A quieter way to stay on top of renewals.
Know which clients need a follow-up, without checking every date in a spreadsheet.
A small reminder setup for freelancers and service businesses with recurring client work.
Try it with sample clientsIllustrative workflow. The demo below sends no email.
Your next follow-ups, in one place.
Change the date or reminder window. Select a client to preview a reminder.
All five clients are fictional. Changes stay in this tab and reset on reload. No account, upload or email delivery.
Client list
No follow-ups needed in this window. Change the date or reminder window to explore.
Reminder preview
To you, the business ownerHello,
Review the details and contact your client when you’re ready.
Your renewal reminder
This button only changes the demo list.
Want this for your client list?
I can help set up a simple reminder workflow around the tools you already use.
Final price and feasibility confirmed after reviewing your workflow. Any third-party subscriptions are separate and agreed in advance.
A focused first setup
- One client list, up to 100 records.
- One reminder schedule and one owner inbox.
- A test using fictional records before going live.
- A short handover guide so you can update dates yourself.
We agree on the tools, access and delivery date before work starts. This is a setup service; the demo is not a hosted customer database or an automated email service.
Can I keep using my spreadsheet?
That is the starting point. Tell me whether you use Excel, Google Sheets or another tool. I will check which reminder workflow your account supports before quoting.
Will you email my clients?
The proposed setup reminds you. You choose when and how to contact clients. Automatic messages to clients are outside this pilot.
What information should I share first?
Your current tool, approximate list size and preferred reminder timing are enough. Please do not send client names, email addresses, contracts or passwords in an initial enquiry.
Start with your workflow.
No customer data needed. Just your current tool, list size and reminder timing.
Pilot enquiries are not open yet. You can explore the demo above.