Invoice Chaser
Invoice Chaser for marketing agencies
See the sample
AI agent templates for small marketing and creative agencies
Scope shifts during the month and what was agreed on a call is easy to lose. The prospect list grows from events and forms, and client approvals are slow, so payment trails the work. Three templates cover those. The Lead Cleanser tidies a prospect list, the Meeting Actions turns a status call transcript into decisions and action items, and the Invoice Chaser drafts reminders for overdue retainers and projects. All three run on your computer with your own AI key. One limit: client work is often under a confidentiality term, and the text of the files you use goes to your AI company.
On the sample status call, the client's fourth email is out of scope, so the team decides to charge a change order. A launch date moves to November third and then stays on October twenty-seventh, and the notes keep both and label the second one Changed. The prospect list shows the same company typed three ways, Co, Company and Inc. On the invoice side, a stop-work line appears in a final reminder only if the agency writes it in its settings. The sample prospect list includes a law partner who asked not to be emailed, flagged in the review file, and an owner whose email was cut off in the export, left as typed and listed for review. The status call also yields seven action items, with an owner shown only where the quote names one.
Templates for this kind of business
What these templates won't do
- None of them sends an email, contacts a prospect or client, or connects to your mailbox, your bank or a CRM. The Lead Cleanser won't score or rank prospects. The Meeting Actions won't judge whether a request is in scope or price a change order, and it won't record a call. The Invoice Chaser won't tell a retainer from a milestone, and it won't add a threat you didn't set.
Questions you might have
A decision flipped on the call. Which one do the notes keep?
Both, in the order they were said. The later one starts with Changed and each shows its line number and exact words. In the sample, the launch goes to November third, then stays on October twenty-seventh.
Can I run client calls through this if I'm under a confidentiality term?
Only if the agreement allows it. The transcript text goes to the AI company whose key you use, and to nobody else. If your agreement bars sharing call details with a third party, keep that call out, or cut the details first.
Does the invoice template threaten to stop work?
Only with a sentence you wrote. The sample agency's own line is "We'll pause active project work on the account until this invoice is paid." If you leave the setting out, final reminders carry no next step.
One company appears under three spellings in my prospect list. Does it merge them?
It asks the AI about odd company names and reports its confidence, and only high confidence answers change a cell, with the old value logged. In the sample, one tea company's two spellings came out the same on both rows.