Missed Call Text-Back for Accounting Prospects
When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation — turning missed calls into booked appointments.
What This Automation Does
How It Works
Missed Call Detected
Call status = missed / no answer / voicemail after 4 rings
Existing Client?
Check CRM contacts — is caller a current client vs. new prospect?
Instant SMS (< 60s)
"Hi! Sorry we missed your call at {{firm_name}}. Are you looking for help with taxes, bookkeeping, or another accounting need? Reply YES and we'll get you scheduled — {{booking_link}}"
AI Chat Engagement
If prospect replies, AI chat qualifies their needs: individual tax, business tax, bookkeeping, payroll, advisory, etc.
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All SMS communications must include firm name and opt-out language. TCPA consent required for ongoing messaging campaigns.
Canadian Anti-Spam Legislation requires express or implied consent before sending commercial electronic messages. Include sender identification and unsubscribe mechanism in all communications.
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