Smart Schedules

 

At LeadKlozer, we know that scheduling and managing follow-up tasks should be easy, fast, and fool-proof, to ensure that no leads fall through the cracks — so we created an automated system to help you achieve that with as little work as possible!

 

“The fortune is in the follow-up.” – Author and motivational speaker, Jim Rohn

Do you ever get frustrated because most scheduling programs don’t give the option to update follow-up tasks as they are being actioned, creating more and more work after the fact?

The problem is that you are left with a second manual step (completing or updating the original task) at a later time, and usually in a different app, which is DOUBLE THE WORK!

And when we don’t do this second manual step, the tasks that are past due or have already been completed but not yet marked as such pile-up and create a larger and larger project to manage over time.

Without an option to address that double-the-work problem, most people simply stop scheduling tasks in the first place, thus jeopardizing the entire follow-up system.

Introducing Smart Schedules

At LeadKlozer, we know that scheduling and managing follow-up tasks should be easy, fast and fool-proof, to ensure that no leads fall through the cracks. This is why we have created a system to help you achieve that with as little work as possible!

How do Smart Schedules keep you on track without DOUBLING THE EFFORT?

LeadKlozer enables you to update or complete follow-up tasks immediately after you finish interacting with the specified lead. You will never have to remind yourself to go into your schedules to update a task ever again.

Inside LeadKlozer, your follow-up activity and subsequent updating of the Smart Schedule all happens as one convenient step.

Since you can interact with your leads without ever having to leave LeadKlozer, we will automatically pop-up any schedule(s) related to that lead right after the interaction takes place, giving you the opportunity to update or complete the task immediately – to keep your schedules organized and up-to-date in one fell swoop!

Smart Schedule Notifications

We will also send you an email reminder in the early morning of any day(s) that you have scheduled follow-up activity.

This gives you peace-of-mind knowing that LeadKlozer will ensure you never miss a lead follow-up opportunity ever again!

How To Add Email Notifications For Scheduled Follow-Up Activity

All you need to do is add a Smart Schedule for any contact and we will automatically send an email notification to you between 4 to 5 am the morning of that scheduled activity.

  • Add a Smart Schedule.
  • Make sure you’ve confirmed your Time Zone has been set correctly.
  • That’s it!

Video Demo of Smart Schedules

 

 

 

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