The Tasks feature allows you to assign specific, actionable items for yourself or your team to complete in relation to each lead. These tasks are typically outreach-focused and can be automated or manually assigned. They keep you organized and ensure that you follow up with each lead in a timely and structured manner.
The Notes feature allows you to document any important interactions or updates on a lead, such as phone call details, preferences, or status changes. This helps maintain continuity, especially if multiple team members work on the same account or need to review past interactions.
The platform breaks down the follow-up process into manageable assigned tasks over a 10-week period for each lead in the New Lead Column. Each task is an outbound call that coincides with the automated messaging that the leads receive. Every AP task has a phone script/ voicemail script, so you’re always aware of when and how you should engage with the lead. These tasks ensure you never miss an opportunity to reach out, build rapport, and nurture a potential client.
The tasks are easily accessible from the Lead's Contact Card, clicking the task icon on the right hand side and from the Opportunity board.
Tasks and notes can be easily accessed from the contact card of each lead on the Opportunities Board.
For an overview of all tasks pending, we recommend adding to your Opportunities Board. You can do this by clicking menu on the top right hand side.
Select "Additional Info" then check the "Task" option then select "Apply".
The AP New Lead follow-up sequence is 10 weeks. It is designed to keep your business top of mind while varying outreach methods to increase the chances of connecting with leads. By spreading out your contact attempts over 10 weeks, you're more likely to reach them at a time when they are ready to take action. This approach, supported by tasks and automation, ensures consistent check-ins. When our clients complete all assigned outreach tasks, they notice improved response rates and higher engagement.
The Tasks feature ensures that you have scheduled outreach reminders. Since tasks are set to coincide with automation, they act as a safeguard, making sure no lead slips through the cracks. You’ll always know when to take action and what your next step should be.
You can absolutely create your own tasks! While AP automates many outreach tasks based on pre-set workflows, you have the flexibility to add manual tasks as needed. This is especially helpful if you want to customize your lead outreach based on unique interactions, preferences, or insights gathered through conversations.
The Notes feature allows you to keep a detailed record of all important information and interactions with each lead. This is useful for personalizing future outreach, tracking the lead’s progress, or sharing insights with your team.
By combining Tasks with Notes, you’re able to track the history of each lead’s journey and ensure that you tailor your approach based on past interactions.
When a lead enters your system, automation sequences (e.g., email, SMS, or voicemails) are triggered. Alongside these, specific tasks are assigned to you or your team to complement the automated touchpoints with personal outreach. This way, each automated message is followed up with a relevant manual task, ensuring a human touch in your lead nurturing process.
AP platform provides an easy-to-read dashboard that shows all pending, completed, and overdue tasks. You can filter tasks by leads or due dates, allowing you to prioritize your outreach activities effectively. By keeping up with your assigned tasks, you'll maintain a steady rhythm of engagement with your leads.
If you miss a task, it will remain in your task list as overdue, serving as a reminder to complete it. While automation may continue, it’s important to complete your tasks to ensure that you’re actively following up and adding that personalized touch to your outreach.
Yes! Both tasks and notes can be shared with your team, making collaboration easy. Team members can see the tasks assigned to them or others and check notes for any updates on lead interactions, ensuring consistency and continuity across your team.
You should update the Notes section whenever there is a significant interaction with a lead—whether that’s after a call, meeting, or message. Staying up to date with notes ensures that you and your team have the latest information on a lead's status, preferences, and conversion potential, providing everyone with visibility into outreach efforts and lead insights
Using Tasks ensures that your outreach is consistent, timely, and spread out over the ideal period for lead nurturing. Notes provide a history of the lead’s interactions and status, helping you stay informed and adapt your strategy. Together, they will help your team cultivate relationships with your leads, drive conversions, and ensure no opportunities are missed.
Stay Consistent: Ensure you check and complete your tasks daily.
Update Notes Frequently: Always log key interactions and updates for better team collaboration.
Customize When Needed: Add manual tasks where automation doesn’t fit, and personalize outreach for higher engagement.
Monitor Overdue Tasks: Keep track of any overdue tasks and prioritize completing them to keep your follow-up process running smoothly.
