From Day 1 of the free 5-day series
Write a reusable client reminder email
Open the AI assistant you're allowed to use. Copy this prompt and fill in the [brackets]. Leave out all client information.
Prompt to try
I'm a bookkeeper. Write a short, friendly reminder email to a small-business client who hasn't sent something I need. What's missing (general terms): [e.g. last month's bank statement and receipts for card purchases over a set amount] Why I need it: [e.g. to finish the month's reconciliation] Tone: [e.g. warm and professional, not pushy] Use these placeholders and don't invent real details: [Client first name], [Business name], [Items needed], [Due date], [Upload link or how to send], [My name] Include: a one-line friendly opening, the request as a short bullet list, the deadline, how to send it, and an offer to answer questions. Under 120 words. Then give me a text-message version of 30 words or fewer, counting the words inside the brackets. Don't promise anything about fees, refunds, or timelines. Use [Due date] only as the date I need the items by; don't say when I'll finish the work. [Business name] is my client's business. Sign off as [My name]. Use my wording for what's missing; don't change or add details.
Before you send anything, replace every [bracketed] placeholder with your own details.
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