The work is fine. It is everything around it.

Nobody starts a business to spend their evenings on follow-up. Here are four things that go wrong when it all runs on an inbox and your memory, and what each one looks like once it does not.

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One

Someone is waiting on a reply, and you do not know who.

The inbox is not a to-do list, but it is doing the job of one. A quote request from Tuesday is now four screens down, under newsletters and a delivery notification, and the only thing telling you it is still open is a feeling you have at eleven at night.

Ask Bos who is waiting on you, and get an answer from the mail itself.
Home flags threads that have waited on you for more than 48 hours.
Mail from your contacts arrives with a reply drafted, waiting for your approval.

Inbox 23Compose

Search…

InboxArchivedTrash

James Okonkwo15:19

Booking flow: revised scope + Friday's pitch

Adding myself here. On timelines, if we sign off…

Tom BergstromYesterday

Intro: Fernwood Coffee (via Elena)

Thanks Elena. Dan, we're six sites now and…

Amara DialloYesterday

Invoice #2181, now 22 days overdue

Hi Dan, you're right, it was missed on our side…

Sarah WhitfieldTue

Retainer renewal, same terms?

Morning Dan, the retainer's up for renewal…

Polar TypeSat

Re: Checking in

Hi Dan, thanks for checking in. October still…

Booking flow: revised scope + Friday's pitch

James Okonkwo

Summary

James wants the revised booking-flow scope before Friday's pitch and has asked whether the £18k figure still holds with the fourth site included. Priya is looped in on timelines.

Priya Raman · 15:19

Adding myself here. On timelines, if we sign off Friday, can the booking flow be live before the Southbank opening on the 14th? That's the date everything else is planned around.

Priya

ReplyDraft a reply with Bos

Two

You sent the quote. Then nothing.

You do not know whether they are thinking about it, whether it went to spam, or whether they said yes three weeks ago in a thread you never reopened. So you either chase and feel pushy, or you do not chase and lose it.

Your client opens a link and accepts online, not a PDF that vanishes.
You get a notification the first time they open it, so you can follow up while it is fresh.
Home flags leads gone quiet, and Bos drafts the chase for you to approve.

Harbour & Vine 12-month retainer

Accepted

Rolling design retainer covering labels, seasonal campaigns, and the extended SKU range.

Company

Harbour & Vine

Contact

Sarah Whitfield

Valid until

8 August 2026

Items

Design retainer, monthly12 × £1,850.00

Subtotal£22,200.00

Total£22,200.00

EditSave as templateMark as paid

Three

You agreed something. You cannot find where.

The rate, the deadline, the thing you promised in passing on a call. It is in an email, or a calendar invite, or your head. Finding it means searching three apps for a word you half remember, and the client is on the phone now.

Contacts and companies stay current from email signatures, calendar invites and meeting transcripts.
Every email and meeting is attached to the right record.
Bos remembers each client, so you can ask it in plain words.

Four

You are doing the admin at nine at night.

Not because it is hard, but because it never got a slot in the day. The actual work took the day, and the filing, the chasing and the writing-up wait until everyone has gone home and you have nothing left.

Follow-up tasks from emails, meetings and proposals are created for you.
They wait in Needs approval for a yes or a no.
Have Bos triage the board: it suggests priorities, owners and dates for you to accept.

Tasks

10 cards2 need your approval

FilterHave Bos triageNew task

Bos suggests2

fernwoodnew-business

Reply to Tom with a packaging + Shopify range

Tomorrow

harbourrenewal

Draft Harbour & Vine renewal with new SKUs

Mon

Backlog2

atlasfinance

Confirm invoice #2181 cleared on the 28th

WedDK

polar

Diarise Polar Type check-in for October

12 AugDK

In progress2

meridianproposal

Send revised booking-flow scope to James

TomorrowDK

meridian

Finish Friday pitch deck

SatDK

Review2

harbour

Write up Harbour & Vine case study

2d overdueDK

Review new contact: Royal Mail

No due date

Done2

finance

Send July invoices

17 JulDK

meridian

Hand off Meridian brand assets

15 JulDK

Bos prepares it. You decide.

Nothing is sent, and no invite goes out, without your approval. Every action Bos takes is recorded in the activity log.

Every screen above is the real product, in a demo workspace. The rest is on features, and the price is one all-in figure.

Bos drafted a follow-upJust now

To Sarah Whitfield, Harbour & Vine

Hi Sarah, just checking the retainer proposal reached you. Happy to walk through the new SKU range on a call this week if that helps. Dan

Sent to Sarah. Logged.

Hand Bos the admin. Keep the decisions.

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Someone is waiting on a reply, and you do not know who.

Ask Bos who is waiting on you, and get an answer from the mail itself.

Home flags threads that have waited on you for more than 48 hours.

Mail from your contacts arrives with a reply drafted, waiting for your approval.

You sent the quote. Then nothing.

Your client opens a link and accepts online, not a PDF that vanishes.

You get a notification the first time they open it, so you can follow up while it is fresh.

Home flags leads gone quiet, and Bos drafts the chase for you to approve.

You agreed something. You cannot find where.

Contacts and companies stay current from email signatures, calendar invites and meeting transcripts.

Every email and meeting is attached to the right record.

Bos remembers each client, so you can ask it in plain words.

You are doing the admin at nine at night.

Follow-up tasks from emails, meetings and proposals are created for you.

They wait in Needs approval for a yes or a no.

Have Bos triage the board: it suggests priorities, owners and dates for you to accept.