Serve your clients
How you keep clients informed once they sign.
PART 1 OF 3
Kick off
Get set up and show them where they stand.
AGENDA
- Confirm the states they sell into
- Connect sales data to the platform
- Agree on who approves each filing
AGENDA
- Walk through where they owe
- Decide on back-filing or voluntary disclosure
- Set the filing calendar
PART 2 OF 3
Follow up
Prove it's working in the first 90 days.
AGENDA
- Confirm the first returns went out
- Answer questions
- Flag anything still missing
AGENDA
- What has been filed and paid so far
- Is the approval process working?
- Anything to change before it runs on autopilot
PART 3 OF 3
Keep the conversation going
Ongoing check-ins and topics to raise.
AGENDA
- What was filed and paid
- Any state notices
- Upcoming due dates
AGENDA
- Sales by state against thresholds
- New states to register
- New products or sales channels
AGENDA
- The year in review: states, filings, notices
- Plans for next year
- Renew the engagement and pricing
AGENDA
- Selling on a new marketplace or channel
- Hiring or storing inventory in a new state
- Acquiring a business or launching a product
Templates
Subject: Welcome! Here's what happens next
Hi [Client first name],
Welcome aboard. Here's the plan:
1. Connect your sales data using this link: [link]
2. We'll confirm the states you need to register in by [date].
3. Your first filings are due [date]. We'll send each one for your approval [X] days before.
If you ever get a letter from a state, forward it to us right away.
[Your name]
Subject: Sales tax filed for [period]
Hi [Client first name],
All set for [period]:
- Filed in [number] states: [states]
- Total remitted: $[amount]
- Next due: [date]
Nothing needed from you. Reply with any questions.
[Your name]
Subject: Heads-up: you're close to owing sales tax in [state]
Hi [Client first name],
Your sales into [state] are at $[amount] this year, close to its $[threshold] threshold. Once you cross it, you'll need to register and start collecting there.
We'll keep watching and handle the registration when it's time. Any big orders coming into [state] we should know about?
[Your name]
Playbooks are educational and not tax or legal advice.