What's included:

This download provides a structured re-engagement workflow designed for accounting and bookkeeping firms. It helps you communicate clearly with clients who have gone quiet, fallen behind, or need to restart services with updated expectations.

  • Step-by-step re-engagement communication workflow

  • Ready-to-send email templates for restarting client work

  • Scripts to reset boundaries, timelines, and next steps professionally

  • Exclusive continuation of Kellie Parks’ template collection