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
This automation is included with your Intellivizz AI subscription.
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.
Similar Automations
View all Accounting automationsMissed 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.
When a prospective client calls but no one answers, an instant SMS goes out within 60 seconds offering to schedule a consultation. Converts missed calls into booked appointments instead of lost clients.
AI Voice Agent — Accounting After-Hours Receptionist
From Our Blog
View all postsTax Season Client Communication Automation: Manage the Flood Without Burning Out Your Staff
From January through April, accounting firm inboxes overflow with status inquiries, document reminders, and deadline questions that pull staff away from actual return preparation. Automated client communication systems handle proactive updates, document confirmation, and status notifications — dramatically reducing inbound inquiry volume while improving client satisfaction.
Accounting Firm Automation in Northern Virginia: How NoVA CPAs Are Scaling Without Adding Staff
Northern Virginia's accounting firms face growing client demands with a shrinking talent pool. Automation lets NoVA CPAs scale capacity 30% without additional hires.