This email is for a client that has booked (or you need to finalize booking) a tax planning sales meeting with you. 2 emails: One with final questions (if there are any) and one with the estimated savings and meeting booking.
Hi X,
I’ve been compiling tax planning strategies for you, and I have a few follow up questions before we meet for a quote:
- Can you please confirm that you….[want to contribute 15K per year to retirement]
- xyz
Please return to me in the next 24-48 hours if possible, as I want to expedite this process for you.
ONCE ROI IS 90-95% COMPLETE:
Hi X,
I’ve done a detailed analysis of your tax situation. I’ve identified an estimated [%] return on investment for you, and I’m really excited. You should have received a calendar invitation for our zoom session on [insert agreed upon date/time, or suggest date/time].
I’m showing an estimate of [conservative number] tax savings. In our meeting, we will go over a quote for how I can assist you and an implementation timeline. Some of the strategies depend on immediate action.
I look forward to “seeing” you soon.
Disclaimer: The templates offered by TaxPlanIQ are intended to serve as a helpful starting point. While we strive for precision, we cannot warrant their completeness or compliance with specific regulations in your area. We encourage you to use them with discretion and to verify that they align with the pertinent local guidelines