Chat Starter AI™ for Employee Retention Credit (ERC) Services

Business owners seeking Employee Retention Credit (ERC) guidance want quick answers, clarity, and trust that their claims will be handled correctly. Missed calls or delayed replies often mean losing them to another firm. Chat Starter AI™ ensures every inquiry is answered instantly, consultations are booked quickly, and follow-ups help you secure more ERC clients.

What's Inside this system:

  • Pre-built chat & voice flows tailored for ERC inquiries

  • Automatic missed-call text back (never lose a lead)

  • Lead capture & qualification (business size, payroll details, eligibility)

  • CRM to manage clients, documentation & claims

  • Online booking calendars for consultations & document reviews

  • Automated confirmations, reminders & follow-ups

  • Review request system to strengthen credibility

  • Analytics dashboard to track calls, leads & conversions

How it Works:

  1. Inquiry – A business owner calls, texts, or chats about ERC eligibility.

  2. Qualification – AI gathers details (employee count, payroll, PPP loans, timeframe).

  3. Booking – The system schedules a consultation or review directly into your calendar.

  4. Follow-Up – Clients receive confirmations, reminders, and review requests after meetings.

Results You Can Expect:

  • 📈 More booked ERC consultations & signed clients

  • ⚡ Faster replies to business owners (AI answers instantly, 24/7)

  • ✅ Stronger credibility with automated reviews & reminders

Get Started:

Book a Strategy Call today and see how Chat Starter AI™ can help grow your ERC service business.

  • 👉 Includes a 14-Day Free Trial after onboarding

  • 👉 Eligible for our 30-Day Proof Offer

Frequently Asked Questions:

How quickly can I start?

Most ERC services are live within 48 hours.

Does it integrate with my scheduling or CRM system?

Yes—our platform works with most major tools.

What support is included?

You’ll have access to live strategy calls, email, and chat support.

When does my free trial begin?

Your 14-day trial starts immediately after onboarding.

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