Tasks and Reminders are tools used for client outreach. When combined with automations, you can prescribe the touch points that are important in your client's journey.
Tasks or 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!
Tasks can also be used for staff or in-studio reminders/alerts (i.e. prepare a gift for a client hitting a 500 class milestone).
Sales & Follow-Up Management
Under Sales > Follow-Up Management, you can view all tasks. The Search bar will look for the Customer, Task, Campaign, and Assignee Name.
The filters include
Status
Due Today, Incomplete, Complete, and Overdue
Campaign
If a Campaign does not have a Task associated with it, the Campaign will not appear in the filter.
Assignee
User and Groups
Mark as Completed
Click on any Task to view the details or make any changes. Once the task as been completed, click Mark Completed
Tips when incorporating Tasks and 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 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?