Rely on powerful automations and let micromanaging become a thing of the past.
Let’s say your intern has to create a social media post every work day...
Receive Email Inquiry
Assign to next available
sales team member
Set customer state
as "Lead" in CRM
no response in 3 days
set lead state as cold
and set task to send
follow up email
Set lead to hot if
they do respond
and set task to send
demo
set task to send follow up
email in 30 days
send task to close client
send client to cold lead
and send task to follow up
in 1 week
client won then send to "Won" state and if lost send to "Lost" Bucket
Idea submitted
and is held in "Idea Vault" project
Idea chosen to begin writing and automatically assigned to one of our two Content Rockstars to write
Deadline set for 2 days
Sent to "Content
in progress" project
Send to our designer to create images an set deadline for 2 days
sent reminder email
and change priority status
to very high
send reminder email and change priority status to very high
finish images,
send to editor and set deadline for 1 day
send to "Finished and published content - Vault" project
send reminder email
and set high priority
Bug task submitted
Sent to junior dev
Set deadline
for 12 hours
sent to lead dev
for review
send reminder
and adjust deadline
send reminder or send back
to junior dev for further
development
send to tester
create task to send to production
and send to production workflow
send back to lead dev
