CloseDraft | Never lose a client again

CloseDraft remembers who you need to follow up with—and writes the email for you, so freelancers never lose a client to a forgotten inbox again. Freelancers lose an estimated $12,000 a year to missed follow‑ups and unpaid invoices. CloseDraft fixes that by telling you exactly who needs attention today and giving you the tools to act on it immediately.

Key Features:

• Needs Attention dashboard — see exactly which clients require a follow‑up today, with one‑click “Write them” buttons

• AI email generation — personalised follow‑ups, payment reminders, and cold outreach in four tones (Friendly, Professional, Firm, Casual) with A/B subject lines

• AutoDraft campaigns — automated single or bulk email sequences sent via Gmail that pause automatically when a client replies, preventing over‑emailing

• Client memory timeline — every email sent, status change, and contact mark is stored in a permanent, scrollable history inside each client’s detail panel

• Discord & Telegram notifications — real‑time alerts when clients go quiet, payments are due, campaigns complete, or a client accepts a proposal

• Invoice generator — turn any client record into a professional PDF invoice with auto‑generated numbers, ready to print or email

• Chrome Extension — draft AI‑powered replies directly inside Gmail’s compose window without switching tabs

• Gmail integration — send emails directly from your own inbox and detect replies to stop automated follow‑ups

• Templates library — save your best emails and reuse them with one click, with AI automatically personalising them for each client

• Client tags & deadlines — organise clients with custom tags (VIP, Slow Payer, Referral) and get urgency‑coloured deadline alerts

• Bulk import & export — import clients via CSV (with tag support) and export your full client list anytime

• Follow‑up‑all — generate AI drafts for every client needing attention with one click, then review and send

Use Cases:

• Recover ghosted clients — automatically send gentle follow‑ups to clients who haven’t replied in 7+ days

• Chase late payments — schedule polite but firm payment reminders that go out without you thinking about it

• Stay on top of multiple projects — track deadlines, payment statuses, and last‑contact dates for every client in one place

• Onboard new clients — trigger a welcome sequence when you add a client, introducing them to your process

• Maintain relationships — send periodic check‑ins to past clients to keep the door open for future work

• Work from anywhere — get pinged on Discord or Telegram when something needs your attention, even away from your inbox

• Invoice without friction — generate a professional PDF from client data and send it immediately

Benefits:

• Save 5+ hours a week on email writing and client admin

• Recover at least one ghosted client per month through automated follow‑ups

• Cut overdue invoices with polite but firm reminders that actually work

• Never again wonder “who am I forgetting to contact today?”

• Stop revenue leaking through forgotten follow‑ups

• Build a consistent communication habit without extra effort

• Keep every client conversation searchable and organised

Free for up to 10 clients and 15 AI emails/month. Pro at $29/month unlocks unlimited everything.