Problem: Chasing late invoices: someone checks the ledger each week and emails every overdue customer by hand.
Cost: About 2 h a week at $55/h
Offer: Overdue invoice reminders, $150 a month once it works (sent 28 Jul)

Brief

Problem: Chasing late invoices: someone checks the ledger each week and emails every overdue customer by hand.
Who it affects: 1 bookkeeper and 2 office staff.
Current workaround: Export the ledger to Excel each Monday, filter the overdue rows and write each reminder email by hand.
Cost of pain: About 10 hours a month, and invoices still run about three weeks late.
Tools & data: Xero, Excel, Outlook.

Hours a month: 10. Hourly cost: $55.

Options1

The offer is out. Options are locked until the client decides.

Overdue invoice reminders

ChosenAI draft

Reads overdue invoices from Xero each week and emails each customer a polite reminder, then lists who has not paid.

Works when: the 10 hours a month spent chasing invoices, falling to 3 (from 10 to 3)
Price: $150 a month once it worksSaves ≈ $385/month · price is 39% of the saving
Effort: S · 5 builder days
Risks: Reminder wording needs your sign-off

Offer

Sent 28 Jul 2026to sam@reilly.example

Accepted 29 Jul 2026. The client agreed to proceed.

Hi Sam, We read your brief on chasing late invoices. Here's the offer. We think automatic reminders for overdue invoices is a good idea to build. We'll build it for free. If it solves the 10 hours a month spent chasing invoices, falling to 3, we'd charge $150 per month once implemented and effective. OK to proceed? Want to talk it through first? Say so on your offer page. Jeremy 7 Days to Air

$150 a month (range $50 to $2,000)

Saves ≈ $385/month · price is 39% of the saving The client sees it in the offer card and email.

30-day check-in

MetAnswered 14 Sep 2026

Baseline: 10 h/month
Target: 3 h/month
Actual: 2.5 h/month
Comment: Two reminders a week still go out by hand. Everything else is automatic.

Details

Status

Live since 20 Jul

Assignee

Priority

3.3

About 2 h a week, good fit, partly reusable, medium effort.

Client

Sam Reilly

sam@reilly.example

Personal link: used 6×, last 28 Sep 2026

Notes

From the client 0

Nothing from the client since they submitted.

Internal 0

No internal notes yet. Only the team sees these.

14 Sept, 19:00Sam Reilly answered the 30-day check-in: 2.5 h a month
11 Sept, 19:00System emailed the client the 30-day check-in
12 Aug, 19:00System emailed the client: now live
12 Aug, 19:00Jonathan marked live
29 July, 19:00System emailed the client: build started
29 July, 19:00Sam Reilly accepted the offer
28 July, 19:00Jonathan sent the offer
21 July, 19:00System emailed the client: in review, with the reply-by date
21 July, 19:00Jonathan assigned to Jonathan on opening
21 July, 19:00Jonathan opened for review
20 July, 20:00System drafted options and scored
20 July, 20:00Sam Reilly submitted the brief

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