A conversation is free.
£199 buys the Working Diagnosis - the plan for your version of this.
Building and running it starts from £399/month.
Every deadline season it's the same thing - you're not doing the actual work, you're chasing five people for a bank statement or a signed form they promised you weeks ago.
An agent can keep track of what's outstanding, notice a deadline creeping up, and have the chase ready to go - without you having to remember whose paperwork is missing this week.
It never sends anything itself. That's not a limitation - see why below.
A simple list per client - what's needed, what's arrived.
Flags what's close and still missing.
A polite reminder, ready to send - not sent.
1. Track what's outstanding. A per-client checklist of what's needed - receipts, statements, a signed form - and what's actually arrived.
2. Watch the deadline. As a deadline gets close, the agent flags anyone still missing something, before it becomes a last-minute scramble.
3. Draft the chase. For each one, it drafts a short, polite reminder - not sent, just ready.
Every drafted reminder, in one place.
Approve, and the reminder goes out as written or edited.
A client who's gone quiet, or needs a call not an email - never guessed.
4. You check the queue. Every drafted reminder sits in one place for a glance, not a hunt.
5. One approval sends it. Approve as-is, edit the wording, or bin it - nothing goes out until you say so.
6. Awkward ones wait for you. A client who's gone quiet for weeks, or one who clearly needs a phone call instead of another email - the agent doesn't guess, it leaves it for you.
Client relationships are personal, not procedural. Getting the tone wrong once - a reminder that reads as nagging, or landing in someone's inbox at the wrong moment - costs more goodwill than the time saved. The agent does the remembering and the drafting; you're still the one who decides what actually gets said.
Worth saying plainly: this is shown as a simple version. The same pattern can be built simple or pushed a lot further - more sources it watches, more it can draft, more it checks before handing back to you - depending on what your business actually needs.
The Working Diagnosis buys the plan for your version of this - not the build itself. The report is yours to keep either way. If we go further, the £199 is credited off the first invoice.
If chasing paperwork is eating more time than it should, send a note. I reply myself, usually within a working day. We'll work out whether this is worth doing for your business. Happy to talk after 6pm or at a weekend if that works better - within reason, I'll fit round you.
Send a note - I reply within a day