Annual Fee Increase Communication
Professionally communicates annual fee adjustments with advance notice and justification
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Annual Fee Increase Communication automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Proactive communication retains 90%+ (vs 70% for surprises). 5-10% increase across 200 clients = $30K-$60K additional..
How It Works
1
Fee Review Complete
November/December for January implementation
2
Fee Changed?
Filter adjusted clients
3
Fee Letter
Current vs new fees, effective date, justification
4
Wait 7 Days
Absorption period
5
Follow-Up
'Checking you received our fee update. Questions? Happy to chat.'
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
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.