Tasks notify team members to do something, like make a phone call or review an application. Then, the outcome of the task is captured to automate what happens next.
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What can task automation do for you?
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Automation is amazing, but sometimes the personal touch is best. Real life conversations can be the clincher when making a sale, welcoming a new customer, or answering a lead’s question.
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Tasks alert team members to take an action, then team members set automation back in motion based on the outcome. Your pipeline keeps moving and your team’s work gets done.
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Deliver choreographed, multi-channel experiences to your customers so they get what they need at the right time, making them more likely to buy and be satisfied with their experience.
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How tasks work
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You’ll build tasks into your funnels at the appropriate points, such as after a Free Consultation form is filled out or a product is purchased, or you can manually create tasks on the fly. Here’s what happens next.
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Team member receives notification via email or text that it’s time to connect with a customer. Notification includes any pertinent information and guidance.
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Team member reaches out to customer.
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Team member reaches out to customer.
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Team member selects the task outcome to dictate the next automated steps.
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Team member fills out a form as part of task completion to save information, such as client intake survey responses or date and time of next appointment scheduled.
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Team member fills out a form as part of task completion to save information, such as client intake survey responses or date and time of next appointment scheduled.
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There are lots of ways you can use tasks
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Here are some of the possibilities.
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Call a lead who meets qualifying factors based on form fill out.
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Call a customer in response to a support request.
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Call a lead with a high lead score who is visiting your site right now.
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Call new clients to welcome them.
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Call a lead in response to Contact Us form fill out.
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Send a handwritten thank you note.
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File medical paperwork in patient’s physical file.
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Review the response to your proposal.
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Review testimonials gathered from survey.
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Respond to customer satisfaction survey negative respondent.
“The automated messaging and task management is the best investment we have made in our company. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that this never happens.”
- Eric Foronjy, Hague Quality Water
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The automated messaging and task management is the best investment we have made in our company. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that this never happens.
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Eric Foronjy
Hague Quality Water
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What happens after a task is complete?
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When it’s time for the humans to throw the ball back to automation, they’ll simply select from your predetermined possible outcomes to set the next steps in motion.
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Related Resources
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9 Creative Ways to Streamline Your Workflow With Task Automation
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Check out these creative ways some of our clients integrate Tasks with their automated internal business processes to keep their workflows running smoothly.
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You Don't Have Time to Micromanage Your Sales Team; Do This Instead
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The last thing you want to do is micromanage your sales team, but how else can you make sure they aren’t losing out on opportunities because of inconsistent follow-up? There is a better way, and it’s called sales force automation.
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Task Automation in Ontraport
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Learn how to use Ontraport to assign tasks to your team members, alert them of deadlines, and record outcomes.
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Turn your business on with Ontraport.
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