Automate Contact Availability
How can you keep track of which contacts are available vs. on an assignment?If you manage several contractors or temps, it can be hard to…
Built by ActiveCampaign
Project ManagementAll Recipes
Showing 1–7 of 7 Automation Recipes
Post-Project Feedback Request for Company
Asking for feedback can be hard — especially when you’re asking a client to give feedback on a contractor or temp. Collect post-project…
Built by ActiveCampaign
Project ManagementPost-Project Feedback Request for Contact
How do you politely ask for a review after a project wraps up?Collect post-assignment feedback from contractors and team members with this…
Built by ActiveCampaign
Project ManagementPre-Assignment Email Series
How do you make sure contractors and team members are on the same page before an assignment begins? Share information and set expectations…
Built by ActiveCampaign
Project ManagementProject Completion Check-in
As an agency, your goal is client satisfaction on every project — but it can be time-consuming to reach out to every client after every…
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Customer SupportProject Update Reminder Flow
When an agency team is focused on a project, it’s easy for them to forget to communicate with the client. This automation sends automatic…
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Project ManagementSet up Consultation Call with Calendar Integration
If you’re using a calendar integration like Calendly to schedule calls, this automation is made for you! This automation makes it easy for…
Built by ActiveCampaign
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