Fixed-scope implementation for creative agencies

Stop running overdue-invoice follow-up from memory.

In seven days, turn your agency's existing QuickBooks Online aging report into a clear owner, next-action, reminder, and visibility workflow.

Request a 15-minute fit check See the demonstration system

Operations setup only. No bookkeeping changes, bank access, aggressive collections, or guaranteed financial outcome.

The operational result

A follow-up system your team can actually see and run.

Clear ownership

Every in-scope overdue invoice gets one owner, one next action, and one next-action date.

Approved follow-up

Four reminder stages are mapped to aging conditions, with language approved before use.

Visible exceptions

Native reminders and one supported alert path are tested, documented, and handed off.

Seven-day delivery

Configure, test, and hand off—without changing the books.

The work starts with a client-run screen share or a redacted aging export. Shared passwords are never accepted.

Day 1
Map the current process
A 45-minute kickoff defines the invoice scope, current handoffs, and approval owner.
Days 2–3
Build the next-action system
Up to 50 open invoices receive an owner, next action, due date, and aging-based reminder stage.
Days 4–5
Configure reminders and visibility
Buyer-approved templates, supported native reminders, and one bounded alert workflow are configured.
Days 6–7
Test and hand off
Authorized test events, reconciliation checks, a handoff checklist, and a 30-minute walkthrough close the sprint.

Delivery capability

A concrete view of the system.

Demonstration systemNot a client result

Demonstration dashboard showing open receivables, aging buckets, follow-up status, and recent payments using fictional data — Example operations dashboard using fictional demonstration data.

Demonstration invoice tracker showing status, amount, due date, owner, and next follow-up date using fictional data — Example invoice and payment tracker using fictional demonstration data.

These images demonstrate artifact-delivery capability only. They do not represent prior client work, collections, recovered revenue, or return on investment.

Designed for a clean handoff

What is in scope.

U.S. marketing, design, video, or creative agency
QuickBooks Online already in use
Up to 50 open invoices
One owner or operations lead available for approvals
One supported email or Slack alert using existing tools

Firm boundaries

No bookkeeping, reconciliation, tax work, or accounting-record changes
No bank, card, payout, password, or authentication-code access
No collections calls, legal notices, threats, or settlement decisions
No guarantee of payment, revenue, DSO improvement, or other financial outcome
No contact with the buyer's customers and no sending of live collection reminders

Start with fit, not a sales presentation

Is the sprint right for your agency?

If this page was shared with a proposal, reply in that same business-platform thread with “fit check”. Otherwise, start a buyer or partner inquiry at [email protected]. A 15-minute conversation will confirm invoice volume, QuickBooks Online use, approval ownership, and whether the seven-day scope is realistic.

When a business-platform thread exists, keep the conversation there.

15-minute fit check No free audit No pressure to expand scope