Send a fresh signing link to anyone whose contract has been waiting a few days.
Part of Onboarding paperwork
Tools
DocuSign, HoneyBook, Notion
Outcomes
Fewer jobs waiting on a signature • Signed copies filed in one place
Documentation
Instruction-ready detail below
After three days with no signature, <email>email</email> the customer a <documents>fresh signing link</documents> and note it against the <in:documents>contract</in:documents>.
After three days with no signature, <email>email</email> the customer a <documents>fresh signing link</documents> and note it against the <in:documents>contract</in:documents>.Tools
DocuSign, HoneyBook, Notion
Trigger
When a contract has been unsigned for 3 days
Setup time
5 minutes
Ask for a review at the right moment, and turn happy customers into introductions.
Take a deposit at the point of booking, so the first week of work is already paid for.
Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.
Download
Download the app and begin with drafts and checklists before you write anything back.