What can task automation do for you?
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.
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.
There are lots of ways you can use tasks
Here are some of the possibilities.
Call a lead who meets qualifying factors based on form fill out.
Call a customer in response to a support request.
Call a lead with a high lead score who is visiting your site right now.
Call new clients to welcome them.
Call a lead in response to Contact Us form fill out.
Send a handwritten thank you note.
File medical paperwork in a patient’s physical file.
Review the response to your proposal.
Review testimonials gathered from survey.
Respond to customer satisfaction survey negative respondent.
9 creative ways to streamline your workflow with task automation software
Check out these creative ways some of our clients integrate Tasks with their automated internal business processes to keep their workflows running smoothly.
You don't have time to micromanage your sales team; do this instead
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.
Task Automation in Ontraport
Learn how to use Ontraport to assign tasks to your team members, alert them of deadlines, and record outcomes.
Frequently Asked Questions
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