- SubmittedDone
- In reviewDone
- OfferDone
- BuildingDone
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30-day check-in
Thank you. You told us 2.5 hours a month.
Before: 10 hours a month. Now: 2.5. Target: 3. Met.
Questions? A person on the team reads every note.
Your brief and notes
- 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.
10 hours a month. About $55 an hour.
- Tools & data
Xero, Excel, Outlook.