A step-by-step system to send proposals faster, trigger invoices automatically, and collect payments with fewer follow-ups.
Most service businesses don’t struggle because they lack clients.
They struggle because there’s no system between “interested lead” and “payment received.”
Here’s the exact WorkLane workflow to fix that.
WorkLane Automation Workflow (Lead → Payment)
Step 1: Capture the Lead (Once)
- Add lead details (or import)
- WorkLane creates a client record + activity timeline Impact: No scattered WhatsApp notes, sheets, and lost context.
Step 2: Generate a Proposal from a Template
- Choose a proposal template
- Auto-fill: scope, pricing, timelines, terms **Impact: **Faster, consistent proposals that look professional every time.
Step 3: Send Proposal + Start Follow-Up Automation
- Proposal goes out immediately
- Follow-ups get scheduled automatically until the client responds **Impact: **You stop “remembering to follow up.” The system does it for you.
Step 4: Approval Triggers the Invoice Automatically
- Client accepts
- Invoice is generated instantly (GST-ready exports if needed) **Impact: **No delays after approval. You invoice while the intent is high.
Step 5: Payment Link + Smart Reminders
- Invoice includes UPI/Razorpay payment link
- If unpaid, reminders go out automatically (polite + firm) **Impact: **Less awkward chasing. More on-time payments.
Step 6: Financial Insights in One View
- Track: sent proposals, pending approvals, due invoices, overdue amounts
- See what’s coming in and what’s stuck Impact: Clear cashflow visibility without manual reporting.
What you get from this system
- More proposals sent (without extra effort)
- Higher follow-up consistency (without being pushy)
- Faster invoicing (no manual steps)
- Fewer late payments (automatic nudges)
- Better cashflow predictability (real-time insights)
If you’re running a client-based business—this is the workflow that turns effort into revenue.
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