Done-For-You Set Up Service:
CONTRACT, PROPOSALS & INVOICING
We will set up your Contract, Proposals & Invoicing
FOR You!
Streamline your sales process and get paid faster with a fully automated, branded, and compliant billing and agreement system. This service eliminates manual admin by setting up professional templates and automated reminders, ensuring you look like a pro while your business captures revenue on autopilot.
WHAT YOU GET IN THIS SERVICE PACKAGE
Your professional event management system fully built and ready to launch, without you needing to touch the tech.
Professional Document Templates
1 x Master Service Agreement / Contract Template: A legally-structured, branded template with dynamic e-signature fields.
1 x Professional Proposal Template: High-conversion layout designed to showcase your value and close deals.
1 x Standard Invoice Template: Clean, branded, and compliant with tax/VAT requirements.
Automations & Workflow Systems
1 x "Contract Signed" Fulfillment Workflow: Automatically triggers internal notifications and welcome emails once a client signs.
1 x Automated Invoice Reminder Sequence: 3-stage automated follow-up for unpaid invoices (Gentle Reminder, Due Date, and Overdue notice).
1 x Proposal Follow-Up Workflow: Automate "nurture" emails to leads who have viewed but not yet signed their proposal.
Platform Configuration & Integration
Main Invoice Settings Setup: Integration of your logo, tax IDs, payment gateway connection, and default currency.
Customer Account Sync: Ensuring your contact records are correctly mapped for seamless data merging into documents.
Strategic Tagging System: Automated tags applied for "Proposal Sent," "Contract Signed," and "Paid" for easy CRM filtering.
Assets & Copy Support
Master Email Templates: 3 x professionally drafted emails for sending documents (Proposal Invite, Contract for Signature, and Invoice Delivery).
Client Onboarding Form: 1 x Custom form to collect necessary client data (address, ABN/EIN, etc.) to auto-populate your contracts.
Custom Branding: Full application of your brand colors, fonts, and imagery across all document types.
HOW IT WORKS
Onboarding Call (20 Mins)
A 1-on-1 setup call to identify your specific contract fields and payment gateway requirements.
Content Submission
Complete a simple form providing your current contract text, branding assets, and fee structures.
The Build
Our team builds your templates, connects your "Invoicing Settings," and maps out your automation workflows.
The Handover & Training
You receive a Custom Walkthrough Video showing you exactly how to clone, edit, and send your new assets.
Review & Refine
Submit one round of consolidated feedback for any final tweaks.
Once complete, your system is fully operational and ready to:
Generate professional agreements in seconds.
Legally protect your business with e-signatures.
Reduce "days-to-pay" through automated reminders.
Scale your onboarding without increasing your manual workload.
*Important Notes
Exclusions: This service does not include legal advice or the drafting of legal terms from scratch; you must provide your own legal clauses/text for us to format. It does not include the creation of course content, membership areas, or marketing funnels.
Platform: Built exclusively inside your Tekmatix account.
Revisions: Includes 1 round of consolidated revisions only. Additional changes are billed at $75 AUD / $50 USD per hour.
Timeline: Revision requests must be submitted within 10 days of the draft delivery.
Bonus: All templates are built as "Master Versions," meaning you can clone them an unlimited number of times for different clients or offers at no extra cost.
Love Your Tech
This service is designed to get you set up correctly, fast, and with confidence, without overwhelm or guesswork.
Clean foundations from day one, save you months of fixes and admin later.
Google Reviews Straight from Our Users!
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