Prepayment & Early-Bird Discount Offer
December offer for returning clients to prepay annual tax prep at a discount, improving cash flow and locking commitment
What This Automation Does
How It Works
Campaign Launch
December prepayment campaign
Eligible?
Active, prior-year return, good payment history
Early-Bird Offer
Prior-year fee, discounted price, deadline, payment link
SMS Offer
'Save {{discount}}% by prepaying before Jan 15! Your price: ${{amount}}'
Wait 10 Days
Response window
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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