Stop losing 15–20% of your revenue to ghosted proposals and forgotten invoices.
Innovex puts client, proposal, and invoice follow-ups on autopilot. Make sure your $1M–$20M service firm never lets a closed-won opportunity or outstanding payment go dark.
Revenue is dying in silence.
Your lead generation works. Your pitches land. But between sent proposals and aging receivables, your firm bleeds 15–20% of top-line revenue simply because follow-up depends on memory and busy partner inboxes.
Stalled Proposals
High-intent proposals get sent out, then sit in client inboxes. Partners get busy, feel awkward double-emailing, and deals slowly fade into ghosting.
Aging Unpaid Invoices
Accounts receivable ages past 30, 60, or 90 days. Finance sends a generic monthly statement, but nobody follows up with executive persistence.
Post-Pitch Dark Clients
Clients request SOW edits or timeline adjustments. Account managers get swallowed by project delivery, missing the critical closing window.
Memory & Gmail Chaos
- ✕ Follow-ups rely on partner memory & sticky notes
- ✕ Inconsistent tone—either desperate or robotic
- ✕ No visibility into whether proposals are re-opened
- ✕ Overdue invoices choke agency cash flow
- ✕ $50k+ deals die simply from radio silence
Follow-Up Autopilot OS
- ✓ 100% automated background tracking across CRM & billing
- ✓ Human-feeling, executive-tone follow-ups
- ✓ Intent detection when clients re-open proposal PDFs
- ✓ Invoices collected 2.4x faster without awkward friction
- ✓ 15–20% top-line revenue recovered on autopilot
Built specifically for how service firms close and collect.
Innovex isn't generic email automation. It is a specialized Revenue Recovery OS engineered around high-value SOWs, retainer renewals, and professional receivables.
Revenue-at-Risk Engine
Continuous background surveillance connecting your CRM (HubSpot, Salesforce) and billing tools (QuickBooks, Stripe, Xero). Automatically calculates dollar value at risk, days dark, and win decay rate.
- Live monitoring of proposal inactivity & unpaid invoices
- Automatic exclusion of opted-out or closed accounts
- Predictive risk scoring based on deal size and timeline
Smart Multi-Channel Autopilot
Executes hyper-personalized, multi-touch follow-up sequences across Email, LinkedIn, and SMS. Custom-tailored to sound exactly like a thoughtful managing partner—never like a marketing drip bot.
- Executive tone-of-voice engine tailored to your firm
- Natural sending cadences & randomized human delays
- Instant sequence auto-pause upon client reply or payment
Re-engagement & Velocity Triggers
Tracks real-time buying signals like proposal document re-opens, link clicks, or contract views. Instantly alerts your account leads and triggers high-converting closing nudges while intent is at its peak.
- Real-time PDF view & page time engagement alerts
- Instant Slack/Teams notification to partner when buyer re-engages
- Auto-converts overdue invoice follow-ups into 1-click payment links
"VP of Ops viewed Proposal Page 4 (Pricing) 2m ago."
Up and running in 5 minutes. No complex code.
Integrate with your existing stack and let Innovex handle the silent follow-up heavy lifting.
Connect Your Stack
1-click native integrations with HubSpot, Salesforce, QuickBooks, Stripe, Xero, and Google Workspace.
Set Tone & Rules
Choose from battle-tested agency follow-up templates or fine-tune to your firm's exact executive brand voice.
Autopilot Executes
Innovex continuously monitors $ at risk and sends timely, non-spam multi-touch follow-ups automatically.
Recover Revenue
Stalled proposals turn into signed contracts, invoices get paid 2.4x faster, and net revenue increases by 15–20%.
Complete command over your revenue pipeline.
Toggle between the Revenue-at-Risk Board and Automated Follow-up Sequence Engine below.
| CLIENT & DEAL | DEAL VALUE | DAYS SILENT | RISK LEVEL | AUTOPILOT STATUS | ACTION / SIGNAL |
|---|---|---|---|---|---|
|
Apex Media Group
Q3 Brand Strategy SOW
|
$65,000 | 8 days dark | High Risk (82%) |
Nudge 2 Active (Email + LI)
|
⚡ Buyer reopened proposal 4m ago |
|
Slate Consulting
Invoice #1094 (Design Retainer)
|
+$28,500 | 0 days | RECOVERED |
Paid via Stripe Autopilot
|
✓ Funds Cleared to Bank |
|
Vektor Partners
Management Consulting Extension
|
$95,000 | 12 days dark | Critical Risk (94%) |
Executive Escalation Sent
|
Managing Partner notified |
|
Crestview Advisory
Annual Advisory Agreement
|
$42,000 | 5 days dark | Medium Risk (45%) |
Nudge 1 Scheduled (Tomorrow 9am)
|
Waiting on natural delay |
Sequence: High-Value Proposal Recovery ($25k–$100k)
Multi-channel cadence tuned for executive buyers • Auto-pauses on reply or payment
Soft Value Touch & Alignment Check
"Hi [First_Name], quickly checking in on the SOW we shared last week. Did you have any questions on the scope or implementation timeline?"
Multi-Channel Soft Nudge
"Hey [First_Name], sent a quick email regarding our proposal earlier. Know how busy things get—let me know if you'd like to adjust start dates."
Managing Partner Direct Check-in
"Hi [First_Name], [Managing_Partner_Name] here. Wanted to make sure our team provided everything you needed regarding the project proposal."
