I HAVE A CLIENT THAT HASN'T COMPLETED HER INTERVIEW PLEASE LET ME KNOW WHAT TYPE OF MESSAGE TO SEND TO HER TO GET ON A QUICK CALL
Certainly! When reaching out to a client to encourage them to complete an interview or to gather more information, it's important to be professional, courteous, and clear about the need for the call. Here's a sample message you could send: --- Subject: Completion of Your Tax Interview - Schedule a Quick Call Dear [Client's Name], I hope this message finds you well. I am reaching out to remind you that we need to complete your tax interview to ensure that we can accurately prepare your tax return and take advantage of all applicable tax benefits. To facilitate this process and address any questions you may have, I would like to schedule a brief call at your earliest convenience. This will allow us to finalize the necessary details and move forward with your tax preparation in a timely manner. Please let me know a time that works best for you, or feel free to use the following link to book a slot directly in my calendar: [Insert Calendar Link]. Your prompt response is greatly appreciated as we aim to meet the upcoming tax deadlines. If you have any immediate questions or concerns, please do not hesitate to reach out. Thank you for your attention to this matter, and I look forward to speaking with you soon. Best regards, [Your Name] [Your Title] [Your Contact Information] --- This message is polite and emphasizes the importance of completing the interview while offering a convenient way for the client to schedule the call. Adjust the message as necessary to fit your specific situation and communication style.
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