GHL Tax office snapshot

Tax Preparation Snapshot Inclusions

Funnels & Pages

Calendars

Forms

CRM & Pipeline

✓ Lead Management Pipeline

Included Stages:

• New Lead

• Consultation Scheduled

• Consultation Completed

• Contract Send

• Contract Signed

• Documents Requested

• Documents Received

• Tax Return In Progress

• Ready for Review

• Ready for Signature

• Filed 

• Funded

• Follow Up Needed

• Lost

Automation Workflows

Email Templates

Tags & Automation Assets

Contract

Design Kit

Custom Values

Internal Notifications

Documentation

✓ Snapshot Installation Guide

✓ Workflow Overview

✓ Pipeline Overview

Bonus

✓ Tax Office Client Onboarding System

✓ Automated Document Collection Process

✓ Automated Client Follow-Up Sequences

✓ Ready-to-Use Tax Preparation CRM System

If you want installed and designed for you it’s $599 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.