Service Expansion Interest Survey
Survey existing clients about interest in additional services: advisory, CFO, payroll, estate planning, valuation
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Survey existing clients about interest in additional services: advisory, CFO, payroll, estate planning, valuation.
How It Works
1
Interest Survey
Quarterly or added to annual survey
2
New Services
'What else can we help with?'
3
Interest Form
Service checkboxes + budget + timeline
4
Interest?
Selected services
5
Tag
'interested-{{service}}'
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.