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}}'
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.
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