Determine which clients are at risk based on their application status or other criteria. Use your dashboard to filter and identify these clients.
Address the client by name and mention the specific reason they are at risk.
Provide clear instructions on what actions they need to take to resolve their status.
Mention any deadlines or important dates.
Provide contact information for support if they need assistance.
Monitor the client's response and follow up if necessary.
Ensure they have taken the required actions to resolve their status.