Military Taxes GHL Snapshot

Military Taxes Snapshot Inclusions 

Funnels & Pages

Calendars

Forms

CRM & Pipeline

✓ Military Tax Client Journey

Included Stages:

New Lead 

Consult Booked

Consult Completed

Documents Requested

Return In Prep

Review & E-Sign

E-Filed – Pending

Refund Received / Closed Won

Off-Season Nurture / Referral

Automation Workflows

Email Templates

Tags & Automation Assets

Custom Values

Internal Notifications

Documentation

✓ Snapshot Installation Guide

✓ Workflow Overview

✓ Pipeline Overview

✓ Sales Page

Bonus

✓ Complete Military Tax CRM System

✓ Automated Military Lead Capture & Follow-Up

✓ Military Tax Consultation Booking & Reminders

✓ Military-Specific Document Collection System

✓ Multi-State & Residency Intake Automation

✓ Combat Zone / Deployment Extension Tracker

✓ Military Spouse MSRRA Nurture

✓ Return Status & Refund Tracking System

✓ Referral & Unit/Base Ambassador Program

✓ PCS Season & Drill Weekend Off-Season Nurture

✓ Review Request 

✓ Internal Staff Task 

✓ Ready-to-Deploy Military Tax Services 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.