Tax Season Kickoff Campaign
Comprehensive January campaign notifying all clients to begin tax preparation
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Comprehensive January campaign notifying all clients to begin tax preparation. Segmented by client type with customized messaging and deadlines.
How It Works
1
Tax Season Launch
Scheduled: January 2
2
Client Segmentation
Individual Simple, Complex, Small Business, Corporation, Non-Profit
3
Segment-Specific Email
Customized tax prep kickoff by client type with relevant deadlines
4
SMS All Segments
'Tax season is here! Book your slot: {{link}}'
5
Pipeline Activation
Move all to '{{year}} Tax Season' pipeline
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.