MESSAGING SCRIPTS
How to Ask Clients for 5-Star Reviews Without Feeling Like a Used Car Salesman.
Tested word-for-word scripts across in-person moments of delight, email follow-ups, and automated SMS that CPAs actually feel proud to send.
THE COST OF INACTION
The Core Risk: Accountants hate begging for reviews because they hold fiduciary standards and fear looking unprofessional.
COMPLETE COMMITTEE TOOLKIT
- 01In-Person Verbal Scripts for "Moment of Delight" Milestones (.pdf)
- 02Automated 2-Step SMS Review Request Copy (.docx)
- 03Post-Filing Email Review Request Template (.docx)
- 04Negative Review Response & Disarm Protocol (.pdf)
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MESSAGING SCRIPTS
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PACKAGE INCLUDES
- In-Person Verbal Scripts for "Moment of Delight" Milestones (.pdf)
- Automated 2-Step SMS Review Request Copy (.docx)
- Post-Filing Email Review Request Template (.docx)
- Negative Review Response & Disarm Protocol (.pdf)