Playbooks / Accounting / Practice Growth
Advisory Upsell Drafts
When records show a trigger (entity growth, payroll additions, big life events), draft the advisory-conversation opener for professional review.
How to run it
Open Accounting > Practice Growth > Advisory Upsell Drafts in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Advisory Upsell Drafts workflow. Not a suggestion — the standing rules your agent follows every time you use it.
When records show a trigger (entity growth, payroll additions, big life events), draft the advisory-conversation opener for professional review.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Advisory Upsell Drafts workflow on something of yours.