ā
Stage 1 ā Client onboarding: form to folder in seconds
ā
Stage 2 ā FBR & SECP alerts: 7, 3, 1 day warnings, every client
ā
Stage 3 ā Invoice follow-ups: 3 escalating reminders, auto-stop on payment
ā
Stage 4 ā Tax data collection: automated document requests with checklist
ā
Stage 5 ā New client outreach: personalised emails based on pain point