Work · SaaS and B2B · Concept build for a fictional brand. Names, prices and numbers are illustrations.
Tallybird
A marketing site for an invoicing app for agencies, built around a live invoice that visitors type into before they sign up.
What SaaS founders tell us
“People sign up and never send an invoice.”
What this build moves: activation: the share of trials that send a first invoice within 7 days, and trial to paid
“We sound like every other accounting tool.”
What this build moves: visitor-to-trial conversion from the homepage
“They leave after tax season.”
What this build moves: 90-day logo churn, by showing the weekly 'who owes what' value before sign-up
What this build has that a typical SaaS site doesn't
- A real invoice in the hero that visitors type into, with hours times rate, terms, due dates and fees that add up
- A playback of what happens after send: viewed, reminder day 3, reminder day 7, paid and matched
- A late-payment cost calculator that turns days late and hours chasing into a yearly dollar figure
- Published prices with a monthly or yearly toggle and a 3-question plan recommender
- A reminder email the visitor configures: voice, days, payment methods and signature
- A paste-your-spreadsheet page that turns real rows into draft invoices on the spot
- A security page that says what is in progress (SOC 2 window) instead of claiming 'bank-level security'
- Trial terms in plain words: no card, nothing charged at day 14, cancel online in two clicks
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The live invoice
Visitors type a client, hours and a rate, pick the terms, and watch the invoice get sent, viewed, reminded on day 3 and day 7, and paid. 'Save and send' carries their invoice into the trial, so the first thing they see after sign-up is their own.
Invoice TB-0142
DraftFromWren and Field Studio
Asheville, NC
Issued Oct 22 · Due Nov 21
Paid by bank transfer, you receive $7,495.00 after the $5 fee cap.
What Tallybird does next
- Oct 22SentEmailed to Halcyon Media with a pay link: card or bank transfer.
- Oct 23ViewedHalcyon Media opened it. You get a quiet note, not a ping.
- Nov 24Reminder, day 3Three days past due. A friendly note with the pay link.
- Nov 28Reminder, day 7A plainer note, copied to you, with the PDF attached again.
- Nov 29Paid$7,500.00 arrived by bank transfer. Marked paid and matched in QuickBooks.
Reminder days count from the due date. You can change the days, the wording, or turn them off per client.
Save and sendFree for 14 days. No card. This invoice comes with you.
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The website
8 pages built around how people choose a SaaS. Every page leads to one next step.
TallybirdInvoices that chase themselves.- HomeThe live invoice, the cost of late payment, configurable reminders, plans and the first step already open
- ProductFive jobs from hours to paid, each shown as a working piece of the app
- PricingThree published plans, monthly or yearly, a 3-question recommender, the full comparison and the terms
- For agenciesRetainers, approvals and roles, plus a 20-minute walkthrough booking
- IntegrationsA filterable directory of what syncs with what, on which plan
- Switch from spreadsheetsPaste a billing sheet and see it as invoices; free migration over 200 invoices
- SecuritySpecific controls, what is still in progress, subprocessors and data rights
- Start trialA short sign-up that carries the visitor's invoice, with every trial email listed up front
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The email and SMS flow
What every lead receives, in order. Tap a message to read it, or send one to yourself.
You'll get this email, then two short notes from Jerome. Unsubscribe in one click.
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The calculator
Put in your own numbers. Change any assumption.
What a better first week is worth
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The monthly report
One page, once a month: what moved and what's next.
Tallybird · Monthly report · Sample, month 6
Activated trials per month
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The CRM pipeline
Every lead has a stage, an owner and a next step, so nobody sits forgotten.
Tap a card to move it to the next stage, the way the automation does.
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The receptionist chat
Answers the questions people ask most, at any hour, and offers real times to book.
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The quiz funnel
Sorts every visitor into a type, shows a result they want to read, and sends the right follow-up.
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The teardown
What a typical site in this industry looks like, and what we'd change first.
Tallybird
The all-in-one financial platform for modern businesses.
Click here
Invoices that chase themselves.
Start free trial- A generic 'all-in-one platform' hero became a live invoice visitors type into.
- Pricing came out from behind 'Contact sales': three published plans and a 3-question fit check.
- Trial emails fire on what each account did, starting with the first invoice, and the last one says plainly that nothing will be charged.
Built to respect
Trial terms follow ROSCA and California's auto-renewal law: no card, nothing charged at day 14, online cancellation in two clicks, a renewal notice 30 days before a yearly plan renews. Marketing email follows CAN-SPAM, with an unsubscribe and postal address; SMS asks for consent and honors STOP. No 'bank-level security' or SOC 2 claim before the report exists, no tax advice, late fees only where the client's contract allows, and no reviews, ratings or customer logos.
Get this built for you.
Email and SMS flow set $2,500 · Full suite $9,500. Half of any build fee is credited to your first month if you continue on a Marketing Ops Lead plan within 30 days.
Built on real work
12% of a store's total revenue from Klaviyo flows, 23% repeat purchase rate. Ecommerce.
See the results