Tax Software Service Bureau GHL Snapshot
Tax Preparation Service Bureau Snapshot Inclusions
Funnels & Pages
Calendars
Forms
CRM & Pipeline
✓ Give me another tax auntie style 60 second AI reel saying my service bureau ghl buildout $1299 plus $499 if you want a branded ERO academy uploaded to your sb ghl community and I know yall getting them ERO loans Friday why not invest in your 1st year as a service bureau. Give me the screen and background prompts to use and all what all it includes
You’re getting 6 CONNECTED PIPELINES built to help manage your EROs from LEAD ➡️ ONBOARDING ➡️ BANK APPROVAL ➡️ SOFTWARE ACTIVATION ➡️ TAX-SEASON READY ➡️ RENEWAL! 💻🔥
Your buildout includes:
✅ 6 Service Bureau Pipelines
✅ 50 Automated Workflows
✅ ERO Recruiting + Lead Capture
✅ Consultation Booking & Follow-Up
✅ ERO Applications
✅ EFIN Verification Tracking
✅ Bank Enrollment Tracking
✅ Automated ERO Onboarding
✅ Software Activation Tracking
✅ Training & Readiness Tracking
✅ Active/Inactive ERO Management
✅ Support Ticket System
✅ Production Milestones
✅ High-Volume ERO Recognition
✅ Renewals + Retention
✅ Cold Lead Reactivation
✅ Service Bureau CEO Dashboard
✅ ERO Portal + Resource Center
AND MORE! 😮💨🔥
🤖 When an ERO signs up, your system can automatically start onboarding, send agreements, request EFIN documents, send checklists, assign tasks, give portal access and MOVE THEM THROUGH THE PROCESS!
ERO Recruitment Pipeline
Included Stages:
New Inquiry
Discovery Call Scheduled
Discovery Call Completed
Application Submitted
Under Review
Approved
Agreement Signed
Cold / Unresponsive
Not a Fit
✓ ERO Onboarding Pipeline
1. Onboarding In Progress
2. Software Setup Complete
3. First Return Filed
4. Active — Tax Season
5. High Volume ERO (50+ returns)
6. Support Ticket Open
7. Renewal Pending
8. Renewed / Retained
9. Churned / Did Not Renew
Automation Workflows
Email Templates
Tags & Automation Assets
Smart Lists
Custom Values
Internal Notifications
Documentation
✓ Snapshot Installation Guide
✓ Workflow Overview
✓ Pipeline Overview
Bonus
✓ Complete Tax Software Service Bureau CRM System
✓ Automated ERO Lead Capture System
✓ Automated Consultation Booking & Follow-Up
✓ ERO Application Process
✓ Onboarding System
✓ EFIN Verification Tracking Workflow
✓ Active ERO Management System
✓ High-Volume ERO Recognition Automation
✓ Renewal & Retention Campaigns
✓ Cold Lead Reactivation Campaign
✓ Support Ticket Management Workflow
✓ Ready-to-Deploy Tax Software Service Bureau Snapshot
If you want installed and designed for you it’s $799 after purchase. Email info@crutchfieldtaxes.com with order#. Allow 7-10 days after purchase for buildout designed. Property of Crutchfield Taxes and Financial Solutions. Can NOT be resold or duplicated, ONLY for individual use of purchaser.
