Connections in Mind

Invoicing systems for coaches who support children and young people to develop

Connections in Mind is a group of organizations dedicated to increasing awareness of executive function skills and their impact on children’s development and relationships. It is a non-profit organization that supports mental health mentoring, coaching, and counselling services to children and adults.

System for Handling High-volume Requests

With a large number of requests; they are receiving over a week, they have received approximately 3000 requests per month. Connections in Mind approached LTI because they wanted to automate their client on-boarding, booking and invoicing systems.

Understanding the GOAL

Working with Connections in Mind and understanding the framework of the desired output enables us to easily lay in the system required to complete this project. The goal is to track and monitor not only the request, but also any new types of requests that come in, and then to send out automated emails in response.Working with Connections in Mind and understanding the framework of the desired output enables us to easily lay in the system required to complete this project. The goal is to track and monitor not only the request, but also any new types of requests that come in, and then to send out automated emails in response.

In addition, if the recipient hasn’t responded in a couple of days, an automated follow-up email will be sent. They also wanted to develop a system that could track whether a coach or follow-up call was made to a person, much like a sales call.

Perfecting their Automated Invoicing System

Furthermore, we worked with them for over two years to develop their invoicing system, in which coaches will receive automated invoices every end of each month to compare to the hours they’ve recorded. And then, once their client has confirmed, they will pay the coach.

There was a lot of work done during this project, but the majority of it was related to automation. We set up the invoicing system to Zero to help the coaches with invoice automation. When these invoices are generated, an accounting software called Zero will generate a payment bill automatically. Zapier, Mailjet, and Google App Scripts were among the tools we utilised. Many systems have been linked together to improve their automated invoicing system.