Deadline and due-date reminders clients don't miss
Draft clear, friendly reminders ahead of key dates so clients act in time — and you stop fielding last-minute panics.
What you’ll do
- State the deadline and what the client needs to do before it.
- Ask for a clear, friendly reminder sent with enough notice.
- Review it and reuse it for each deadline.
Common questions
Do I need to tell the AI what the actual deadlines are?
Yes — always. You give it the dates and the specific action the client needs to take; the AI writes those up into a clear, friendly message. Never rely on the AI to know the correct lodgement or payment dates: those depend on your client's circumstances, registration type and jurisdiction, and they're your responsibility to confirm.
Will the reminder mention the dollar amounts due?
Only if you tell it to. For a simple reminder to provide documents or confirm a date, no financial figures are needed and you shouldn't paste them in. If you want to include an amount owing, you type that into the prompt yourself — the AI drafts the surrounding message.
Can one template cover BAS, tax, and payroll deadlines, or do I need separate ones?
The lesson shows how to build one flexible template where you swap in the deadline type, date, and action needed. Most of the wording stays the same; only the specific detail changes. You review each version before sending.
What if a client needs a reminder urgently — for a deadline that's tomorrow?
The draft comes back in seconds, so urgency isn't a problem. Tell the AI the deadline is imminent and ask for a short, clear message that conveys some urgency without being alarming. You read it, adjust if needed, and send.
Is there a risk the reminder contradicts advice I've already given the client?
That's why you always review the draft. If you've told a client their deadline has been extended or they have a specific arrangement, the AI won't know that — you check before sending, and adjust any detail that doesn't match the client's actual situation.