If you're looking to have us troubleshoot an issue that's not working correctly, this guide is for you!

What You'll Need To Prepare

  • Video Walkthrough of the issue that's happening (OPTIONAL)
    (Using a tool like Screencast-o-matic record a quick walkthough so we can see the issue that's occurring)

What To Provide Us When Sending The Task

Task Type: Web Task or Automation Task (depending on what we need to troubleshoot)

Ensure your explanation, includes answers to the following:

  1. What is currently happening that SHOULD NOT happen? 
    (eg. Currently these clients are being tagged as as "Customers" even though their payment failed)

  2. What Is Currently NOT Happening that SHOULD happen?
    (eg. What should happen is if a payment fails it tells them there was a failure and we don't deliver the product or tag them as a customer)

  3. How Can We Replicate The Issue Or See An Example Of The Issue?
    (eg. Attach a screenshot showing the problem on the webpage, give instructions via text or a video on how to duplicate the issue you experienced, or provide the contact name & email of the person who had the issue happen)

Additional Actions and Resources we'll need:

  • Logins
    Remember also to share any and all logins for platforms we'll need to access to complete this task if you haven't previously done so. (eg. Infusionsoft, Ontraport, ActiveCampaign, ClickFunnels, LeadPages) see How To Share Your Passwords With LastPass

  • Anything else you think we need to know or have to fix the issue