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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

Frozen/Paused Membership Recovery

$199

When members freeze their account, launch a re-engagement sequence to get them back before they cancel

StandardSaves 3-5 hours/week

When members freeze their account, launch a re-engagement sequence to get them back before they cancel.

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Attorney-CPA Cross-Referral Pipeline

$199

Manages bidirectional referrals between CPA and attorney partners for estate planning, business formation, divorce

StandardSaves 3-5 hours/week

Manages bidirectional referrals between CPA and attorney partners for estate planning, business formation, divorce.

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Financial Advisor Partnership Pipeline

$199

Manages FA partnerships for investment advice, retirement planning, and insurance referrals

StandardSaves 3-5 hours/week

Manages FA partnerships for investment advice, retirement planning, and insurance referrals.

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Post-Treatment Follow-Up

$199

Automated post-treatment/procedure check-ins with care instructions and next-appointment scheduling

StandardSaves 3-5 hours/week

Automated post-treatment/procedure check-ins with care instructions and next-appointment scheduling.

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Contact Lens Reorder Automation

$199

Automated contact lens reorder reminders based on prescription duration — capture reorder revenue before they go online

StandardSaves 3-5 hours/week

Automated contact lens reorder reminders based on prescription duration — capture reorder revenue before they go online.

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New Referral Partner Onboarding

$199

Onboards new referral partners with welcome kit, referral process, co-branded materials, and unique tracking link

StandardSaves 3-5 hours/week

Onboards new referral partners with welcome kit, referral process, co-branded materials, and unique tracking link.

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Annual Eye Exam Recall

$199

Automatically recall patients for annual eye exams — the #1 revenue driver for optometry practices

StandardSaves 3-5 hours/week

Automatically recall patients for annual eye exams — the #1 revenue driver for optometry practices.

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New Business Formation Campaign

$199

Multi-touch campaign for entrepreneurs about entity selection, tax elections, bookkeeping setup, and payroll compliance

StandardSaves 3-5 hours/week

Multi-touch campaign for entrepreneurs about entity selection, tax elections, bookkeeping setup, and payroll compliance.

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AI Intake Form Automation

$199

Auto-send and track intake forms before appointments

StandardSaves 3-5 hours/week

Auto-send and track intake forms before appointments. AI follows up on incomplete forms.

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Seasonal Tax Awareness Campaign

$199

Quarterly campaigns timed to financial milestones: Q1 tax prep, Q2 mid-year review, Q3 education credits, Q4 year-end pl

StandardSaves 3-5 hours/week

Quarterly campaigns timed to financial milestones: Q1 tax prep, Q2 mid-year review, Q3 education credits, Q4 year-end planning.

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Payment & Invoice Automation

$199

Automate invoice delivery, payment reminders, and overdue follow-up

StandardSaves 3-5 hours/week

Automate invoice delivery, payment reminders, and overdue follow-up.

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IRS Audit Defense Marketing Campaign

$199

Educational campaign about audit risk, defense services, and the firm's support guarantee

StandardSaves 3-5 hours/week

Educational campaign about audit risk, defense services, and the firm's support guarantee. Includes audit risk quiz lead magnet.

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