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Dear Valued Client, Thank you for allowing Kowalski Financial Inc. the opportunity to prepare your 2020 income tax returns. Your 2020 Tax Organizer is now available! Please follow the outline below
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Step 1: Start by greeting the customer and thanking them for their loyalty.
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Step 2: Introduce yourself or your company and provide a brief background on your relationship with the customer.
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Step 3: Clearly state the purpose of the communication and why their feedback or participation is important.
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Step 4: Break down the 12 steps into clear and concise points. Use bullet points or numbering to make it easy to follow.
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Step 5: Provide detailed instructions for each step, including any necessary forms, documents, or information that may be required.
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Step 6: Use simple and conversational language to explain each step to the customer. Avoid using jargon or technical terms.
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Step 9: Encourage the customer to ask questions or seek clarification if they have any doubts or concerns.
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Step 10: Express gratitude again for their cooperation and assure them that their feedback is valuable and will be taken seriously.
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Step 11: Provide contact information for further assistance or support.
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Step 12: Conclude the communication with a warm closing and a sincere thank you for their time and cooperation.

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