Tax Resolution GHL Snapshot

Tax Resolution Snapshot Inclusions 

Funnels & Pages

Calendars

Forms

CRM & Pipeline

✓ Case Pipeline

Included Stages:

New Inquiry

Consult Scheduled

Case Evaluation

Engagement / Retainer

Investigation

Resolution Strategy

Resolution Filed

Negotiation / Pending IRS

Resolved / Closed Won

Closed Lost / Not a fit

Automation Workflows

Email Templates

Tags & Automation Assets

Custom Values

Internal Notifications

Documentation

✓ Snapshot Installation Guide

✓ Workflow Overview

✓ Pipeline Overview

✓ Sales Page

Bonus

✓ Complete Tax Resolution CRM System

✓ Automated Lead Capture & Follow-Up

✓ Consultation Booking & Reminders

✓ Document Collection System

✓ IRS Deadline & Notice Tracking

✓ Urgent Levy / Garnishment Escalation

✓ Client Status Update System

✓ Retainer & Payment Reminders

✓ Referral Partner Nurture

✓ Long-Term Lead Nurture

✓ Resolution Won & Review Workflow

✓ Ready-to-Deploy Tax Resolution System 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.