TAXCRM
Swift Express Tax & Consulting
Automated client onboarding, review management, and referral program in GHL.
The Challenge
Manual onboarding and reputation management were consuming staff time and limiting referral growth.
The Solution
Built automated onboarding sequences, a review-generation campaign, and a referral program inside GHL — turning routine client touchpoints into hands-off workflows.
Key Features
- Automated client onboarding
- Review generation campaigns
- Referral program automation
- Centralized client communication
Results
Most routine onboarding and reputation work now fully automated.
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