Tax Planning GHL Snapshot

Tax Planning Snapshot Inclusions 

Funnels & Pages

Calendars

Forms

CRM & Pipeline

✓ Lead Management Pipeline

Included Stages:

New Lead/ Quiz Completed

Hot Lead

Strategy Session Booked

Strategy Session Completed

Document Collection

Tax Plan Proposal

Action Plan/ Task Tracking

Quarterly Strategy Check-In & Estimated Tax Reminders

Annual Renewal

Referral

Long Term Nurture

Review Request

Automation Workflows

Email Templates

Tags & Automation Assets

Smart Lists 

Custom Values

Internal Notifications

Documentation

✓ Snapshot Installation Guide

✓ Workflow Overview

✓ Pipeline Overview

Bonus

✓ Complete Tax Planning CRM System

✓ Automated Lead Capture & Qualification

✓ Automated Quiz Scoring & Lead Routing

✓ Consultation Booking & Follow-Up System

✓ Sales Page Homepage

✓ Client Onboarding & Document Collection

✓ Tax Plan Implementation Tracking

✓ Active Client Management System

✓ Quarterly Client Engagement System

✓ Annual Renewal & Win-Back System

✓ Monthly Lead Nurture System

✓ Bookkeeping Application & Onboarding System

✓ Referral & Review Request Automation

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.