Overdue invoices, chased before it gets awkward.
Reminders drafted from your address. Each waits for your yes.
An illustrated Brightside Slack workspace plays example conversations between the team and Patricia, one channel at a time. Pick a channel to read it at your own pace.
@Pati where are we on October invoices, and who is overdue?
Sounds familiar?
Chasing money is nobody's job.
So reminders wait, and the month stays a guess.
Every client, every week
Recurring client work, on a schedule.
Onboard her once. She runs the standing jobs for every client.
The weekly client report, ready on Monday
From Google Ads, Meta, GA4 and Search Console, in your agency's tone.
One brain for every client
Briefs, calls and decisions per account, so nobody re-explains a client.
Remembers
Northwind: report every Monday, Elena reads the summary only, no stock photos, Q4 is the backlink push.
Recaps that become tasks
She joins the client call. Action items land on the board with owners.
After the call, 11:33 AM
Northwind monthly review: recap in the channel, 3 decisions saved, 4 tasks in Notion with owners, follow-up drafted.
She asks before a draft reaches a client
Every draft waits for your team's yes. By default, so does every change and spend.
Send the Northwind weekly report to the client?
Reply to Elena about the Q4 calendar?
Send October invoices?
Spend and CPL alerts
Silent until something is wrong. Then the flag and a proposed fix.
Unprompted, 8:12 AM
Fernbrook's CPL is up 28 percent since Tuesday and frequency sits at 4.2. Fix proposed, client note drafted. Want them?
Works on a schedule
Set the rhythm once. She keeps it.
Mon
Tue
Wed
Thu
Fri
Month-end: invoices drafted, sent after your yes
Our own books
Cash, not the forecast.
BetterPic's real August, as Patricia posted it.
BetterPic, August, on settled cash.
Revenue
$38,834
Stripe and PayPal, net of fees
EBITDA
$15,534
cash profit for the month
Margin
40.0%
down from 58.0% in June
Where the model is wrong: its revenue line has not moved since April.
August EBITDA
Setup
Set up in 20 minutes.
Together, on the call. No engineering, no onboarding fee.
Add her to a channel
Like any teammate, in Slack or Teams. No new app to learn.
Today at 9:00 AM
Connect your client accounts
Once, for the whole agency, with access scoped per person. No shared logins.
Point her at the first client
Name the account and its standing jobs. She starts the same day.
@Pati take over Northwind's weekly report and the daily account check.
On it. First report Monday morning, in your agency's tone, for your sign-off.
Proof
Proven on our own company first.
BetterPic, an AI photography company, runs on Patricia.
$20k
2
2h
“Patricia runs the campaigns, updates the website, sends the monthly reports, and pings me when something looks off. We did not hire for any of it.”
Thibaut HennauPricing
One price. Every seat included.
What a month of client work costs.
80 replies and briefs, 25 client updates, 10 weekly reports and 2 campaign plans in one example month
- 45,000 credits included every month
- Every seat included, never per-seat
- Metered to real work, and you set a monthly spend cap
- Credits never expire and roll over
- Smart Meeting Notetaker, save $20 per employee per month
What a task costs, on average
A client reply or brief
~$0.13
~56 credits
A client update or LinkedIn post
~$0.34
~150 credits
A weekly client report
~$0.68
~300 credits
A full campaign plan
~$2.66
~1,183 credits
FAQ
Questions, answered.
Which tools can she read?
Stripe, PayPal, QuickBooks, Xero and Google Sheets, plus a bank export you share in the channel.
Is this accounting?
No. It is cash-basis reporting for decisions. Your accountant keeps the books.
Can she build a P&L per client?
Yes. Per client or per business unit, with the revenue and cost lines you define.
Can it become a deck?
Yes. PDF, PowerPoint or Google Slides.
Know what you earned.
Bring your open invoices. Leave with the reminders drafted.