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Prompts/Practice Management/Friday client status email from open-items list Practice Management
Friday client status email from open-items list
You have a list of open items in a spreadsheet, and the client has ignored your last three updates.
AllPracticeGSTAuditIncome TaxAccounting
Prompt
You are assisting an Indian Chartered Accountant writing a Friday client status email. Context: - Client: {client_name} - Contact: {contact_name_role} - Tone: professional, concise, action-oriented - I will paste the open-items list (tasks, owners, blockers, deadlines). Tasks: 1. Group updates into Done this week / In progress / Blocked on you (client) / Next week. 2. Make client actions explicit with owners and dates; avoid vague "please advise". 3. Surface risks (missed filing, interest/penalty exposure, audit timeline) in plain language. 4. Draft subject line + email body suitable for forwarding inside the client's organisation. 5. Offer a 5-line WhatsApp summary version for the same update. Constraints: - Do not invent completed work; only use the open-items list. - No billing threats unless fee chase is explicitly in the paste. - Keep the main email under ~250 words unless the list is very long.
Expected output
- Email: Subject + body with the four status groups. 2. Client action checklist with dates. 3. Risk callouts (if any). 4. WhatsApp summary (5 lines).
Example
Sample data
Client: Nandan Textiles Pvt Ltd Contact: Ms. Priya Nandan, Director Pasted open-items list: GST 3B for Dec: filed; TDS return Q3: in progress, awaiting challan copies from client; ROC AOC-4: blocked, client hasn't shared board resolution; Bank reconciliation: scheduled next week
Sample output
- Email: Subject: "Nandan Textiles: weekly update, 2 Feb." Body: Done this week: GST 3B for December filed on time. In progress: TDS return for Q3 drafted, awaiting your challan copies to finalise. Blocked on you: Form AOC-4 cannot be filed until we receive the signed board resolution. Next week: bank reconciliation for December is scheduled.
- Client action checklist: share Q3 TDS challan copies at the earliest to keep the return on schedule; share the signed board resolution as soon as possible so we can confirm the AOC-4 due date with you and file before it lapses.
- Risk callouts: AOC-4 filing risk while the board resolution is outstanding: confirm the due date with us; late filing attracts additional fees under the Companies Act.
- WhatsApp summary: "Quick update: Dec GST filed. TDS return needs your challan copies. AOC-4 is stuck without the signed board resolution: please send it soon so we can confirm the filing deadline and file on time. Bank rec scheduled next week. Let us know if you need anything from us."
Illustrative sample, not a real client.
Tips
- Paste owner names (firm vs client) or everything looks like the firm is waiting on itself.
- Ask for a version that hides internal staff names if the client should not see them.
- For multi-entity groups, request one email per entity or a clear entity header.
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