Professional Partner Nurture Campaign
Monthly nurture for referral partners (attorneys, FAs, realtors) with value content and check-ins
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Professional Partner Nurture Campaign automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Nurtured partners send 3-5x more referrals. Five active partners × 2 referrals/month = $300K+ annually..
How It Works
1
Monthly Nurture
Scheduled for all partners
2
Partner Newsletter
Tax updates relevant to their clients, co-marketing opportunities
3
Personal Check-In
'Any clients who could use accounting help? Happy to be a resource.'
4
Quarterly Coffee?
Every 3 months suggest meeting
5
Meeting Request
'Coffee catch-up to discuss mutual opportunities?'
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.