Year-End Tax Planning Outreach
October-November campaign for year-end planning sessions: retirement contributions, charitable giving, capital gains har
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
October-November campaign for year-end planning sessions: retirement contributions, charitable giving, capital gains harvesting, equipment purchases.
How It Works
1
Year-End Season
October 1
2
Client Type
Individual, Business, HNW, Self-Employed
3
Planning Campaign
Top strategies, potential savings, planning session CTA
4
SMS
'Tax-saving moves before Dec 31. Book planning session: {{link}}'
5
Wait 7 Days
Response window
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.