Intermediate
Email Template: Upselling Advisory Services
Transitions a compliance-only client into a higher-margin advisory relationship.
Write an email to a long-term tax client, {client_name}. Acknowledge the successful completion of their {year} return. Transition the conversation into 'Strategic Growth' by offering a {service_name} (e.g., Cash Flow Forecasting or Estate Planning). Highlight how this solves their goal of {client_goal}.Related Prompts
Practice Management
BeginnerClient Email: Overdue Invoice Follow-Up
Generates a professional follow-up email for overdue client invoices. Adjustable tone.
ChatGPT-4oClaude Sonnet 4.5Gemini 2.5 Pro
0
0
6
Practice Management
BeginnerClient kickoff agenda and meeting notes template (accounting services)
Creates a kickoff agenda and a structured notes template tailored to accounting engagements. Useful for setting expectations, capturing requirements, and reducing follow-up cycles.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Practice Management
BeginnerClient deliverable cover note (what changed, how to read, next actions)
Creates a cover note to accompany financial statements or reports, explaining key changes and recommended actions. Useful for advisory-style communication.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2