Automated Status Update System

Keep clients informed at every milestone — no more "where are we?" calls

StandardProfessional ServicesSaves 3-5 hours/week

What This Automation Does

Automated Status Update System automates the entire process from trigger to completion. This simple workflow uses SMS, Email, Pipeline to deliver measurable results. Expected impact: Reduces status inquiry calls by 60-80%. Increases satisfaction by 30%..

How It Works

Status Change

Opportunity moves to new stage

Generate Update

Client-friendly message for new stage

Status SMS

"Update: Your {{project}} has moved to {{stage}}. {{details}}"

Detailed Email

Full update: what happened, what's next, timeline

Log Communication

Record in CRM

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.

Similar Automations

View all Professional Services automations

AI Review Management

$200

All-in-one review management: automated review requests, AI-powered responses, and review repurposing for web & social — 3 engines in 1.

advancedSaves 10-15 hours/weekBestseller

Complete AI-powered review management system for professional services businesses. Three integrated engines: (1) Review Request — automatically sends personalized review requests after every service interaction via SMS and email, with smart timing and satisfaction gating. (2) AI Review Response — monitors Google, Yelp, and Facebook for new reviews and generates context-aware responses within minutes, escalating negative reviews to you. (3) Review Repurposing — extracts your best reviews and transforms them into website testimonials, social media posts, and email newsletter content.

View details

From Our Blog

View all posts

What Does an AI Automation Engineer Actually Do?

AI automation engineers design intelligent workflows that eliminate manual tasks and connect business systems. Whether you want to become one or hire one, this comprehensive guide covers everything you need to know.

9 min read

What Is a Business Automation Agency? (And Do You Need One?)

A business automation agency designs, builds, and manages AI-powered workflows that eliminate repetitive tasks. Here is what they do, the 5 signs you need one, and what a typical engagement looks like.

5 min read