Transform Your Consulting Business: Automate, Optimize, and Thrive!

Your time is your most valuable asset. Managing client communication, follow-ups, and day-to-day operations manually can slow down growth and limit your ability to focus on what truly matters—serving your clients and increasing revenue.

That’s where automation comes in. Our tailored solutions help you streamline operations, reduce manual workload, and create a seamless client experience, all while driving more profitability. Whether you’re looking to enhance customer engagement, improve lead conversion, or scale efficiently, our automation packages are designed to support your business growth.

FEATURES

Our Features & Benefits

Document Collection Automation

Streamline tax workflows with automated requests, reminders, and secure storage—save time and ensure accuracy.

Appointment

Scheduling

Automate scheduling with appointments, reminders, and updates—enhancing client engagement and minimizing no-shows.

Client

Follow-Up

Automate reminders for tax deadlines and appointments via email and SMS, ensuring timely follow-ups.

Missed Call Text

Back Feature

Automate follow-ups if a client misses a call, ensuring you never miss a lead.

AI Chatbot with

Payments

AI chatbot that helps with more complex client queries and integrates across website, Facebook Messenger, and LinkedIn.

Custom Workflow Development

Streamline internal processes like audit prep and compliance tracking with custom workflows designed to enhance efficiency and accuracy effortlessly.

Dedicated Account

Manager

Get a dedicated account manager with monthly strategy calls to optimize automations and ensure your workflows deliver maximum results.

Website & Funnel

Creation

Create fully automated websites and funnels designed to streamline lead generation and maximize sales conversions effortlessly.

Step Inside Your Future CRM Solution

Testimonials

Success Stories That Inspire

From strategic SEO optimization to targeted social media campaigns, they had
a solution for every challenge. Thanks to their expertise, my revenue
has doubled in just six months.

Mark Shelton

Working with OmniNeuro was a game-changer for my small business. Their team's dedication and creative approach breathed new life into our brand.

Paul Edwards

Their data-driven insights and marketing strategies have consistently exceeded our expectations, resulting in significant ROI. I highly recommend them to any business

George Kanaan

Revised Pricing Structure with Expanded Services

Choose the Perfect Package for Your Business!

Basic Package

Automation Starter

Small firms needing foundational automation and additional support as they scale.

$750 one-time setup + $350/month

  • Document Collection Automation

  • Basic Client Follow-Up (email & SMS reminders for tax deadlines and appointments)

  • Appointment Scheduling

  • Client Engagement (quarterly emails with tax tips)

  • Missed Call Text Back Feature: Automate follow-ups if a client misses a call, ensuring you never miss a lead.

  • AI Chatbot Assistance (Basic): Automate common queries from clients with a simple chatbot for your website or social media.

Growth Option: Add-on services like separate phone numbers for lead management, or QuickBooks integration for $100 extra/month.

Standard Package

Professional Automation

Medium-sized firms that need integrated services and advanced automation features.

$1,750 one-time setup + $650/month

  • All Basic Package Features

  • Advanced Document Collection Automation with internal task automation.

  • CRM Integration: Full CRM setup with service-based segmentation (tax prep, bookkeeping).

  • Client Retention Automation: Quarterly check-ins, review requests, upsell campaigns.

  • AI Chatbot Assistance (Advanced): AI chatbot that helps with more complex client queries and integrates across website, Facebook Messenger, and LinkedIn.

  • Reporting Automation: Automate monthly or quarterly reports.

  • GMB & Social Media Integrations: Automate review requests and manage your online presence with Google My Business (GMB) and social media reviews.

Growth Option: Website & Funnel Creation as an add-on for $300 extra/month.

Premium Package

Enterprise Automation

Large firms or enterprises needing customized automation and integrated business solutions.

$3,500 one-time setup + $1,200/month

Choose Premium

  • All Standard Package Features

  • Custom Workflow Development for internal processes (audit prep, compliance tracking).

  • Dedicated Account Manager: Monthly strategy calls for optimizing automations.

  • AI Chatbot with Payments: Offer clients the ability to make payments through the AI chatbot.

  • Payments on the Go: Integrate with mobile payment solutions for easy invoicing and client payment processing.

  • Website & Funnel Creation: Build fully automated funnels for lead generation and sales conversions.

  • Advanced Social Media Management: Manage and schedule posts, ads, and reputation management across Facebook, LinkedIn, Instagram, and Twitter.

  • QuickBooks & LinkedIn Integration:Automate client accounting with QuickBooks and manage professional networking leads through LinkedIn.

Growth Option: Add-on services like separate phone numbers for lead management, or QuickBooks integration for $100 extra/month.

Time-saving and scalability-focused solutions is what we provide.