79 lines
1.9 KiB
Markdown
79 lines
1.9 KiB
Markdown
# Client & Invoice Follow-up
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**Goal:** Keep money flowing and clients informed without wasting time on non-ready items.
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## Priority Matrix
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| Status | Action | Frequency |
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|--------|--------|-----------|
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| Invoice sent, unpaid 3+ days | Follow up | Daily check |
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| Repair complete, awaiting pickup | Notify client | Same day |
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| Quote sent, no response 2+ days | Follow up once | Then wait |
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| Repair in progress | No action needed | Skip |
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| Waiting on parts | No action until parts arrive | Skip |
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## Daily Workflow
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### Morning (10-15 min)
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1. Check for unpaid invoices past 3 days
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2. Check for completed repairs awaiting pickup
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3. Check for unanswered quotes past 2 days
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4. Ignore anything in-progress or waiting on parts
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### Follow-up Templates
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#### Unpaid Invoice (3+ days)
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```
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Hi [NAME],
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Just a quick reminder that invoice #[NUMBER] for $[AMOUNT]
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is ready for payment. Let me know if you have any questions!
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[PAYMENT LINK]
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Thanks,
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Motherboard Repair CA
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```
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#### Repair Complete - Pickup
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```
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Hi [NAME],
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Great news! Your [DEVICE] repair is complete and ready
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for pickup. We're available [HOURS].
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See you soon!
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Motherboard Repair CA
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```
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#### Quote Follow-up (one time only)
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```
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Hi [NAME],
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Following up on the repair quote we sent for your [DEVICE].
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Happy to answer any questions if you're still considering it.
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No pressure either way - just let us know!
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Motherboard Repair CA
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```
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## What NOT to Do
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- Don't follow up on quotes more than once
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- Don't check on repairs still in progress
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- Don't bug clients about parts delays (that's our problem, not theirs)
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- Don't send multiple reminders per day
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## Escalation
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Flag these for immediate attention:
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- Invoice unpaid 7+ days
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- Client complaint or dispute
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- Repair complete but no pickup after 14 days
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- Any angry/urgent messages
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## Weekly Metrics to Track
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- Invoices sent vs paid
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- Average time to payment
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- Quotes converted to repairs
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- Pickup wait times
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