How to Send Contracts After Sales Calls and Get Paid Faster as a Freelancer or Service Professional
Learn how to protect yourself from no-shows and late payments by sending contracts and invoices after sales calls, and get paid faster with Becflow.
You spend hours preparing for a sales call, only to have the potential client agree to your services and then disappear without a word. Or worse, they confirm the project, but you don't receive payment for weeks. This is a scenario many freelancers and service professionals face, leading to lost time and revenue. In this post, we'll show you how to send contracts and invoices after sales calls to protect yourself from no-shows and late payments, and get paid faster with Becflow.
Why this keeps happening
The main reason freelancers and service professionals face this issue is because they don't have a clear contract in place that outlines the terms and conditions of the project. This can lead to misunderstandings and disputes down the line. Additionally, not having a payment system in place can make it difficult to get paid on time. Furthermore, not sending invoices after sales calls can lead to missed opportunities to collect payment.
Real example
Meet Emily, a freelance writer who spent three hours preparing for a sales call with a potential client. The client agreed to her services, but then disappeared without a word. Emily didn't receive payment for the project, and she lost valuable time and revenue. This could have been prevented if Emily had sent a contract and invoice after the sales call, outlining the terms and conditions of the project and the payment schedule.
The habits that fix this permanently
These are the non-negotiables for getting paid reliably in your profession:
How to implement this step by step
Step 1: Create a Clear Contract Template
When creating a contract template, make sure to include the scope of work, payment terms, and any other important details. This will help prevent misunderstandings and disputes down the line. For example, include a clause that outlines the payment schedule and any late fees. Use Becflow to create and store your contract template, and make sure it's easily accessible to both you and your clients.
Step 2: Send Invoices After Sales Calls
After a sales call, send an invoice to the client immediately to ensure prompt payment. This will help prevent missed opportunities to collect payment. Use Becflow to create and send invoices automatically, and include a payment link to make it easy for clients to pay.
Step 3: Set Clear Expectations for Payment Schedules and Methods
Clearly outline your payment schedule and methods in your contract and invoice. This will help prevent misunderstandings and ensure that clients know what to expect. For example, include a payment schedule that outlines when payments are due and any late fees.
Step 4: Automate Reminders and Follow-Ups
Use Becflow to automate reminders and follow-ups to ensure payment is made on time. This will help prevent missed opportunities to collect payment and reduce the risk of no-shows. Set up automated reminders and follow-ups to send to clients at specific intervals, and track payment status in real-time.
Step 5: Use Becflow's Payment Links
Use Becflow's payment links to make it easy for clients to pay. This will help reduce the risk of missed payments and ensure that clients can pay quickly and easily. Include a payment link in your invoice and contract, and track payment status in real-time.
The Becflow solution
Becflow solves this issue by providing a simple and efficient way to create and send contracts and invoices, automate reminders and follow-ups, and track payment status in real-time. With Becflow, you can protect yourself from no-shows and late payments, and get paid faster. Sign up for Becflow today and start sending contracts and invoices like a pro!
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