New Business Formation Campaign
Multi-touch campaign for entrepreneurs about entity selection, tax elections, bookkeeping setup, and payroll compliance
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Multi-touch campaign for entrepreneurs about entity selection, tax elections, bookkeeping setup, and payroll compliance.
How It Works
1
Campaign Entry
New business lead or scheduled campaign
2
Email 1: Entity Selection
LLC vs S-Corp vs C-Corp — why it matters
3
Email 2: Tax Elections
S-Corp election saves 15.3% self-employment tax
4
SMS: Free Guide
'New Business Tax Checklist: {{link}}'
5
Email 3: Bookkeeping
Set up books right from day 1
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.