Tasks are a powerful tool to help you streamline your client outreach. When combined with automations, you can prescribe the touch points that are more important in your client's journey.
What capabilities do 'Tasks' or 'Phone Call Reminders' Have?
Tasks or Phone Call Reminders are best utilized for a prompt to manually reach out to a client via SMS, email, or phone. A personalized email or SMS message can be sent directly from the task without having to leave the screen!
*The Sales Management is feature flagged (messaging from tasks) right now and only enabled for select customer accounts currently. Coming soon for all accounts!*
Tasks can also be used for staff or for in-studio reminders/alerts (i.e. prepare a gift for a client hitting a 500 class milestone).
Recording outcomes populate data in the 'Reporting' page and help you determine the efficacy of your outreach.
After an outcome is selected, you can choose a follow-up action:
Completing tasks
When staff are completing their assigned tasks, they may sort by...
Assignee (individual or user group):
Status (incomplete, overdue, complete):
And order (newest or oldest first):
Tips when incorporating tasks and phone call reminders
Determine what touch-points in your customer journey would benefit from personal staff outreach (i.e. new client completed first class, new member joined, new lead needs help to schedule a class, milestone achievement)
If client outreach responsibilities are split amongst various staff members, consider creating a User Group for the tasks or phone call reminders to be assigned.
Consider if certain tasks are best completed by a manager (i.e. negative CSAT rating)
Add scripts to tasks when building them into automations, helping staff members feel prepared when reaching out to clients!
Ready to build tasks into your automation?