Prepayment & Early-Bird Discount Offer
December offer for returning clients to prepay annual tax prep at a discount, improving cash flow and locking commitment
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
December offer for returning clients to prepay annual tax prep at a discount, improving cash flow and locking commitment.
How It Works
1
Campaign Launch
December prepayment campaign
2
Eligible?
Active, prior-year return, good payment history
3
Early-Bird Offer
Prior-year fee, discounted price, deadline, payment link
4
SMS Offer
'Save {{discount}}% by prepaying before Jan 15! Your price: ${{amount}}'
5
Wait 10 Days
Response window
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.