The client who still hasn't sent their year-end documents
Year-end season starts now, and every firm already knows which clients will be late.
- The case spans
- Inbox, client portal, practice software, the client's finance team
- Count it
- Clients still missing something × reminders each × minutes per reminder
- Try the angle
- The chase
- A hook to start from
- “We sent [n] reminder emails last January. I counted. This year nobody on the team sent one.”