Client terms tracker
I know which clients have signed terms, which expired, and which brief you should not work yet.
Schedule
Weekly · Every Monday.Integrations
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HubSpot
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#hiringExample run
You
You
@laidback every Monday, check live briefs against signed terms and flag gaps.
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Laidback
Done, here is the result:
- 1.Match live briefs against signed client agreements.
- 2.Flag missing, expired or mismatched fee terms.
- 3.Draft the chase to the client contact.
Nothing goes out without you. Any chase sent to a client.
How I run it
- 1.List live briefs and their accounts.
- 2.Look up the agreement and expiry.
- 3.Flag gaps and mismatches.
- 4.Draft chases for approval.
What I need from you
- —Where agreements are stored.
- —Standard fee bands.
- —Escalation contact.
Where I stop and ask
- —Messages to clients.
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