Tax Savings Quiz Lead Magnet
An interactive quiz on the firm's website asks visitors 5-7 questions about their financial situation and generates a pe
What This Automation Does
How It Works
Quiz Started
Visitor clicks 'How Much Could You Save on Taxes?' on website/funnel
Quiz Funnel (5-7 Steps)
Questions: filing status, income range, business owner Y/N, home owner, investments, current deductions, industry
Capture Info
Name + email + phone collected on final step before results
AI Score Calculation
Custom values calculate estimated savings range — display personalized results page
Email: Full Results
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.