Built overnight, just for you

Client Chaser — Tax Document Follow-Ups

Personalised tool for Michelle V. — VivaldiTax — online accounting

Based on your Business DNA Brief, 16 April 2026 — 12:53pm

Scan to keep this tool — open on your phone

solopreneursuperpowers.com/demos/michelle/

From brief to live tool

How we got here

  1. 01

    The brief

    “Information follow-up is particularly challenging — chasing clients for documents.” The biggest time-drain in her week.

  2. 02

    The pattern

    Same situation every time (missing docs, days elapsed), but three different tones needed — gentle nudge, firm follow-up, final notice. One model, three outputs every call.

  3. 03

    The move

    Use structure. Three labelled tone cards every time, in the same escalation order. The prompt's shape is the chase script's shape.

  4. 04

    The build

    One Claude Haiku 4.5 call. ~650-token system prompt with voice rules + tone-graded escalation logic. ~0.5¢ per chase set, ready to paste into Outlook.

  5. 05

    The tool

    Try it below — name a client, pick missing docs, days elapsed, and watch the three escalating drafts render.

Want this kind of voice-matched escalation built into the rest of your client comms?

Start with Discover

You told us the biggest time-drain in your week is chasing clients who haven't sent their documents. Fill this in, click Draft follow-ups, and you'll get three tone-graded emails ready to paste into Outlook.