A marketing consultancy
Marketing and consultingBookkeeping VAThe consultancy billed by hand: every invoice was created from a spreadsheet, sent by email, and chased by memory. As projects closed faster than the paperwork could follow, payments slipped weeks behind, and the founder spent the end of each month rebuilding the same invoice list instead of doing client work.
What we did
- Connected HubSpot deals to an automated invoice generation flow
- Added Stripe payment links to every invoice before it goes out
- Built a chase sequence that follows a fixed, polite schedule
- Set up a weekly reconciliation report for the founder
- Documented every step so the process runs without supervision
What changed
- Invoices go out the day a deal closes
- Payment links arrive with every invoice automatically
- Chase emails follow a fixed schedule without manual follow-up
- A weekly reconciliation report lands in the founder's inbox
Details anonymized to protect the client. Metrics describe process changes, not financial results.