Post-Filing Review Request Sequence
Triggered the moment a return is filed or a bookkeeping month is closed, a timely review request sequence captures client satisfaction at the highest-trust moment.
What This Automation Does
How It Works
Return Filed / Month Closed
Accountant marks return as filed or monthly bookkeeping as delivered — review sequence begins
Wait 24 Hours
Allow client to confirm receipt and review the work
SMS Review Request
"Hi {{client}}, your {{deliverable}} is complete! If we made your life easier this year, a quick Google review means the world to us: {{review_link}} — {{firm_name}}"
Wait 3 Days
If no review posted, send email follow-up
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated SMS requires prior express consent. Review requests must not offer incentives in exchange for reviews per FTC guidelines.
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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