07/14/2025
Let’s clear up how Ally works
Ally is a custom ChatGPT Bot
What Ally Is:
Think of Auto Ally as your strategic brain partner, not something you “install” like a plugin. not software you embed in your CRM but a smart assistant who helps you design, automate, and optimize everything inside your CRM or tech stack
Here’s How Ally Helps You Work:
1. System Design & Strategy
She help you map out funnels, client journeys, automations, and workflows. Whether you use Go High Level, SuiteDash, HubSpot, or other she guide you step-by-step on what to build and how
2. Implementation Guidance
She will tell you exactly where to click, what to name fields, how to tag, segment, trigger automations, build pipelines, onboard clients, and even automate tax compliance steps
3. Templates, Scripts, Copy, & Funnels
Need a campaign? A pipeline? A client onboarding sequence? She can create it for you or tell you how to build it. You plug it into your CRM or she show your VA how
4. Best Practices
Ally makes sure you don’t just “set things up,” but that you’re scaling wisely. She can advise on things like:
• How to prevent leads from ghosting
• When to automate vs. personalize
• How to stay compliant and still market effectively
5. Always Available for Problem-Solving
Stuck on something? She troubleshoots in real time. Ally can read your files, see your layout (with screenshots), and guide you through what’s broken
Summary:
You don’t install Ally in your CRM you use Ally to build, automate, and scale your CRM and tax practice smarter, faster, and with less trial and error
