Write a Client Document Follow-Up Email Sequence

What You'll Get

A 3-email follow-up sequence for clients who haven't sent their tax documents — professionally worded, escalating in urgency, ready to send or adapt per client.

The Prompt

Write a 3-email follow-up sequence for a client who hasn't sent their tax documents. Email 1: friendly reminder, 3 weeks before deadline. Email 2: firm reminder with specific deadline, 1 week out. Email 3: urgent — consequences of missing deadline, 2-3 days out. Professional but not rude. Personalize with [CLIENT NAME] and [DEADLINE DATE] placeholders.

Tips

Generate all three emails in a single prompt by including all three timelines — it's faster than separate runs. Customize the consequence language in Email 3 for each client type; extension filing carries different weight for a business vs. an individual.