New Prospect Lead Nurture Sequence
When a new lead submits a contact form, calls, or gets referred, an automated multi-touch nurture sequence warms them with value content and pushes for a booked consultation.
What This Automation Does
How It Works
New Lead Created
Contact form submission, missed call recovery, referral entry, or manual CRM entry
Instant SMS (< 5 min)
"Hi {{name}}, thanks for reaching out to {{firm_name}}! We'd love to learn about your situation — book a free 20-min call: {{booking_link}}"
Day 1: Welcome + Value Email
"5 Tax Mistakes Most Small Business Owners Make" — demonstrates expertise, builds trust
Wait 2 Days
Allow time for email engagement
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated SMS requires prior express consent. Website contact forms must include clear consent language for automated follow-up.
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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