TAX PREP SNAPSHOT FOR GHL

🧾 Tax Prep Automation Snapshot

Turn more leads into paying tax clients — on autopilot.

This done-for-you automation system is built for tax professionals who are tired of losing leads, chasing no-shows, and wasting time on manual follow-up. With this snapshot, you’ll instantly plug a full client journey into your CRM and start converting more prospects without lifting a finger

✅ What’s Inside the Snapshot:

• Pipelines – From New Lead → Appointment → Nurture → Paid Client
• Workflows – Automated text + email follow-up sequences, appointment reminders, no-show recovery, re-engagement, and purchase notifications
• Custom Forms – Lead capture, appointment booking, client intake, and confirmations
• Branded Funnels – Opt-in page, booking page, and thank-you page with space for your logo, team, and offers
• Custom Values – Personalize everything with your business name, email, offers, and images in minutes

🚀 What It Does for You:

• Welcomes every lead instantly with SMS + email
• Books and confirms tax appointments automatically
• Sends reminders so clients actually show up
• Re-engages stale leads until they book again
• Tags and tracks every client when they pay
• Runs hands-free so you can focus on preparing taxes, not chasing people

Whether you’re a solo tax pro or running a full team, this system gives you a 24/7 digital assistant that never forgets a follow-up

💡 Load it into your account, customize your branding, and launch in under an hour.