Common Tasks

Automation Tasks

  • Import or Update Contact to CRM

  • Schedule Email Campaign

  • Export Contact List from CRM

  • Create new Automation with Content You Provide

  • Update An Existing Automation

  • Troubleshoot An Existing Automation

  • Create a Standard Form

  • Create A Drip Email Campaign

  • CRM Data Campaign

  • Create a Tag

  • Create A List

  • Segment for Contacts in CRM

  • Integrate Calendars

Tech Support Tasks

  • Create A Lead Capture Form

  • Update an Image on Website

  • Setup A Webinar In Webinar Jam or Zoom

  • Add A Pixel to Website

  • Setup Custom Domain on Existing Websites

  • Configure DNS settings

  • Create Calendars

  • Initial Setup or Adevent Calendar

  • Add Events to AdEvent Calendar

  • Initial Membership Setup

  • Membership Updates

  • Initial Course Setup

  • Course Updates

  • Facebook Group Setup

  • Schedule Facebook Group Post

Web Tasks

  • Create Shopify Listing

  • Add Product to Order Form

  • Create Order Form/ Checkout Page

  • Add Testimonials to Page

  • Edit existing Landing Pages

  • Create new blog Posts

  • Add Countdown Time To Page

  • Add SEO to Page

  • Edit Existing Web Forms

  • Setup Lead Capture on Your Website

  • Create Pop-Up On Website

  • Build A Simple Opt-In Landing Page

  • Duplicate An Existing Page

  • Email Sign Up Page

  • Create Link In Bio Page

Admin Support Tasks

  • Video Transcription

  • Schedule Social Media Posts

  • Add Fillable fields to a PDF

  • Creating A Spreadsheet

  • Creating Zoom Events with Registration

  • Adevent Calendar Events

  • Create Eventbrite Events

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