Identifying clients who need help the most

Identifying clients who need help the most

Some of your clients will need more help—and need it sooner than others. There are a few things you can do to assess which clients need your immediate attention. This will make it easier for you to create an action plan across your practice, to provide support and expertise to your clients during the next few months of uncertainty.

Current economic volatility affects your clients in different ways, depending in large part on their industry and the number of employees they have. Several industries are facing significant challenges, including dining, retail, hospitality, automotive, and many other service-based sectors.  Prioritizing your clients based on the type of business they have can help you manage your outreach strategy.

As you continue to reach out to your clients, you can reassure them that you’re staying on top of evolving changes and you have the info to help them make the best decisions they can for their business.

Check out a sample email

Here is the text of the email:

Dear <<Client name>>,

I wanted to check in to see how you’re doing. I’m sure questions will continue to come up during this uncertain time, and I’m here to help. 

Let’s set up some time to chat in the next few days. I can share updated information about federal, state, and local resources. We’ll focus on your income and expenses to make sure you’re maximizing your cash flow. And we can continue to work together on a plan to maintain positive cash flow for the next few months.

You can reach me at <<phone number, email, website>>. Looking forward to connecting with you soon.

Kind regards,

<<Your name>>

This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Intuit Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers should verify statements before relying on them.