Tasks should be specific actions, not entire projects, meetings, or ongoing collaborations. Break down large requests into separate tasks and submit similar tasks one at a time.
To ensure clarity and efficiency, here are the boundaries for what is not considered a task:
- Complete Project Plans:
- A task should not be a complete project that requires creating the strategy, building the action plan, and executing multiple steps. Each request should be a single, specific action.
- Example: "Design and develop a landing page" is two tasks – one for design and one for development.
- Meetings or Calls:
- Tasks should not include requests for meetings or calls to discuss the task. While we offer support and customer success coaching, tasks should be execution-focused.
- Our packages do offer the ability to meet with us, book meetings, speak with our team members, and collaborate asynchronously or live via Zoom, Google Hangout, or Slack. However, these meetings need to be scheduled separately using the tools we have provided and should not be mixed with task submissions.
- Example: "We need a 1-hour call to discuss our marketing strategy" is not considered a task.
- Internal Team Integration:
- Our team should not be considered as part of your internal team for ongoing collaboration on every task. Depending on your plan, there may be limitations on direct interactions.
- Example: Continuous back-and-forth communication for strategy development within a single task is not permitted.
- Multiple Changes Across Different Areas:
- Asking for too much in one task dilutes focus. Each request should be small and specific.
- Example: "Update 10 different pages on our website" should be broken down into 10 separate tasks.
- Similar Tasks Submitted Together:
- For tasks that are similar but separate, submit them one at a time.
- Example: If you need four new pages created, submit one page first, approve it, and then submit tasks for the remaining pages with specific edits.
- Replying to an Existing Task with New Requests:
- Always start a new task for new requests. Replying to an existing task with a new request can cause confusion and errors.
- Example: Replying to a completed task with "Also, can you update our contact page?" is not considered a task.
- Strategy and Technical Advice:
- Our team specializes in execution, not strategy or technical advice. Requests for detailed strategic advice or platform recommendations are beyond the scope of a task.
- Example: "What CRM should we use?" or "How should we structure our marketing funnel?" are not considered tasks.
Tasks that are broad, vague, or involve multiple steps or components are not considered a single task. For example:
- "Manage my social media accounts" (This is an ongoing project with multiple components)
- "Redesign my entire website" (This involves numerous tasks and steps)
- "Develop and execute a full marketing strategy" (This includes many individual tasks)
Examples of Acceptable Tasks:
- Web Design: "Design a landing page for our new product, following the attached mockup and brand guidelines."
- Graphic Design: "Create a social media graphic for our upcoming sale using the provided text and images."
- Email Marketing: "Set up an email campaign using the attached content and schedule it to send on Friday."
- SEO Management: "Optimize our home page for the keyword 'digital marketing services' based on the attached SEO audit."
By keeping tasks specific, focused, and clearly defined, you enable our team to execute efficiently and deliver the best results for your business.