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Example Landscaping

Help Pat along

Follow up with Pat in your own words, or send them something to read.
Email Pat

Written by you, sent with their invitation link

Text Pat

To 0400 000 004, with their invitation link

Send sales material

Guides and one pagers about Pay on Demand

Progress

What has happened so far, then the stages still to come.
  1. Done: InvitedInvitation sent to pat@example.com.au, 22 Oct 2026, 3:20 pm
  2. Done: Delivered22 Oct 2026, 3:20 pm
  3. Done: Opened23 Oct 2026, 7:48 am
  4. Done: Application startedYesterday. Pat created an account.
  5. Still to come: Accounting connected
  6. Still to come: Under review
  7. Still to come: Approved
  8. Still to come: Agreement signed
  9. Still to come: First invoice cashed in

Client

Stage
Account created
Business
Example Landscaping
ABN
00 000 000 104
Contact
Pat Example
Email
pat@example.com.au
Mobile
0400 000 004
Product
Pay on Demand
Referred
22 Oct 2026

Volume and commission

Your estimate
$180,000 a year, locked
Verified volume
After the client connects their data
Commission
Earned when Pat signs their agreement.