Spec the follow-up cadence for missing client documents
Lesson 3 of 5 · Workflows & automation
1 · Learn the move · Specific task + easy yes
Every season the same twelve clients send everything but the one statement you need, and the follow-up happens when you remember. A cadence specifies it: what goes out on day 3, day 10, day 20, in what tone, with what stop conditions, and what is never in a reminder (a figure, a deadline not on the calendar, anything a third party could read as the client's tax situation).
Spec a follow-up cadence for missing client documents: touches, timing, tone, stop conditions, what is never said. Table. Then draft touch one.
2 · Your turn. You write the prompt
The spring filing season is six weeks out and Taxpayer A still owes you the payer statement they said was lost. Spec the cadence so this runs for all twelve clients without you remembering.
Write the prompt for this scenario as given, or swap in a real one from your own work. The score works the same either way.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.