Proactive Client Status Update Drip
Automated status updates sent at key milestones — documents received, return in preparation, under review, filed — eliminating inbound status calls and emails.
What This Automation Does
How It Works
Status Change in Workflow
Accountant advances return to next stage in workflow system — triggers status notification
Which Stage?
Documents Received / In Preparation / Under Review / Filed / Refund Issued
SMS Status Update
"{{firm_name}} update: Your {{return_type}} is now {{status}}. {{stage_specific_message}} Questions? Reply here."
Email Confirmation
Detailed email with stage context, next steps, and expected timeline
Goal: Zero Status Call Volume
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 captured during onboarding. Opt-out language required.
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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