The Automated Get-Paid & Invoicing Kit
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How to Finish Your Setup in 4 Easy Steps
This private workspace has all the blueprints, emails, checklists, and invoices you need. Here is how to get 100% finished in under 60 minutes:
Fill in Your Details
Enter your business name, service, and contact hours in Step 0 below (or click an example button to test it).
Templates Update Live
Every email, checklist, and invoice below updates automatically with your real business information.
Make It Yours
Don't like how a template sounds? Click "Make it personal with AI" or click "Edit" to type your own words. Never leave this window.
Mark Steps Done
Check off steps as you finish. Your progress is saved automatically, so you can close this window and return anytime.
0 of 6 Steps Complete (0%)
Put Your Business Details Into Every Template
Fill in these 4 simple boxes once. We will automatically put your business name, your service, and your contact hours into every email, invoice, and checklist on this page. You won't have to retype them!
The name clients know you by. (Example: "Haven Real Estate", "Apex Web Studio", or your personal name like "Jane Doe Consulting")
💡 Goes onto your welcome emails, client portal banner, and invoices.The main service or package for this client. (Example: "Residential Property Sales", "Website Redesign", or "Monthly Bookkeeping")
💡 Keeps the emails specific so clients know exactly what you are delivering.Where do you answer messages, and when are you available? (Example: "WhatsApp & Email, Monday to Friday 9:00 AM to 5:00 PM")
💡 Sets clear expectations early so clients don't expect replies late at night.How and when do you get paid? (Example: "50% deposit before kickoff, 50% on project delivery via Card, Bank, or M-Pesa")
💡 Makes sure you get paid on time without awkward follow-ups.System Implementation Complete!
Your client onboarding engine is fully configured. Contracts, portals, email flows, and invoicing now run automatically.