If you’re in the sales industry, you know the importance of staying organized and on top of your tasks. “Complete a task, create a task” is a mantra that resonates with Inside Sales Agents (ISAs), buyers, listing agents, team leaders, and anyone involved in sales. But let’s face it, managing tasks can be time-consuming, easily forgotten, and often takes a back seat to more pressing priorities like qualifying leads and closing deals.
Fortunately, there’s a solution that can revolutionize your workflow. Allow me to introduce you to Tasks, the latest artificial intelligence (AI) innovation by Aisa Holmes from Structurely. Not only does Aisa engage, qualify, and nurture your leads, but she also takes care of the mundane task of creating and reminding you about important tasks that require your attention.
How Do Tasks Work?
Imagine Aisa is in the process of qualifying one of your leads, and they express a desire to schedule a viewing for a property on a specific day and time. Aisa will respond to the lead, but instead of confirming the appointment herself, she leaves it up to you, the agent, to confirm or deny the requested time.
Sometimes, though, you might forget to respond. That’s where Aisa’s Auto Task feature comes into play. Aisa Holmes will automatically create a task for you called “Confirm Appointment.” You’ll receive push notifications, text messages, and emails to ensure you never miss a task.
And if for some reason you don’t complete the task within 24 hours, Aisa will send you a friendly reminder notification to make sure you follow up and set up that appointment. With Aisa Holmes on your side, you’ll always stay on top of your tasks.
What Types of Tasks Can Aisa Holmes Handle?
Aisa Holmes currently supports the creation of nine types of Auto Tasks to assist you in managing your leads effectively:
- Call: When a lead requests a phone call.
- Email: When a lead requests to be contacted via email.
- Follow-up: When a lead has been qualified and requires further attention.
- Connect with lender: If a lead is not pre-qualified or approved, Aisa will prompt you to get in touch with a lender.
- Send property info: When a lead requests specific information about a property.
- Confirm appointment: When a lead requests a showing or appointment time.
- Set up home search: When a lead has identified their search criteria.
- Send property valuation: When a seller lead requests a valuation for their property.
- Send market report: When a lead wants information about the local community or market conditions.
With these predefined tasks, Aisa Holmes ensures that you never miss an opportunity to engage with your leads and provide them with the information they need.
Create Custom Tasks
Sometimes, you may find yourself closely monitoring a conversation between Aisa Holmes and one of your leads. As Aisa allows you to jump into a conversation at any point, it’s easy for you to take over and handle the lead. But what about the tasks that need to be completed after the conversation ends?
That’s where Custom Tasks come in handy. You can create a task tailored to your needs, assigning it to yourself or a team member, and even set a due date. This way, you can ensure that no important task is overlooked or forgotten.
Ready to experience the power of Aisa Holmes and her task management capabilities? If you’re not yet a Structurely user, now is the perfect time to sign up and try Tasks. And if you’re already using any Structurely plan, rest assured that Tasks are enabled in your account, and you can find more information about them in our support center.
So why wait? Let Aisa Holmes take care of your tasks, while you focus on what you do best – closing deals and exceeding your sales goals!
To learn more about Aisa Holmes and Structurely, visit Zenith City News.
