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Playbook

Get Monday’s admin moving in 15 minutes

Start Monday with quotes, invoice reminders, and review requests ready to move. Use a 15-minute routine to choose the next actions and get back to work

Published September 14, 20262 min read

Monday, 08:45. A garage owner has the first car on the ramp, a fleet quote waiting for an answer, and Friday’s invoice still unpaid. The week is starting with last week’s loose ends.

Give each one a next action before opening the inbox. Sam prepares quote follow-ups, Otto prepares payment reminders, and Maya prepares review requests. You choose what goes out and get back to the workshop.

Leave the desk with the week’s next steps chosen

Open one list containing your quotes, unpaid invoices, and completed jobs. Keep the latest customer reply beside each item. The decision becomes much easier when you can see what happened last.

Use the same short review every Monday. It gives you a place to deal with the work that otherwise follows you home.

  1. Minutes 0–5: move quotes toward a decision

    Find the estimates waiting for a reply. Read the last conversation and choose the useful next step: send a breakdown, offer a call, or ask for a decision. Record who will send it and when. A customer who asked for next month gets that date beside the quote.

  2. Minutes 5–10: put overdue money on the list

    Compare invoice due dates with payment records. Mark paid, overdue, disputed, or promised for a specific date. Prepare reminders for the overdue group. Give the disputed items a decision and a named person so they get the attention needed to move forward.

  3. Minutes 10–13: turn completed jobs into review requests

    Pick up the completed work ready for a feedback invitation. Check when each customer was last contacted and prepare your review link. Apply the same invitation rule across the list, then record the request so everyone can see it has been handled.

  4. Minutes 13–15: approve the work and close the list

    Read the prepared messages and reply OK to the ones ready to go. Give longer questions a slot in your diary. Every open item leaves the review with a next action, a date, and someone responsible for it.

Keep the facts ready for the next conversation

Your working list needs the job, status, last contact, next action, date, and owner. Keep payment records in your accounting system and point back to them when checking an invoice.

Follow Google’s guidance on genuine feedback when asking customers for reviews. The UK government’s late-payment research summary explains why keeping the chasing visible matters to small businesses.

Keep the small tasks out of your evening

At 09:00, Otto has invoice 0418’s reminder ready and a parts question waiting on WhatsApp. You approve the next step between jobs. The customer gets a useful answer while the workshop keeps moving.

Invoice #0418 · your template

Site visit · 2h€240
Parts€1,000
Travel · 40 km€40
Total€1,280
Paid · day 3

Day-30 reminder queued, then cancelled on payment

Invoice 0418, ready for Monday’s payment check · Sample — illustrative, not client history.

Start with the quote follow-up guide for message wording, or the Google review playbook for a repeatable invitation routine. Each Nuxi role costs €250 a month, all in. Choose the job taking the largest share of your evening.

Next step

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