Tasks and Reminders are tools used for client outreach. Combined with automations, you can prescribe the touchpoints that matter in your client's journey.
Tasks and Reminders work best as prompts to manually reach out to a client via SMS, email, or phone. You can send a personalized email or SMS message directly from the task without leaving the screen!
Tasks can also be used for staff or in-studio reminders/alerts.
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 has been completed, click Mark Completed
Tips when incorporating Tasks and Reminders
Determine what touchpoints 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 among staff members, consider creating a User Group for tasks or phone-call reminders to assign.
Consider if certain tasks are best completed by a manager (i.e., negative CSAT rating)
Add scripts to tasks when building them into automations to help staff members feel prepared when reaching out to clients!