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The Loyalty Tax Engine

37 files: the Make watch and outreach blueprints, both setup guides, the ChatGPT and Claude loyalty-tax skill, the compliance pack, the field map and the sample clients.

Download the Loyalty Tax EngineZIP · 37 files

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Do these in order

Create the fields. Import the watch. Test on yourself.

Do not skip the first step. If the field names are missing, the imported modules show as invalid.

Stuck, or the file will not open? Email matt@thebrokertimes.com.au and we will sort it out.

Leave the client switch off. Every watch sends auto_email_client = false. Flip it only after the loop below is clean on your own record.

  1. Create the fields

    In your CRM, create or map tbt_current_rate, tbt_new_money_rate, tbt_loyalty_gap_bps, tbt_loyalty_state and tbt_last_loyalty_touch. If you already store the current variable rate under another name, map that field. Exact names per CRM are in 05-templates/CRM-Field-Map.csv and 01-guides/CRM-SCENARIOS.md.

  2. Import the watch

    Open 00-start-here/README.md. On Make: import the outreach blueprint first, copy the webhook URL, then import the watch for your CRM (or the Google Sheets bridge) and paste that URL in. On Zapier: open the click-by-click guide. Zapier cannot import a workflow file.

  3. Test it on yourself

    Add yourself as an existing client with a loyalty-tax date a gap at or above 25 bps. Run once. You should get a broker email, a task and a CRM note. You should not get a client email. Run again: no second draft for that window. Set the record to opt-out and confirm nothing drafts.

Then, and only then

Read the first drafts. Keep the licence human.

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    Read 04-compliance. Four short files. Consent, what the AI must never say, and the pre-launch checklist.
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    Load the skill from 03-skill into ChatGPT or Claude if you want the same conversation draft in the chat tools.
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    If a draft quotes a rate or invents a saving, delete it. Do not send it. Check the prompt has not been edited.

The Loyalty Tax Engine is an implementation toolkit. It is not legal, compliance, credit or financial advice. The database is yours and the licence is yours.

Setup Tutorials

Set Up Your Loyalty Tax Engine

Use the three video guides below to configure your Loyalty Tax Engine. Play a tutorial here or open it in the larger centre-screen viewer.

Broker Times — Loyalty Tax Engine

Hubspot Property Setup

Create the required HubSpot properties so the Loyalty Tax Engine can store and update your clients’ rate information correctly.

Broker Times — Loyalty Tax Engine

Make Setup

Setup the Loyalty Tax Engine to HubSpot and activate the complete workflow using Make.

Broker Times — Loyalty Tax Engine

Zapier Setup

Connect the Loyalty Tax Engine to HubSpot and activate the complete workflow using Zapier.

Need a closer look? Select “Watch video” beneath any video to open it in the centre of the screen.