Docs Out Follow-up

Folllow up – Non convert – Document Out – PWO / partial docs – PWO

EMAIL / SMS templates are amendable as per the client’s situation. In case of a reduction client, you can always make sure to use the numbers and savings in day 3 and day 7 emails / SMS

n case of no contact, always try to leave a personalized VM and emphasize as per the client’s requirements

Day 1: Initial Document Request

Objective: Thank the client for their time and for requesting the documents.

  • Call: Acknowledge the consultation and offer to clarify any questions.
  • Email:
  • Subject: “Documents Needed for Your Consumer Proposal”

Hi [Client’s Name],

I hope you’re doing well! Thank you for taking the time to discuss your financial situation with me. As we move forward with your Consumer Proposal, I need the following documents to proceed:

[List specific documents needed]

Providing these as soon as possible will allow us to start the process and help you reduce the interest and stress related to your debt. If you have any questions or concerns, feel free to reach out.

Best regards,

[Your Name]

Text: “Hi [Client’s Name], thanks for our consultation. Please send over the requested documents so we can move forward with your Consumer Proposal. Let me know if you have any questions!
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Day 3: Friendly Reminder

Objective: Remind them of the documents needed and offer assistance.

  • Call: Remind the client that you’re available to clarify any questions.
  • Email:
  • Subject: “Reminder: Document Submission Needed for Consumer Proposal”

Hi [Client’s Name],

I wanted to follow up regarding the documents needed for your Consumer Proposal. Submitting these promptly will allow us to move forward and prevent further accumulation of interest.

If you need assistance gathering the documents or have any questions, feel free to reach out.

 

Warm regards,

[Your Name]

Text: “Hi [Client’s Name], just checking in—have you had a chance to gather the documents? Let me know if you need help!”

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Day 5: Check-In

Objective: Offer support and emphasize progress.

  • Call: Reiterate your support and check if they need help submitting documents.
  • Email:
  • Subject: “Follow-Up on Document Submission for Consumer Proposal”

Hi [Client’s Name],

I hope you’re doing well. I wanted to check in to see if you’ve had a chance to gather the required documents for your Consumer Proposal. Moving forward quickly will help stop creditor calls and reduce stress.

Please let me know if there’s anything holding you back or if you need assistance.

Best regards,

[Your Name]

Text: “Hi [Client’s Name], just checking in to see if you need help with the documents. I’m here if you need anything!

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Day 7: Importance of Timely Submission

Objective: Stress the urgency and benefits of timely action.

  • Call: Stress the importance of submitting documents soon.
  • Email:
  • Subject: “Timely Submission of Documents for Debt Relief”

Hi [Client’s Name],

I wanted to emphasize the importance of submitting the required documents soon. Timely action will help you avoid additional interest and stop creditor actions, allowing us to schedule the trustee meeting as quickly as possible.

Please let me know if there’s anything preventing you from moving forward, and I’d be happy to assist.

Best,

Text: “Hi [Client’s Name], submitting the documents soon will help prevent further delays and stress. Let me know how I can help!”

Day 9: Final Call for Documents

Objective: Create urgency for immediate submission.

  • Call: Explain the consequences of delays and urge for a final decision.
  • Email:
  • Subject: “Last Call for Required Documents – Avoid Delays”

Hi [Client’s Name],

This is a final call for the documents needed to proceed with your Consumer Proposal. Delaying submission could result in extended interest charges and further creditor action. Please send the documents as soon as possible so we can move forward without further delay.

Thank you for your attention to this matter!

Best regards,

[Your Name]

Day 10: Final Follow-Up

Objective: Make a last effort to encourage submission.

  • Call: Let the client know this will be the final follow-up unless they respond.
  • Email:
  • Subject: “Final Follow-Up – Are You Ready to Move Forward?”

Hi [Client’s Name],

I’m reaching out one last time to see if you’re ready to submit the required documents for your Consumer Proposal. This process can help relieve your financial stress and stop creditor actions. If you’re still interested, please don’t hesitate to reach out and let me know how I can assist.

Best regards,

[Your Name]

Text: “Hi [Client’s Name], this is my final message unless I hear from you. Let me know if you’re ready to move forward with the Consumer Proposal.”

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Outcome Strategy

If the client responds:

  1. Acknowledge: Thank the client for responding promptly.
  2. Action:
  • If they are ready to proceed, assist with scheduling the trustee meeting or gathering remaining documents.
  • If they express concerns, address them directly and offer clear solutions to move forward.