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188 automations found
When a paid Google Ads click-to-call is missed, launch premium recovery — these are your highest-cost leads
When a paid Google Ads click-to-call is missed, launch premium recovery — these are your highest-cost leads.
Automates portal setup: credentials, access instructions, video walkthrough, and login follow-up
Automates portal setup: credentials, access instructions, video walkthrough, and login follow-up.
Multi-touch reminder sequence at 48hr, 24hr, and 2hr intervals via SMS + email to dramatically reduce no-shows
Multi-touch reminder sequence at 48hr, 24hr, and 2hr intervals via SMS + email to dramatically reduce no-shows.
Multi-channel re-engagement that adapts based on first-time vs repeat no-show with escalating urgency
Multi-channel re-engagement that adapts based on first-time vs repeat no-show with escalating urgency.
Comprehensive January campaign notifying all clients to begin tax preparation
Comprehensive January campaign notifying all clients to begin tax preparation. Segmented by client type with customized messaging and deadlines.
When a slot opens, cascade-notify waitlisted clients with priority scoring to fill it instantly
When a slot opens, cascade-notify waitlisted clients with priority scoring to fill it instantly.
Escalating reminders for key deadlines — April 15, March 15, quarterly estimates, extensions
Escalating reminders for key deadlines — April 15, March 15, quarterly estimates, extensions. Clients receive urgency reminders as deadlines approach.
Keeps clients informed as returns move through stages: Docs Received → In Prep → Ready for Review → Filed → Refund Track
Keeps clients informed as returns move through stages: Docs Received → In Prep → Ready for Review → Filed → Refund Tracking. Eliminates 'Where's my return?' calls.
Collect deposits/prepayments for high-value appointments to reduce no-shows
Collect deposits/prepayments for high-value appointments to reduce no-shows. No skin in the game = higher no-show rate.
Manages the entire extension process: filing, notification, new deadline setup, and post-extension sequence ensuring com
Manages the entire extension process: filing, notification, new deadline setup, and post-extension sequence ensuring completion before October 15.
When someone cancels within 24 hours, immediately try to fill the slot AND rebook the canceller
When someone cancels within 24 hours, immediately try to fill the slot AND rebook the canceller.
When weather forces cancellations, proactively notify affected clients and batch-reschedule efficiently
When weather forces cancellations, proactively notify affected clients and batch-reschedule efficiently.