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Sample Async Workflow Diagnostic
This sample shows the shape of the written review a bookkeeping firm receives after buying the $250 diagnostic. It uses a fictional firm and invented examples. Nudge does not need client files, credentials, tax records, or accounting-system access.
Fictional firm: monthly close document chase
Observed workflow: The firm sends one monthly request email, waits for replies, and tracks missing items in a shared spreadsheet. Follow-up ownership changes depending on who notices the open item first.
Likely breakpoints
- Missing items are grouped by client, not by close impact.
- Second reminders are written from scratch each time.
- No clear status for waiting, re-asked, escalated, or received.
Cleaner next step
- Add a close-impact field to the tracker.
- Assign one owner for every open item before the first reminder.
- Use one short second-reminder template for specific missing items.
Example output excerpt
Recommended reminder rule: If an item blocks reconciliation or payroll work, send a specific reminder after three business days. The reminder should name the missing category, the close impact, and the easiest reply path. Avoid vague lines like “just checking in.”
Starter tracker columns: client label, missing category, close impact, first requested, last reminded, owner, status, next nudge date, escalation note.