Starting from a blank slate is always difficult. We're regularly asked if we have a complete list of everything we can do and our answer is always No, because every business is unique and has different ways they utilise our skill sets.


However we designed our popular task wizards to provide options for submitting tasks with more transparency into the questions that our team asks when reviewing and completing a task for the tasks that are asked of us most regularly. 


Since they were released they’ve been extremely successful - used thousands of times - so we’ve created more task wizard options that will help jumpstart ideas for what Automation Agency can provide your business and make it quicker for you to submit by offering the task wizards. 


See below for Automation Task wizard options for you to ask the Automation Agency Automation Heroes to work with you on:



Add a CRM contactWhether you have a single contact or a list of contacts that needs to be added into your CRM, our team can import your contacts into your audiences or lists. 


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Update a CRM contactContacts are the heart of your marketing automation. Keeping them up to date is a key to having an accurate picture of the types of communications your audience prefers. 


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Managing Contacts in ActiveCampaign


Delete a CRM contactYou may want help in cleaning up your contacts of certain people or certain lists, but it's important to note that once you delete a contact, the action cannot be undone and they cannot be recovered. 


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Send email broadcastEmail newsletters are a great component of email marketing that can help you forge relationships with your readers, boost brand recognition, and increase your credibility as an expert in your industry.


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Import a list to CRM: If you have joined a new CRM and want to add the lists you've already developed into that new CRM, we can add your audience with fields and tags.


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Export a list from CRMYou can export your data from your CRM at any time using the Export Data option.


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Create a new automationWith the automation builder, you can easily create fully automated workflows tailored to the goals of your unique business. Automations can save you time, help you stay organized, and make more money, by improving your marketing and sales processes.


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Update an existing automationWhether you need to add steps to your automation, remove steps, edit your email broadcast, or make other changes, we're here to help create the perfect automation setup for you!


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Troubleshoot an existing automationThere are some common scenarios that can cause automations to break, particularly old ones. Our team can investigate what is going on with your automation setup and figure out how to 


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Create a new standard form


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Create a new payment processing form


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Add video tracking - Video is the most engaging media format and people retain much more information from video than they do from image or text. When you drive traffic to your landing page, videos help you capture the attention of your prospects. By tracking video performance on your landing page, you’re snagging customers away from your competition.



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