Proactive Advisory Alert System
AI monitors tax law changes and generates personalized alerts to affected client segments with consultation CTAs
What This Automation Does
How It Works
Alert Trigger
Managing partner or AI identifies relevant change
Affected Segments
Industry, income level, business type, state
AI Content
Segment-specific explanation of change and impact
Advisory Alert
'⚠️ Tax Alert: {{change}} — How It Affects You'
SMS
'Important tax update for your {{situation}}. Check email or call us.'
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.