Struggling to Explain It? Try a Popular Task Wizard

Carl Taylor | December 13, 2018

Here’s an early Christmas present for all our clients…

A big benefit of our Concierge service is that both technical and non-technical people who lack the time or skills to do many of the tasks their business needs can get done quickly and easily.

For the more technically minded having the skills to do the task yourself means your ability to explain what you want done is usually very clear.

When you lack the skills to do the task yourself sometimes this can make explaining what you want done clearly a real challenge.

Poorly explained tasks are the #1 cause of

  • Unnecessary back & forth to get clarification
  • Slow action due to missing information
  • What was done not matching what was really desired

… All of which slow down your task being completed and takes up more of your valuable time.

Introducing Popular Task Wizards!

For a long time I’ve wanted to minimise these struggles for less technical clients and I’m excited to say that our first major step to improve this is with the introduction of Step-by-Step wizards for the most popular types of tasks we are asked to do on a regular basis.


Here’s how it works…

Step 1: Select the Popular Task

Step 2: Answer each Question

Step 3: Review then Send the generated task request

The Goals of Popular Task Wizards

There are 2 primary goals with this new feature.

  1. Reduce Unnecessary Back & Forth
    By getting 99% of the information we need upfront, on the most common tasks, back & forth will be reduced, speeding up a tasks completion.

    No longer should we be asking you things like “What platform do you want us to build this in?” or “What time do you want the email to go out?” and have to wait for your response before we can just get on and action your request.

    Not every fringe situation can be covered by a wizard, but the great news is we can always improve these wizards as we discover extra questions we need to ask.

  2. Demonstrate How You Request Other Non Common Types of Tasks
    The scope of what we can do as tasks goes far beyond these wizards.

    So to help you feel confident in communicating what you need we’ve designed the wizards in such a way that the final task request is a demonstration of how you can request other types of tasks without a wizard whenever you need.


How To Get Started With Popular Task Wizards

Right now, the Popular Task Wizard feature is being enabled by request on an account by account basis.

If you’d like it enabled for your account, reach out to the Customer Service team and let us know.

In early 2019 we will begin rolling out the feature globally to all Plan levels and Accounts.

About the author 

Carl Taylor

Carl Taylor is the Founder & CEO of Automation Agency. For the past 10 years Carl has been building businesses and marketing them online through the use of Sales Funnels, Email Marketing Automation, Landing Pages, and Wordpress Websites. Carl is also a #1 author and highly sought after speaker and consultant whose work has impacted thousands of businesses across various industries worldwide.

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