A strategic weekly checklist designed for accountants and CPAs to nurture client relationships, maintain industry presence, and seamlessly follow up with prospects.
Send strategic check-in emails to 3 high-value clients regarding quarterly tax planning or recent regulatory changes.
Repeats: weeklyUpdate your Notes Checklist with key personal details and financial goals from recent prospect conversations.
Repeats: weeklyForward a relevant financial article or industry update to 2 referral partners.
Repeats: weekly