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

Monthly Nurture

Scheduled for all partners

Partner Newsletter

Tax updates relevant to their clients, co-marketing opportunities

Personal Check-In

'Any clients who could use accounting help? Happy to be a resource.'

Quarterly Coffee?

Every 3 months suggest meeting

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.

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AI Review Management

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All-in-one review management: automated review requests, AI-powered responses, and review repurposing for web & social — 3 engines in 1.

advancedSaves 10-15 hours/weekBestseller

Complete AI-powered review management system for professional services businesses. Three integrated engines: (1) Review Request — automatically sends personalized review requests after every service interaction via SMS and email, with smart timing and satisfaction gating. (2) AI Review Response — monitors Google, Yelp, and Facebook for new reviews and generates context-aware responses within minutes, escalating negative reviews to you. (3) Review Repurposing — extracts your best reviews and transforms them into website testimonials, social media posts, and email newsletter content.

View details

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