Inactive Client Revival Campaign
Multi-touch reactivation for clients inactive 12+ months with personalized messaging, updated offerings, and re-engageme
What This Automation Does
How It Works
Inactive
Last activity > 12 months
We Miss You
Personal message + firm updates + new services
Check-In
'It's been a while! Still need tax help? {{link}}'
New Value
New services, technology, team + testimonials
Special Offer
'Come back and get {{offer}} on your next return: {{link}}'
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 communications are consent-based with opt-out compliance.
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