Beginner

PBC follow-up email sequence (polite → firm escalation)

Creates a 3-step follow-up sequence for outstanding client items, escalating tactfully. Useful for audit/accounting teams chasing PBCs without damaging relationships.

Write a follow-up email sequence for outstanding PBC items from {client_name}.

Inputs:
- Outstanding items list: {outstanding_items}
- Original request date: {original_request_date}
- Deadline/impact: {deadline_impact}
- Escalation contact (optional): {escalation_contact}
- Tone preference: {tone_preference}

Output:
1) Email #1 (polite reminder) with subject line.
2) Email #2 (firm + impact) with subject line.
3) Email #3 (escalation-ready) with subject line and CC suggestion.
4) A short call script alternative (optional).

Keep wording concise and action-focused.

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Client Email: Overdue Invoice Follow-Up

Generates a professional follow-up email for overdue client invoices. Adjustable tone.

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Client 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.

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Client 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.

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