Skip to content

Placeholder Tiling Co

Help Jo get started

Jo has not opened the invitation in 8 days. Follow up in your own words, or send them something to read.
Email Jo

Written by you, sent with their invitation link

Text Jo

To 0400 000 000, with their invitation link

Send sales material

Guides and one pagers about Pay on Demand

Copy their invitation link

Tracked to Jo, so an open shows up here

Progress

What has happened so far, then the stages still to come.
  1. Done: InvitedInvitation sent to jo@example.com.au, 20 Oct 2026, 9:12 am
  2. Done: Delivered20 Oct 2026, 9:12 am
  3. Needs you: Not opened after 8 daysToday. Nudge Jo, or check the email address with them.
  4. Still to come: Opened
  5. Still to come: Application started
  6. Still to come: Accounting connected
  7. Still to come: Under review
  8. Still to come: Approved
  9. Still to come: Agreement signed
  10. Still to come: First invoice cashed in

Client

Stage
Invited
Business
Placeholder Tiling Co
ABN
00 000 000 103
Contact
Jo Example
Email
jo@example.com.au
Mobile
0400 000 000
Product
Pay on Demand
Referred
20 Oct 2026

Invitation

Resend reuses the same tracked link.

Volume and commission

Your estimate
$300,000 a year, locked
Verified volume
After the client connects their data
Commission
Earned when Jo signs their agreement.