Agencies
Retainers, milestones, and a client lead who also owns the relationship.
Monthly retainers plus project milestones mean many small invoices to the same payer. The person best placed to chase is usually the person least willing to: the account lead who has a call with them on Thursday.
What the playbook does for you.
Retainer invoices grouped per client, not chased one by one
Milestone billing tied to delivery dates and sign-off
Account lead informed before any escalation step
Warm tone by default on tier A accounts
Agencies · snapshot Typical workspace
Open retainers 18 clients
Average days to pay 34 days
Operating mode Assisted
Exceptions this week 2
Other workflows
Consultancies
Large invoices, long approval chains, and partners who must be told first.Recruitment
Placement fees, start dates, and guarantee periods that invite disputes.Professional services
Legal, tax and IT firms where the tone of a reminder is part of the service.Suppliers to large organisations
Invoices that disappear into portals and shared-service centres.See it run on your own ledger.
Bring one month of open invoices to a Receivables Leak Audit and we will map it with you.
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