Missed Call Text-Back for New Prospects
When a prospective client calls but no one answers, the system instantly sends an SMS within 60 seconds offering to sche
What This Automation Does
How It Works
Missed Call Detected
Call status = missed / no answer / voicemail after 4 rings
Existing Client?
Check CRM contacts — is caller a current client vs. new prospect?
Instant SMS (< 60s)
"Hi! Sorry we missed your call at {{firm_name}}. Are you looking for help with taxes, bookkeeping, or another accounting need? Reply and we'll get you scheduled — {{booking_link}}"
AI Chat Engagement
If prospect replies, AI chat qualifies their needs: individual tax, business tax, bookkeeping, payroll, advisory, etc.
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 SMS must include firm name and opt-out language. TCPA consent required for ongoing messaging