The blog
Ask, follow up, file.
Methods and message templates to gather the documents you need from the people who have to send them.
Latest article
How to chase clients for accounting documents without damaging the relationship
Statements, invoices, expense reports: the same chase every month. A clear list, a fixed schedule and messages that name exactly what's missing, so you stop running after your clients.
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How to follow up without being pushy: what really changes in the message
The fear of coming across as a nuisance almost always rests on a misreading. What research says, what the other person's silence means, and how to write a follow-up that does them a favour.
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Rental application documents in France: what landlords can ask for, and what is banned
In France, the list of documents a landlord can request from a prospective tenant is set by decree. Anything else is banned, and the mistake is costly. The details, source by source, with a template message.
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Missing document reminder email: 6 templates ready to copy
From a friendly nudge to the last follow-up: six messages to copy as they are, subject lines that make sense without opening the email, and what makes a reminder finally get a reply.
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How to collect documents from multiple people without losing your evenings
Twelve people, four documents each, and a deadline. The list to prepare, the message that gets a complete reply, file-by-file tracking and a follow-up rhythm that works.