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.
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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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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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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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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.