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Intellivizz

Real-world, practical AI automations that help capture missed revenue and increase operational efficiency — purpose-built for your industry.

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188 automations found

Post-Filing Review Request Sequence

$199

Strategically timed review requests — 10 days after filing for refund clients, 30 days for balance-due

StandardSaves 3-5 hours/week

Strategically timed review requests — 10 days after filing for refund clients, 30 days for balance-due. Satisfaction check routes happy clients to Google and unhappy to service recovery.

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Video Testimonial Request

$199

Ask your happiest clients for video testimonials — the most powerful form of social proof

StandardSaves 3-5 hours/week

Ask your happiest clients for video testimonials — the most powerful form of social proof.

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AI-Powered Review Auto-Responder

$199

AI drafts personalized responses to all reviews — positive and negative — for manager approval before posting

StandardSaves 3-5 hours/week

AI drafts personalized responses to all reviews — positive and negative — for manager approval before posting.

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Video & Written Testimonial Collection

$199

After exceptional outcomes, request written or video testimonials for marketing

StandardSaves 3-5 hours/week

After exceptional outcomes, request written or video testimonials for marketing.

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Client Re-Engagement Campaign

$199

Detect clients who haven't visited in X days and launch win-back before they're gone for good

StandardSaves 3-5 hours/week

Detect clients who haven't visited in X days and launch win-back before they're gone for good.

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Referral Thank-You & Recognition

$199

Automatic thank-you when new client arrives via referral, with optional referral credit/gift

StandardSaves 3-5 hours/week

Automatic thank-you when new client arrives via referral, with optional referral credit/gift.

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Birthday & Anniversary Loyalty

$199

Automated birthday and client anniversary with optional offers — personal touch at scale

StandardSaves 3-5 hours/week

Automated birthday and client anniversary with optional offers — personal touch at scale.

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Net Promoter Score (NPS) Survey

$199

Annual NPS measuring satisfaction

StandardSaves 3-5 hours/week

Annual NPS measuring satisfaction. Promoters are asked for referrals, detractors get immediate attention.

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Membership Renewal Automation

$199

Automated membership/subscription renewal sequence starting 30 days before expiration with escalating urgency

StandardSaves 3-5 hours/week

Automated membership/subscription renewal sequence starting 30 days before expiration with escalating urgency.

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Client Referral Program Campaign

$199

Structured referral program with unique tracking links and automated follow-up for referred prospects

StandardSaves 3-5 hours/week

Structured referral program with unique tracking links and automated follow-up for referred prospects.

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VIP High-Value Client Nurture

$199

Identify top 20% of clients by value and give them VIP treatment — personalized touchpoints that keep them loyal

StandardSaves 3-5 hours/week

Identify top 20% of clients by value and give them VIP treatment — personalized touchpoints that keep them loyal.

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Professional Partner Nurture Campaign

$199

Monthly nurture for referral partners (attorneys, FAs, realtors) with value content and check-ins

StandardSaves 3-5 hours/week

Monthly nurture for referral partners (attorneys, FAs, realtors) with value content and check-ins.

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