NextPlay / practical guide

How to reduce client document chasing

Use a single checklist that shows what is needed, what has arrived, and who owns the next follow-up. Measure the waiting before adding more reminders.

1. 01

   Create one checklist for the documents needed at each stage.

2. 02

   Make the next request specific: document, owner, due date, and a clear submission method.

3. 03

   Separate missing documents from documents waiting for internal review.

4. 04

   Measure days blocked and repeated requests. Test reminders with a small group before extending them.

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