Proven ROI for boutique service businesses.
Innovex pays for itself within the first recovered invoice or closed proposal.
Average receivables cycle reduced from 42 days down to 17 days.
Stalled SOWs converted into signed revenue instead of ghosting.
Eliminates manual Gmail tracking, awkward chasing, and invoice spreadsheet audits.
Net bottom-line revenue recovered per $3M agency within 12 months.
Calculate Your Firm's Leaked & Recoverable Revenue
Adjust the sliders below based on your firm's annual metrics:
Built for high-ticket service operations.
Whether you run a brand agency, advisory practice, or IT consultancy, Innovex fits your sales & billing cycle.
Boutique Marketing Agencies
Firms doing $1M–$10M in retainer & project revenue.
- ✓ Autopilot follow-ups on creative pitch SOWs
- ✓ Retainer renewal & scope-expansion nudges
- ✓ Automatic collection on monthly media spend invoices
Management & IT Consultancies
Consulting practices doing $2M–$20M revenue.
- ✓ Multi-stakeholder proposal consensus tracking
- ✓ Milestone billing & change-order follow-ups
- ✓ Managing Partner direct check-in triggers
Professional Service & Advisory
Accounting, legal, and boutique advisory practices.
- ✓ Engagement letter & retainer agreement follow-ups
- ✓ Aging receivables recovery without client friction
- ✓ Complete audit log for partner compliance
Everything you need to recover every dollar.
Enterprise-grade reliability built with operator-grade simplicity.
Multi-Channel Sequencing
Orchestrate natural follow-up cadences across Email, LinkedIn messages, and SMS reminders without breaking character.
Smart Delay & Human Mimicry
Randomized sending delays, natural business-hour delivery, and zero robotic formatting so emails look 100% human-typed.
Bi-Directional CRM Sync
Automatically updates deal stages in HubSpot or Salesforce the instant a buyer responds, opens a doc, or pays an invoice.
Risk-Scoring Algorithm
Predictive model that evaluates deal value, historical closing times, and days of silence to prioritize highest-impact revenue.
Executive Escalation Triggers
Alerts Managing Partners via Slack/Teams when a high-value proposal ($50k+) requires a direct personal phone call or email.
Audit Log & Recovery Analytics
Clear, real-time dashboard displaying total revenue at risk, sequence delivery stats, and total net dollars recovered.
One recovered proposal pays for your entire year.
Start with our 14-day free trial. No credit card required.
Starter
For boutique firms under $1.5M annual revenue.
Billed annually ($948/yr)
Start 14-Day Free Trial- ✓ Up to $100k active revenue on autopilot
- ✓ 3 Team User Seats
- ✓ Email & Invoice Follow-Up Autopilot
- ✓ Standard HubSpot & QuickBooks Sync
- ✓ Standard Executive Tone Templates
Growth
For scaling agencies & consultancies ($1.5M–$8M revenue).
Billed annually ($1,908/yr)
Start 14-Day Free Trial- ✓ Up to $500k active revenue on autopilot
- ✓ 10 Team User Seats
- ✓ Multi-Channel (Email + LinkedIn + SMS)
- ✓ Revenue-at-Risk Engine & Document Tracking
- ✓ Salesforce, HubSpot, Stripe & Xero Bi-directional Sync
- ✓ Executive Escalation Triggers
Firm
For established consultancies & practices ($8M–$20M+ revenue).
Billed annually ($3,828/yr)
Start 14-Day Free Trial- ✓ Unlimited active revenue under autopilot
- ✓ Unlimited Team User Seats
- ✓ Custom AI Brand Voice Fine-Tuning
- ✓ Dedicated Account Manager & Custom Workflows
- ✓ Custom API & Enterprise Security SLA
Everything you need to know about Innovex.
Have questions? We have answers. If you need further help, feel free to contact our team.
Innovex is designed specifically for high-ticket service transactions. Sequences do not use promotional html layouts or bot signatures. Instead, follow-ups are sent as clean, executive plain-text emails and LinkedIn messages with natural delays and context-aware variables (referencing proposal names, specific dates, and partners) so they look 100% human-written.
The instant Innovex detects an incoming reply or payment signal, the autopilot sequence automatically pauses. A notification is immediately routed to your designated account lead or managing partner so a human can step in and close the conversation seamlessly.
Setup takes less than 5 minutes. Innovex features 1-click OAuth authentication for HubSpot, Salesforce, QuickBooks, Xero, Stripe, and Google Workspace. No technical integration or custom code required.
No. Innovex performs real-time bi-directional status checks before triggering every single touchpoint. If an invoice is marked paid in Stripe/QuickBooks or a deal moves to Closed-Won in your CRM, the deal is instantly excluded from active follow-ups.
On average, boutique firms recover between $15,000 and $45,000 in stalled proposals and overdue receivables within their first 30 days of activating Innovex. A single recovered proposal or paid invoice easily covers the annual cost of the platform multiple times over.
Yes! You can create custom VIP exclusion tags, adjust follow-up delays for high-value accounts ($50k+), or set required manual approval steps before any message is dispatched to designated key relationships.
Stop letting signed revenue slip through the cracks.
Join 140+ boutique marketing agencies and consulting firms who trust Innovex to keep proposals, clients, and invoices moving forward.