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The five things I do best.

Each one is something I've built for businesses like yours. Plain English on what it does, what it connects to, and what it actually feels like once it's running.

01 · Quotes & follow-ups

Quotes out fast. Nudged automatically.

≈ 4h / week saved

An enquiry comes in → within a few minutes, a tidy, on-brand quote lands in your prospect's inbox. If they don't reply, a warm nudge goes out at day 3, then day 7, then it gives up gracefully.

Every message is written in your tone of voice. I'll draft them with you, tweak until they sound right, and you can update them any time.

What's included

  • Branded PDF quote or HTML email — your pick
  • Reminder cadence you control — day 3, day 7, or whatever works for you
  • Automatically marks itself won when the customer says yes
  • Hands over to invoicing once the job is on
  • Falls back to you if something unusual happens

Plays nicely with

GmailOutlookXeroQuickBooksHubSpotPipedriveYour website form
TYPICAL FLOWLIVE
1
Web enquiry received from your contact form
2
Branded quote generated and emailed in ~4 min
3
Waits politely. Nudge on day 3 if no reply
4
Final nudge day 7, then archives
From: You <hello@yourbiz.co.uk>Day 3 · 09:02
Re: Quote for patio lighting installation

Hi Margaret,

Just a quick nudge on the quote I sent Monday — no worries at all if now's not the right time, but let me know if you'd like me to adjust anything or pencil you in for May.

Cheers,
Dave

02 · Invoice chasing

Overdue invoices, politely chased.

≈ 3h / week saved

Your Xero, QuickBooks or FreeAgent gets a quiet watcher. When an invoice slips past its due date, a gentle reminder goes out at 7 days. Another at 14. A firmer (but still polite) one at 21.

You can pause it for specific customers — the one who always pays late but always pays, the one you're about to pitch something else to. The moment they reply to any email, it stops chasing automatically.

What's included

  • Polite reminders at 7, 14, 21 days overdue — wording written in your voice
  • Auto-pause if the customer replies to any reminder
  • One-click skip for customers you want to handle yourself
  • Summary in your Monday morning inbox — who's paid, who hasn't, what's next
  • Never double-chases someone already in a dispute

Plays nicely with

XeroQuickBooksFreeAgentSageStripeGoCardless
OVERDUE LIFECYCLEPOLITE
1
Invoice raised in Xero — clock starts on due date
2
Day 7 overdue: gentle "quick nudge" email
3
Day 14: firmer (but still friendly) follow-up
4
Day 21: formal reminder + flagged to you
Subject: Invoice #2041 — gentle reminderDay 7 · 09:00

Hi Margaret,

Just a gentle one — invoice #2041 (£480) came due last week. No rush if it's crossed in the post; happy to resend if it's got lost somewhere.

Thanks!
Dave

03 · Bookings & scheduling

Calendar fills itself in.

≈ 5h / week saved

A customer hits a "Book a visit" button on your site, picks an available slot, and the job lands straight on your calendar — with their details, job notes and a confirmation sent back to them. You didn't open a single tab.

A day-before reminder goes out automatically too. No-shows drop. Customers feel looked after.

What's included

  • Booking form on your website — connects to your live calendar
  • Instant confirmation to the customer by email or SMS
  • Day-before reminder sent automatically
  • Job details, postcode and notes land straight on your calendar
  • Works around your existing availability — no double-bookings

Plays nicely with

Google CalendarOutlookApple CalendarSquarespaceWixWordPress
CUSTOMER JOURNEYSELF-SERVE
1
Customer picks a slot on your site
2
Confirmation SMS + email within seconds
3
Appears on your calendar with notes + postcode
4
Day-before SMS: "See you tomorrow at 9:30"
SMS · to +44 7700 900 123Mon · 16:30

Hi Mrs Chen — quick reminder you've got Dave booked for tomorrow (Tue) at 9:30 for the bathroom tap fix. He'll text when he's 10 min out. Reply STOP to cancel.

04 · Review requests

More 5-star reviews. Without the awkward ask.

≈ 1h / week saved

The day after a job is marked done, a short, warm message goes out to the customer. Happy customers (4★ and up) get a one-click link to your Google profile. Anyone rating lower lands in your inbox privately first, so you get a chance to put things right before anything goes public.

It's consistently the highest-impact thing I build for small businesses. Most clients double or triple their Google review count within the first few months.

What's included

  • Warm, personal message sent a day after each completed job
  • Happy customers routed to Google, Trustpilot or Checkatrade
  • Private route for anyone unhappy — you fix it before it goes public
  • Opt-out link included (required by law — I handle it)
  • Monthly report: how many sent, opened, responded

Plays nicely with

Google BusinessTrustpilotCheckatradeYellFacebook Reviews
SPLIT BY RATINGFRIENDLY
1
Job marked complete in your calendar or CRM
2
24h later: "How did we do?" message
3
★ 4+: one-click link to Google review
4
★ 1–3: routes to you privately to resolve first
From: Dave @ Your BusinessSat · 10:04
How did we get on yesterday?

Hi Greg,

Quick one — how'd we do with the lighting job yesterday? If we did alright, a one-line Google review would genuinely make our week. If we didn't, reply to this and I'll make it right.

Cheers,
Dave

05 · Data plumbing

Tools that actually talk to each other.

Depends on setup

Your Xero, your CRM, your calendar, your inbox — quietly kept in step so nothing gets retyped three times and nothing falls between the cracks.

Most clients don't even notice this one after the first month. That's the point — once it's working, it's invisible. When something breaks (rare), I usually know before you do.

What I typically connect

  • CRM ↔ accounting: a won deal becomes a draft invoice automatically
  • Calendar ↔ CRM: completed job updates the customer record
  • Inbox ↔ CRM: email threads attached to the right contact
  • Weekly ops report: one email every Monday, no dashboards to check
  • Alerts when something looks off — stale leads, stuck invoices

Plays nicely with (and many more)

XeroQuickBooksFreeAgentHubSpotPipedriveMonday.comAirtableGoogle SheetsNotion
A COMMON SETUPQUIET
1
HubSpot deal marked "Won"
2
Draft invoice created in Xero, ready to send
3
Booking added to your Google Calendar
4
Monday: one tidy ops report in your inbox
Weekly ops reportMon · 07:00
This week at a glance

↗ 14 new enquiries · 9 quoted · 6 booked
✓ £8,420 invoiced · £6,100 paid
⏰ 2 invoices > 14 days overdue (details inside)
★ 7 new reviews (avg 4.9)

Not sure which one first?

That's exactly what the free call is for. I'll point you at the highest-payoff one.

Book a free 15-min call →