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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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    Browse AI Automations

    Explore our library of pre-built AI workflows for your business.

    All automations are included with your subscription. Browse our library to see what's available for your industry. View plans →

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    188 automations found

    Video Testimonial Request

    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.

    View details

    Post-Filing Review Request Sequence

    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.

    View details

    AI-Powered Review Auto-Responder

    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.

    View details

    Video & Written Testimonial Collection

    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.

    View details

    Client Re-Engagement Campaign

    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.

    View details

    Referral Thank-You & Recognition

    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.

    View details

    Birthday & Anniversary Loyalty

    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.

    View details

    Net Promoter Score (NPS) Survey

    Annual NPS measuring satisfaction

    StandardSaves 3-5 hours/week

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

    View details

    Membership Renewal Automation

    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

    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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    Professional Partner Nurture Campaign

    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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    VIP High-Value Client Nurture

    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.

    View details
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