Warm-up
Check yourself
A client emails: "We changed banks, please confirm your new account details for payment." You haven't changed anything. What should you do?
Exercise 3
Set Up Invoicing and a Monday Collections Review
About 35 min
Your task
You'll write payment terms, fix your invoice template, load three reminder emails into your accounting app, and run an agent-built receivables summary. You'll finish with an invoicing system that chases politely on its own and a Monday list of who needs a personal follow-up.
- Time
- 35 minutes
- You'll need
- QuickBooks Online or Wave from Exercise 1, Claude (Cowork for the scheduled version), your Finance folder
- Builds on
- Lesson 3
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.