To modernize, audit your stack for three things:
1. Behavioral insights (who pays when?)
2. Multi-channel options (SMS/text-to-pay)
3. Self-serve portals
Make it easier for clients to "yes" to paying.
To modernize, audit your stack for three things:
1. Behavioral insights (who pays when?)
2. Multi-channel options (SMS/text-to-pay)
3. Self-serve portals
Make it easier for clients to "yes" to paying.
Switch to triggered SMS + email sequences. It gives clients the privacy to pay on their own terms and cuts administrative bloat significantly.
Efficiency isn't cold; it's respectful.
Switch to triggered SMS + email sequences. It gives clients the privacy to pay on their own terms and cuts administrative bloat significantly.
Efficiency isn't cold; it's respectful.
Use today to reset. The spreadsheet will still be there tomorrow (unless you decide to automate it away next year). Merry Christmas.
#automation #FinanceStrategy
Use today to reset. The spreadsheet will still be there tomorrow (unless you decide to automate it away next year). Merry Christmas.
#automation #FinanceStrategy