Client Retention Scripts
Client Retention Call Scripts for Accountants
In the accounting world, a missed call often means a client is calling the next CPA on the list to handle their urgent IRS notice or tax deadline. Using these scripts helps you maintain high-value relationships and ensures your $1,000-a-month bookkeeping clients feel prioritized even when you are deep in spreadsheets.
Post-Tax Filing Follow-Up
Call this client 2-3 weeks after their return has been filed to ensure everything is settled.
Hi [Client Name], this is [Your Name] from [Firm Name]. I am calling to make sure you received your refund okay or that your payment to the IRS went through without any issues. I also wanted to see if you had any last questions about your return now that the dust has settled. We want to make sure you feel 100% confident in the numbers we submitted. Give me a call back when you can, or if you reach my AI assistant SkipCalls, just leave a time that works for a 5-minute chat.
Tips for this scenario
- -Mention the specific refund amount if you have it handy to show you know their file.
- -Remind them to keep their physical records for at least seven years.
Common Mistakes to Avoid
!Answering the phone while working on a complex audit, which leads to data entry errors.
!Letting the phone ring to voicemail during the February-April peak without a backup plan.
!Using too much jargon like 'accrual basis' or 'Section 179' without explaining the benefit to the client.
!Failing to return calls about IRS notices within 24 hours, which increases client anxiety.
!Sounding stressed or rushed on the phone, which makes the client feel like a burden rather than a partner.
