📅 Create A Timeline Graphic

A simple reusable timeline graphic can be helpful to communicate expectations to clients, over, and over, and over again.

Call out key dates, and include the image in each communication. It’s easier than you think (and free) thanks to Canva.

Search “Timeline” to get some starter templates:

Or search “Gantt Chart” to visualize multiple things happening in parallel:

You can even use Bulk Creation to generate a bunch of images. Upload a CSV of the delivery timelines for each client, or the key dates for each client, and it’ll generate an image for each record in the CSV.

Then if you’re using a mass e-mailer you can use that image, or a URL for that image as a custom client-specific field, to insert the client’s image into the email they receive

🤔 What Would You do?

💎This Week's Sponsor

The days of chasing clients for tax documents are over thanks to StanfordTax!

Check out Jason’s 5 minute demo video 👇👇

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📅 This Week

• I put together an album that’s the IRS hold music, but lofi

• 9 inconvenient truths about running accounting firms 🫠

• Here are my favorite custom GPTs for accountants

• My favorite use-case for accounting firms right now: An HR assistant. Here’s how to build one in just a couple minutes 👇

  

• From the Weekly Q&A:

  • Is there an optimal firm size for mitigating key person risk?

  • Best practices for NPS surveys

  • Managing runaway software subscription spending

  • How to make time for social media when you’re too busy

• In ChatGPT, you can now talk to other GPTs mid-conversation by simply saying @gptname - this is a big upgrade that is particularly suited for handling large tasks

  

• I shared some best-practices for getting clients to use better banking & card tech

• A nocode platform for building custom AI agents that’s SOC2 type 2 compliant

• ProPlaintiff lets attorneys generate demand letters with AI for a cool $400/mo

• Google updated Bard with a new model that in human evaluations is now only behind the latest GPT-4 model, but ahead of the March and June GPT-4 versions

😍From The Community

My private peer networking community Realize for firm leaders, now capped at 500 members.

• 02/01 💻 Demo Day - Keeper with Jason Staats

• 02/02 🏫 Hall Pass - Live Coaching with Brandon Hall

• 02/20 💘 Evaluating what to kick to the curb with Kellie Parks

• 02/22 🌴 Take A Step Back with Geraldine Carter

• 02/23 🕸️ Into The Chadiverse with Chad Davis

▮▮▮▮▮▮▮▮▮▮▮▮▮▮▮▮▯▯▯▯ 391/500 member