Illustrative only — not a real client
Sample week
Brief — week of 15 Sep
What changed
- Acme Co proposal ($28k) still unanswered — day 11
- Riverside website job: client asked for a scope change Tue; no reply from you yet
- Invoice #4821 (BrightPath, $9,400) hit day 34 past due
- Northwind retainer renewal sat in drafts since Mon
Yes or no
- Acme — nudge once more, or close the file?
- BrightPath #4821 — send the firm chase draft, or call them yourself first?
- Riverside scope — approve the reply draft (extra $6.2k), or rewrite?
What slipped
- Two Q3 retainer renewals not sent (Orbit, Halcyon)
- Case-study ask from prospect “Lumen” — 8 days, no reply
Money scorecard
| Bucket | Count | Oldest | ~$ sitting |
|---|---|---|---|
| Quotes / proposals unanswered | 6 | 18 days | $84,000 |
| Jobs waiting on your reply | 3 | 9 days | $41,000 |
| Invoices past due | 5 | 34 days | $27,400 |
| Total in view | ~$152,400 |
Unsent queue (you approve)
1. Acme — proposal follow-up
Why: $28k · 11 days quiet · likely dying · Status: unsent
Sarah — circling on the June proposal ($28k). Still want to move in Q3, or should I close it out so we’re both clear?
2. BrightPath — invoice #4821 chase
Why: $9,400 · 34 days past due · Status: unsent
Marcus — invoice 4821 ($9,400) is past 30 days. Can you confirm it’ll clear this week, or who on your side I should talk to?
3. Riverside — scope reply
Why: job stalled on your answer · +$6.2k if yes · Status: unsent
Jen — yes on the extra checkout flow at $6.2k and +5 days. Reply yes and I’ll send the change order today.
Real weeks usually have 8–20 items. You reply: send / edit / skip. Skip stays. Nothing sends as you.
Next
Fifteen minutes. If the follow-up still lives with you, we walk a sample week together.
Booking calendar TBD — email [email protected] in the meantime.