Inbox → Invoice Flow

Stop Losing Leads. Start Getting Paid.

💔 You’re Still Doing It Manually, Aren’t You?

Every client that contacts you means copying, pasting, forwarding, retyping and maybe, just maybe, creating an invoice later if you don’t forget.
The problem? Things fall through the cracks. Leads go cold. Invoices go unpaid. Your sanity evaporates.

Fully-Automated, Lead-to-Invoice Pipeline

A 4-step bullet layout (icons or emojis optional):

  1. ✉️ Email arrives from client or contact form
  2. 📋 Lead data is captured into your CRM or spreadsheet
  3. 🧾 Invoice is generated using QuickBooks, Stripe, or your preferred tool
  4. 📬 You get a notification (Slack/email/etc.) and client gets the invoice

Everything happens automatically in the background.
You focus on people, not paperwork.

📦 This Solution Includes:

  • Integration with your email or form system (Gmail, Outlook, WP Forms, etc.)
  • Database or CRM connection (Airtable, Supabase, Notion, Google Sheets)
  • Invoice generation & delivery via Stripe, PayPal, QuickBooks, or PDF
  • Slack or email notifications
  • Testing & walkthrough so you’re in control

Setup time: ~2–3 days
Cost: $500 flat
Optional support package: $50/mo (tweaks + support)

🧠 Who’s it For?

  • Freelancers, consultants, solo founders
  • Agencies juggling multiple clients
  • Anyone tired of forgetting to send invoices (or leads)

No code required. No tech knowledge needed. Just results.

💬 Testimonials

I used to miss 3-4 invoices a month. This fixed that in one day.” – Sarah M.

📞 Call to Action – Let’s Set It Up for You!

Book a free 15-minute call and I’ll show you how this flow can fit your business.

📅 Book Your Call