📖 Today’s lesson
Lesson 13: Templates kill the chase.
Most client communication is variations of twenty scenarios — and half of yours are “please send the documents.” Build the escalation sequence once; reuse forever.
Why this matters: Every tax season dies the same death: waiting for client documents. A 3-touch reminder sequence — friendly, firm, final — sent on schedule, is the highest-ROI system a small practice can build. Build it today.