Payment workflow example
Work delivered.
Payment pending.
The job is done. The chasing isn’t.
Who follows up?
Routine work.
Kept moving.
In this workflow, follow-ups use verified payment status.
Paid? Reminders stop.
And when a reminder isn’t enough?
Know who
needs you.
A dispute or a sensitive conversation?
Follow-ups pause. You get the context.
Recorded outcomes can help refine follow-up rules.
