Staff Introduction Sequence
Personally introduce the client to their assigned provider/agent/attorney/trainer with photo and bio
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Personally introduce the client to their assigned provider/agent/attorney/trainer with photo and bio.
How It Works
1
Staff Assigned
Provider/agent/attorney assigned to client
2
Meet Your {{role}}
Photo, bio, credentials, personal message from the staff member
3
Personal Note
"Hi {{first_name}}, I'm {{staff}} and I'll be your {{role}}. Looking forward to meeting you!"
4
Goal: Introduced
Exit after intro sent
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.