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188 automations found
When members freeze their account, launch a re-engagement sequence to get them back before they cancel
When members freeze their account, launch a re-engagement sequence to get them back before they cancel.
Manages bidirectional referrals between CPA and attorney partners for estate planning, business formation, divorce
Manages bidirectional referrals between CPA and attorney partners for estate planning, business formation, divorce.
Manages FA partnerships for investment advice, retirement planning, and insurance referrals
Manages FA partnerships for investment advice, retirement planning, and insurance referrals.
Automated post-treatment/procedure check-ins with care instructions and next-appointment scheduling
Automated post-treatment/procedure check-ins with care instructions and next-appointment scheduling.
Onboards new referral partners with welcome kit, referral process, co-branded materials, and unique tracking link
Onboards new referral partners with welcome kit, referral process, co-branded materials, and unique tracking link.
Automated contact lens reorder reminders based on prescription duration — capture reorder revenue before they go online
Automated contact lens reorder reminders based on prescription duration — capture reorder revenue before they go online.
Multi-touch campaign for entrepreneurs about entity selection, tax elections, bookkeeping setup, and payroll compliance
Multi-touch campaign for entrepreneurs about entity selection, tax elections, bookkeeping setup, and payroll compliance.
Automatically recall patients for annual eye exams — the #1 revenue driver for optometry practices
Automatically recall patients for annual eye exams — the #1 revenue driver for optometry practices.
Auto-send and track intake forms before appointments
Auto-send and track intake forms before appointments. AI follows up on incomplete forms.
Quarterly campaigns timed to financial milestones: Q1 tax prep, Q2 mid-year review, Q3 education credits, Q4 year-end pl
Quarterly campaigns timed to financial milestones: Q1 tax prep, Q2 mid-year review, Q3 education credits, Q4 year-end planning.
Educational campaign about audit risk, defense services, and the firm's support guarantee
Educational campaign about audit risk, defense services, and the firm's support guarantee. Includes audit risk quiz lead magnet.
Automate invoice delivery, payment reminders, and overdue follow-up
Automate invoice delivery, payment reminders, and overdue follow-up.