Stop letting your clients run your calendar — here’s how to protect your time without losing the relationship.
Set client communication windows: Define two time blocks per day when you’ll respond to client emails or calls (e.g., 11 AM & 4 PM).
Update your onboarding email: Include your response policy right up front — clients respect what you teach them.
Use a Calendly buffer: Add a 15-minute “prep & wrap” window before and after every meeting to avoid overlap.
Batch your admin tasks: Handle billing, file uploads, and messages at the same time each day instead of reactively.
Stick to your system: The first week is hardest, but clients will adjust when they see consistent response patterns.
Simple Template:
Client Communication Policy:
🕒 Office Hours: Mon–Fri, 9 AM–4 PM EST
💬 Email Response Time: Within 24 hours
📅 Call Scheduling: Use [Calendly Link]
🚫 No weekend responses (unless pre-scheduled)
2
0 comments
Ibrahim Mohammed
5
Stop letting your clients run your calendar — here’s how to protect your time without losing the relationship.
IAM T&A University (Free)
skool.com/iam-tax-accounting-u-5290
Learn the basics of starting a tax & accounting business
Connect with peers and get support
Preview our Pro course & community
Powered by