Features/Waiting on client
The follow-up runs itself.
Everything you're waiting on sits in one list across every client, ordered by how long you've waited. After 48 quiet hours, a polite reminder goes out under your agency's name. The moment the client answers, the item clears.
Waiting on client · all 34 clients
4 openHartley & Voss LLP
Signed services agreement
North Fork Landscaping
Spring photo selects
Reyes Family Dental
Homepage copy approval
Blue Door Bakery
Menu PDF proof
Cedar Lane Physio
Replied in the thread · cleared itself
Ordered by wait length · clears the moment the client answers
Automatic reminder · sent as Meridian Design
“Hi Dana, a quick nudge from us at Meridian: the homepage copy is ready for your OK.”
From hello@meridiandesign.com on the Agency plan
How it works
The mechanics, plainly.
01
One list across every client
Mark anything as waiting on the client and it joins a single list that spans your whole book, ordered by wait length with the longest wait at the top. You stop keeping the chase list in your head, because the product keeps it for you, sorted by what's been sitting longest.
02
48 quiet hours, then a reminder
If the client stays quiet for 48 hours, a polite reminder goes out under your agency's name. The client sees your agency following up, the way a careful account manager would. You didn't write it, schedule it, or remember it.
03
Nudge sooner when it matters
Some things can't wait two days. One click sends the reminder now instead of at the 48-hour mark, so an urgent ask gets an urgent follow-up without a separate email you have to compose.
04
It clears itself
The moment the client answers, the item clears from the list. No ticking things off, no stale entries to groom. On the Agency plan the reminder sends from your own address, so the whole exchange looks exactly like your agency at work.
Longest wait first
One list across every client, ordered by how long you've been waiting.
Nudge sooner in one click
The 48-hour reminder is automatic. A nudge right now takes one click.
From your address
On the Agency plan, the reminder email comes from your own address.
Common questions
What does the reminder look like to the client?
A short, polite email under your agency's name. On the Agency plan it sends from your own address, so nothing about it looks like third-party software.
Can I send a reminder before the 48 hours are up?
Yes. One click sends the nudge now instead of waiting for the automatic one.
Do I have to clear items myself?
No. The item clears the moment the client answers. The list only ever shows what you're actually still waiting on.
Try it with one client this week.
Move one project in and see. If it doesn't help within two weeks, walk away with your export.
Free plan available · No credit card · Unlimited clients on paid plans