Wednesday, March 13th, 2019

You Have To Nag

“It always seems impossible until it’s done.” – Nelson Mandela

There is no way to put it nicely. If you want your client to get their tax information to you on time, you have to remind them and remind them and nag them.

My dentist reminds me of my appoint four different ways: phone, email, U.S. Mail and text. For the dentist, I must reply with a “C” to text my confirmation. Do you have a system in place to remind your clients individually? Sad to say but it must be repetitive.

It is easy these days to send out a bulk email. It might be ignored but it is still a great reminder. Here’s a sample of what one of my clients sent out last week. Specifying a due date helps. They ask for individual information by March 13th! Use their example and do the same thing.

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  • "Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence."
  • Helen Keller

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