Quick Start Guides

Welcome to quick start guides, here to help you to get your team up and running quickly.
Click the crosses in the client journey below for the relevant templates and checklists.

Quick Start Guides

Welcome to Quick Start Guides, here to help you to get your team up and running quickly.
Click the crosses in the client journey below for the relevant templates and checklists.

2 - Client invite - Large firm - existing clients

Invite: Existing clients (large firm)

This is exemplary text, to show you have this can look on the page

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2 - Client invite - Large firm - existing clients

Invite: Existing clients (small firm)

Use this template to invite existing clients to a tax diagnostic meeting.

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2 - Client invite - Large firm - existing clients

Invite: Win new clients (small firm)

Use this template to invite prospective clients to a tax diagnostic meeting.

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Confirmation Email - Existing Emails

Confirmation email: Existing clients

Use this template email to confirm tax diagnostic meetings with existing clients.

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Confirmation email - win new clients

Confirmation email: Win new clients

Use this template email to confirm tax diagnostic meetings with prospective clients.

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Checklist - intro to meeting

Checklist: Intro to meeting

This checklist will help you to set the scene with your client at the beginning of a tax diagnostic.

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Checklist - tax diagnostic review

Checklist: Tax diagnostic review

This checklist outlines the key points to bear in mind as you complete the Tax Diagnostic Review with your client.

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Action summary template

Template: Action summary

Use this template as a framework, to build an awesome action summary for your client.

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Checklist - Action Summary

Checklist: Action summary follow up

This checklist provides guidance, to help you create a quality action summary follow up for your client.

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Checklist - closing the meeting

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.

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