Invite: Existing clients (large firm)
This is exemplary text, to show you have this can look on the page
Invite: Existing clients (small firm)
Use this template to invite existing clients to a tax diagnostic meeting.
Invite: Win new clients (small firm)
Use this template to invite prospective clients to a tax diagnostic meeting.
Confirmation email: Existing clients
Use this template email to confirm tax diagnostic meetings with existing clients.
Confirmation email: Win new clients
Use this template email to confirm tax diagnostic meetings with prospective clients.
Checklist: Intro to meeting
This checklist will help you to set the scene with your client at the beginning of a tax diagnostic.
Checklist: Tax diagnostic review
This checklist outlines the key points to bear in mind as you complete the Tax Diagnostic Review with your client.
Template: Action summary
Use this template as a framework, to build an awesome action summary for your client.
Checklist: Action summary follow up
This checklist provides guidance, to help you create a quality action summary follow up for your client.
Checklist: How to close the meeting
This checklist includes the key points to cover, to ensure you close the meeting properly at the review stage of the tax diagnostic.