Sample data1 / 2
Overdue 21 days
Invoice #1042
Unpaid invoices
See which invoices are late, how late, and whether you’ve already asked. The reminder is drafted in your tone.
Small Setup · For solo founders and teams under 10
Stop keeping the follow-ups in your head.
Unpaid invoices, client approvals, leads that went quiet. We connect two or three tools you already use, put what needs you on one board, and draft the follow-up. You decide what gets sent. We do the setup.
Small Setup $1,500–$2,500, one time · Your $250 counts toward it
Sample data
Next step
Send Harbor & Pine a friendly reminder about invoice #1042.
Why flaggedThe invoice is 21 days past due. No payment or reply recorded.
SourceInvoicing tool · Email. Sample snapshot: Tuesday at 9 AM.
The ruleSend a reminder at 7, 14 and 21 days past due.
ResponsibleYou
Waiting for you to review
Hi Sam, a quick note on invoice #1042 for $1,800, which was due on the 3rd. Could you let me know when it’s scheduled? Happy to resend it if that helps.
Sample data. You read each draft and decide what to send.
When you’re the whole team, the chasing is on you.
The work lives in your inbox, your invoicing tool, a spreadsheet and a few chat threads. Nothing is broken. Things slip when you’re busy doing the actual work. You don’t need a new system or another hire. You need one place that shows who to nudge today, with the note already written.
- See what’s overdue across your tools in one place
- See who you’re waiting on, and for how long
- Send the follow-up after you’ve read it
Three things small teams chase every week.
A Small Setup covers one of these, or a similar workflow you pick. Start with the one that costs you the most.
Sample data1 / 2
Waiting on client
Logo round 2
Client approvals
See which drafts, proofs and quotes are sitting with a client, and nudge them before your timeline slips.
Sample data1 / 2
No reply yet
Website inquiry
Leads not followed up
See every inquiry that hasn’t had a reply, from your site form, email or DMs, so nobody waits a week to hear back.
Sample data. Nothing is sent until you approve it.
What you get
- One board built around one workflow you choose
- Connected to two or three tools you already use
- Rules we agree on together, like “remind at 7 days” or “flag any inquiry with no reply after one day”
- Follow-ups drafted in your tone, ready for you to read, edit and send
- Setup done by us, plus a walkthrough call and a short recorded video
- A written plan before we start, with the price fixed
- You own the custom work
What’s not included
- Replacing your tools. The board reads the ones you already use.
- More than one workflow. You can add another later as a separate setup.
- Sending messages on its own. You approve every message.
- Ongoing operations or someone running the board for you.
- Connecting every tool you own. We pick the two or three that matter for this workflow.
How it works
Tell us what you keep chasing.
A few sentences and the tools involved. We confirm fit before you pay.
Get a $250 demo in one business day.
A sample board shaped around your workflow. The $250 counts toward your setup.
Go live in about 1–2 weeks.
We connect your tools, set the rules and walk you through it. The price is fixed before we start.
Simple pricing. One time, then optional.
$250 demo
A custom demo within one business day. Counts toward your Small Setup. Fit confirmed before you pay.
Get a $250 demoSmall Setup
$1,500–$2,500
one time
One board for one workflow, connected to two or three of your tools, with drafted follow-ups, setup and a walkthrough. The price depends on which tools we connect. We fix it before we start.
What’s in: written plan, one workflow, two or three tool connections, drafted follow-ups, setup, walkthrough.
What’s out: replacing your tools, extra workflows, messages sent without a person, ongoing operations.
Board Care Lite
$250/mo (optional)
Connection health checks and small rule tweaks. Cancel anytime.
Which tools do you work with?
Common small-business tools: email, invoicing and payments, spreadsheets, forms, CRMs and project boards. Tell us yours in the form. We confirm what we can connect before you pay.
How long does it take?
The demo arrives within one business day after the $250. The setup usually takes about 1–2 weeks, depending on the tools.
What if my tools aren’t supported?
We tell you before you pay anything. Sometimes an export or a shared spreadsheet works instead. If there’s no sensible way to connect, we say so and you aren’t charged.
Does it send messages for me?
No. It drafts. You read, edit if needed, and send. Nothing goes out on its own.
What happens after setup?
The board is yours and keeps running. If you want us to watch the connections and adjust rules, Board Care Lite is $250 a month. Cancel anytime.
Can I grow into a bigger build later?
Yes. You can add another workflow as a separate setup, or move to a full build as the team grows. We start from what’s already built.
What do you keep chasing?
A few sentences is plenty. Tell us which tools are involved. We’ll confirm fit before you pay.