Service Upgrade Opportunity Detection
Identifies clients who may need upgraded services based on life events: income growth, new business, marriage, real esta
What This Automation Does
How It Works
Trigger Detection
Tags: 'new-home', 'new-business', 'income-increase', 'married', 'stock-options'
AI Analysis
Evaluate profile + trigger → recommend service upgrade
Notify CPA
'{{client}} may benefit from {{service}} — {{reason}}'
Proactive Outreach
'Congratulations on {{milestone}}! This may have tax implications.'
Personal Touch
'Congratulations on {{milestone}}! Free review: {{link}}'
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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