Use this as the manual version of a deposit-reminder workflow. It keeps accepted quotes, payment links, approvals, and kickoff timing out of the owner’s head and in a reviewable queue.
Use right after the customer says yes but has not paid.
Use when the customer may simply have missed the link.
Use when calendar or materials cannot be held forever.
Use when the deposit has stalled and the customer may be uncertain.
What the internal queue should show before a stronger follow-up.
Accepted quote, deposit requirement, payment link, target start date, and last customer touch land in one list.
Check payment status before drafting anything. Never nudge a customer who already paid or already replied.
Pick the right message based on age, schedule risk, and whether a payment date was promised. Keep owner review on by default.
Track accepted-to-deposit lag, rescued starts, stale accepted quotes, and the exact stage where deals stop moving.
No auto-send, pressure tactics, or fake urgency. This is an operating queue for clean follow-up and schedule clarity.
The $27 Operator Quickstart helps you install one human-reviewed workflow. The $499 Revenue Leak Audit maps your accepted-quote/deposit process into a ranked build queue with the first automation spec.